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X-WR-CALDESC:Events for Agent Support Group (ASG) | New York
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SUMMARY:Navigating Business Succession & Owner Readiness for Your Clients
DESCRIPTION:REGISTER \nThis course equips financial professionals to guide business owners through succession planning. Participants learn to assess readiness\, identify successors\, and implement buy/sell agreements while aligning personal\, business\, and financial goals. By the end\, they can create plans that ensure smooth ownership transitions and lasting security.
URL:https://asglife.com/event/navigating-business-succession-owner-readiness-for-your-clients/
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DTSTART;TZID=America/New_York:20260611T140000
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SUMMARY:Financial Strategies for Special Needs Caregivers
DESCRIPTION:REGISTER \nThis course addresses the financial planning challenges of special needs caregivers and their families. It equips professionals with insights into emotional and financial complexities\, highlighting the role of emotional intelligence\, specialized knowledge\, and collaborative planning in achieving lasting stability.
URL:https://asglife.com/event/financial-strategies-for-special-needs-caregivers/
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DTSTART;TZID=America/New_York:20260709T140000
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SUMMARY:Understanding Healthcare Costs & Their Impact On Retirement
DESCRIPTION:REGISTER \nHealth care is a key concern for retirees and pre-retirees as they plan their post‑employment finances.
URL:https://asglife.com/event/understanding-healthcare-costs-their-impact-on-retirement/
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DTSTART;TZID=America/New_York:20260813T080000
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SUMMARY:Avoiding Common Annuity Mistakes
DESCRIPTION:REGISTER \nNonqualified annuities are a common insurance product that many rely on for their financial and retirement planning. It is crucial that insurance agents\, financial advisors\, and CPAs understand how annuities work and interact with tax law so they can properly advise clients on how to use annuities to help them accomplish their clients goals.
URL:https://asglife.com/event/avoiding-common-annuity-mistakes/
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