In-Person Workshops

Specialized half and full day workshops focused on specific topics of growth, sales, and more.

About the Workshop

Foundations For a Successful Medicaid Crisis Planning Practice

February 19–21, 2025  |  New Orleans, LA
Hosted in partnership by Krause Financial, you’ll learn about the fundamentals of Medicaid eligibility and crisis planning and explore strategies for using Medicaid Compliant Annuities. You’ll also discover how to seamlessly add crisis Medicaid planning to your practice and get practical, actionable steps to start offering these services to your clients.

(Due to varying Medicaid rules and insurance product availability, this course is not recommended for attorneys in California or New York.)

About the Workshop

Our Great Life Couples Workshop

Save the date! September 26–27, 2025
Our Great Life Couples workshop is designed for couples and life partners who want to make the next 10 years the best 10 years. You will bring the most important person in your life, and we will coach you and your significant other through conversations and strategic growth concepts to create a great life for both of you.