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Training

WBC’s licensee website for financial professionals houses all the presentations, materials, and calculators included in the system and is accessed through individual login credentials.

Wealth Building Cornerstones was developed so financial professionals could get up and running very quickly on their own. Included in the licensee website are audio/video client presentations (you can start playing these for clients the day you become a licensee) and scripts as well as online video tutorials for the Pre-Retiree Cornerstones Calculator™, Pre-Retiree Cornerstones Blueprint™, and Retiree Cornerstones Blueprint™ and Calculator.

A Conversation with Tom Wall, Ph.D. from Whole Life Masterminds (recording)

Training

Date:October 30, 2025
Tuition:$
Click to view recording

REINFORCING RETIREMENT (Tom Wall, Wade Pfau, Jason Sanger)

Training

Date:November 18, 2025
Time:11:00 am Central
Tuition:$
Instructors:Tom Wall, Wade Pfau, Jason Sanger
Register

Three retirement income experts talk about tried and true ways to add safety, leverage research, and use powerful language to move clients to action.