BA “EAGLE” Networking Group Meeting – Re: Goal Setting
Please join Carly Winch, Group Benefits, Retirement & Wellness Advisor at BA Member Firm The Winch Group, as they lead an interactive session about Goal Setting.
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Member Exclusive Session
Member Exclusives are CE Credit Applicable sessions that occur weekly and are each hosted by one of our partners. These 30-minute sessions will leave you with a key takeaway to help grow your business. Topics include: Product Updates Research Data and Trends Innovation Changes Impacting Group Benefits and Retirement Sessions are grouped by timely topics […]
BA Click & Connect: Bargaining Benefits – from a Union perspective
Please join Bob Wilhelms, Benefits Consultant at BA Member Firm Elev8 Wealth Advisors Inc., as he leads an interactive session about a topic that is seldom discussed or even contemplated. Bob has a background on this topic and can share several unique approaches. At the same time, he is interested in hearing other perspectives! Bob […]
Member Exclusive Session
Member Exclusives are CE Credit Applicable sessions that occur weekly and are each hosted by one of our partners. These 30-minute sessions will leave you with a key takeaway to help grow your business. Topics include: Product Updates Research Data and Trends Innovation Changes Impacting Group Benefits and Retirement Sessions are grouped by timely topics […]
Member Exclusive Session
Member Exclusives are CE Credit Applicable sessions that occur weekly and are each hosted by one of our partners. These 30-minute sessions will leave you with a key takeaway to help grow your business. Topics include: Product Updates Research Data and Trends Innovation Changes Impacting Group Benefits and Retirement Sessions are grouped by timely topics […]
BA Click & Connect: The non-financial piece of retirement – planning for what you want to do with your time when you stop working.
Please join Marcie Keegan, Director of Operations at BA Member Firm The Benefit Code, as she leads an interactive session about the non-financial piece of retirement - planning for what you want to do with your time when you stop working.
Member Exclusive Session
Member Exclusives are CE Credit Applicable sessions that occur weekly and are each hosted by one of our partners. These 30-minute sessions will leave you with a key takeaway to help grow your business. Topics include: Product Updates Research Data and Trends Innovation Changes Impacting Group Benefits and Retirement Sessions are grouped by timely topics […]
Member Exclusive Session
Member Exclusives are CE Credit Applicable sessions that occur weekly and are each hosted by one of our partners. These 30-minute sessions will leave you with a key takeaway to help grow your business. Topics include: Product Updates Research Data and Trends Innovation Changes Impacting Group Benefits and Retirement Sessions are grouped by timely topics […]
BA “EAGLE” Networking Group Meeting – Re: How to Build Trust with Prospects and New Clients
Please join Carly Winch, Group Benefits, Retirement & Wellness Advisor at BA Member Firm, The Winch Group, as they lead an interactive session about ‘How to Build Trust with Prospects and New Clients.
Member Exclusive Session
Member Exclusives are CE Credit Applicable sessions that occur weekly and are each hosted by one of our partners. These 30-minute sessions will leave you with a key takeaway to help grow your business. Topics include: Product Updates Research Data and Trends Innovation Changes Impacting Group Benefits and Retirement Sessions are grouped by timely topics […]
BA Click & Connect: Why a focus on training for Plan Administrators: Enhances Advisor Effectiveness and Client Success
Please join Stacey Frost, Benefits Advisor Associate at BA Member Firm Sutton Benefits & Pension, as she leads an interactive session about how by investing in the training and development of plan administrators and key contacts, advisory firms can enhance their overall success, deliver superior client service, and develop stronger connections with your clients. What […]
Member Exclusive Session
Member Exclusives are CE Credit Applicable sessions that occur weekly and are each hosted by one of our partners. These 30-minute sessions will leave you with a key takeaway to help grow your business. Topics include: Product Updates Research Data and Trends Innovation Changes Impacting Group Benefits and Retirement Sessions are grouped by timely topics […]