Past Events & Webinars
Past Experiences
2026 Travis Manion Freedom Run
Sales Team Retreat
Planning Associate Retreat
Operations Team Retreat
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
July 2026: Why Buy an Annuity? Turning Everyday Client Conversations into Planning Opportunities with Nick Bernatowicz
June 2026: Building a Predictable Organic Growth Engine, Hosted by Bill Bonk & Scott Heinila
April 2026: Accelerate Your Growth with Waterlily: End to End LTC Planning Solution
January 2026: Jeff Fellion & Anthony Rizzi
August 2025: Helping Business Owners Mitigate Risk with Joel & Amanda
From Prospect to Lifelong Client: Transform the Planning Conversation with Asset Map
The $500K Mistake Most Financial Advisors Are Making Right Now (and How to Fix It in 30 Days)
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
Nitrogen 2026
2026 Horizons Summit
2026 FA Magazine Invest In Women Conference
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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