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Remain Current with the Client’s Changing Financial Situation
Review and update client’s Present Position Model with new information and identify additional strategies and action items accordingly.
Remain Current with the Client’s Changing Financial Situation
Review and update client’s Present Position Model with new information and identify additional strategies and action items accordingly.
CalCon West is coming to Salt Lake City on September 20th!
This will be a full-day informative learning event with Guest Speaker John "Hutch" Hutchinson of Banking Truths. Attendees will learn how and when to use popular Leap calculators and concepts, along with the conversations to have with your clients to help them reach their full financial potential.
Tuition includes the one day training session, breakfast and lunch.
Schedule:
September 20, 2023
8:00 AM - 5:00 PM
CalCon West
Guest Speaker
John "Hutch" Hutchinson
Founder of Banking Truths
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