Date: 10-28-2026

Time: 10:00a-12:00p

Registration Fee: FREE

Information:

Every agent leaves with:

• Their own copy of the full Excel planner and tracker (Master Tab, Freedom Framework, Annual/Quarterly Goals, Monthly/Weekly/Daily Actions, Deal Tracker, Appointment Tracker, Tracker Summary)
• Printed PDF handouts for each tab so they can work through it live in class, no laptop required
• A parallel set of tech based prompts for every tab, so they can build and maintain their plan digitally going forward
• A framework covering vision, mission, ideal client, and core values
• Annual and quarterly goal setting built from income targets and appointment ratios instead of guesswork
• Daily, weekly, and monthly action systems that turn goals into trackable behaviors
• A live walkthrough of the Deal Tracker and Appointment Tracker
• A Tracker Summary dashboard that gives them a real time scoreboard they can check anytime

2 hours TREC CE credit

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