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
Forum 400
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
All the latest from the Forum Annual Meeting will be available exclusively to Forum members. Keep an eye on your Forum Resource Library for updates coming soon!
Join us on this call to have an open discussion on year-end planning but mainly on what members are working on for 2026. OneAmerica Advanced Markets will be joining us … Read more
This will be an open discussion on how members plan to retire and sell their practice. We will have numerous members share their succession plans and stories of what worked … Read more
This will be an open discussion on what software members are using for AI, automation, productivity, tracking cases, meeting notes, etc. We will have numerous members do a 2-minute demo … Read more
