Date: Thursday, October 5, 2023
Where: The New York Life Building, Cass Gilbert Conference Room, level 1B, 51 Madison Avenue, New York, NY 10010
Time: 12–2 p.m. Eastern Time; complimentary lunch will be provided
MDRT and your Community Leaders invite you to attend Tips from the top, an in-person Local Area Networking luncheon and session in New York.
Hear from MDRT members David C. Blake, Paresh B. Shah, CFP, and Terri E. Krueger, ChFC, during a panel discussion where they will share how to create a long-term strategy for your business and how to qualify for MDRT, Court of the Table and Top of the Table.
Don’t miss this wonderful opportunity to learn how successful advisors built their business and the keys that helped them get to the top!
The discussion will be moderated by MDRT member Gina C. Stormont, ChFC, RICP. Attendees will have an opportunity to ask questions following the session.
Moderator:
Gina C. Stormont, ChFC, RICP Founder of Stormont Financial Strategies
Speakers:
David Blake Founder and president of InsMed Insurance Agency Inc.
Terri E. Krueger, ChFC Krueger Advisors LLC Founder and CEO.
Paresh B. Shah, CFP, is the managing principal for PareShah Partners and CEO of Dalal Capital Advisors. He is a 16-year MDRT member with 11 Court of the Table and four Top of the Table honors. He is also an MDRT Foundation Trustee.
Founder and president of InsMed Insurance Agency Inc. He is a 23-year MDRT member with 16 Court of the Table and 14 Top of the Table honors. He has most recently served as Chair of the Court of the Table Committee and Treasurer of the MDRT Foundation.
Founder of Krueger Advisors LLC. She is a nine-year MDRT member with five Court of the Table qualifications and one Top of the Table honor. She currently serves as the Chair of the Business Strategy and Planning Task Force.
The managing principal for PareShah Partners and CEO of Dalal Capital Advisors. He is a 16-year MDRT member with 11 Court of the Table and four Top of the Table honors. He is also an MDRT Foundation Trustee.
Gina C. Stormont, ChFC, RICP
President
Founder of Stormont Financial Strategies. She is an 11-year MDRT member with three Court of the Table qualifications and is an active participant on the Local Area Networking Events Committee and the 2024 Book Club Committee.