Client Event


Client appreciation events are a great way to make your clients feels good about their choice of advisor and to also turn them from clients into advocates. We provide you with a great group of speakers who can speak both inside and outside of financial planning. We help you bring in speakers that will appeal to your client’s interest not just their portfolio.

Wendy Boglioli

Featured speaker, long term care expert, healthy aging advocate and Olympic gold medalist Wendy Boglioli brings professional versatility and captivating insight to audiences and clients across the country. A former top-grossing long term care broker and national LTC spokesperson, Wendy’s enthusiasm, knowledge and conversational ease leave financial service clients and others thirsty for more. Her […]

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Medicare Rights Center

The goal of Medicare Rights Center’s work with the financial services industry is to ensure that professionals master the basics of health care coverage for older adults and people with disabilities.

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Brian McArthur

Brian works exclusively with financial advisors and their clients to help them navigate and enroll in Medicare

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Mitch Anthony

Mitch Anthony is the founder and president of Advisor Insights and the Financial Life Planning Institute, the leading provider of financial life planning tools and programs for the financial services industry.

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John Iacovelli

Helping Financial Professonals and Their Clients in the College Selection Process and with Financial Aid

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Randy Pentis

Randy Pentis has built a 30 year plus career in law enforcement from undercover drug enforcement to among many distinguished positions, Chief of Police for both the city of Filmore, CA and the city of Thousand Oaks, CA. He has served as lead liaison for the Secret Service advance team in Los Angeles and has […]

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