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Workshops & Summits

We offer a variety of workshops and summits throughout the year. For further information about an event, please reach out to Jessica Fahey.


Please check out our extensive list of events that we have held in the past!


 WORKSHOPS

*All workshops are followed by drinks & hors d'ouevres.*



PAST EVENT TOPICS

  • Successful Advanced Estate Planning Techniques
  • Art and Science of Business Planning
  • Executive Benefit Planning with Life Insurance
  • Business Succession Planning for the Family Business
  • Life Insurance: Introduction to Permanent Products
  • Successful Business Owner Transition Planning Strategies
  • Broker Appreciation Event
  • Executive Benefit Planning with Life Insurance
  • Business Succession Planning for the Family Business
  • Building Efficiency Using Life Insurance in the 3 Phases of Wealth
  • Attracting and Retaining Key Employees
  • Psychology of a Business Owner
  • Year End Tax Planning
  • Worksite Benefits

Interested in further information? Let's chat.

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