Friday, March 13, 2009

Purposeful Planning System Helps Advisors Generate New Income Streams, Enhances Client Communication Skills and Legacy Planning

Barb Culver is offering a number of FREE webinars that will walk you through the layers of the Purposeful Planning Pyramid and/or introduce the Post-transition Planning Process.

Dates are ever evolving ... and seats fill up fast!
Reserve your seat now.

Also - don't miss this podcast!!

Listen to industry veteran Barb Culver as she shares how advisors can generate new revenue AND create meaningful legacies for their clients through the Purposeful Planning System:

Click the PODCAST graphic or this link below to listen:

Read Barb's comments in Financial Planning magazine:

Learn more about the Masters Level Intensive and Purposeful Planning at

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