Elevate your MoneyGuide expertise and client conversations! Join Lisa Wagner (Edward Jones) on March 21 for a follow-up session building on February's MoneyGuide training events.

Co-Host
Shelby Heitzman

March 21

3:00 pm Eastern

Co-Host
Cathy Johnson

WHY You Should Attend:

Dive deeper: Combine and expand on the MoneyGuide knowledge and client conversation skills you acquired from previous sessions.
Practical application: Learn how to seamlessly integrate MoneyGuide into protection solutions.
Expert guidance: Get your questions answered and gain practical tips from Lisa Wagner's experience.

Please reach out to me if you have any questions! I look forward to seeing you there.

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For Broker/Dealer use only. Not to be reproduced or shown to the public or used in oral or written form as sales literature. Saybrus Partners is an insurance agency affiliate of Saybrus Equity Services, LLC CA License #0H05104. In California dba Saybrus Partners Insurance Agency, CA License #0G81229.

Saybrus Partners does not provide tax, accounting, or legal advice. Information provided by Saybrus Partners is general and educational in nature and is provided in its role as a product wholesaler. Saybrus Partners does not make recommendations to consumers/applicants concerning insurance sales transactions. Please consult with your insurance producer, qualified tax advisor, attorney, accountant, or insurance advisor for your specific insurance needs.

ONE AMERICAN ROW
HARTFORD, CT 06102

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