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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.

2 DAY IN PERSON TRAINING EVENT

Training

Date:October 24-25, 2024
Time:8:30 am - 5:00pm first day. 8:00 am - 12:30 pm
Tuition:$799
Instructors:Jason Goldstein ASA, MAAA, RICP® and Erik Fischer CFP®, RICP®
Location:Embassy Suites, Downtown Orlando, 191 East Pine Street
Register

TUITION: $799 if booked by Sept. 25th; $949 thereafter

Make Your 4th Quarter Count!  Use this WBC training and activate the knowledge from it right away to:

Reduce client uncertainty, create client motivation, and cultivate stronger client relationships

So you can….Conclude your best 4th quarter, increase your pipeline for next year, “un-stick” stuck cases, increase your case size, be more referable.

WBC Webinar with Dr. Wade Pfau - Tax Planning for Retirement Efficiency

Training

Date:October 25, 2024
Time:10:30 AM Central
Tuition:$
Instructors:Dr. Wade Pfau
Register

WBC Webinar with Dr. Wade Pfau - Client Retirement Personalities and Preferences and WBC Retirement Income Choices

Training

Date:November 15, 2024
Time:10:30 AM Central
Tuition:$
Instructors:Dr. Wade Pfau
Register