Events / Event Info

Event Details

"FPALA Meeting - Cash Flow Planning & Wimp Junction"
Event Details
Thursday, October 17, 2019
Program: 12:45 P.M. - Adjourn: 4:00 P.M.
The Proud Bird
11022 Aviation Blvd. Los Angeles, CA 90045
(818) 558-3908
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CEU's
You May EARN 2 CEU CREDITS FOR ATTENDING
May qualify for 2 CFP Credit(s). FPALA follows the CE guidelines specified in the California Board of Accountancy Regulations.
Cost
 pre-registeredAt the Door
Member $40 $65
Non Member $65 $90
 
Guest Speaker(s):

Melissa Tosetti , Founder, The Savvy Life & author of the international bestseller, Living The Savvy Life
Matthew McNeilly, Sandler Training


Event Schedule:
12:45 PMRegistration & Networking
1:00 PMLunch
1:30 PMWelcome & Chapter Announcements
1:45 PMThe Power of Cash Flow Planning - Melissa Tosetti
3:00 PMWimp Junction - Matthew McNeilly
4-6:00 PMHappy Hour - Thanks to our Sponsor:


Event Details:
The Power of Cash Flow Planning - Melissa Tosetti
Attendees of this event will learn how to help their clients find more money for their short and long term financial goals. It will aid them in creating Spending Plans for those clients, achieving the balance between building a stronger financial foundation and enjoying the journey.

Wimp Junction - Matthew McNeilly
  • Success - Triangle
  • Traditional Sales v New Sales Cycle
  • Prospects System?
  • Comfort Zone
  • Are You Emotional?


 
This event has already past. You will no longer be able to RSVPs for this event.

Speaker(s):

Founder, The Savvy Life & author of the international bestseller, Living The Savvy Life, Melissa Tosetti

Melissa Tosetti is the founder of The Savvy Life and author of the international bestseller Living The Savvy Life. For the past eight years, she's worked as an outside resource for financial advisors doing cash flow planning for their clients. She has worked with over 575 individuals and families to create Spending Plans based on the goals they've outlined with their advisors. Melissa has travelled across the U.S. giving over 200 Savvy Living presentations and has taught over 240 webinars related to the subject. For more information, you can visit: The Savvy Life Advisor's Page.


Sandler Training, Matthew McNeilly

Matt serves as managing Director and Chairman of McNeilly Business Consulting, Ltd, a premier management consulting firm and authorized Sandler Licensee. The firm is recognized for its leadership role in process development and reinforcement through training "executional" leadership, sales, sales management training and sales technology integration across a multitude of industries.

There is no "magic pill," your business success is built around the concept of implementing incremental growth and behavioral change over time.

Sandler Training pairs instructor-led training sessions with a complementary online program, so salespeople can access the content on their phone, making it easy to learn on the go -- and refresh their memory using lessons learned in 'real time'.

Sandler Training uses a methodical approach designed to make concepts stick -- so you don't invest in a costly sales training program only to have your sales team forget most of it 90 days later.



Please note: Reservations for the meetings must be made in writing and cannot be taken over the phone. You can either print the reservation form and fax it to the office or register online. Cancellations must be made 72 hours in advance to avoid being charged.

Please call the FPALA office at (818) 558-3908 with questions
Upcoming Events:

20
Nov
 
FPA of Orange County November Quarterly Education Meeting
Wednesday | November 20, 2019 8:30 A.M.
12
Dec
 
Holiday Meeting & Silent Auction
Thursday | December 12, 2019 12:45 P.M.
24
Jan
 
2020 FPA Southwest Financial Planners Conference
Friday | January 24, 2020 12:45 P.M.
View Calendar >>
 

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