

$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:
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.
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:
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.
All of our practices have the core area that we are comfortable in and has served our clients well. In today’s market the questions that face us are: Do I continue to serve this market?; If I continue to service this market, should I add another?; Am I qualified, or how do I become qualified in another area?; and What should that other area be? If you are considering planning for those 200,000 (or 2,000,000) families in America, the compensation that accompanies it, and the maintenance programs for sustaining a practice, then review with Joe how the Laureate Program can help.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Speakers: Joseph J. Strazzeri, Stephen Mancini
Click play to watch a short video about ‘Continuous Training and Insight to Attract and Engage Wealthy Clients and the Advisors They Work With’
A parable is an allegorical story designed to teach a lesson or communicate a principal. In this session, you will learn 2 types of highly effective parables, how to differentiate between the two, and how to use each at varying times in the conversation for the purpose of helping others to see and creating a space of vulnerability which further enhances a trusting environment.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Speakers: Joseph J. Strazzeri and Stephen Mancini
Click play to watch a short video about 'The Power of Parables'
By combining your client’s legal, financial, tax, philanthropic, and business matters into a unified plan, you can:
– Increase your client’s control over his or her affairs;
– Assure the continuance of your client’s lifestyle and the protection of your client’s assets;
– Enable your client to pass his or her values and work ethic to his or her heirs;
– Substantially reduce excise, gift, estate, income, and generation-skipping taxes;
– Manage the value of your client’s business interests; and
– Keep your client’s affairs free from publicity and the costs and delay of probate.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Joe Strazzeri, Esq. and Alejandro Matuk, Esq.
Click play to watch a short video about ‘Traditional Estate & Business Planning’