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November 2-4, 2006
NAILBA
Annual Meeting
Agency Valuation
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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
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July 19, 2006
Big I of
Virginia
Mergers &
Acquisitions and Other Strategic Alternatives to
Maximize Shareholder Value
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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 |
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May 17, 2006
Proprietary Seminar Presented by WFG Capital Advisors
Mergers & Acquisitions - Plus Other Strategic
Alternatives to Maximize Shareholder Value
Bethesda, Maryland |
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March 24, 2006
Society of
Underwriting Brokers (Sub Centers)
The Future of the
Independent Agency |
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March 17, 2006
Universal Financial
Consultants Partner's Meeting
Wholesaler Presentation |
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January 23-27, 2006
2006 Arizona Institute
(Society of Financial Service Professionals)
The Future of
Independent Insurance Agency
Scottsdale, Arizona |
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December 7, 2005
Bollinger,
Inc.
Strategic Alternatives for Independent Agencies to
Maximize Shareholder Value |
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November 8, 2005
Independent
Insurance Agents of Iowa
Developing and Implementing Effective Perpetuation
and Succession Strategies |
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September 2005
Assurant
Employee Benefits Presentation
Strategic Planning for Agency Growth & Agency
Succession Planning
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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 |
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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 |
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May 9-12,
2005
Big I Education Convocation
Comprehensive Agency Enhancement Solutions
Atlanta, Georgia
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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)
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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 |
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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 |
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October 2004
91st Annual Council of Insurance
Agents & Brokers Insurance Leadership Forum
Bank-Owned
Firms, Executive Panel Discussion |
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September 2004
National Association of
Professional Surplus Lines Offices (NAPSLO)
2004 Annual Convention
Merger &
Acquisition Trends and Developments
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August 2004
Proprietary Seminar - Nationwide
Insurance Career Agents
Merger & Acquisition Trends and Developments
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July 2004
28th Annual Big I Education
Convocation
Merger &
Acquisition Trends and Developments
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April 2004
Professional Insurance Agents of
Oklahoma 9th Annual Convention
Merger &
Acquisition Trends and Developments |
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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 |
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June 2003
Pennsylvania Association of
Insurance and Financial Advisors (PAIFA)
Annual Conference
Trends in
Agency Pricing & Structure |
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June 2003
Travelers Annual Leading Producer
Convention
Emerging M&A
Trends for the Insurance Industry |
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Click Here to view
upcoming speaking events. |
