| This seminar is written in a modular format. The financial professional who instructs the seminar will choose the subject matter they present which composes the 2½ hour teaching sessions held 1 night per week, for 3 consecutive weeks. The subject material is ever growing with new modules added on an ongoing basis.
Using this approach, the advisor/instructor is free to tailor the seminar subject matter to those areas where he/she is most comfortable, proficient, and experienced. In effect the modular format lets you teach the areas you focus upon in your practice.
Having a modular system is crucial in today's regulatory environment. As broker dealer compliance departments become increasingly strict with regard to marketing materials and subject matter, the financial professional now requires flexibility when choosing a marketing program. The Family Wealth Strategies' modular format meets this need.
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