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.

INFORMATION CENTER

LOCATION

HFG Sacramento Office
3835 N Freeway Blvd, Sacramento, CA 95834

WHEN

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

FOOD

Lunch will be provided

Agenda

July 10th

8:30 AM – 12:00 pm (15-minute break in middle)
The Pantheon Playbook & Real Case Stories

Policy Reviews
Tax Advantaged Asset Plans (TAAP)
Asset Exit Strategy
Business Continuity
Define Benefit/Contribution Plans
Estate Planning

12:00 PM – 1:00 PM – Lunch will be provided

1:00 PM – 5:00 PM (15-minute break in middle)
Marketing Business Owners & Live Case Reviews

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!

Register