Your cart is currently empty.
Your cart is currently empty.
2 days ago
Dear ATCMA Members,
We would like to kindly remind you of our upcoming seminars scheduled for March 30th. Please find the details below:
Seminar Title: Investment and Insurance Advisor Seminar
Date: March 30th, 2024 (Saturday)
Time: 10:00 am - 11:00 am (1 CEU)
Speaker: Tyson Nagasaka
Platform: Zoom
Seminar Highlights:
1. Building Your Financial Dream Team: Introduction to Essential Professionals
2. A Client's Journey: From Debt to High Net Worth
3. Q&A
Speaker's Bio:
Tyson has spent more than 20 years in the financial services industry serving incorporated professionals, families, and self-employed contractors. For eight years, he worked at the bank, and during this time, he gained knowledge about how the financial system worked, including how to avoid pitfalls and gain benefits.
In 2009, Tyson formed strategic partnerships with leading life insurance carriers and investment companies to provide his clients with the most comprehensive and customized products. This collaboration has enabled him to deliver exceptional services tailored to his client’s specific needs. For the last ten years, he has worked with his wife, Kathryn.
She is very complimentary to our business’s financial planning and service. She can often see and articulate points of view that clients may have overlooked or felt weren’t significant enough to bring up.
Tyson and Kathryn also understand what it’s like to run a family business. As a result, they can often empathize with their business owner clients about the struggles of running a business but, more importantly, identify opportunities for integrated planning regarding business and personal finances. Tyson and Kathryn have two children and love vacationing in Hawaii.
Seminar Access: Please click Zoom registration link below to obtain your seminar link.
Zoom Registration: us06web.zoom.us/meeting/register/tZAkcOquqzkiHtf1pObkCpQjL1zphKWdIPQF?utm_source=BenchmarkEmail&u...
Remember to join using your legal name, as access is restricted to ATCMA members only.
We look forward to your active participation.
Best regards,
ATCMA Office ... See MoreSee Less
Powered & Designed by AMPLUS