Client WorkshopsYou finally got your plan in place. Now make sure it continues to work for you.

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Upcoming Workshop Events

Patrick Johnson, CFP, CLU, ChFC

Webinar: Annuities – The Good, the Bad and the Ugly

Thursday, October 8th, 2020,  1pm MDT In this educational workshop our in-house Certified Financial Planner, Patrick Johnson, will be offering you valuable insights into ‘the good, the bad, and the ugly’ about annuities. With Patrick’s ...
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stethoscope and medical chart

Webinar: Medicare Mentor

Monday, October 12th, 2020 1 pm, MDT This educational seminar will explain the basics of Medicare and the options / benefits that you are entitled to. We will discuss how to prepare for the Annual ...
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Webinar – Trust Administration: Level 100

Wednesday, October 28th, 2020  - 2-4 pm MST At some point, all of your planning and preparation for the handling of your estate will be needed. The burning question is how will it work and ...
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