CE Webinar: Current Retirement Plan Trends for 2022
As the SECURE Act 2.0 takes hold in DC, passing through the house and making its way into the SENATE, it is a good time…
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Tuesday Morning Advisor Coffee: Burt White
TMAC will be held the first Tuesday of every month only. Each month will have a specific focus area. Each month, the coach host will provide…
Monthly CE Webinar: The Great Retirement Income Gap
There are a number of concerns clients must take into consideration when planning for retirement. This course will focus on the impact of the potential…
Tuesday Morning Advisor Coffee: Building the Right Team
TMAC will be held the first Tuesday of every month only. Each month will have a specific focus area. Each month, the coach host will provide…
Monthly CE Webinar: Legacy Essentials – Bridging Generations
Join Doug Ewing of Nationwide to discuss how you can help your clients realize their wealth transfer goals. This presentation will cover: - Why financial…
Tuesday Morning Advisor Coffee: Business Development Through Passion Prospecting and Referrals
TMAC will be held the first Tuesday of every month only. Each month will have a specific focus area. Each month, the coach host will provide…
Half-Time 2022 Webinar
Have you been wondering how the first half of 2022 went in the markets? Join us for our Half-Time 2022 Webinar where Greg Opitz, Executive…
Monthly CE Webinar: How Medicare Changes Your Financial Planning Conversation
Find out how your clients' Medicare plans can change your conversations about their financial plans. Healthpilot's Shannon Granahan talks about Medicare and the impact the…
Tuesday Morning Advisor Coffee: Moving from Advisor to CEO
TMAC will be held the first Tuesday of every month only. Each month will have a specific focus area. Each month, the coach host will provide…
Join Ron Carson and Burt White for Lunch in Chicago
We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors…
Join Ron Carson and Burt White for Happy Hour in Detroit
We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors…
Join Ron Carson and Burt White for Lunch in Boston
We love meeting with advisors to talk about what’s working, what’s not, and what the future looks like for our profession. That’s why we’re helping advisors…