Allegis Advisor Group

07/20/2021

https://www.allegisag.com/news/2021/7/20/advanced-markets-corner-what-is-happening-with-president-bidens-tax-proposals

Earlier this year President Biden released his plan for improving the U.S. infrastructure which would additional funding requiring a change in taxation. This plan is summarized in what is called the “Green Book.”  Here are some of the major proposed tax changes that were included in the pro

10/19/2020

Join us for our last Altitude 2020 session this Wednesday at 10am Mountain! We'll be hearing from Dr Quincy Krosby, chief Market Strategist for Prudential Financial. Reach out to your Allegis team or call (800)418-1788 with questions. Register & learn more here: https://us02web.zoom.us/webinar/register/1516031422372/WN_53FBaenHS6uXXNKdBOFFvA

10/12/2020

Join us for Session 5 of 6 for our Altitude 2020 Web Series, this Wednesday at 10am Mountain! We'll be hearing from advisor Scott Graves and our own Tyson Ferney. Reach out to your Allegis team or call (800)418-1788 with questions. Register & learn more here: https://us02web.zoom.us/webinar/register/3116025431803/WN_nMz_RB20QV-SlWflhQXxHw

10/06/2020

We're excited to announce the acquisition of Beacon Financial.
From today's press release:

Oct. 6, 2020 – Salt Lake City – Allegis Advisor Group, an independent insurance marketing and financial planning firm, announces today their acquisition of Beacon Financial, Inc., a national marketing organization founded in 2000, that specializes in annuities, life insurance and Medicare, and its merger into the firm. The companies will combine resources to offer affiliated advisors access to a comprehensive scope of insurance solutions in addition to expanded programs and services for lead generation, practice development, case design, underwriting and advance market support. The merger will be completed by the second quarter of 2021.

Read the entire press release here: https://www.allegisag.com/news/2020/10/6/allegis-advisor-group-acquires-beacon-financial-inc

10/05/2020

Join us for Session 4 of 6 for our Altitude 2020 Web Series, this Wednesday at 10am Mountain! We'll be hearing from Joe Ross and Dan Hudgens. Reach out to your Allegis team or call (800)418-1788 with questions. Register & learn more here: https://us02web.zoom.us/webinar/register/1816019144950/WN_shbOhxNjQmahA7IZv87fmQ

09/28/2020

Join us for Session #3 of 6 for our Altitude 2020 Web Series, this Wednesday at 10am Mountain! We'll be hearing from Lynn Thurgood, amongst others. Reach out to your Allegis team or call (800)418-1788 with questions. Register & learn more here: https://us02web.zoom.us/webinar/register/1016013152291/WN_g_EDbGXsQAePrtTJUo4d7w

09/17/2020

Session 1 of our Altitude Web Series featuring Ed Slott was a great success, thanks to all who attended! We look forward to Session 2 featuring Tom Hegna on Wednesday, September 23rd at 10am Mountain. Reach out to your Allegis team or call (800)418-1788 with questions. Register here: https://us02web.zoom.us/webinar/register/8716001075880/WN_QEKhkdiLTGK5TzOeZpkXFw

09/14/2020

We're excited to announce our Altitude 2020 Web Series! The first session is on September 16th at 10am Mountain and features best-selling author, retirement expert, and TV personality, Ed Slott. We hope to see you there! https://us02web.zoom.us/webinar/register/3016001031648/WN_7OfgUrjITcuKArAPPrGM0w

08/07/2020

Join us for our August 13th 2pm MT webinar hosted by Bart Spencer. Register and learn more here > https://us02web.zoom.us/webinar/register/WN_wNq5BTyxSR-PQU5dWQSyQA

04/14/2020

Join us this Thursday, April 16th, at 2pm MT for a webinar with AIG's Terike Novak, where we'll cover client-focused retirement income plans. https://zoom.us/webinar/register/WN_aD_xJbriTqyIGd24y0cHwg

Zoom is the leader in modern enterprise video communications, with an easy, reliable cloud platform for video and audio conferencing, chat, and webinars across mobile, desktop, and room systems. Zoom Rooms is the original software-based conference room solution used around the world in board, confer...

04/02/2020

https://zoom.us/webinar/register/WN_aQke_7H6Q9CRiTYpTc0blA
Join us Monday @ 2pm MT as we host Dan Packard, CPA, where we'll cover the CARES Act and its effect on businesses and individuals. This webinar is open to agents and clients alike.

Join Dan Packard, Partner - Cooper Norman CPAs & Business Advisors, to learn more about the Business & Individual Tax Relief available being made available.

03/27/2020

Join us Monday @ 2pm MT as we host Dan Packard, CPA, where we'll cover the CARES Act and its effect on businesses and individuals. This webinar is open to agents and clients alike.

Presented by Chad Kerby, Founder, The Grove Creek Group With Disruption comes opportunity! We are all saddened by the spread of this horrible virus, however, we must continue to serve those needing our help. Join our webinar and grow your business during these unprecedented times? You will be able t...