We are excited to announce, Amy Hawkins – Vice President, Business Partner and Abby Ronnebeck – Business Partner with Securities America and Advisor Group, are offering a NEW multi-part series to give you a “Tour of Advisor Group” Products and Services. This new series will act as our usual Monthly OSJ Technology Training Sessions running through October of 2023. As we continue moving through the new year, we are excited to explore a wider variety of tools, resources and support that are available for you to take advantage of to benefit your practice to the fullest.
Our Kick off Call will be held on Wednesday, February 22nd at 1:30 PM (PDT). Please register in advance for this webinar using the "Register" button in the upper right hand corner. After registering, you will receive a confirmation email containing information about joining the webinar.
We know how valuable your time is, so we plan to continue with our standard one hour scheduled timeslot. We will be covering the following items:
- Quick Overview of the series and speakers
- Heads up on events happening in 2023
- Talk through discounts and perks through AG (Financial Planning tools, Educational Materials, Technology, Insurance, etc.)
- Highlight AG’s community center
- Talk through the work the National Operational Excellence Council (NOEC) is doing through our Enhanced Experience Program (EEP)
- Outline the Tax Service Desk – the newest support feature at AG
There will be plenty of time for Q&A and your feedback during/after the presentation.
We look forward to seeing you there!
Date and Time
Wed, Feb 22, 2023
1:30p - 2:30p PST