Our Continuing Education

MDRT Edge Meeting – New York City, NY
November 7 -9, 2019

  • Goal setting workshop

  • Leadership IQ

  • Entrepreneurial spirit

Eagle Advisor Foundational Program – The Woodlands, TX
October 15 - 17, 2019

  • Data gathering

  • E-Money

  • Analysis & strategy

  • Platform discussion

  • Recommendations

NBA Study Group – New York City, NY
February 6 - 8, 2019

  • Disability Insurance advanced concepts

  • Asset allocation tools workshop

  • Client review processes

  • Cash on the balance sheet

  • CCR ideas

  • Grief sensitivity training

Presidents Council – San Marco Island, FL
October 7, 2018

  • Advanced Planning

  • The Language of Life - Preparing clients to meet their healthcare need in retirement

  • Taking an integrated approach to retirement planning

  • Linking positive brains to performance

MDRT Edge Meeting – Boston, MA
November 7, 8, 9, 2018

  • Digital innovation

  • How to find & hold your focus – all year long!

  • Strategic business planning

  • Power of Optimism

CE & Annual Training 2018

  • The 2018 Tax Cuts and Jobs Act, A comprehensive Review – 1 Hour

  • 2018 Anti-Money Laundering Training

  • Agent cybersecurity awareness

NBA Study Group meeting in Alpharetta, Georgia
March 8th, 9th, 10th 2018

Listened to consultants on advanced planning concept of:

  • Long-Term-Care

  • Investment Strategies

  • Tax Planning

  • Life Insurance

  • 2018 Tax Update

  • Agent roundtable discussions

Presidents Council meeting Arizona Biltmore
9/24 to 9/28/2017

Topics:

  • Advanced Markets

  • Life Insurance as an asset class

  • DOL Update

  • Annuity changes

  • Nylife Securities

  • Mainstay Investment Updates

  • Group presentations

  • Underwriting

Completed LACP designation.
6/15/2017

Life and Annuity Certified Professional.

Attended MDRT meeting in Orlando, Florida
6/4 to 6/7/2017

Topics:

  • The power of words

  • MDRT Speaks

  • Main Platform

  • Strategic retirement planning

  • Delivering Happiness

  • Doing Stress Well

  • Whole Person Concept

NBA study group meeting in New York City
2/15 to 2/17/2017

Topics:

  • Advanced Planning Group

  • Cash on the balance sheet

  • QLAC Qualified Longevity Annuity Contract

  • DOL update

NAIFA Congressional conference in Washington, DC
1/25/2017

Meeting with legislators/legislative update

Attended MDRT meeting in Vancouver, British Columbia
6/12 to 6/15/2016

Topics attended:

  • Don't worry, retire happy!

  • 7 steps to retirement security

  • Executive Benefit Consulting

  • Wowing by design

  • Long-Term-Care Insurance: Live without comprimise

  • Building a practice you love

Attended NAIFA Congressional Conference Washington, DC
5/24 to 5/25/2016

Meeting with legislators/legislative update

NAIFA-Virginia Career Conference
5/15 to 5/16/2016

Completed RICP designation
4/1/2016

Retirement Income Certified Professional

Joint NAIFA-FPA meeting
3/14/2018

Topics:

  • Opportunities in Planning and Saving with 529 College Saving

  • 1 Hour of CE (Other General Insurance)

Completed HS 323 Individual Life Insurance, CLU Curriculum
11/30/2017

  • 32 hours of Life and Health CE

  • 4 hours of Laws & Regulations CE earned

Long-Term Care & Partnership Program Refresher
8/6/2017

2017 Anti-Money Laundering CBT
8/6/2017

Annuity Suitability CBT
8/6/2017

NYL Firm Element Meeting
6/21/2017

Regulatory training

NAIFA Congressional Conference in Washington, DC
5/23/2017 to 5/24/2017

Meeting with Legislators/legislative update

DOL: Impact on NYLIFE Securities
5/21/2017

DOL: Impact on the Sales Process
5/20/2017

DOL: Impact on Life Insurance
5/20/2017

DOL: Impact on Annuities
5/14/2017

Regulatory training

NYL Secure Term Choice with Interest Opportunity Rider (IOR)
4/9/2017

Meeting with Legislators/legislative update

NYL Interest Opportunity Rider (IOR)
4/9/2017

New York Life Fixed Immediate Annuities (GLIA/GPIA) – CBT
4/9/2017

AARP 101
2/18/2017

CE Carry over
1/1/2017

  • 7 hours of Laws and Regulations

  • 73 hours of Life and Health

  • 1 hour of other general insurance

DOL Fiduciary Rule Introductory Training
12/18/2016

Completed HS 331 Planning for the Business Owner and Professional, CLU Curriculum
11/30/2016

Completed HS 330 Fundamentals of Estate Planning, CLU Curriculum
10/31/2016

2016 Anti-Money Laundering - CBT
10/24/2016

NYL Firm Element Meeting – regulatory training
9/29/2016

Attended NYL’s Executive Council, Denver CO
8/28/2016 to 9/1/2016

Topics Included:

  • Life insurance as an asset class

  • Advanced Markets

  • Annuity updates

  • NYLIFE Securities and MainStay Investments Updates

Keys to success in the medical community (Financial EKG)
8/10/2016 to 8/12/2016

Presenter: Steve Kaneski

Attended MDRT meeting in Vancouver, British Columbia
6/12/2016 to 6/15/2016

Topics attended:

  • MDRT Speaks (26 speakers, in rapid fire, over 2.5 hours)

  • Don't worry, retire happy! 7 steps to retirement security.

  • 4th generation retirement planning

  • Creating unlimited referrals and personal introductions without asking

  • How much more life insurance can I buy?

  • The art of vision

  • The lifetime impact of lost opportunity costs

Attended NAIFA's Congressional conference Washington, DC
5/24/2016 to 5/25/2016

Meeting with legislators/legislative update

NAIFA- Virginia Career Conference
5/16/2016