Join us for a full day of professional development, collaboration, and growth.

Featuring educational sessions, guest speakers, and insights from industry leaders, this event is designed to provide practical strategies that support business growth and professional success. Connect with fellow agents, advisors, and leadership while enjoying breakfast and lunch provided throughout the day.

Event Agenda

• 8:30 AM – Breakfast & Networking
• 9:15 AM – Welcome Remarks with Nick Abbate & Todd Hearp
• 10:00 AM – Premium Funding Strategies with Jason Montgomery, OPUS
• 10:45 AM – High Dividend Income Strategies with Rob Howard & Bill Keeney
• 11:30 PM – Premium Financing with Todd Bass, WealthBridge
• 12:15 PM – Working Lunch: Technology presentation by Dan Evans
• 1:15 PM – 403(b) School and Government Options with Jacob Marley and Brandon Ortez, NLG
• 1:45 PM – Annuity Book of Business with Lee Revels and Steve Wallach, NLG
• 2:30 PM – Sarah Dingle, ESI and Fidelity Platform Overview with Nicholas Sgroi, FMAX
• 3:15 PM – Asset Management Strategies with Shane Chareonchump, AssetMark
• 4:00 PM – Growing CAG & Your Personal Brand with Gabby Turner
• 4:45 PM – Closing Remarks

RSVP by EOD Thursday, June 4th.
Attendees are required to register in advance so we can appropriately prepare for breakfast and lunch accommodations.

We look forward to spending the day learning, growing, and building together.