Our monthly case study E-Casts are on the 3rd Wednesday of each
month at noon EST. They will help you:
Each month we look at a specific situation taken from the InKnowVision
case files. We review the facts and circumstances, the Family Wealth
Goal Achiever Process, and the solutions used in the case. We discuss
how the results were received by the families and we look at how
compensation was allocated among the planning and implementation team.
In
addition to providing a practical view of advanced planning for the
affluent, these case study E-Casts also provide a unique opportunity to
position yourself and demonstrate your capabilities in your marketplace.
CE Credit Approval
Our E-Casts have been approved
for continuing education credit hours with the Certified Financial
Planner™ (CFP) Board and the National Association of State Boards of
Accountancy (NASBA). For more information,
click here.
There is a fee of $39.00 per CE credit hour if you are not part of our
annual InKnowVision Institute Program.
A Bonus - The Relationship Builder Program
When you sign-up to attend the monthly Expert’s E-Cast, you will
receive a Relationship Builder
Program detailing how to invite other professionals in your market to share a unique
learning experience that showcases your talent and willingness to work
with them. Host our monthly E-Casts series in your office and raise the
bar for providing planning and services for your clients. The
Relationship Builder guide provides a process to build and/or deepen the
relationships among your external team.
