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Results: 4

Juli Y. McNeely, CFP, CLU; George B. Sigurdson, CLU; Gary F. Heuer, FICS; Craig Palfrey, CFP

Dec 15, 20216 min

COVID-era changes in my practice I’ll keep in place after the pandemic

This panel discussion includes ideas from four successful Top of the Table members who didn’t let a crazy year stop them. They share what they did, what they keep doing and how they continue to drive themselves and their teams to greater success.

Gary F. Heuer, FICS

Aug 13, 201923 min

Estate planning isn't dead – it's tax planning

Heuer discusses how life insurance can play an important, tax-efficient role in estate planning. Many advisors think that estate planning is no longer a hot topic, but with recent tax law changes, there is a good reason to help clients, especially those with large 401(k)s or IRAs.
How to keep them (your employees)

Shawn R. Bjornsson, CPCA; Forrest DeBuys III, CLU, ChFC; Michael Joseph Haggerty, CPCA, CFP; Roy John Hall, ADFP, CCFP; Hozumi Hanada, LUTCF; Gary F. Heuer, FICS; Jamie McIntyre, CFP; Joshua John McWilliam, CFP, FMA; Jason L. Smith, CEP, BPC; Andrew Tice, FIC

May 1, 202415 min

How to keep them (your employees)

Shrewd techniques to empower, invest in and retain your staff.

Craig Palfrey, CFP; Gary F. Heuer, FICS; George B. Sigurdson, CLU

Oct 24, 20217 min

TOT: Trading our top tips

This panel discussion includes ideas from four successful Top of the Table members who didn’t let a crazy year stop them. They share what they did, what they keep doing and how they continue to drive themselves and their teams to greater success.
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