August 10-11
Live, in-person training
Join us for a powerful conference dedicated to helping your practice thrive in this new era of financial advising.
Learn how to leverage taxes, the long-term ramifications of our nation’s debt, and instability in Washington to generate leads and close business.
You’ll leave with new tools (and new confidence) to dramatically grow your practice using tax-efficient retirement income strategies.
Chief Operations Officer
Stonewood Financial
Chief Executive Officer
Stonewood Financial
Sr. VP, Life Sales
CreativeOne
Sr. VP, Life Sales
CreativeOne
800.992.2642
6330 Sprint Pkwy
Suite 400
Overland Park, KS 66211
getcreative@creativeone.com
FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC. The information provided herein is the exclusive property of CreativeOne and is protected by copyright and other intellectual property laws of the United States. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Broker-Dealer and Registered Investment Advisory services provided by CreativeOne Securities, member FINRA/SIPC. CreativeOne Securities is a wholly owned subsidiary of CreativeOne. CreativeOne is not responsible for the results of the program or any liability stemming from the use of it. Although we may promote and/or recommend the services offered by this company, agents are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker-dealer and registered investment adviser, (if applicable), and the insurance carriers they represent.
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