Wealth & Wisdom Institute 2023 Symposiums – Livonia

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Date and Time:

May 4, 2023 7:30 am - 6:00 pm

Event Location:

Detroit Marriott Livonia, 17100 N Laurel Park Dr, Livonia, MI, 48152, USA

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Description

DOUBLE JEOPARDY

A Journey Through Financial Awareness
The Critical Stages of Planning
Hiddenomics© and The Role of the Government

Communication, Discussions and Marketing
that will bring results to the Sales Process

 

7:30– 8:30 am    REGISTRATION

8:30-9:20      THE CHARACTERISTICS OF GREATNESS

9:30-10:20     Awareness- Critical Stages of Planning

10:30-11:20   Awareness- The Role of the Government

11:30-12:10   The First Eleven Minutes with a Client The Money Matrix

12:10-12:40    Lunch

12:40-1:30      The Communication Process

1:40-2:30       The Critical Stages of Planning – Stage 3 & 4 The Function of Time

2:40-3:30       The Legacy Conversation The Family Legacy

3:30-4:40        Bring Your Annuity Back To Life The Transfer Evaluation

4:40-5:15         Marketing To Your Success

5:15-6:00         Cocktails/ Networking

 

https://www.marriott.com/en-us/hotels/dtwli-detroit-marriott-livonia/overview/

There are no room discounts for the venue.

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