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March 27, 2007BIG I of Virginia
Location: IIAV Headquarters, Richmond, VA
Organizational Structure & Employee Compensation
March 20-21, 2007PIA Western Alliance Expo '07, Las Vegas, NV
Mergers & Acquisitions / Strategic Planning
March 22-23, 2007Annual Mass Mutual Blue Chip Conference, Dallas, TX
Succession Planning and Perpetuation
November 2-4, 2006NAILBA Annual Meeting
Agency Valuation
September 27, 2006 - Chicago, IL (8:00 am - Noon)
Proprietary Seminar Presented by WFG Capital Advisors
Mergers & Acquisitions - Plus Other Strategic Alternatives to Maximize Shareholder Value
July 19, 2006
Big I of Virginia
Mergers & Acquisitions and Other Strategic Alternatives to Maximize Shareholder Value
June 7, 2006
Co-Sponsored Web Seminar - National Underwriter Co. & WFG Capital Advisors
2005 Year End M&A Insights: Insurance M&A Analysis and Outlook
Click here to listen to archived web seminar
May 17, 2006
Proprietary Seminar Presented by WFG Capital Advisors Mergers & Acquisitions - Plus Other Strategic Alternatives to Maximize Shareholder Value
Bethesda, Maryland
March 24, 2006
Society of Underwriting Brokers (Sub Centers)
The Future of the Independent Agency
March 17, 2006
Universal Financial Consultants Partner's Meeting
Wholesaler Presentation
January 23-27, 2006
2006 Arizona Institute (Society of Financial Service Professionals)
The Future of Independent Insurance Agency
Scottsdale, Arizona
December 7, 2005
Bollinger, Inc.
Strategic Alternatives for Independent Agencies to Maximize Shareholder Value
November 8, 2005
Independent Insurance Agents of Iowa
Developing and Implementing Effective Perpetuation and Succession Strategies
September 2005
Assurant Employee Benefits Presentation Strategic Planning for Agency Growth & Agency Succession Planning
September 14, 2005
Co-Sponsored Web Seminar - National Underwriter Co. & WFG Capital Advisors
2005 Mid-Year M&A Insights: Insurance M&A Analysis and Outlook
Click here to listen to archived web seminar
September 12, 2005
Big I Convention 2005 M&A Marketplace - Overview, Deal Structures and the Eventual Sale of an Agency
New York City, New York
May 9-12, 2005
Big I Education Convocation
Comprehensive Agency Enhancement Solutions
Atlanta, Georgia
May 18, 2005
Proprietary Seminar Presented by WFG Capital Advisors
Mergers & Acquisitions - Plus Other Strategic Alternatives to Maximize Shareholder Value
Elizabeth, New Jersey (Newark Airport)
May 24-26, 2005
Proprietary Seminar - Nationwide Insurance Career Agents
Secure your agency growth through acquisition - understand the pricing, process and pitfalls
Pittsburgh, Harrisburg and Philadelphia, Pennsylvania
March 2005
Co-Sponsored Web Seminar - National Underwriter Co. & WFG Capital Advisors
2005 Insurance Mergers & Acquisitions - Outlook, Developments and Insights
Click here to listen to archived web seminar
October 2004
91st Annual Council of Insurance Agents & Brokers Insurance Leadership Forum
Bank-Owned Firms, Executive Panel Discussion
September 2004
National Association of Professional Surplus Lines Offices (NAPSLO) 2004 Annual Convention
Merger & Acquisition Trends and Developments
August 2004
Proprietary Seminar - Nationwide Insurance Career Agents
Merger & Acquisition Trends and Developments
July 2004
28th Annual Big I Education Convocation
Merger & Acquisition Trends and Developments
April 2004
Professional Insurance Agents of Oklahoma 9th Annual Convention
Merger & Acquisition Trends and Developments
August 2003
Duke Corporate Education
Retained as an instructor on behalf of Duke University Fuqua School of Management to present an executive forum on the insurance industry
June 2003
Pennsylvania Association of Insurance and Financial Advisors (PAIFA) Annual Conference
Trends in Agency Pricing & Structure
June 2003
Travelers Annual Leading Producer Convention
Emerging M&A Trends for the Insurance Industry
Click Here to view upcoming speaking events. |
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