Oppenheimer Life Agency's 3rd Annual Insurance Forum
Helping Oppenheimer financial advisors and their clients prepare for the unexpected.
Recently, OLA hosted their 3rd Annual Insurance Forum in Atlanta, GA which brought together teams of specialists, thought leaders, and Financial Advisors. The event was designed to provide Oppenheimer Financial Advisors with the latest ideas and best practices that contribute to meeting clients’ financial goals and needs.
Topics discussed included The Role of Generational Planning, Business Succession Planning, Estate and Life Insurance Planning for the other 99.9%, Understanding Social Security, Women and Retirement, Energy for Performance and Wealth and Health.
Pictured below: JoAnn Dobson, President of Oppenheimer Life Agency, Ltd.
More about Oppenheimer Life Agency
Insurance plays an important role in helping to prepare for anything that life might throw at you. Therefore, Oppenheimer Financial Advisors include insurance products and services as a vital part of the overall lifetime planning process.
Learn more about Oppenheimer's full array of quality insurance products and services.