Speaker: Shawn M. Johnson, ChFC, CLU, CLTC – Treloar & Heisel
CE: 2.0 CDE
Speaker: Charles Loretto – Cain Watters and Associates
CE: 2.0 CDE
Speaker: Chad Clark – Bank of America Practice Solutions
CE: 2.0 CDE
Speaker: Laci Phillips Newland – Practice Dynamics
CE: 2.0 CDE
Speaker: Chip Fichtner (he/him/his) – Large Practice Sales
CE: 1.0 CDE