Webinar – “Forming Unbreakable Bonds With Your Clients”
Have you ever lost a client that simply transferred out? No explanation just here one day gone the next? It doesn't matter if it was your average client or your […]
Our calendar of events and training opportunities
Have you ever lost a client that simply transferred out? No explanation just here one day gone the next? It doesn't matter if it was your average client or your […]
Presenter: Paul Reed, Advisys Starting a new profession can be challenging. Without tools, resources and a network to lean on, success can seem difficult to envision. Advisys can help provide […]
Groundhog Day is a popular observance in many parts of the United States. Although some states have in some cases adopted their own groundhogs, the official groundhog, Punxsutawney Phil, lives […]
Valentine's Day is celebrated on February 14. It is a festival of romantic love and many people give cards, letters, flowers or presents to their spouse or partner. They may […]
Please mark your calendars for our upcoming program. There will be a CE course at 10:30 – 11:30 and the luncheon will begin at 11:45. Michael DeFontes will be […]
Washington's Birthday, also known as Presidents' Day, is a federal holiday held on the third Monday of February. The day honors presidents of the United States, including George Washington, the […]