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1:30 pm
The Power of Questioning
This workshop will show you how to harness the power of questioning in your initial conversation to uncover the important details to help the borrower and close the deal. Trainer: Meagan Windler, Professional Development Team Lead To register for the class please click here. Remember the class will be held at 1:30 pm, EST (10:30
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What Advisors Should Know when a Retiree Relocates, CFP CE
Help retired clients pave a path toward a successful future with this presentation on how to "rightsize" a home to fit long-term goals. Trainer: Phil Walker, FAR - Retirement Strategies To register for the class please click here. Remember the class will be held at 2 pm, EST (11 am, PST) HOW to Join the Webinar
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