$100 Members | $125 Non-Members | $720 Table of 8
Pardini's
2257 W Shaw Avenue
Fresno, CA 93711
Book your room at Fairfield Inn & Suites - special rate of $169/night!
This course will cover:
You will leave this event with a brand new perspective that creates massive results in your personal and professional life!
Hear Aprilyn’s empowering story of rising above difficult situations to achieve her dreams. Learn how her grit and determination propelled her to build a successful multiline agency, become a forward-thinking executive and the financial professional she is today. Aprilyn will share her passion of helping others and how she channeled it. Hear the systems she’s used to grow a sustainable practice and how to ‘build back better’ the practice of your dreams.
Join Rod Roberto with Westpac Wealth for an informative session on opportunities you may not be aware of working with your business owner clients! These business owners have worked their lifetime to build their largest asset, and as advisors, we can help them maximize various outcomes and ensure we are there to walk them through all these strategies!
Rod Roberto has been in the Southern California area for over 50 years. Since 2001, he has been educating and working with Physicians, Attorneys, Corporate Executives, and Business Owners in effective financial decision-making. Rod works with people who want to improve their net worth and make informed decisions, so they can meet their objectives in the building, protection, and enjoyment of their wealth.
As a leader at WestPac for many years, he has served a select group of clientele as well as instructed and mentored other advisors such as CFP’s, CPA’s and Investment advisors. He frequently speaks and shares the WestPac client experience with other industry professionals throughout the country.
This course will cover:
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