2018 Knowledge Summit


At our 2018 Knowlege Summit, our team gathered to further our education and enjoy some time in the Rocky Mountains. Highlights included presentations from: 

  • The Pacific Financial Group
  • Brighthouse Financial
  • Dreyfus Investment Management /BNY Mellon Investments
  • AXA Distributors, LLC.
  • Lincoln Financial DistributorsBlackRock
  • Nationwide Insurance
  • Donaghue & Co, LLC

Keynote addresses were provided by John Wheeler, Executive Vice President, Water Tower Financial Partners, LLC and Al Kingan, MassMutual Estate and Business Planning/ Advanced Sales. We also honored advisors for longevity and sales goals.