Presenter: Carolyne Eagan Welcome to 2025! Whether you have been a BA member for a while or are new to BA, this annual kick off meeting is a great way to start the new year. Come and learn how to make the most of your BA membership in 2025. Find out what the key initiatives are that you will want to know about. Connect to your BA member community to help you achieve your GB & GRS goals this year. See you there! Carolyne
Join BA Member Steven Owen of Owen & Associates for this engaging Click & Connect topic! Join Us for an Exclusive Benefit Alliance Peer Collaborative Event: Gain fresh insights into the competitive landscape of the benefits industry with a focus on analyzing new market entrants (Humi, Rippling, Alan, etc). This gathering of industry professionals offers an opportunity to exchange perspectives, identify emerging trends, and discuss effective strategies for staying ahead in a rapidly evolving market. Whether you're aiming to refine your competitive analysis techniques or simply connect with peers facing similar challenges, this event is designed to provide valuable takeaways in a collaborative setting. Don’t miss this chance to strengthen your competitive edge!
Host: Sarah Morden As advisors we all know the importance of having a strategic, actionable business plan. But too often, we draft plans at the start of the year only to let them gather dust. In this session, we’ll discuss ideas on how to create a living, breathing business plan that evolves with you and your practice. We will share strategies for setting adaptable goals, tracking progress, and aligning your plan with your long-term vision. Whether you're launching your career or looking to revamp your approach, this session will help you build a plan that grows with your practice and ensures sustainable success.