Winter/Spring 2020 Workshops - 2
Eliminate Obstacles Standing in the Way
of You and Your Customer's Success
How often does the perfect plan get executed
without a hitch? Your customers often hit their
own bumps in the road, but rely on you to help
them navigate toward prosperity and financial
success. With so many changes ) !ƫ 5ƫ0$!ƫ
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Avoid stumbling blocks when your customers ask
about the advantages and potential setbacks of
contributions, distributions, rollovers, conversions, transfers, and inherited IRAs. Whether
you're new in the industry or a seasoned professional, we guarantee our 1-day or 2-day
workshops will build the confidence and ability you need to provide the best service
and expertise to your customers and prospects too!
ORLANDO, FL
ATLANTIC CITY, NJ
COLUMBUS, OH
HANOVER, MD
February 24 & 25
February 26 & 27
March 2 & 3
March 4 & 5
SpringHill Suites
by Marriott
Resorts Casino
Hotel
Ohio Bankers League
Holiday Inn Express
BWI West
5828 Hazeltine National Dr.
1133 Boardwalk
4215 Worth Ave.
Suite 300
407-816-5533
609-340-6828
614-340-7595
410-684-3388
NEWARK, DE
CRANFORD, NJ
CINCINNATI, OH
KING OF PRUSSIA, PA
March 9 & 10
March 11 & 12
March 16 & 17
March 18 & 19
Courtard by
Marriott
New Jersey Bankers
Association
Cincinnati Airport
Marriott
Best Western
Plus
7481 Ridge Rd.
48 Geoffrey Dr.
411 North Avenue East
2395 Progress Dr.
127 South Gulph Rd.
302-456-3800
908-272-8500
859-586-0166
610-265-4500
ATLANTA, GA
ST. LOUIS, MO
FINDLAY, OH
ANN ARBOR, MI
March 23 & 24
March 25 & 26
March 30 & 31
April 1 & 2
Hampton Inn
Buckhead
Holiday Inn St. Louis
Airport West
Findlay Inn &
Conference Center
Hampton Inn
Ann Arbor South
3398 Piedmont Road N.E.
3400 Rider Trail South
200 East Main Cross St.
925 Victors Way
404-233-5656
314-291-6800
800-825-1455
734-665-5000
PITTSBURGH, PA
Please Note: Registration begins
at 8:30 a.m. Complimentary
continental breakfast is provided.
Seminars begin at 9 a.m. and run
until 4 p.m. Sessions recess for
lunch (on your own) at noon and
resume at 1 p.m. There will be
morning and afternoon breaks.
Refreshments will be provided.
All New Jersey workshops
are co-sponsored by
All Ohio workshops are
co-sponsored by
April 6 & 7
Residence Inn by
Marriott
3455 William Penn Hwy.
412-816-1300
Winter/Spring 2020 Workshops
Table of Contents for the Digital Edition of Winter/Spring 2020 Workshops
Winter/Spring 2020 Workshops - 1
Winter/Spring 2020 Workshops - 2
Winter/Spring 2020 Workshops - 3
Winter/Spring 2020 Workshops - 4
Winter/Spring 2020 Workshops - 5
Winter/Spring 2020 Workshops - 6
Winter/Spring 2020 Workshops - 7
Winter/Spring 2020 Workshops - 8
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