Save the date: There’s a new focus on tap for the Financial and Insurance Conference Planners Education Forum, June 20 to 22 at the St. Regis Resort, Monarch Beach, Dana Point, Calif. During the past several years, the forum has morphed from an event geared to junior planners to an intensive educational experience with content relevant to both novice and senior planners. This year’s program will feature 10 to 12 hands-on workshops that are all related to a central theme of presentation ...

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