Workshops & Summits Workshops & Summits Press Coverage 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 TOPICSSuccessful Advanced Estate Planning TechniquesArt and Science of Business PlanningExecutive Benefit Planning with Life InsuranceBusiness Succession Planning for the Family BusinessLife Insurance: Introduction to Permanent ProductsSuccessful Business Owner Transition Planning StrategiesBroker Appreciation EventExecutive Benefit Planning with Life InsuranceBusiness Succession Planning for the Family BusinessBuilding Efficiency Using Life Insurance in the 3 Phases of WealthAttracting and Retaining Key EmployeesPsychology of a Business OwnerYear End Tax PlanningWorksite Benefits Interested in further information? Let's chat. Name Email Address Phone Question Thank you! Oops!