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Join
LEGACY BUILDER
NETWORK
LEGACY BUILDER
RETREAT
Agenda
2010 DATES
August 2-3, 2010
Ft. Lauderdale, FL
The Agenda for The SunBridge Legacy Builder Retreat
First Day: 9:00 AM -- 5:30 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
My House
The Lighthouse
Precious Objects, Important Stories
Tapping Into Your Wisdom
Opportunities with Legacy Presentations
How to Present each of the Tools
Second Day: 9:00 AM -- 4:00 PM
Using One-to-One Legacy Building Tools
Priceless Conversations -- Instruction
Priceless Conversations -- One-to-one Interviews
Priceless Conversations -- Follow-up
Priceless Conversations -- Implementation
How Will You Be Remembered?
Implementing Legacy Building in Your Practice and Your Community
How to Build Your Business and Make More Money Using Legacy Building
New Support System: The SunBridge Legacy Builder Network
How to Become a Certified Legacy Advisor
The First Five Things to Do When You Get Home
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.
SunBridge offers a variety of training, tools and support.
To learn about our many programs
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