Meet ‘N Eat Registration – October 12, 2023
Financial Markets Inc is pleased to present a special in-person Meet ‘N Eat event to discuss the 2017 Tax Cuts & Jobs Act (TCJA). We want to help you prepare for the effects of the TCJA provisions expiration set for January 1, 2026. Join us as we dive into the TCJA, how to educate your clients and resources available to you so, together you can prepare for the effects of this change.
As the Regional Vice President President of the North Independent Distribution Group for Life Insurance at Securian Financial Group, Channing Schmidt, CEPA, CFP, J.D. is responsible for supporting our Brokerage General Agencies (BGAs) and helping financial professionals identify accumulation or protection solutions to compliment their clients’ financial strategies.
Tim Goh, Regional Vice President of the Midwest Independent Distribution Group for Linked Benefits at Securian Financial Group, helps brokerage general agencies (BGAs) identify individual linked-benefit opportunities to help meet their clients’ needs and goals. In addition to offering his expertise, Tim supports BGAs and their financial professionals by providing sales strategies and programs to drive new sales.
Geoff Murtha, CFP®, ChFC®, CLU® is Managing Director for Life Insurance responsible for the Midwest region. He helps his customers with the planning, selection and implementation of life insurance programs for independent distributors which include products from MassMutual’s life insurance portfolio.
With more than 50 years of experience in the financial services industry, Edward Dow Bartling, MBA, ACS, CLU, FLMI, AIAA, is a highly respected advisor, teacher, mentor and a critical asset to Financial Markets Inc. As an external wholesaler, Edward works closely with carriers, coordinates events to help educate financial professionals and provides solutions for complex cases.
THE 2017 TCJA SUNSET – In this exclusive workshop, you will learn from experienced representatives in the Financial Services Industry with the ultimate goal to educate, motivate and further strengthen your relationships with your clients, as well as potential clients, about the importance and uses of Life Insurance. You will also have the opportunity to network with other professionals and share ideas.