Join us for a full day of discovery
Consumers are tired of dinner seminar sales pitches and are flocking to nonthreatening, unbiased financial classes.
Times have changed! Consumers are looking for more, are you prepared?
Learn about a revolutionary new financial planning process which has changed the life of advisors nationwide. Learn how Patrick Lynch gave up conducting 59 dinner seminars a year and transitioned to teaching only eight fiduciary literacy classes per year at local colleges and universities, where prospects pay you to attend! Patrick will show you how he instantly converts prospects – with $500,000 to $2 million or more in investable assets – into life-long clients. Alan Gappinger, the Founder of the Heartland Institute of Financial Education (HIFE), will share with you the unique positioning and credibility a 501(c)(3) national nonprofit can have on your practice. HIFE can also open up other opportunities, such as teaching financial education to companies and their employees.
Founder of the Heartland Institute of Financial Education
Alan J. Gappinger, CLU, ChFC, CFP®, CFEd®, has a Masters in Financial Planning and was one of the original members of the Registry of Financial Planning Practitioners. Alan is the Founder of the Heartland Institute of Financial Education, a national nonprofit organization that provides financial education for companies and their employees and college planning for students. Alan has thirty (30) years experience in the financial services industry and specializes both in financial planning for personal clients and the promotion of financial literacy through the Institute.
Founder Retirement Clarity System and Retire Me Right
Patrick has worked in the financial services industry for more than 25 years and helped thousands of people reach their long-term financial goals during this time.
He has taught ‘Modern Retirement’ classes at many community colleges, from a fiduciary standpoint, which has, for hundreds of people allowed access to various retirement issues, that give a complete picture to the challenges we all face during retirement.
Don’t miss out on this life-changing opportunity
Taking these steps can significantly change your practice and lifestyle, all at a lower cost to you! Because this program is not going to be a good fit for every advisor, there is no obligation to join if you attend Discovery Day. If you do attend, you will be able to witness firsthand his entire operation, procedures, methods and and get a chance to see if it’s a good fit for you. Are you ready to make the change and become a total asset advisor!
Due to the strength of this program we must limit advisors by territories.
If you would like more details, please contact us at 800-344-4105 or send an email to firstname.lastname@example.org.
Complete the form below to register.