THE CONTINUUM OF CARE
Cultivating Consistent, Value-Driven Client Relationships
The 2013 Planning for the Generations Symposium
July 24-26, 2013 • Hyatt Regency • Denver, Colorado
Download Symposium Brochure
The Planning for the Generations Symposium is your opportunity to connect with hundreds of colleagues and learn from national experts how to grow your practice with a deeper understanding and practical application of a “continuum of care” approach. Come prepared to learn powerful – and practical – strategies to implement immediately for richer client relationships and a more profitable practice.
Along with relevant and powerful plenary sessions, join in four education tracks based on your interests and experience:
• Estate Planning
• Business Planning & Practice Building
• Elder Law & Special Needs
• Financial Planning (new this year!)
Plus, join in additional courses to help you better distinguish your practice to serve clients with complex planning issues.
Register for the event of the year and be a part of the excitement! And please be aware that in past years, the hotel block has sold out, so reserve your accommodations today.
Learning and Serving the CONTINUUM OF CARE
Empowering Consistent, Value-Driven Client Relationships
Practice Excellence honors ongoing devotion to the full client experience. By anticipating, engaging, and fulfilling every individual, business, and intergenerational need in an organized manner the client value is clear and will be rewarded. The 2013 Symposium will deliver the tools and means to provide this Continuum of Care from firm positioning and marketing, to initial engagement, through all of life's transitions.
Join hundreds of your colleagues in a rich, collaborative environment and learn techniques to grow your practice as you serve your clients through every phase of their lives.
We can’t wait to see you in the Mile High City.
- The WealthCounsel Companies
Note: The Symposium sessions will be audio recorded and available for purchase during the event as well as in our online MarketPlace following.
Interested in sponsorship and exhibitor opportunities?
Contact Lori Berry: lori.berry@wealthcounsel.com or Download the Prospectus
List of Sponsors & Exhibitors: 2013 | 2012 | 2011
