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Advanced Practice Symposium: Opportunities with Business Owners & High Net Worth Families in the New Normal
June 24, 2020 @ 2:00 pm - 5:00 pm
Kathleen Bilderback
Affinity Law Group, Attorney
Ron Lee, JD, CLU, ChFC, CAP
Mutual of Omaha, Vice President, Advanced Markets & Brokerage Field Relations
Andrew J. Rinn, JD, CFP, CLU, ChFC
Ameritas, Vice President, Advanced Markets and Practice Management & Development
June 24, 2020
2:00 PM EASTERN
Are you looking to grow your practice? COVID-19 has afforded us with many opportunities to better serve small and medium-sized businesses. Now is a great time to provide additional ideas to your clients around retirement, benefits and estate planning.
Join our panel of experts for a webinar that will give you fresh ideas on how to have impactful conversations with your business clients.