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Here you can find out about upcoming events and view photo galleries of past events. Some events may allow for online registration and the ticket purchase. Click the event name to view more details.
Upcoming Events

Tuesday, August 20, 2019

 
Webinar: Bit by Bit - Understanding the Planning/Fiduciary Administration Aspects of Cryptocurrency
8/20/2019
Time: 12:00 - 1:00 PM ET
Webinar: Bit by Bit - Understanding the Planning/Fiduciary Administration Aspects of Cryptocurrency

Thursday, August 22, 2019

 
Working with Main Street Business Owners: A Case Study
8/22/2019
Location: Dallas, Texas    Time: 7:30-11:00 am
Working with Main Street Business Owners: A Case Study

Thursday, September 5, 2019

 
Twin Cities Chapter Event - Planning with 199A & Stretch Demise from an Insurance Perspective
9/5/2019
Location: St. Paul, Minnesota    Time: 11:00 AM -2:10 PM CT
Twin Cities Chapter Event - Planning with 199A & Stretch Demise from an Insurance Perspective

Tuesday, September 10, 2019

 
Expert Live! - Why Life Insurance in a Qualified Retirement Plan?
9/10/2019
Time: 1:00 - 1:30 PM ET
Expert Live! - Why Life Insurance in a Qualified Retirement Plan?

Thursday, September 12, 2019

 
Austin Chapter Event - Special People, Special Needs
9/12/2019
Location: Austin, Texas    Time: 11:30 AM -1:00 PM CT
Austin Chapter Event - Special People, Special Needs
Delaware Chapter Event - Diversity Continues to Challenge the Financial and Insurance Industry
9/12/2019
Location: Wilmington, Delaware    Time: 8:00 AM -9:30 AM ET
Delaware Chapter Event - Diversity Continues to Challenge the Financial and Insurance Industry

Monday, September 16, 2019

 
South Jersey Chapter Event - Bob Biehl Memorial Golf Tournament
9/16/2019
Location: Mt. Laurel, New Jersey    Time: 10:30 AM -8:00 PM ET
South Jersey Chapter Event - Bob Biehl Memorial Golf Tournament

Tuesday, September 17, 2019

 
Webinar - Solving the Middle American Retirement Crisis: Best Practices Using Guaranteed Income
9/17/2019
Time: 12:00 - 1:00 PM ET
Webinar - Solving the Middle American Retirement Crisis: Best Practices Using Guaranteed Income

Wednesday, September 18, 2019

 
New York City Chapter Lunch and Learn - Breaking Through in Your Business
9/18/2019
Location: New York, New York    Time: 11:45 AM - 2:00 PM ET
New York City Chapter Lunch and Learn - Breaking Through in Your Business

Wednesday, September 25, 2019

 
Webinar - Social Security Planning for 2019 and Beyond
9/25/2019
Time: 12:00 - 1:00 PM ET
Webinar - Social Security Planning for 2019 and Beyond
Pittsburgh Chapter Educational Event - Estate Planning for the Young and Old
9/25/2019
Location: Pittsburgh, Pennsylvania    Time: 8:30 am - 11:00 am
Pittsburgh Chapter Educational Event - Estate Planning for the Young and Old

Tuesday, October 1, 2019

 
Webinar - Topic: TBD
10/1/2019
Time: 12:00 - 1:00 pm ET
Webinar - Topic: TBD

Tuesday, October 8, 2019

 
Webinar - Topic: FSP-Sponsored Long-Term DI Plan

Thursday, October 10, 2019

 
Austin Chapter Event - Maximizing Tax Deductions and Ret. Plan Contributions with Cash Balance Plan

Tuesday, October 22, 2019

 
There's No Such Thing as a Blended Family:Effective Estate Planning Solutions for Today's Challenges
10/22/2019
Time: 12:00 - 1:00 PM ET
There
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