GoldBook Financial

Are you an independent broker and ready to take your practice to new heights! Join us on for a half-day summit filled with learnings, best practices and networking opportunities. This event is designed for a financial professional at any point in their career looking to elevate their practice and take it to the next level. Effectively using Qualified Plan Tax Strategies to help reduce current and future income and estate taxes and improve potential outcomes for high income and high net worth business owners. Join us to hear and learn from Bruce Gendein, on how to identify who is a good fit for the strategy and why acquiring life insurance inside of a qualified plan may allow for such powerful results. Don’t miss the opportunity to connect with like-minded financial professionals. Registration is Open. Secure Your Spot. Space is Limited! 📅Tuesday, September 17th from 8:15 am – 1:00 pm 📍 Location: Irvine, CA 💻 Complimentary Registration: https://lnkd.in/gyWDuEpm 📅 Wednesday, September 25th from 8:15 am – 1:00 pm 📍Location: Scottsdale, AZ 💻 Complimentary Registration: https://lnkd.in/gjyywuKT Hosted by: GoldBook Financial & MassMutual Brokerage . . . . . For Financial Professional Use Only. Not for Use with the Public. Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies. McHenry Advisors, Inc is not affiliated with MassMutual. Each firm is solely responsible for the products and services that they provide. CRN202508-7115817

At GoldBook Financial, you’ll get the freedom and flexibility to grow your practice and take your business further, faster. Partner with us today. https://bit.ly/3AXAre1

Today we remember those who lost their lives. We will never forget. #neverforget

Join us in celebrating James Breland for passing the Series 7 exam! We are so proud of you, James! 🤩🎉 #goldbook #goldbookfinancial #financialservicesindustry #financialservicesprofessional #costamesaca

Are you an independent broker and ready to take your practice to new heights! Join us on for a half-day summit filled with learnings, best practices and networking opportunities. This event is designed for a financial professional at any point in their career looking to elevate their practice and take it to the next level. Hear from Henry Chacon, Managing Director, MassMutual Worksite & Executive Benefits, who will share how MassMutual is transforming today’s workplace benefits for working Americans.    Don’t miss the opportunity to connect with like-minded financial professionals.   Registration is Open. Secure Your Spot. Space is Limited! 📅 Tuesday, September 17th from 8:15 am – 1:00 pm 📍Location: Irvine, CA 💻 Complimentary Registration: https://lnkd.in/gyWDuEpm 📅 Wednesday, September 25th from 8:15 am – 1:00 pm 📍 Location: Scottsdale, AZ 💻 Complimentary Registration: https://lnkd.in/gjyywuKT Hosted by: GoldBook Financial & MassMutual Brokerage For Financial Professional Use Only. Not for Use with the Public. Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies. CRN202508-7115817

Life insurance can be a lifeline for your loved ones if the unthinkable happens. Get familiar with the basics and let's make sure you're covered.

Congratulations to Craig Despres for passing the Series 7 exam! Way to go, Craig! 👏 #goldbook #goldbookfinancial #financialservicesindustry #financialservicesprofessional #scottsdaleaz

Are you an independent broker and ready to take your practice to new heights! Join us on for a half-day summit filled with learnings, best practices and networking opportunities. This event is designed for a financial professional at any point in their career looking to elevate their practice and take it to the next level. Learn about the “5 Must Haves for a Scalable Digital Advisor Business” from guest speakers, Caleb Guilliams, CEO of BetterWealth & Co-Founder, Advisor Elevated and Brieanna Spears, CEO and Co-Founder of Advisor Elevated. Don’t miss the opportunity to connect with like-minded financial professionals.   Registration is Open. Secure Your Spot. Space is Limited! Tuesday, September 17th from 8:15 am – 1:00 pm Location: Irvine, CA Complimentary Registration: https://lnkd.in/gyWDuEpm Wednesday, September 25th from 8:15 am – 1:00 pm Location: Scottsdale, AZ Complimentary Registration: https://lnkd.in/gjyywuKT Hosted by: GoldBook Financial & MassMutual Brokerage . . . . For Financial Professional Use Only. Not for Use with the Public. Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies. BetterWealth and Advisor Elevated are not affiliated with MassMutual. Each firm is solely responsible for the products and services that they provide. CRN202508-7101028

At GoldBook Financial, our competitive compensation gives you the edge you need to strengthen and grow your wealth management business. Let's connect. https://bit.ly/4dPljhA

Are you an independent broker and ready to take your practice to new heights! Join us on for a half-day summit filled with learnings, best practices and networking opportunities. This event is designed for a financial professional at any point in their career looking to elevate their practice and take it to the next level. Hear from one of our guest speakers, Justin Smith, where he will discuss how to Prepare for the Sunset of TCJA Tax Relief. Don’t miss the opportunity to connect with like-minded financial professionals.   Registration is Open. Secure Your Spot. Space is Limited! Tuesday, September 17th from 8:15 am – 1:00 pm Location: Irvine, CA Complimentary Registration: https://lnkd.in/gyWDuEpm Hosted by: GoldBook Financial & MassMutual Brokerage For Financial Professional Use Only. Not for Use with the Public. Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies. Balanced Strategies is not affiliated with MassMutual. Each firm is solely responsible for the products and services that they provide. CRN202508-7101028