Join Senior Financial Services Manager, Jon Scaman, as he walks you through how to present the Leveraged Planning solutions to clients. From the Rule of 72 and compressed time frame to how to use other people’s money to your advantage, Jon will explain the concepts that make Leveraged Planning solutions work. Each attendee will receive access to the customizable PowerPoint presentation to begin offering these solutions to clients right away.
Wednesday, October 20, 2021
1:00pm – 2:00pm Eastern Time