INERTIA / Advisor Services Group
INERTIA / Advisor Services Group

Client Meetings, Seminars & Workshops

Are you interested in hosting a client event, seminar or workshop?


Below are examples of some of the topics we can present for you, or we'll be happy to customize a presentation for your group.   Please contact us to begin planning your event. 



The files below are large, so please be patient while they load....

"The Evolution of Long-Term Care Planning"

"Ensuring Your Financial Future Is On Target"

"Partners In Planning:  Combining Life Insurance & Long Term Care Planning" 




If your institution, firm or broker/dealer requires compliance department review of material to be presented, please allow ample time to obtain the proper approval prior to the event.

Sponsor Code = "LTC"

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