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.