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 Workshop Schedule
 

Register
for a
Comprehensive
Workshop
in your offices

   Comprehensive Workshops 
Comprehensive Workshops will be scheduled in your offices at your convenience.  Contact us for more information.

   Life Planning 101 Tele-Class Series 

These series include six one-hour tele-classes. Check your time zone for scheduled tele-classes.

 
  
Tele-Class Series  
Life Planning 101
     Pacific Standard Class Time  
9:00 AM      Pacific
 
Topics
   
 *What is life planning and
     what's in it for me?
 
June 2
 *What is my communication style and  how do I communicate with others? *  
June 9
 *Coaching Skill #1:
    Stop, Look, and Listen
 
June 16
 *Coaching Skill #2:
     Perspectives
 
June 30
 *Coaching Skill #3:
     What questions do I ask?
 
July 7
 *Incorporating Life
     Planning into my practice

 
July 14
 *  (requires pre-workshop assessment)
   
 


Learn about our programs--Register
for your
Complimentary
Tele-Class

   Free Tele-Classes (top)

(choose one)
 
  
 Free Tele-Class Sessions
Session M
Session N
Session O
 
  
Pacific Standard Class Time
Noon Pacific
9 A M Pacific
9 AM Pacific
 
Date

Friday

May 19

Wednesday

May 31

Monday

June 5

 
           

 

 

 


Learn more about our programs.
Take a Free Class!
And let us show you how effective coaching skills
can help you become
an even more successful Financial Advisor.
 

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