2019 Grant Taggart Symposium

The Executive Committee of the Grant Taggart Symposium is excited to announce a new direction for the Symposium - one that focuses on the importance of a well-rounded meeting to support financial services professionals in being able to speak to the many different areas of a client’s overall financial plan. We invite financial planners, investment advisors, life insurance agents, CPAs, enrolled agents, and attorneys to save the date for this years breakthrough Grant Taggart Symposium. It will be one that you do not want to miss!

Held annually for the past 30 years, the Grant Taggart Symposium has traditionally catered to the life insurance industry. In the competitive and well-rounded market environment that financial services professionals find themselves in today, it is not enough to just know of the important role that life insurance plays in a successful financial plan. It is also essential for trusted advisors to be well educated in investing, taxes, estate planning, retirement planning and multi-line insurance, even if all of these fields aren’t the advisor’s primary area of focus.

Classes and workshops will be well-balanced to provide a wide array of topics that will allow professionals a great way to obtain education licensing credit.

Registration Costs:

Coming soon