This will be an interactive discussion with the winner of Forum Max, Jonathan Adler. What are members saying to make those relationships actually successful? Like the unmeetings, Forum 400 Let’s … Read more
Forum 400
This will be an open discussion on how we explain to clients that what they have been shown is extremely unlikely to work out, how to point out the risks, … Read more
Discuss how members are utilizing AI and technology to save time and provide a better client experience. Like the unmeetings, Forum 400 Let’s Chats are open-format discussions intended for attendees … Read more
This will be an open discussion on strategies for IRA’s when they are not needed for retirement. We will discuss tax strategies and ways to create a legacy with problematic … Read more
Forum MAX allows you to concentrate on YOUR clients… This intimate study group setting offers hours of presenting, discussing, and receiving direct feedback on your client cases and solutions. You … Read more
This will be an open discussion on the key takeaways from the Annual Meeting. Which ideas members have implemented into their practice and successes that have come from them. Like … Read more
