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upcoming events

HEAR FROM
OUR PAST
ATTENDEES

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PREMIUM FINANCING
SYMPOSIUM

June 24-25, 2024
Newport Beach, CA

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NEWPORT BEACH

Back To 2.0

PREMIUM FINANCING
SYMPOSIUM

August 19-20, 2024
Dallas, TX

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DALLAS

Estate tax symposium
(for cpas only)

August 20-21, 2024
Dallas, TX

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CPAs

ESTATE TAXES

& CPE CREDITS

COUPLES
mastermind retreat

October 17-20, 2024
Location TBA

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MASTERMIND
COUPLES
RETREAT

PREMIUM FINANCING SYMPOSIUM

November 11-12, 2024
Chicago, IL

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CHICAGO

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