Past Events & Webinars
Past Experiences
OIP Holiday 2024 Party
2024 OIP Alzheimer’s Association Walk
OIP Cooper McManus Hotrods and Handguns Event | July 30, 2024
OIP Vegas Driving Experience
View the recap video from our OIP Vegas Driving Experience.
Past 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.
Is This The Golden Age of Annuities? | Hosted by Jeff Fellion | June 20, 2024
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
Past Conferences
2025 OIP Race For Success National Conference
OIP Female Advisor Insurance Symposium | April 2025
2024 Women’s Only Insurance Symposium
OIP Race for Success Conference | Mount Washington Resort | June 6 – 8, 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...
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...
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