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We Look Forward to Seeing You

Homework for the DLP Prosperity Event

We’re thrilled to host you at the upcoming DLP Prosperity Event just over a week! By now you’ve heard about the educational workshops designed to help you build a comprehensive wealth strategy that will last for generations. In order for us to ensure you get the most out of these workshops, we’d like to request your help.

We have a bit of “homework” we’re assigning in advance that we’d like you to bring to the event. It will allow us to get right to the heart of the material, but more importantly, it will allow you the necessary time and thought needed to begin building your strategy.

  • Fill out your Life Assessment Tool as completely as possible
    (Select File > Make a Copy to create your own editable version)
  • Complete your Personal Financial Statement in the DLP Format (PFS template)
    (Select File > Make a Copy to create your own editable version)
  • Take the Predictive Index behavioral assessment—this will come as a separate link directly from the PI system this week (please double-check spam folders for if you do not see your PI assessment link come through)
  • Please submit your digital copy of your (1) Life Assessment, (2) Personal Financial Statement, and (3) Predictive Index results no later than March 16 to info@dlpcapitalpartners.com with the subject line: Prosperity Event Homework
  • Prepare for an incredible event, kicking off March 18 in St. Simons Island, GA

If you have any questions, please do not hesitate to reach out to us by email at info@dlpcapitalpartners.com for assistance!

*Returns are not guaranteed. These returns are based on projections of DLP Capital Partners.

Risk Disclaimer: Investing in private real estate funds and notes secured by real estate has certain inherent risks, which could result in the loss of some or all of your principal investment. Your decision to purchase and invest should be based on your own particular financial circumstances and investment objectives. DLP Capital Partners LLC, its officers, and representatives can in no way guarantee or warrant your success. Consult your tax advisor or financial advisor before investing. Past performance does not guarantee future performance. Please see fund offering documents for full details & disclosure.

Questions? Give us a call at 610.488.2375 or send us an email at info@dlpcapitalpartners.com.

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