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LEGACY BUILDER

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Enrollment Form

LEGACY BUILDER RETREAT
Agenda

Enrollment Form

2008 DATES

San Diego - Sept. 23-24

Orlando - Dec 4-5

TOOLS LIST

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 p.m.

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.