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Webinar: Ebix Smartoffice CRM Demo For Financial Professionals!!!

Gotowebinar IA

CG Financial Group has partnered with EBIX SmartOffice to bring you the most advanced customer relationship management system in the industry!!! A simple CRM that tracks phone numbers, addresses, and appointments is not enough. True practice management helps your practice achieve the potential you always saw in it. SmartOffice is true practice management, and the […]

Free

Webinar: CG Financial Group: How we help the financial professional

Gotowebinar IA

In separate webinars we have discussed product, technology, training, etc. separately. This webinar is designed to bring it all together to discuss how we will increase you business. We will discuss: - Technology. The entire turnkey package for you to run your practice. - Product: We will discuss the products available to you as well […]

Free

Retirement Academy Webinar. Tom Hegna Paychecks and Playchecks!!!

Gotowebinar IA

Please register for Webinar August 10th: Tom Hegna!! Paychecks and Playchecks on Aug 10, 2021 11:30 AM CDT at: https://attendee.gotowebinar.com/register/5618021047575455499 After registering, you will receive a confirmation email containing information […]

Free

Retirement Academy Webinar: Financial Planning Ideas, Software, and The Process.

Gotowebinar IA

This Retirement Academy Webinar will be Charlie demonstrating Financial Planning ideas, Financial Planning technology, and also the process of "Financial Planning". Don't know what "Monte Carlo Analysis" is? We will discuss. Would you like to know how an annuity added to a securities portfolio increases the probability of retirement success? We will discuss. As also […]

Free

Monthly Webinar Series: Charlie’s Latest Top Product Picks for Annuities, Life, and LTC

Gotowebinar IA

The title says it all!!! This webinar will be going over 10-15 of Charlie's top products for various situations. Because the industry evolves very quickly, these webinars will be held monthly. He will also be discussing why those are his "top picks" and will provide ideas to go along with them. After-all, the products can […]

Free

Charlie’s Latest Top Picks for Annuities, Life, and LTC

Gotowebinar IA

The title says it all!!! This webinar will be going over 10-15 of Charlie's top products for various situations. Because the industry evolves very quickly, these webinars will be held monthly. He will also be discussing why those are his "top picks" and will provide ideas to go along with them. After-all, the products can […]

Free

The Athene Annuity Value Proposition with Steve Pandullo

Gotowebinar IA

Our top annuity company, Athene, will be joining us on this webinar. My good friend, Stephen J Pandullo, CFP®, RICP®, WMCP®, ChFC®, CEPA® (Vice President, Relationship Management IMO Channel) will […]

Free

Des Moines Lunch and Learn: December 8th!!!

Brokers International Building 4135 NW Urbandale Drive, Urbandale, IA

On December 8th, we will be hosting a lunch and learn in Des Moines for financial professionals wanting to take their practices to the next level.  The food will be […]

Free

Kansas City Lunch and Learn: December 9th!!

Jack Stack BBQ Freighthouse 101 W 22nd St. #300, Kansas City, MO

Register here for our Kansas City Roadshow that will be held at the legendary "Jack Stack" BBQ Restaurant.  If you would like additional details you can email info@cgfinancialgroupllc.com or you […]

Free

Monthly Webinar Series: Charlie’s Latest Top Product Picks For Annuities, Life, and LTC

Gotowebinar IA

The title says it all!!! This webinar will be going over 10-15 of Charlie's top products for various situations. Because the industry evolves very quickly, these webinars will be held monthly. He will also be discussing why those are his "top picks" and will provide ideas to go along with them. After-all, the products can […]

Free