Join Financial Independence Group and Schechter, a premier independent wealth management firm, for an exclusive due diligence workshop designed to help you expand the planning strategies and resources you can bring to complex, high-net-worth client situations. Through advanced premium finance, estate planning, and alternative strategy concepts, the workshop will give you practical ways to identify opportunities, strengthen planning conversations, and deliver greater value to clients.

You'll connect directly with Schechter’s advanced planning experts to evaluate sophisticated approaches, understand where they may fit, and leave with actionable insights you can confidently bring back to conversations with high-net-worth clients and business owners.

Explore strategies designed for affluent client situations:

· Discover innovative investment and funding concepts designed to unlock new possibilities

· Explore advanced estate, tax, and business planning strategies

· Build confidence navigating sophisticated planning conversations with high-net-worth clients and business owners

· Elevate your approach with language that makes complex ideas clear, relevant, and compelling