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Enjoy a tribute to Florida's adopted son and enjoy 2 days of insurance education along with boat drinks, yummy Buffetts, and cheeseburgers in paradise (aka Sheraton Sand Key Resort on Clearwater Beach, FL).
Client can't find his lost shaker of salt? Be confident knowing his LTCi policy is there for asset protection. Client went to Paris looking for answers. Will that impact his term life insurance rates? Client step on a pop top and blow out her flip-flop? Glad she has Disability insurance protection!
And if you're not familiar with any of these references, you'll still learn a lot (about insurance and about Florida's adopted son).
Fee-only financial advisors interested in comprehensive planning solutions for their clients.
Earn 10 CFP® CE credits (pending approval).
Registration is closed. We hope you join us at our next Academy. Stay tuned for dates.
Academy participant registration ($199) includes:
1. Wednesday - Meet, Greet & Eat (heavy hors d'oeuvres and adult beverages)
2. Thursday - Education, networking, continental breakfast, lunch, breaks
3. Friday - Education, networking, restaurant breakfast voucher (for hotel guests only), lunch, breaks
Please note: Breakfast vouchers are provided 1 per room, not 1 per attendee.
Academy guest registration ($150) includes:
Please note: Guests must be pre-registered and have name badges for meal functions. Education sessions are for registered participants only.
1. Wednesday - Meet, Greet & Eat (heavy hors d'oeuvres and adult beverages)
2. Thursday - Continental breakfast, lunch, breaks
3. Friday - Restaurant breakfast voucher (for hotel guests only), lunch, breaks
Your $199 registration fee includes instruction, networking opportunities & associated meals.
Our host hotel group rate deadline was January 27th but like good instructors we have a few back pocket rooms. Please contact Dina Vann at dina@thetype-writer.comto book a room.