This Free Virtual Workshop
Is For Financial Services Professionals (IAR's, Insurance Agents, Registered Representatives, and entire RIA's).
The Proven System to Help Your Customers & Your Practice
with The Greatest Anticipated Wealth Transfer In History!
Join #1 Best-Selling Author and Nationally Recognized Estate Planning Attorney Stan Miller
for this unique virtual workshop, where he shares:
for this unique virtual workshop, where he shares:
- Date: Monday, June 16th, 2025
- Time: 11:30AM-12:30 PM Eastern Time
- Place: Zoom
What You Will Discover:
- How to use Legacy Planning as a NEW way in the door with the oversaturated affluent Baby-Boomer market.
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How to use Legacy Planning to triple your referrals!
-
How to use Legacy Planning to Insure your practice against the next market crash, and against attrition.
-
How to Grow your Revenue by obtaining and helping More Clients and Making More Sales using new, compliance friendly, legacy planning programs.
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Serve Higher-Level Clients, at a higher level, by using Legacy Planning tools to Enhance your Skill, Competence & Professionalism.
-
Use Legacy Planning programs to Make a Powerful, Positive Impact in the lives of your client families.
Watch This Video First
Register now!
By providing us with your information you are consenting to the collection and use of your information in accordance with our Terms of Service and Privacy Policy.
Stan Miller is the #1 best-selling author of "Your American Legacy," and a co-founder of Wealth Counsel, the #1 software program for over 15,000 estate-planning attorneys.
- Date: Wednesday, April 30th, 2025
- Time: 12PM to 1:30PM Eastern Time
- Place: Zoom
What You Will Discover:
- How to use Legacy Planning as a NEW way in the door with the oversaturated affluent baby-boomer market
-
How to use Legacy Planning to triple your referrals!
-
How to use Legacy Planning to Insure your practice against the next market crash, and against attrition.
-
How to Grow your Revenue by Getting More Clients and Making More Sales using new, compliance friendly, legacy planning programs.
-
Serve Higher Level Clients, at a higher level, by using Legacy Planning tools to Enhance your Skill, Competence & Professionalism
-
Use Legacy Planning programs to Make a Powerful, Positive Impact in the lives of your client families
Watch This Video First
Register now and we will even deliver lunch to your door during the event!
By providing us with your information you are consenting to the collection and use of your information in accordance with our Terms of Service and Privacy Policy.
Stan Miller is the #1 best-selling author of "Your American Legacy", and a co-founder of wealth counsel, the #1 software program for over 15,000 estate planning attorneys.
Wealth Counsel co-founder
15,000+
Online Community Members
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96 minutes
Webclass
