Advisor Transformation Workshop – San Diego
Regional Events

Advisor Transformation Workshop – San Diego

February 8, 2019 @ 2:00 pm

Learn how to double your assets from someone who’s done it – and helped thousands of others do the same.

February 8, 2019   |  2 p.m. – 5 p.m.
Manchester Grand Hyatt   |  1 Market Place, San Diego, CA 92101

Join Jamie and other members of the Carson team for a complimentary advisor workshop near you. You’ll leave this workshop with new strategies for helping your clients build a retirement income plan and actionable tips that will help you better serve your clients.

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You’ll Learn:

  • How to help clients understand retirement income planning
  • How to address clients’ retirement concerns
  • How to overcome challenges when choosing a retirement income strategy
  • Step-by-step process for building a retirement plan

 

Details:

Start:
February 8, 2019 @ 2:00 pm
End:
February 8, 2019 @ 5:00 pm
Event Category:
Regional Events
Map: