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This is your invitation to the FBR Wealth Transfer Specialist training experience.
This two and one-half day skill-building training event is designed to equip you to function effectively as a wealth transfer specialist. You will be introduced to the FBR Report Generator software and other FBR marketing and sales tools. See the FAQ section on the next page for more information about the FBR method and the process of becoming a certified FBR Wealth Transfer Specialist.
At the end of the two and one-half days of training, you will be able to:
• Market yourself as a family business advisor.
• Develop a lucrative fee-for-service advisor practice and increase product sale opportunities
• Conduct individual interviews of family members to determine the family’s objectives related to business succession planning and wealth transfer issues.
• Skillfully present the new wealth transfer plan to family members in a family retreat setting.
• Enter case data into the FBR Software and generate a professional looking report detailing a new wealth transfer plan.
| Here are details of the upcoming 2 1/2 training event: |
Dates: |
TBA |
Times: |
Opening session: 3:00 PM Monday
Continuing sessions: 8:00 AM to 5:00 PM Tuesday and Wednesday |
Place: |
Avila Beach, CA (nearest airport San Luis Obispo County Regional Airport) |
Cost: |
$1,400 includes all training materials and copy of "Becoming a Wealth Transfer Specialist" and "Planning a Family & Business Legacy" |
Registration: |
Call FBR System, Inc. 805-595-2089 to register.
Email karl@fbrsystem.com
Fax 808 595 2821
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Complete satisfaction with your experience at this event is assured by a money-back guarantee. If at the conclusion of this training event, you are not fully satisfied with the training you received, FBR System, Inc. will cheerfully refund your training registration fee
Frequently Asked Questions
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