Epic road show is postponed

Postponed, Not Cancelled Don't Worry

As with many other organizations, we are limiting non-essential travel in accordance with CDC and WHO guidelines. As a result, we will be postponing our Epic Road Shows scheduled to start in just a few short weeks. This is to protect not only our employees but you as vital Affiliates and friends. Please check back and read your emails for updates on when the Road Show will be rescheduled.

THE MISSOURI WEALTH MANAGEMENT WORKSHOP IS STILL OCCURING AS PLANNED. WE WILL KEEP YOU POSTED IF THIS CHANGES.

ASNOA Roadshow

POSTPONED

ARIZONA ROADSHOW
April 1 - 2, 2020
15333 N Pima Rd #260, Scottsdale, AZ 85260

DAY ONE: ASNOA U Workshop

8:30 AM - 9:00 AM Continental breakfast

9:00  AM - 10:00 AM Strategic Planning Exercise: what are you doing right now with your data and what do you want your data to do for you

10:00 AM – 10:15 AM Break

10:15 AM –  10:45 AM Breaking Old Habits & Creating New Ones

10:45 AM – 11:15 AM Peer to Peer Round Tables: Customer Service tips, techniques to improve daily workflows & Cross-sell opportunities

11:15 AM – 12:00 PM The End Game: Increase Revenue

12:00 PM – 1:00 PM Lunch will be provided

1:00 PM – 1:30 PM Trends in Technology for Independent Agents

1:30 PM – 2:00 PM Is Your Agency Cyber Compliant?

2:00 PM – 3:00 PM What’s New with Epic Features & Functionality

3:00 PM Review: Why Are You Here?

3:00 PM – 4:00 PM What’s New with the U?

Reception & Dinner

5:30 PM - 7:00 PM

Location: TBD

DAY TWO: Wealth Management Workshop

8:30 AM - 9:00 AM Coffee, bagels & donuts

9:00  AM - 10:00 AM The latest resources and tools to help your clients begin thinking about life insurance and retirement planning

10:00 AM – 10:15 AM Break

10:15 AM –  11:45 AM Marketing life insurance and retirement planning

11:45 AM – 12:30 PM Working Lunch

12:30 PM – 1:30 PM Getting started writing life and annuity business

1:30 PM – 1:45 PM Break

1:45 PM – 3:00 PM Revenue opportunities for your practice

DAY 2 WEALTH MANAGEMENT WORKSHOP STILL HAPPENING

MISSOURI ROADSHOW
April 15 - 16, 2020
11460 Tomahawk Creek Pkwy, Leawood, KS 66211

DAY ONE: ASNOA U Workshop

8:30 AM - 9:00 AM Continental breakfast

9:00  AM - 10:00 AM Strategic Planning Exercise: what are you doing right now with your data and what do you want your data to do for you

10:00 AM – 10:15 AM Break

10:15 AM –  10:45 AM Breaking Old Habits & Creating New Ones

10:45 AM – 11:15 AM Peer to Peer Round Tables: Customer Service tips, techniques to improve daily workflows & Cross-sell opportunities

11:15 AM – 12:00 PM The End Game: Increase Revenue

12:00 PM – 1:00 PM Lunch will be provided

1:00 PM – 1:30 PM Trends in Technology for Independent Agents

1:30 PM – 2:00 PM Is Your Agency Cyber Compliant?

2:00 PM – 3:00 PM What’s New with Epic Features & Functionality

3:00 PM Review: Why Are You Here?

3:00 PM – 4:00 PM What’s New with the U?

Reception & Dinner

5:30 PM - 7:00 PM

Location: TBD

DAY TWO: Wealth Management Workshop

8:30 AM - 9:00 AM Coffee, bagels & donuts

9:00  AM - 10:00 AM The latest resources and tools to help your clients begin thinking about life insurance and retirement planning

10:00 AM – 10:15 AM Break

10:15 AM –  11:45 AM Marketing life insurance and retirement planning

11:45 AM – 12:30 PM Working Lunch

12:30 PM – 1:30 PM Getting started writing life and annuity business

1:30 PM – 1:45 PM Break

1:45 PM – 3:00 PM Revenue opportunities for your practice

POSTPONED

ILLINOIS ROADSHOW
May 6 - 7, 2020
90 N Frontage Rd, Burr Ridge, IL 60527

DAY ONE: ASNOA U Workshop

8:30 AM - 9:00 AM Continental breakfast

9:00  AM - 10:00 AM Strategic Planning Exercise: what are you doing right now with your data and what do you want your data to do for you

10:00 AM – 10:15 AM Break

10:15 AM –  10:45 AM Breaking Old Habits & Creating New Ones

10:45 AM – 11:15 AM Peer to Peer Round Tables: Customer Service tips, techniques to improve daily workflows & Cross-sell opportunities

11:15 AM – 12:00 PM The End Game: Increase Revenue

12:00 PM – 1:00 PM Lunch will be provided

1:00 PM – 1:30 PM Trends in Technology for Independent Agents

1:30 PM – 2:00 PM Is Your Agency Cyber Compliant?

2:00 PM – 3:00 PM What’s New with Epic Features & Functionality

3:00 PM Review: Why Are You Here?

3:00 PM – 4:00 PM What’s New with the U?

Reception & Dinner

5:30 PM - 7:00 PM

Location: TBD

DAY TWO: Wealth Management Workshop

8:30 AM - 9:00 AM Coffee, bagels & donuts

9:00  AM - 10:00 AM The latest resources and tools to help your clients begin thinking about life insurance and retirement planning

10:00 AM – 10:15 AM Break

10:15 AM –  11:45 AM Marketing life insurance and retirement planning

11:45 AM – 12:30 PM Working Lunch

12:30 PM – 1:30 PM Getting started writing life and annuity business

1:30 PM – 1:45 PM Break

1:45 PM – 3:00 PM Revenue opportunities for your practice