9:00 am - 9:45 am Tuesday Morning Advisor Coffee July 6, 2021 @ 9:00 am - 9:45 am CDT Tuesday Morning Advisor Coffee Connect with a community of like-minded advisors, hear what’s working, and share ideas on a regular basis. Each 45- minute session is led by a…
3:00 pm - 4:00 pm Half-Time 2021 Webinar July 15, 2021 @ 3:00 pm - 4:00 pm CDT Half-Time 2021 Webinar Have you been wondering how the first half of 2021 went in the markets? Join us for our Half-Time 2021 Webinar where Greg Opitz, Executive…
9:00 am - 9:45 am Tuesday Morning Advisor Coffee July 20, 2021 @ 9:00 am - 9:45 am CDT Tuesday Morning Advisor Coffee Connect with a community of like-minded advisors, hear what’s working, and share ideas on a regular basis. Each 45- minute session is led by a…
1:00 pm - 2:00 pm Monthly CE Webinar: Succession Planning With Structuring Buy-Sell Agreements for Business Owners July 22, 2021 @ 1:00 pm - 2:00 pm CDT Monthly CE Webinar: Succession Planning With Structuring Buy-Sell Agreements for Business Owners Succession planning blunders are way too common. And you might be making them. The biggest blunder may be not knowing how to structure a buy-sell…
1:00 pm - 2:00 pm Practice Management Webinar: The Power of a Team in Place to Provide Support, Resources, and Community July 29, 2021 @ 1:00 pm - 2:00 pm CDT Practice Management Webinar: The Power of a Team in Place to Provide Support, Resources, and Community Join Sarah Cain, Vice President Coaching and Consulting, as she discusses the power and benefits of having a team in place to provide support, resources,…
July 22, 2021 @ 1:00 pm - 2:00 pm CDT Monthly CE Webinar: Succession Planning With Structuring Buy-Sell Agreements for Business Owners
July 29, 2021 @ 1:00 pm - 2:00 pm CDT Practice Management Webinar: The Power of a Team in Place to Provide Support, Resources, and Community
