wealth strategies planning

Laureate in Wealth Strategies Program November 2017

$4,500.00

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.

Program Dates: Tuesday, November 7 – Saturday, November 11, 2017

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

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

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Description

Laureate in Wealth Strategies (LWS) November 2017

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, November 7 – Saturday, November 11, 2017

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

 

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