UPCOMING EVENTS

 

We frequently provide opportunities to learn about Long-Term Care Planning and the solution providers we work with. Please click on one of the sessions below for details on an upcoming event or to make a reservation.

 

We look forward to seeing you soon!!

 

 

If you are not engaging clients about Long-Term Care Planning, they may find an advisor who will.....

The Life & Annuity Toolbox for Long-Term Care Planning

 

OneAmerica Live Webinar

@

2:00 PM

(Eastern Time)

The Evolution of Long-Term Care Planning

 

Lunch & Learn

@

Libby's

1917 S. Osprey Avenue, Sarasota, FL 34239

 

Attendees will receive Two (2) Hours of Florida Insurance CE

The Life & Annuity Toolbox for Long-Term Care Planning

 

OneAmerica Live Webinar

@

2:00 PM

(Eastern Time)

Strategies for Tax-Advantaged Long-Term Care Planning

 

Lunch & Learn 

@

One 19 North

119 North Kirkwood Road, Kirkwood, MO 63122

 

Attendees will receive Two Hours of MISSOURI Insurance CE and the course is also eligible for self-reporting CPE

The Life & Annuity Toolbox for Long-Term Care Planning

 

OneAmerica Live Webinar

@

2:00 PM

(Eastern Time)

The Life & Annuity Toolbox for Long-Term Care Planning

 

OneAmerica Live Webinar

@

2:00 PM

(Eastern Time)

Strategies for Tax-Advantaged Long-Term Care Planning

 

Lunch & Learn

@

Cooper's Hawk Winery & Restaurant

4110 West Boy Scout Blvd, Tampa, FL 33607

 

Attendees will receive Two (2) Hours of FLORIDA Insurance CE

Breath New Life Into An Old Annuity

 

INERTIA & Global Atlantic

Zoom Meeting 

11:00 AM

(Eastern Time)

The Life & Annuity Toolbox for Long-Term Care Planning

 

OneAmerica Live Webinar

@

2:00 PM

(Eastern Time)

Strategies for Tax-Advantaged Long-Term Care Planning

 

Lunch & Learn

@

Countryside Country Club

3001 Countryside Boulevard, Clearwater, FL 33761

 

Attendees will receive Two (2) Hours of Florida Insurance CE

The Life & Annuity Toolbox for Long-Term Care Planning

 

OneAmerica Live Webinar

@

2:00 PM

(Eastern Time)

The Evolution of Long-Term Care Planning

 

Lunch & Learn

@

Hunter's Green Country Club

18101 Longwater Run Drive, Tampa, FL 33647

 

Attendees will receive Two (2) Hours of Florida Insurance CE

The Life & Annuity Toolbox for Long-Term Care Planning

 

OneAmerica Live Webinar

@

2:00 PM

(Eastern Time)

Strategies for Tax-Advantaged Long-Term Care Planning

 

Lunch & Learn 

@

One 19 North

119 North Kirkwood Road, Kirkwood, MO 63122

 

Attendees will receive Two Hours of MISSOURI Insurance CE and the course is also eligible for self-reporting CPE

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