Our workshops are designed for professional advisors such as you who have a genuine desire to serve their clients in their client’s best interest. The workshops promote the development of knowledgeable, professional and competent advisors, which in turn enhances consumer protection and service quality. Advisors who have taken our workshops report to us that they’ve grown their asset-bases because they were able to outmaneuver their competitors and offer innovative plans that they didn’t even know were available to them.

During the workshops, we address the regulations and laws of employee benefit plans and help you implement industry practices that can be used to distinguish you among your competitors. Your clients will come to rely on you for your expertise.

If you’re interested to learn more about these workshops or want to know when a workshop will be conducted near you, call us at 218-824-6119 or email us at info@goldleafpartners.com. We’d love to help you achieve the expertise you need to grow your business.

Please click on a link below to learn more
about our services that grow wealth:
  Employee Benefit Plan Consulting
Retirement Plan Design and Administration
Flexible Spending Account Administration
COBRA Administration
Payroll Services
Continuing Learning Electives (Workshops)
 
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