We spy Cathy Neifeld, JD at the Forum 400 Board of Directors meeting! 👀 Forum MAX is a mid-year event from Finseca meant to help advisors focus on their clients and provide multiple new sales ideas to assist in the financial success of the families, people, and businesses they work with every day. We're so excited to have Cathy and Gonzalo M. Garcia, CLU at this transformational event!! #LifeInsuranceMatters #FinancialSecurityForAll #StrategicPlanning
💡 The Forum 400 Board of Directors meeting, taking place before the kick-off of Forum MAX event, is underway! Strategic planning, upgraded member experience and partner collaboration are on the agenda. Larry Jacobson Dean Harder John W. Wheeler, CFP, CLU, ChFC, CRPC, LUTCF, CLTC, LACP Jamie Farmer, ChFC, CLU Jason G. Giorgio MBA CFP® CLU® Jon B. Mendelsohn Mark Milbrod, CLU, CLTC Eleanor Johnson - CPA, CLU, CGMA Robert Stuchiner Cathy Neifeld, JD
Wow, there are a lot of top-tier insurance producers in that room. 👀