Crystal Thies, The LinkedIn Ninja, Business Consultant and Author, joined us on June 27th to share her six ingredients in the secret sauce for using LinkedIn to generate referrals. Feedback was extremely positive, with over 95% of survey participants rating it Useful or Very Useful.
CFA Charterholder Joe Maas, CFA, CFP®, CLU, ChFC, MSFS, CCIM, CVA, ABAR, CM&AA, joined us on June 14th to share how and why he’s adding annuities as an asset class in Smarter Investment Portfolios Include Annuities. Feedback was extremely positive, with 100% of survey participants rating it Useful or Very Useful. One attendee said, “this was really fantastic, thank you!”