Past Events & Webinars
Past Events
2025 OIP Race For Success National Conference
OIP Female Advisor Insurance Symposium | April 2025
OIP Holiday 2024 Party
2024 OIP Alzheimer’s Association Walk
2024 Women’s Only Insurance Symposium
OIP Cooper McManus Hotrods and Handguns Event | July 30, 2024
OIP Race for Success Conference | Mount Washington Resort | June 6 – 8, 2024
Is This The Golden Age of Annuities? | Hosted by Jeff Fellion | June 20, 2024
OIP Race for Success Conference | Scottsdale, AZ | May 16-18, 2024
In honor of our Optimized Insurance Planning (OIP) launch and to celebrate our success in...
OIP Vegas Driving Experience
View the recap video from our OIP Vegas Driving Experience.
2024 Women’s Only Insurance Symposium | Fort Worth, TX
View the video from the Female Advisor Insurance Symposium event on April 9-11, 2024 in Fort Worth...
OIP National Webinars
OIP National Webinar: July 2025 – Breaking the Gender Barrier with Host Beth Moss and Cohost Sydney Moore
OIP National Webinar: June 2025 – Holistic Retirement Planning with Roth Tools and Tax Insights
OIP National Webinar: April 2025 – Optimize Your LTC Planning Process
OIP National Webinar: March 2025 – Lifetime Income Guarantees Are Not For Everyone!
OIP National Webinar: February 2025 – Planning for a More Predictable Retirement
OIP National Webinar: October 2024 – Long Term Care Awareness: Proactive Planning for a Worry-Free Future
OIP National Webinar: September 2024 – Key Warning Signs of Alzheimer’s and the Need for Long-Term Care
OIP National Webinar: August 2024 – Annuities. Guarantees. Income.
OIP Webinar Series: June 2024 – Is this the Golden Age of Annuities?
OIP National Webinar: May 2024 – Tax-Deferred to Tax FREE for LTC
OIP National Webinar: April 2024 – Grow Your Business With Estate Planning Seminars
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