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1
Date

6 PM PT
(8 PM CT, 9 PM ET)
1st Topic (Knowledge/Product) - 40 Min
2nd Topic (Mindset/Soft skills) - 40 MinMeeting HostNotesSlide Template
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TopicTrainerNotes / CotrainerTopicTrainerCo-Trainers
169
04/07/2025Estate Planning James Qi Importance & How to Leverage Lilu Gao talk about when to leverage , when to take more ownership , have some ppl share
170
04/14/2025Build Wealth and Protect WealthBleng Power of WFG System Hangdong Guo candy company , GA compare to WFG
171
04/21/2025Education PlanningKaren ArgopradiptoSTAR Johnny Qu
172
04/28/2025Retirement Basic II 401K,403b, IRA, Roth, SEPJudy Xue Business Ownership Arvin Aledia
173
05/05/2025 Retirement Basic III - Annuity - Protect & Grow Safety NetJIanling YueWFG Compensation Sha Sha
174
05/12/2025Understanding Loan, Mortgage and Real Estate InvestmentAparna Sarasam Mid Level Leadership Raj Annapillai
175
05/19/2025MacroeconomicsMarc VExpanding Business Out of StateBeatrice Oduor
176
05/26/2025Industry UpdateJohnny & Qiu DanHow to be a Good Trainee Jing Mattox
177
06/02/2025Mission & CrusadeArvinNew SMD interview - Karen Argopradipto, KennedyVictor Gabor
178
06/09/2025Investment Basics -stocks, bonds,mutual fundsJie XuConnection with People and Build TrustSha Sha
179
06/16/2025Education PlanningCeciliaPower of WFG System
Connie Ho
180
06/23/2025Understand Risks in InvestmentHangdong Guo Building Customer BaseSonia Zhu
181
06/30/2025How to Maximize ConventionVictor GaborHow to Maximize ConventionVictor Gabor
182
07/07/2025video replay - How to Maximize Conventionreplay - How to Maximize Convention
183
07/14/2025Convention SharingJane PerezConvention SharingJane Perez
184
07/21/2025Family Financial FoundationJosephine Clark PAIYuni
185
07/28/2025Evolution of Life InsuranceCylia ChenPAI (Part II)Dan Mugumi
186
08/04/2025
187
08/11/2025Term Life and Final Expense PoliciesAna AlediaLiving Benefit TermPAI (Part III)Jing Mattox
188
08/18/2025Whole LifeSha ShaSuccessful Principle ISunny
189
08/25/2025IUL Deep Dive Fred Perezcompare Term cost vs IUL costWFG UniquenessShan
190
09/01/2025IUL Real Case SharingEric ZhengHow to EPR, Challenge, and Empower PeopleVictor Gabor
191
09/08/2025Living Benefits Vs. Long Term CareBleng ManingasArt of CommunicationJudy
192
09/15/2025Long Term Care SolutionsMD Cathy Yangtogether and survivorship and annuity (crusade?)Presentation SkillsLilu Gao
193
09/22/2025Understand Insurance StatementsRajesh AnnapillaiWhole life vs IUL comparison (include some crusade stories?)Effective Follow up Dante
194
09/29/2025FInancial Needs AnalysisMaggie WuNationwide Event SharingCarolyn Find some people to share
195
10/06/2025Real EstateMay XuTeam BuildingLing Ligoals setting
196
10/13/2025Retirement Basics I: Retirement Market & Retirement Planning OptionsWilson(different accumulation & income annuities and how it works together)History and WFG BusinessMarc V
197
10/20/2025Fixed Index Annuity & Cases sharingCecilia(what is in it? what is the expected risk and return)RCLN Stephen
198
10/27/2025 Retirement Basic III - Annuity - Protect & Grow Safety NetConnie HoDifferent types of annuitiesLeadership Edification Sunny Huang
199
11/03/2025Retirement Basic II 401K,403b, IRA, Roth, SEPKai On Fung(MYGA, income based annuity, accumulation annuity)STAR Maggie Wu
200
11/10/2025Retirement Planning (Risk and Tax)Johnny QuFamily and BusinessEric Zheng & Danielle Qiuraising kids, tough love, hold standards,
201
11/17/2025Interview of Guest Speaker CK- Hosted by Victor, check date?Malaysian Chinese, fighting spirit, invest in business, commitment, ownership
202
11/24/2025Variable Annuity & Cases SharingDante RILA & Jackson (more case sharing)Business MetricJudy Xue
203
12/01/2025Eudcation PlanningHangdong GuoHow to rise above adversityShan
204
12/08/2025Business Tax DeductionsJie XuHow to identify leadersArvin
205
12/15/2025Cases SharingCyliaWilson & SMD PanelsLeon Zhu
206
12/22/2025Health Insurance & MedicareSonia ZhuGoal SettingVictor Gabor
207
12/29/2025Crusade StoriesJosephine ClarkShare Your GoalsBeatricefind people to share: 10 people
208
01/05/2026Investment TopicLilu Gaofor recording (like the one in Chinese from Leon)Understand Business NatureKen Qian
209
01/12/2026How to Maximize EventsLing Li
210
01/19/2026Convention-No Training
211
01/26/2026Convention Sharing
212
02/02/2026Final ExpenseAdeStrengths of Characters through WFGSunny Huang
213
02/09/2026Breakthrough in WFGDan Mugubi
214
02/16/2026
215
02/23/2026
216
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