Virtual Private Briefing Session

October 1, 2021   9:00 am – 2:00 pm PT *
* End time is approximate 

Looking to transform your business for the remainder of 2021 and into 2022 & beyond? At the Center’s Private Briefing Session, you’ll get a sneak peek of the industry knowledge, advanced strategies, tools, and techniques our Academies are known for in one Power-Packed day!

Register Now for The Upcoming Private Briefing Session.

Day(s)

:

Hour(s)

:

Minute(s)

:

Second(s)

The Private Briefing Session is Only $199!

 

Your registration includes:

  • Access to the Private Briefing Session – Virtual
  • 5 hours of exclusive training not available anywhere else
  • 7-Day Access to all recordings from the Session
  • Learn from 5 of the nation’s leading coaches, producers, tax attorneys, and CPAs
  • Register for the upcoming LIVE Academy on December 8 – 10, 2021 and we’ll apply your $199 investment toward your Live Academy registration
Register Now!

Why Attend the Private Briefing Session?

If you’ve ever thought about attending one of our Academies but perhaps didn’t have the time due to client meetings and a booked calendar, here is your chance to “Dip Your Toes in the Water” for at a reduced cost and more importantly, a fraction of the time commitment.

Can you see yourself answering “yes” to any of the questions below?

  • Do you ever wish you had more opportunities to implement financial strategies with experts who are honest and reliable?
  • Do you want to form personal and professional relationships with the industry’s top-performing CPAs, tax attorneys, financial advisor, and insurance industry icons?
  • Would you like to be able to provide clients who own businesses with a financial plan prepared by experts that will reduce their taxes?
  • Do you wish you had an expert to call for another perspective on how to engage a high-net-worth prospect?

Attend our Private Briefing Session and we can show you how you can accomplish those goals!

Register Now

Testimonials

★ ★ ★ ★ ★

This is really the future. If you’re not doing advanced tax planning, you’re going to miss out, so you need to be taking advantage of this training now.

Bruce Hosler, EA, CFP®, AIF®

Hosler Wealth Management

★ ★ ★ ★ ★

Most definitely worth the investment. I’ve been in the business for 30 years, and when I think about the language that I use now with clients, what I’ve picked up at past academies, it’s really made a big difference in my practice.

Don Warnke, CLU, ChFC, CASL, RICP

Country Financial

★ ★ ★ ★ ★

As a new member, the benefits of this organization are huge compared to the cost of membership! Great value for the money. Well worth it!

Gregory Krpalek, ChFC®, CLU

Krpalek Financial Services

★ ★ ★ ★ ★

If you’re going to utilize income or estate tax planning strategies, you definitely want associate with people like Simon Singer. He knows those strategies inside and out and can help you make a lot more money.

Mark Pace

ObjectiView

The Private Briefing Session is Only $199!

 

Your registration includes:

  • Access to the Private Briefing Session – Virtual
  • 5 hours of exclusive training not available anywhere else
  • 7-Day Access to all recordings from the Session
  • Learn from 5 of the nation’s leading coaches, producers, tax attorneys, and CPAs
  • Register for the upcoming LIVE Academy on December 8 – 10, 2021 and we’ll apply your $199 investment toward your Live Academy registration
Register Now!

Subscribe to Our Mailing List

Fill out the form below so you won’t miss our upcoming training webinars and events!