Jul 2017


July 19 - July 21 | Income Allocation University
The Westin O'Hare

Chicago

Aug 2017


August 24 - August 25 | IUL Grad School


Sep 2017


September 27 - September 29 | Champions Series
Ritz Carlton - Dove Mountain

Marana

Oct 2017


October 18 - October 20 | Income Allocation University


Jun 2017


June 05 - June 06 | IUL Grad School
Hilton Atlanta Airport

Atlanta


June 01 - June 02 | Mount Laurel Income Allocation University
GamePlan Financial Marketing, LLC

Mount Laurel

May 2017


May 11 - May 11 | Elite Training
Ruth's Chris Steakhouse

San Francisco


May 04 - May 09 | Kapalua Hawaii Incentive Trip
Ritz Carlton Kapalua

Kapalua

Apr 2017


April 27 - April 27 | Elite Training
Ruth's Chris

Arlington


April 19 - April 21 | Champions Series
The Westin Galleria

Dallas

Dec 2016


December 01 - December 01 | Elite Training
Ruth's Chris

Jacksonville

Nov 2016


November 16 - November 16 | Elite Training
Ruth's Chris Steakhouse

Louisville


November 15 - November 15 | Elite Training
Malone's

Lexington

Oct 2016


October 25 - October 26 | Allianz Life University


Minneapolis


October 20 - October 21 | Advanced Advisor Training
JW Marriott - Buckhead

Atlanta


October 19 - October 21 | Retirement Income Challenge
GamePlan Financial

Woodstock


October 18 - October 18 | Elite Training
Hyde Park Prime Steakhouse

Cleveland


October 13 - October 14 | Income Allocation University
Hyatt Regency at Gainey Ranch

Scottsdale

Sep 2016


September 29 - September 30 | IUL Grad School
Hyatt Regency

Scottsdale


September 28 - September 28 | Elite Training
Ruth's Chris Steak House

Scottsdale


September 27 - September 27 | Elite Training
Ruth's Chris Steak House

Salt Lake City


September 08 - September 09 | Income Allocation University
GamePlan Financial Marketing

Woodstock

Aug 2016


August 31 - August 31 | Elite Training
Ruth's Chris Steak House

Pittsburgh


August 15 - August 17 | Champions Forum
Loews Atlanta Hotel

Atlanta

Jul 2016


July 28 - July 29 | Advanced Planning
GamePlan Financial Marketing

Woodstock


July 27 - July 27 | Eagle Team Annuity Training



July 19 | Elite Training
McCormick & Schmick’s

Edina


July 13 - July 14 | Kovack Forum
Wyndham Grand Jupiter at Harbourside Place

Jupiter


July 11 - July 12 | Peak Performance Sales Academy
InterContinental Hotel - Buckhead

Atlanta


July 07 - July 07 | Elite Training
Ruth's Chris Steak House

Portland

Jun 2016


June 28 - June 28 | Elite Training
Ruth's Chris Steak House

Nashville


June 16 - June 16 | Elite Training
Ruth’s Chris Steak House

Woodland Hills


June 15 - June 15 | Elite Training
Ruth’s Chris Steak House

Marina Del Rey


June 02 - June 03 | Income Allocation
GamePlan
Income Allocation
Woodstock

May 2016


May 24 | The Villages - Road Show
Waterfront Inn
Training event
The Villages


May 14 - May 20 | Greece Incentive Trip
Silversea

Greece


May 12 - May 14 | Greece Incentive Trip Extension
Hotel Grand Bretagne


May 04 | Minneapolis Roadshow
Ruth's Chris

Minneapolis

Apr 2016


April 01 | Boston Road Show
Road show

Boston