09/23/2025
Last week, we hosted our final workshop of 2025 at The Notary Hotel in downtown Philadelphia, PA. During the event we went over the impacts on the insurance industry following the passage of the O.B.B.B.A. Each presentation highlighted unique opportunities for advisors and their clients heading into 2026 and beyond!
From expert sessions focused on client planning, meeting Ben Franklin, to a private tour of Lincoln Financial Field, our attendees created memories beyond just professional development. We learned together, connected, and grew stronger as individuals and professionals. Thank you to all who attended the event.
This gathering was our best yet and we're so happy to close out a busy calendar year of events on such a strong note!
Special thanks to our special guests & sponsors: Ben Franklin Impersonator, Steve Zimmerman from North American Company for Life and Health Insurance, Dr. John Terry III from Legacy Marketing Group, and our team at Lincoln Financial for your support in making this event truly special for our guests!