Once you complete your first year and obtain your Laureate in Wealth Strategies (LWS), you will forever more have the distinction of a Laureate graduate.  Understanding that keeping up at this level requires a career long commitment most advisors continue their relationship by becoming a Laureate Circle member.  This collaboration provides you and your team a place to go not just for tax, legal, technical and wealth planning updates but to see how others are adjusting to changes and discover what’s working and not working in the industry.  Building a successful practice is far more than understanding the legal, technical strategies.  It is understanding your clients’ perspective as they face uncertain times and how to position your process to provide value to them.

What works today, may not work next year. A thriving practice requires constant attention and adjustment.

2015 Laureate Circle Dates and Pricing:

Graduates are invited to attend the Gathering and all three Laureate in Wealth Strategies Sessions in 2015.

The Gathering – February 26 – 27
LWS Session 1 – September 10 – 12
LWS Session 2 – November 12 – 14
LWS Session 3 – May 5 – 7, 2016

Laureate Circle Pricing for Laureate in Wealth Strategies graduates is $4,500 per year.

Click here for pricing and renewal information