Wealth Watch 101

Stay tuned for upcoming training days!

This training is available virtually.

Day 1: Introduction to Wealth Watch & Administrative Workflow Review

Intro to Systems & Requirements:

  • Wealth Watch Website
  • Riskalyze
  • Fusion
  • TD Ameritrade
  • Orion
  • Daily Workflow Suggestions
  • Frequently Asked Questions

Day 2: Ongoing Advisor Best Practices & Procedures

  • Fiduciary Standards/Case Study
  • The Planning Process/LifeARC Overview
  • Retire Me Right Overview
  • Clarifications of Frequently Asked Questions

Please note below:
We have negotiated a discounted room rate with two hotels directly adjacent to the office & training facility.

Wealth Watch Advisors Headquarters
Office & Training Facility
8310 South Valley Highway
Suite 245 – Avalanche Training Room
Englewood, CO 80112
(855) 822-3708

Courtyard by Marriott
8322 South Valley Highway,
Englewood, Colorado 80112
(720) 895-0300

Negotiated room rate of $139 per night. When calling to reserve a room, simply refer to Wealth Watch Advisors for the discount. Alternatively, please use the link below to reserve your room online.

Residence Inn Denver South/Park Meadows Mall
8322 South Valley Highway,
Englewood, Colorado 80112
(720) 895-0200

Negotiated room rate of $129 per night. When calling to reserve a room, simply refer to Wealth Watch Advisors for the discount. Alternatively, please use the link below to reserve your room online.

The button below will allow you to choose between the two hotels. 

RSVP Today!

Stay tuned for upcoming training dates!

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