wealth strategies planning

Laureate in Wealth Strategies (LWS) Program Deposit – May 2018

$450.00

Place Your $450 Deposit – Reserve Your Seat for our

Laureate in Wealth Strategies (LWS) May 2018

(Participants must have completed the pre-requisite Certified Wealth Strategies Advisor program before enrolling in this course.)

      Improve Your Quiet Confidence

The LWS Program is a 5-day certification program for CSWA graduates seeking to attract, engage, and work with high-net worth families, business owners, and the other professional advisors they work with.  In this collaborative model, Laureates learn:

  • wealth strategies client partnering; benefit and process marketing;
  • advanced case management – process and protocols; and
  • integrated wealth strategies case studies in review, design, implementation, and maintenance labs.

$4,500 Participation Fee

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

Participants must have completed the pre-requisite Certified Wealth Strategies Advisor program before enrolling in this course.

Enrollment in this program also entitles you to attend the Gathering 2018.  Upon completion of this purchase, you will receive an email with instructions.

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Place Your $450 Deposit – Reserve Your Seat for our

Laureate in Wealth Strategies (LWS) May 2018

(Participants must have completed the pre-requisite Certified Wealth Strategies Advisor program before enrolling in this course.)

      Improve Your Quiet Confidence

The LWS Program is a 5-day certification program for CSWA graduates seeking to attract, engage, and work with high-net worth families, business owners, and the other professional advisors they work with.  In this collaborative model, Laureates learn:

laurel_crown_1-2wealth strategies client partnering; benefit and process marketing;

laurel_crown_1-2advanced case management – process and protocols; and

laurel_crown_1-2integrated wealth strategies case studies in review, design, implementation, and maintenance labs.

$4,500 Participation Fee

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

Participants must have completed the pre-requisite Certified Wealth Strategies Advisor program before enrolling in this course.

Enrollment in this program also entitles you to attend the Gathering 2018.  Upon completion of this purchase, you will receive an email with instructions.

 

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