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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 (EDT)
Agenda
- 12:00 PM - 12:05 PMWelcomeMeet Ernie Vorpahl, our newest LAN member!
- 12:05 PM - 12:20 PMBringing You New ServicesLearn 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 BenefitsA refresher of discounts you receive as a LAN member with CEPA, Capitaliz, ValuCompass and BizEquity.
- 12:25 PM - 12:35 PMHow To SessionA 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 ScruggsRead 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 OtherHear from your colleagues about recent partnerships, joint work, wins and learning from mistakes.
- 1:25 PM - 1:30 PMLast Thoughts & Wrap Up
Sponsors and Partners
Organizer
