UPCOMING EVENTS
UPCOMING EVENTS
October 20-22, 2025
Phoenix, AZ
Our classic DCS meeting set up - located in Phoenix, AZ. Reception on the night of the 20th, meet all day on the 21st, meet half day on the 22nd. Focused on sales, estate planning, business planning, and wealth transfer strategies. Confirmed speakers are Nick Murray and Tom Hegna.
August 17-18, 2025
Circling Raven - CDA Casino Resort
Coeur d’Alene, Idaho
I will host a small boot camp (About 100) in Spokane/Coeur D' Alene, ID in mid-August. Rene, Jo, Gina and myself working hands-on with you on cases, MoneyGuidePro, proposals, role playing, closing deals, building portfolios, etc. Perfect time to visit and the lake and golf are spectacular at that time of year. I'll bring out experts from Mutual Funds, Jackson and Pacific Life to help with MoneyGuidePro. Two guest agents, Greg Aldridge (Kansas City, MO) and Amanda Chase (Winter Park, FL) will join us to share tips and help with the workshop.
This will be a one day meeting. Fly in on the 17th, meeting all day on the 18th, followed by a reception, then fly out on the 19th. But we encourage you to stay longer, as Coeur d’Alene is beautiful during the summer. We can arrange golf on the 19th, at the Circling Raven golf course for those who are interested.
We will have a room block reserved, or you can book at the CDA resort that is about 25 minutes away.