Advocis Coffee Talks are espresso-sized webinars for financial advisors, accredited by The Institute for CE credits and available exclusively to Advocis members.
Growing and Protecting Wealth for Gen X Kim Montgomery, CHS™, CFP®, Sales Director, Life Products at ivari explores the self-sufficient mentality of Gen X, explains the specific insurance needs created by their financial realities, and offers tips on how to best reach and connect with them as an audience.
Information on registering for all upcoming Coffee Talks is being distributed to members via email. If you are a member of Advocis and not receiving these notifications, please contact us with your preferred email address and indicate that you would like to receive all member communications.
