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LEGACY BUILDER

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LEGACY BUILDER RETREAT
Agenda

Enrollment Form

2008 DATES

San Diego - Sept. 23-24

Orlando - Dec 4-5

TOOLS LIST

Practical Training for the Caring Advisor

Wise and caring advisors include professionals in the estate planning, financial services, funeral services, elder law, long-term care, philanthropic, retirement, special needs, hospice, and other related fields.  Wise and caring advisors value the assets of the heart as well as those that appear on a balance sheet.  They understand that true wealth includes money and property, but it also encompasses so much more. 

At SunBridge, we train wise and caring advisors to develop the practical skills they need to help clients share the wealth of a lifetime.   

If you are a wise and caring advisor, your journey as a Legacy Builder begins with The SunBridge Legacy Builder Retreat.  (See the agenda below.)  These 2 days of hands-on immersion in the real-life tools and techniques of legacy building will forever change the way you work. Following the retreat:

• You will walk away with a new vision of how you can make a difference in your work, in your family, and in your community. 
• You will take home with you the skills to help clients and community members build, protect, and share their legacy. 
• You will leave equipped with an entire tool box of practical, ready-to-use legacy building tools. 
• You will be prepared to market yourself to your community as an authentic legacy builder, someone who can not only talk the talk but who can also walk the walk.   
• You will be qualified to become the advisor of choice and distinction in your community.
• You will be prepared to achieve greater financial success in your business.

To learn more about our practical legacy tools for the caring advisor, CLICK HERE.

To register for an upcoming SunBridge Legacy Builder Retreat, CLICK HERE.

The Agenda for The SunBridge Legacy Builder Retreat

First Day: 8:00 AM -- 6:00 PM

 Building Bridges Through Legacy Building -

My Story

I Come from a people who . . .

Big Ideas

Your Objectives

Blue Ocean Opportunities

American Legacies Study

Managing Client Expectations

Building Bridges

Presenting Legacy Building in a Group

A Picture is Worth . . .

Your Life in a Brown Paper Bag

Fire & Water

My House

The Book of Life

The Lighthouse

Precious Objects, Important Stories

Tapping Into Your Wisdom

Opportunities with Legacy Presentations

How to Organize an Event

How to Receive Free Marketing and Publicity

How to Present each of the Tools

How to Follow up after an Event

Adjourn at 6:00 PM

Second Day: 8:00 AM -- 4:00 PM

     Using One-to-One Legacy Building Tools

             pricelessconversations -- Instruction

             pricelessconversations -- One-to-one Interviews

             pricelessconversations -- Follow-up

             pricelessconversations -- Implementation

How Will You Be Remembered?

Building Your Legacy wit Passion and Purpose

Adjourn at 4:00 PM

To register for an upcoming SunBridge Legacy Builder Retreat, CLICK HERE.