Welcome to the Creative Benefits community events page. This page is dedicated to providing resources to like-minded professionals. If you find value in our community, please share these events with your network. Please send us ideas for additional content that you would like to see.
More events are on the way! Check back soon for more events & programs to help you grow your benefits business and serve your clients.
PAST EVENTS
JULY 21, 2020
10:00a – 11:30a
Shares Best Practices
Join us to learn about our team here at Creative Benefits and meet our Managers and Specialists!
JUNE 4, 2020
10:00a – 11:00a
Dial In: 866-657-9739 Access Code: 9941732
Navigating Through The Uncertainty Conference Call
Dr. Quincy Krosby is Prudential Financial’s Chief Market Strategist. In this capacity, she provides a perspective on the global macro-economic environment and financial markets. Previously, Quincy was the Chief Investment Strategist at The Hartford, and Global Investment Strategist at Deutsche Bank asset management. She also held global markets positions at Credit Suisse and Barings.
UPCOMING EVENTS
September 2020 – Split Dollar loans both business and personal
October 2020 – Using ILITs to Leverage Gifting
November 2020 – Executive Benefits (Leverage Bonus included)
December 2020 – Premium Finance
January 2021 – Creative Buy/Sell
February 2021 – Planning for Non- US Citizens
March 2021 – Life in a Qualified Plan
April 2021 – Top 10 Estate Planning Mistakes – Part I
May 2021 – Top 10 EP Mistakes – Part II
June 2021 – Estate Planning For Small Business Owners
July 2021 – Planning for Execs of Non-profits
August 2021 – Divorce Planning