I will host a small boot camp of about 100 people in the Spokane, WA / Coeur D' Alene, ID area in mid-August 2025.  Rene, Jo, Gina and myself will work hands-on with you on cases, MoneyGuidePro, proposals, role playing, closing deals, building portfolios, etc.  I'll bring out experts from Mutual Funds, Jackson and Pacific Life to help with Money Guide Pro. We’ll have two guest agents, Greg Aldridge (Kansas City, MO) and Amanda Chase (Winter Park, FL), joining us to share tips and help with the workshops.

This is a perfect time to visit, and the lake and golf opportunities are spectacular at that time of year. 

These will be a one-day meeting.

For Session 1, you will fly in on the 17th, meet all day on the 18th, attend a reception the evening of the 18th, and then fly out on the 19th.

For Session 2, you will fly in on the 19th, meet all day on the 20th, attend a reception the evening of the 20th, and then fly out on the 21st.

We of course encourage you to stay longer to explore the area, as Coeur d’Alene is beautiful during the summer. We can arrange golf on the 19th at the Circling Raven golf course for those who are interested.

Session 1 is SOLD out, but session 2 still has spots available.

We will have a room block reserved, or you can book at the CDA resort that is about 25 minutes away.