Experiences & Events
Virtual Events
OIP National Webinar Series
Tax-Deferred to Tax FREE for LTC | Hosted by Nick Bernatowicz
Thursday 5/23/2024
11:00am ET/10:00am CT/8:00am PT
Learn More
Join Optimized Insurance Planning for a valuable discussion regarding Long Term Care Planning. Nick Bernatowicz of OIP will be joined by Brad Shepard of One America for an Exclusive Webinar.
Brad Shepard will cover topics to include:
- Tax Deferred to Tax Free, How Can This Be Done with LTC Solutions
- Due to existing legislation for NQ annuities, all gains will be paid ouut tax free for LTC expenses
- Limited solutions exist in the marketplace today – learn from the experts in LTC planning on what is available
Nick Bernatowicz will cover topics to include:
- The proven 4-step process to LTC planning
- Client facing side-by-side plan comparisons
- Turn-key educational workshop for clients
Industry Leading Annuity Benefit Enhancements | Hosted by Jeff Fellion | Guest Speaker: Paul Garafoli, The Standard
Thursday 6/20/2024
11:00am ET/10:00am CT/8:00am PT
Thursday 7/18/2024
11:00am ET/10:00am CT/8:00am PT
More details coming soon…
Thursday 8/15/2024
11:00am ET/10:00am CT/8:00am PT
More details coming soon…
Thursday 9/19/2024
11:00am ET/10:00am CT/8:00am PT
More details coming soon…
Thursday 10/17/2024
11:00am ET/10:00am CT/8:00am PT
More details coming soon…
Thursday 11/21/2024
11:00am ET/10:00am CT/8:00am PT
More details coming soon…
Thursday 12/19/2024
11:00am ET/10:00am CT/8:00am PT
More details coming soon…
In-Person Events
Local Study Groups – Massachusetts
Tuesday 3/26/2024
12:00pm – 1:15pm EST
Davio’s: 55 Boylston St. Chestnut Hill, MA 02467
Wednesday 3/27/2024
12:00pm – 1:15pm EST
Capital Grille: 10 Wayside Rd. Burlington, MA 01803
Thursday 3/28/2024
12:00pm – 1:15pm EST
Fratello’s: 155 Dow St. Manchester, NH 03101
Local Study Groups – Texas
Tuesday 4/9/24
12:30 pm – 2:00 pm CT
Calabrese: 1281 E State Hwy 114 Southlake, TX 76092
National Events
Invitation only
OIP Regional Conference – West
May 16-18, 2024
Westin Kierland Resort | Scottsdale
OIP Regional Conference – East
June 6-8, 2024
Omni Mount Washington Resort | New Hampshire
OIP Regional Conference – South
Fall 2024
Dallas/Fort Worth, TX
exclusive access
Insurance Planning Portal
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