VA Aid and Attendance – Who, What, When, and How
November 17, 2017
Laureate in Wealth Strategies (LWS) Program Deposit – May 2018
November 29, 2017Laureate in Wealth Strategies (LWS) Program – May 2018
$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.
$4,500 Participation Fee
Program Dates: Tuesday, May 1 – Saturday, May 5, 2018
Participants must have completed the pre-requisite Advisor in Wealth Strategies 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.
Laureate in Wealth Strategies (LWS) May 2018
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 Advisor in Wealth Strategies 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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