PICKLEBALL & PORTFOLIO$
Unlock New Opportunities & Strengthen Relationships
What’s the #1 concern for people in retirement?
Many people think the answer is running out of money. However, research has shown that social isolation is a retiree’s #1 fear.
The Power of Pickleball
Pickleball is the fastest growing sport in the country. A combination of tennis, badminton, and ping-pong, Pickleball builds wellness, increases mental agility, and creates connections within a passionate community.
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Pickleball & Portfolios can unlock new opportunities to develop new relationships and strengthen current ones.
With over 25 years of experience in financial services, we bring our passion to help retirees and pre-retirees enjoy a comfortable and secure retirement so they can enjoy their passion for pickleball.
With a Pro Certification from Professional Pickleball Registry, we will design the event around your theme and objectives to optimize your outcomes and maximize your investment. By working together, we will create an experience that introduces a new awareness, incorporates essential applications, and inspires positive action.
An A-List Experience
1
AWARENESS
What is the secret that
someone should know?
2
APPLICATION
How can the
new insight help?
3
ADJUSTMENT
What needs to change
for positive results?
An Engaging and Educational Event
Your customizable A-List Experience will provide financial services professionals a new way to attract prospects and show appreciation for their clients.
PICKLEBALL SECRETS
PORTFOLIO STRATEGIES
COMPETITIVE PLAY
Our full and 1/2 day programs offer interactive sessions featuring innovative ways to improve pickleball skills, valuable insights to protect and grow financial portfolios, and an enjoyable environment to expand networks and enjoy some competition.