4 events found.
Lisa Mitchell
Events from this organizer
Webinar – You Inherited an IRA – Now What?
Be sure to register for the follow-up to our popular June webinar. Join AgencyONE for a another highly informative session about the SECURE Act. Joe Ross of AIG will share his insightful observations concerning changes to the IRA landscape and other information which is crucial to your IRA beneficiary clients and the optimization of their […]
AgencyONE 2023 Annual Advisor Conference
Sun., Apr 30th: Early Bird & Welcome Reception 3:00pm – 5:00pm – Early Bird Session – New Technologies Poised to Change Your Practice: Currance, Corenologies, & Vive Client Portal Vince D’Addona, David York, Luke Bava 5:30pm – 6:30pm – Welcome Reception Sponsored by John Hancock 7:00pm – Carrier Dine-Arounds Carriers & Restaurants TBA Mon., May 1: Annual Advisor Conference 7:00am […]