“One Day Event”

April 1, 2020       8:30 am to 5:00 pm                                                                 

                                         Register Early!                        

  Seating is limited                                                            

 

Blackrock Office

601 Union St.

Seattle, WA 98101

 

You must pay when you register to save your spot!      

         *** NO REFUNDS – For any reason **

Learn how to Become a Financial Professional for the 21st Century!

You will receive the Advisor Literacy Guide and the approved 1st presentation folder

Here are a few of the highlights  from the manual:

Why Advisory Services – How residual recurring income can help you build your team and assets.

The Power of Putting A Financial Plan Together (first and second presentation, data gathering, risk scale).

Investment and Insurance Products and Vehicles.

Tax Code Basics.

Retirement Options, ie., 401(k), 403(b), IRA, Roth IRA.

Scripts (making contacts, getting referral’s) – Basics in sales training.

Building Your Team and Your Assets.

 

 

Lunch will be provided.

There will be NO CE credit.

Call Bob with any questions at:  (801) 568-0614