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ORG’s Q4 Advanced Planning Summit

September 28 @ 1:00 pm - 5:00 pm

The year may be coming to a close but we aren’t slowing down! Join us on September 28th at 1pm EST to kickstart the end of your year! The ORG Q4 Advanced Planning Summit will be covering a variety of topics including Estate Planning, Foreign National, 162 Bonus, Employee Retention and Cash Balance Plans. We invite you to join us for an educational afternoon of planning! Busy? We encourage you to join individual sessions that pique your interest! We can’t wait to see you there!

Here is the breakdown:

1:00-1:25 –
ORG’s State of the Union with our EVP, Tony Wilson

1:30-2:00 –
Lincoln – Foreign National and Secure Act Transfer with Mike Coyle and Mark Phelps

2:05-2:35 –
Principal – Business planning with Jack Leavy

2:40-3:10 –
National Life Group – Cash Balance Plans and 412e3 with Jim Carroll

3:15-3:45 –
Nationwide – Land is your Legacy with Lacey

3:50-4:20 –
John Hancock – Year End Planning Concepts with Ana Medinaceli Canelos

4:25-4:55 –
Allianz – Executive Bonus Plans and Employee Retention

Register Now!


September 28
1:00 pm - 5:00 pm