2019 Webinar Series

08/14/19 - Webinar #1 >

PLANNING FOR SPECIAL NEEDS FAMILIES


08/21/19 - Webinar #2 >

THE ART OF THE LIFE INSURANCE POLICY REVIEW


09/18/19 - Webinar #3 >

HOW INTEGRATING A FIDUCIARY PROCESS CAN BE A WIN, WIN, WIN


10/02/19 - Webinar #4 >

UNIQUE STRATEGIES FOR HIGH NET WORTH AND ULTRA HIGH NET WORTH BUSINESS CASE OPPORTUNITIES


10/23/19 - Webinar #5 >

ESTABLISHING A “CLIENT BEST INTEREST” PROTOCOL


11/06/19 - Webinar #6 >

"HIT OR MISS" STRATEGIES


If you should have any questions regarding our webinars, or if you would like to register, please call (586) 745-7037, or send an e-mail through our Contact Us link.