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Secure & Grow Agenda

Wednesday, July 24th

Join us for a fun evening in the exclusive Pittsburgh Baseball Club Level Concourse  as the Pittsburgh Pirates take on the St. Louis Cardinals! (seating is limited to the first 25 registrants)

Game starts at 7:05 pm

Enjoy transportation via the Gateway Clipper (departure time TBD)

Tuesday, February 11th:

  • How to create it. 
  • What are your options?
  • What is your business worth? 
  • Why the current industry model is broke and how it can be fixed for you. 

What Marketing Strategies Are Working for Today’s Advisor?

  • Social Security Events and Marketing
  • University Classes
  • Medicare 
  • Group Client Review 
  • The Ultimate Beneficiary Checklist
  • The who, where, and how to capture all of the assets in Cleveland.
  • Seeing the numbers.
  • The Pilars to success.