Are Your Referable? – The Practice Experience
July 21, 2017
The Bucket Plan – Segmenting Your Money Based on Purpose and Time Horizon
August 4, 2017
The Virtual Dementia Tour – Changing the Perception of Aging with Alzheimers
$25.00
We are living at a time when extraordinary estate and wealth strategies planning advisors are needed like never before. As a result, the public is searching for answers on how to preserve and protect what they have; and for answers on how to thrive into the future. This course is a dialogue on professional collaboration and the type of practice your referral sources and clients experience – your practice as seen through the eyes of others. It introduces you to techniques which you and your team may use to gain the skills and quiet confidence to position your practice in the forefront of your community and how you can become a “referable” resource to others. Your practice is like no other and should be unique to you.
We will also hold simultaneous 30 minute discussions on How to Communicate and Care for People with Dementia, Physiological Changes with Age; and Memory and Aging – What’s Normal What’s Not.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Rick Topete and Ashlea Rose with Silverado
We are living at a time when extraordinary estate and wealth strategies planning advisors are needed like never before. As a result, the public is searching for answers on how to preserve and protect what they have; and for answers on how to thrive into the future. This course is a dialogue on professional collaboration and the type of practice your referral sources and clients experience – your practice as seen through the eyes of others. It introduces you to techniques which you and your team may use to gain the skills and quiet confidence to position your practice in the forefront of your community and how you can become a “referable” resource to others. Your practice is like no other and should be unique to you.
We will also hold simultaneous 30 minute discussions on How to Communicate and Care for People with Dementia, Physiological Changes with Age; and Memory and Aging – What’s Normal What’s Not.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Rick Topete and Ashlea Rose with Silverado
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(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
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Click here to see the Gathering Agenda with the list of the presentations and presenters.
