Webinar: Beneath The Surface: 3 Hidden Threats to Preserving Your Financial Legacy Time: Monday, October 28, 2024, 12:00 PM Pacific Time (US and Canada) Featured Speaker: Keith Conley, Partner, Wealth Team Alliance Description: Very soon, a significant transfer of wealth through trusts will shift from older generations to younger ones. Receiving an inheritance is thought of […]
Event: Overlooked 2 Fully Booked - LinkedIn Time: Tuesday, October 29, 2024 , 10:00 AM Pacific Time (US and Canada) Featured Speaker: Rhonda Sher, The Sher Method, Founder Description: Stop Your Own Pipeline Leaks & Close More Deals without spamming your contacts using LinkedIn in less than 30 minutes per day Click Here To Secure Your Spot
Meeting: Highrise Onboarding Time: Every Other Week at 9:00 AM Pacific Time (US and Canada) Join Zoom Meeting https://us02web.zoom.us/j/86042142161?pwd=OEo1aCtNS25XeTNMemczY2hoSkZUQT09
Meeting: Group Chair Best Practices Time: Monday, November 4, 2024 10:00 AM Pacific Time (US and Canada) Join Zoom Meeting https://us02web.zoom.us/j/83516082336?pwd=WU5COHlRUDI2VjVnKzU1YVNNZFR0dz09
Webinar: What Your Broker and Your Insurer Won't Tell You Date/Time: Monday, November 4, 2024, 12:00 PM Pacific Time (US and Canada) Host: Frederick Fisher President | P&C Insurance Specialist “What Your Broker and Your Insurer Won't Tell You" Nothing is a bigger conversation stopper then "let's talk about insurance!" Yet now is the time […]
Meeting: Irvine I Hybrid Highrise Mastermind Group Time: Tuesday, November 5, 2024, 12:00 PM Pacific Time (US and Canada) Note: This event will use Microsoft Teams. Join the meeting now In-Person Meeting Option: Location Host & Food Host: Ross Macdonald Senior Vice President | Regional Manager Commercial Banking Location: California Bank of Commerce 400 Spectrum Center […]
Meeting: Encino Sherman Oaks Hybrid Highrise Mastermind Group Time: Wednesday, November 6, 2024, 7:30 AM Pacific Time (US and Canada) Join Zoom Meeting https://us02web.zoom.us/j/82641598368?pwd=aTRmd0NSMjNXU3lzMkdFelVqMDV2UT09 In-Person Meeting Option: Host: Alan Kazden, Tax Partner and Audit Partner Location: Rose, Snyder & Jacobs LLP 15821 Ventura Blvd. Suite 490 Encino, CA 91436 (818) 461-0600
Meeting: Keys to Networking for Quality Business Referrals Time: Wednesday, November 6, 2024, 12:00 PM Pacific Time (US and Canada) Presenter: Forrest Blake CEO Highrise Networks Maximize your networking efforts and see your networking referral revenue reach new levels never considered possible. Join Zoom Meeting https://us02web.zoom.us/j/82820691147?pwd=nGIAWXZ0hZSGR06GjEgRzzS6LM2mab.1
Event: Seattle I Social Event Date: Wednesday, November 6, 2024 Time: 5:00 to 6:30 PM ( Pacific Time) Location: Allister - Mercer Island 7650 SE 27th St Suite 100 Mercer Island, WA 98040 (206) 552-0224 *This social is in lieu of the standing Seattle meeting in November
Meeting: Westlake Village I Hybrid Highrise Mastermind Group Time: Thursday, November 7, 2024, 8:30 AM Pacific Time (US and Canada) Join Zoom Meeting https://us02web.zoom.us/j/89171858799?pwd=aUh3U3lQbFBFQWgvKy83NGZXV3I4Zz09 In-Person Meeting Option: Host: Grant Blindbury, Partner & Financial Advisor Location: FMB Wealth Management 100 N Westlake Blvd, Suite 201 Westlake Village, CA 91362 (805) 446-4494 * Parking is free and […]
Meeting: San Francisco I Highrise Mastermind Group Time: Thursday, November 7, 2024, 12:00 PM Pacific Time (US and Canada) Join Zoom Meeting https://us02web.zoom.us/j/86577909496?pwd=SDZpZXhFRHloY282NlBCOHJULy8zUT09
Meeting: Power Hour - PLEASE RSVP Time: Every Other Week on Fridays at 8:30 AM Pacific Time Join Zoom Meeting https://us02web.zoom.us/j/86317843568?pwd=MEs1bGFaSVZ1U3VUL29VSzR4N252dz09
