Thursday, March 24, 2022 — Sessions
Welcome & In-Depth Government Benefits and Helping Attorneys Minimize Their Exposure
Greg Maxwell, Esq., CFP®
Jay Robert
Structuring Your Practice: Plans Over Product
Joseph Tombs
Stacy Scrip
Ryan Garrison
Non-Qualified Spotlight: Capitalize on Unique Market Opportunities
Stephen Halterbeck, RSP
Marketing for
the New Normal
Chris Bua, J.D.
Courtney Barber
Dan Finn, CPCU, MSSC®, RICP®
Christopher Harlan
Tracee Wagner
Friday, March 25, 2022 — Sessions
Become a Trusted Advisor: Opening the Door with Fee Deferrals
Leif Lundberg
John Meaney
Chris Bua, J.D.
Anthony Alfieri, JD, RSP, CMSP
Negotiating Tax Strategies
at Settlement
Jeremy Babener
Alternative Compensation Arrangements: From Co-Brokers to Consultant Fees
Ryan Garrison
Sean Pendray, CSSC, ChFC®, RSP
Joseph Di Gangi, CFP, CSSC
If you need the password to view these recordings, please email Daniel Maxwell.