Events – Private
We cannot be more excited to start celebrating milestones in person with family and friends and to be bringing back our biannual producer conference to celebrate and appreciate the success of our clients. Join us next year in Scottsdale, AZ, May 3 -7 2023, for a memorable week with new and old friends alike.
In case you missed it,Karen Hofmann Vice President, Advanced Planning Individual Solutions Group, provided the inside track about why NOW is the perfect time for estate planning conversations. It’s a perfect storm for helping clients create estate plans because of rising inflation, low interest rates, low tax rates, and uncertain legislation. Don’t miss this one!