Join us on Thursday, June 29th for our June Conference at Stoweflake Mountain Resort!
Get updates, Midterm and Market updates and more!
- 10:30 – 11:00am: Kick off & MDRT Promotion, Randy Raner, Principal of The Vermont Agency
- 11:00 – 11:15am: SAGE Updates, Randy Raner, Principal of The Vermont Agency
- 11:15 – 11:30am: Midterm Incentives and Updates, Melissa Cushing, Director of Finance & Operations
- 11:30am – 12:15pm: Markets Update, Aaron Nichols, VP, First Trust
- 12:15 - 1:15pm: Lunch, Dan Randall, Mike Chiarella, Lauren Finney, Bryan Pritchard, Steve Wallach
- 1:15 – 2:00pm: Case Study - Qualified vs Non-Qualified Plans for Business Owners, Bryan Prichard, Director of Advanced Marketing
- 2:00 – 2:45pm: Tax Efficient Legacy Transfer, Steve Wallach, Key Account Associate
- 2:45 – 3:00pm: Break
- 3:00 – 4:00pm: Agent Panel – Impact of Joining the Business, Hosted by: Tyler Combs and Featuring: Michelle Lawrence, Chris Favreau, Chris Huchro, Aaron Gaines, Mike Castillo, Stephane Bosse
- 4:00 – 4:15pm: Agency Update/Closing Remarks, Randy Raner, Principal of The Vermont Agency
Date and Time
Thu, Jun 29, 2023
10:30a - 4:15p EST