Break up your workweek with the company of industry experts and peers, while we share our wisdom and motivate each other to strengthen our individual advisory practices!
LIVE, every Thursday from 5:30 pm - 6:30 pm EST until end of May
Each week, we’ll be exploring a unique theme, talking about industry updates, holding Q&A’s with guests, and sharing
our ideas and experiences over cocktails… or whatever you’d like to drink.
Remaining Dates, Topics & Guests
May 6, 2021 | 5:30 pm - 6:30 pm EST | The Bucket Plan Process and Family Estate Organizer
May 13, 2013 | 5:30 pm - 6:30 pm EST | Using life insurance cash value and annuities as a bond alternative | Guest: Wade Pfau
May 20, 2021 | 5:30 pm - 6:30 pm EST | Practice Management
May 27, 2021 | 5:30 pm - 6:30 pm EST | Increasing your assets under management
Each week we'll have different guests join us to lend their expertise and take questions. Past guests include: