"Delivering Value to our Membership and Clients"

‚ÄčAccess to Program Presentations:

March 9, 2017 Luncheon Presentation by Alice Tang - "Paying It Forward Can Pay Dividends"

February 23, 2017 Field Leaders' Breakfast with Nick Valenti - "Building a Thriving Team & Firm Culture Amongst Challenges and Industry Changes"

September 8, 2016 Luncheon Presentation by James Voeller - "Asset Protection Estate Planning"

July 14, 2016 Luncheon Presentation by Juli McNeely - DOL & NAIFA Updates

February 11, 2016 Field Leaders' Breakfast with Edward Deutschlander - "Be the First Believer"

November 13, 2014 Luncheon Presentation by Marvin H. Feldman - "The Power of Words"

September 25, 2014 Luncheon Presentation by Peter M. Viliesis - "Modern Planning for Closely-Held Business Owners" (also includes Mr. Viliesis' contact information)