sacramento, california | July 10, 2024.

Business Owner Master Class In-Person Meeting

Days
Hours
Minutes
Seconds

This one-day in-person class will give agents the opportunity to experience a live session to discuss how to approach a client, what to say, and set the meeting.

Register

INFORMATION CENTER

LOCATION

Four Point by Sheraton
4900 DUCKHORN DRIVE,
SACRAMENTO, CA 95834

WHEN

July 10, 2024, at 8:30 A.M PT

FOOD

Lunch will be provided

Agenda

July 10th

8:30 AM – 8:45 AM: Opening Remarks – Eric Salazar & Chris Miller

8:45 AM – 10:00 AM: Welcome Rally – Eric Palmer & Mark Toomey

  • The “state of things” and what it means to a business owner
  • Marketing to the Business Owner (The REAL Marketing Funnel)

10:00 AM – 12:00 PM: The Pantheon Playbook with Case Studies

  • Policy Review
  • Tax Advantaged Asset Plans (TAAP)
  • Asset Exit Strategy
  • Business Continuity
  • Defined Benefits
  • Estate Planning

12:00 PM – 1 PM: LUNCH

1:00 PM – 5:00 PM: Live Action Fire!

  • Experience LIVE case reviews to get a hands-on experience with Pantheon’s proven process for marketing and planning for business owners. The quickest way to maximum success in the business owner community is to experience real cases in real time!
  • Learn the “talk tracks” that are proven to lead to a successful meeting with a Business Owner.
  • Leave the meeting with the ability to immediately implement what you have learned!

Register