Summit for Success

Thursday, April 25, 2024
Summit for Success
9:30 a.m. - 3:00 p.m.
includes lunch and happy hour at end of day

Register Here

 The Madison-Addison Conference Center
15851 Dallas Parkway
Addison, TX 75001

Russ Burch
"Protecting Your Business from Cyber Fraud"

"The New Disability Insurance Market: Gen X, Y & Z"
1 hour CE presented by the DI Center

"ILIT and the Middle Market"
Discussion of Tax Law Change & DOL Fiduciary Rule
Presented by Estate Planning Attorney Amy Bryant

"Finding Your Niche"
Advisor Panel

Join us for a day of education, CE, networking and Happy Hour!
Don't mess this great speaker lineup!
Good, fresh info coming for every aspect of your business!

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