Calendar of Events

Latest Past Events

Tax-efficient insurance funding

Join our monthly trimester webinar featuring Karen Hofmann, Vice President, Advanced Planning at Prudential. We’ll explore innovative and tax-efficient strategies that high-net-worth clients can use to pay for life insurance […]

Tom Hegna presents “Don’t Worry, Retire Happy!”

Join North American as author, economist, and industry-icon Tom Hegna shares seven simple steps to a happy retirement in “Don’t Worry, Retire Happy!” Whether your clients are just starting or […]