As a licensed and certified FBR Wealth Transfer Specialist, you'll have access to powerful seminar presentations that explain the FBR Model and its many advantages in planning for wealth transfer. Seminars are available as Power Point presentations or 35mm slides. Each seminar includes a complete script that guides you, step-by-step, through each presentation.

The first seminar is a complete explanation of the three phases and nine steps of the FBR Model. Seminar attendees learn about the benefits to both the business and the family of using this approach. The presentation positions you, the Wealth Transfer Specialist, as the one advisor uniquely prepared to help the business owner and family members together protect and preserve their wealth while systematically planning for the next generation of leadership.

The second seminar presentation is a shortened version that helps you explain the FBR Model in more general terms to family members or others who require an overview but are in less need of details.

Becoming an FBR Wealth Transfer Specialist includes an intensive two-day training experience that teaches you the complete FBR system, trains you on the use of the FBR software and equips you to present the family seminars and conduct the family retreat.

As an advisor, you may choose to work on a joint team with our trained FBR Wealth Transfer Specialists. See our Team page for information regarding trained Wealth Transfer Specialists. Contact us for additional information.

Learn more about becoming a Wealth Transfer Specialist.