wealth strategies planning

Advisor in Wealth Strategies Program Deposit – May 2018


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$450.00

Place Your $450 Deposit – Reserve Your Seat for our

Advisor in Wealth Strategies (AWS) May 2018

Increase Your Technical Knowledge

The AWS is a 5-day certification program intended for successful professionals that are wondering “what’s next?” In a high-paced, interactive model, wealth advisors from all disciplines collaboratively learn:

  • The difference and intricacies between wealth strategies advice and engagement;
  • Product and strategy marketing;
  • Practice management processes; and
  • Technical knowledge.

AWS serves as a pre-requisite for the LWS Program.

$4,500 Participation Fee

Program Dates: Tuesday, May 1 – Saturday, May 5, 2018

Application completion is required before attending first session.

 

Want a discount? Become a member by becoming a Basic or Premium member.

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Place Your $450 Deposit – Reserve Your Seat for our

Advisor in Wealth Strategies (AWS) May 2018

Increase Your Technical Knowledge

 

The AWS is a 5-day certification program intended for successful professionals that are wondering “what’s next?”  In a high-paced, interactive model, wealth advisors from all disciplines collaboratively learn:

  • the difference and intricacies between wealth strategies advice and engagement;
  • product and strategy marketing;
  • practice management processes; and
  • technical knowledge.

AWS serves as a pre-requisite for the LWS Program.
$4,500 Participation Fee

Program Dates: Tuesday, May 1 – Saturday, May 5, 2018

Application completion is required before attending first session.

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