TFA Bootcamp Georgia

September 19, 2019
 - 

This training will cover how to prospect, educate, sell, and onboard new leaders. Be prepared to takes notes – LOTS of notes.

You must pay when you register to save your spot!

*** NO REFUNDS ***

When you pay, it is recorded.  We will send you your ticket and wrist band, you must have these to attend and pick up your material.

Call Bob with any questions at:  (801) 568-0614

Lunch will be provided.

Product Providers and Money Managers will be speaking.

The Advisory manual will have:

• Why Advisory Services

• The Power of Putting A Financial Plan Together (first and second presentation, data gathering, risk scale)

• Money Basics

• Insurance Basics

• Investment Vehicles

• Tax Code Basics

• Retirement Options, ie., 401(k), 403(b), IRA, Roth IRA

• Scripts (making contacts, getting referral’s)

• Building Your Team and Your Assets

Note: There will be NO CE credits.

Johns Creek Hotels

Hyatt Place (Website)
(770) 622-5858
11515 Medlock Bridge Rd
Johns Creek, GA  30097 (Directions)

Holiday Inn Express (Website)
(678) 638-9800
7146 McGinnis Ferry Road
Johns Creek, GA  30024 (Directions)

Hilton Garden Inn (Website)
(770) 476-1966
11695 Medlock Bridge Rd
Johns Creek, GA  30097 (Directions)

Hampton Inn and Suites Johns Creek (Website)
(470) 410-1801
6440 East Johns Crossing
Johns Creek, GA 30097 (Directions)

Register Now
Great minds discuss ideas, average minds discuss events, small minds discuss people.

– Eleanor Roosevelt