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Training

WBC’s licensee website for financial professionals houses all the presentations, materials, and calculators included in the system and is accessed through individual login credentials.

Wealth Building Cornerstones was developed so financial professionals could get up and running very quickly on their own. Included in the licensee website are audio/video client presentations (you can start playing these for clients the day you become a licensee) and scripts as well as online video tutorials for the Pre-Retiree Cornerstones Calculator™, Pre-Retiree Cornerstones Blueprint™, and Retiree Cornerstones Blueprint™ and Calculator.

A Conversation with Tom Wall, Ph.D. from Whole Life Masterminds (recording)

Training

Date:January 11, 2026
Tuition:$
Click to view recording

WBC 2 Day Training - Orlando

Training

Date:February 26-27, 2026
Tuition:$799
Instructors:Jason Goldstein ASA, MAAA, RICP® and Erik Fischer CFP®, RICP®
Location:Orlando, FL
Register

$799 if booked by January 31st; $949 thereafter