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  • Annuity Basics

    On-line Webinar

    On-line class for continuing education credits.

  • Time Management – a proven system to get it all done

    On-line webinar

    On March 31, 2022 at 1:00Eastern, I will be presenting a free on-line session on time management. Time can be one of the most elusive resources a business owner has. You may have a system for running all the other […]

    Free

  • Time Management for Business Owners

    Time can be one of the most elusive resources for a business. Why is it that some get so much more done than others? This session will provide information and strategies to help you take control, be more efficient and […]

  • SI Mongolia – Happiness, Independence and Success Regardless of Your Age

    On-line Zoom https://us02web.zoom.us/j/6762224705

    This presentation will discuss many points in her award-winning book “Above All Else, Independence, Happiness and Success in Your Senior Years”, including financial management, making great memories, maintaining quality of life as you age, taking calculated risk for a better […]

  • Annuity Basics – CEUs for financial and insurance professionals

    On-line Webinar

    The knowledge gained in this course will provide the insurance agent with the tools needed to recommend the adequate product to best serve the consumer in regards to annuities. The course will begin with a description and definition of the […]

  • Long-Term Care – CEUs for financial and insurance professionals

    On-line webinar

    This course provides an examination of long-term care insurance contracts. It begins with an introduction to long-term care that defines long-term care, provides information about the likelihood and expense of long-term care, and the various ways long-term care may be […]

  • Choosing the right Medicare plan

    Private Company

    Online continuing education class for financial advisors' and insurance professionals' required credits to maintain their licenses.

  • Annuity Basics

    On-line Webinar

    Online continuing education class for financial advisors' and insurance professionals' required credits to maintain their licenses.

  • Strategies to Manage the Cost of Long-Term Care: Insurance and Beyond

    Investment Advisor Women Summit Grand Hyatt Denver, Denver, Colorado

    Investment News Women Advisor Summit - Key Note Speaker This session will discuss strategies to manage the cost of long-term care and help your clients more efficiently pay for the care they need while retaining more assets. The cost of […]

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