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Event Details

Join us for our quarterly All Members Meeting on July 11 from 12 - 1:30 p.m. Hear important updates, learn about new services LAN is bringing to our members, and learn from each other in a session where you'll hear from members about successes as well as challenges and how they learned from and addressed them.


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https://zoom.us/j/9974031017?pwd=dVhEQmJEZyt4blRXQmFCNEluY2RXQT09


Meeting ID: 997 403 1017

Passcode: LAN2023


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Meeting ID: 997 403 1017

Passcode: 5728731

Jul 11, 2023

12:00 PM - 1:30 PM (UTC-04:00 EDT)

Agenda

  • 12:00 PM - 12:05 PMWelcome
    Meet Ernie Vorpahl, our newest LAN member!
    12:05 PM - 12:20 PMBringing You New Services
    Learn about two new optional services available to our LAN members: Payroc online payment processing platform—a cost-saving opportunity for you, and Quest Benefits NW worksite insurance—a revenue opportunity.
    12:20 PM - 12:25 PMReview of LAN Member Benefits
    A refresher of discounts you receive as a LAN member with CEPA, Capitaliz, ValuCompass and BizEquity.
    12:25 PM - 12:35 PMHow To Session
    A walkthrough of our LAN SharePoint and GlueUp. Find and share documents on SharePoint and get your autorenewal billing set up on GlueUp.
    12:35 PM - 12:50 PMLAN Branding & New Website - Coming Soon
    12:50 PM - 1:00 PMInsights from Rick Scruggs
    Read the article about a recent court ruling and hear from Rick Scruggs as he shares the impact to advisors and business owners.

    Then, if you know Rick, you know he's a voracious reader. Hear his latest book recommendation—The Catalyst: How to Change Anyone's Mind.
    1:00 PM - 1:25 PMLearning from Each Other
    Hear from your colleagues about recent partnerships, joint work, wins and learning from mistakes.
    1:25 PM - 1:30 PMLast Thoughts & Wrap Up

Documents

Article_Connelly v United States_value of company increased by life ins proceeds.pdf
Your Guide to LAN SharePoint Site copy.pdf
Payroc Overview.pdf
Quest - Pre-Enrollment GWL Educational Material.pdf
Quest - MM GWL Referral Email .docx
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