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Presentations

The presentations are for review purposes only and are not to be shared, re-used, redistributed or manipulated in any form or fashion. For permission to use any specific slide or content please reach out to: Marketing@levelfourfinancial.com

Day 1 - Jake Tomes & Chris Jeppesen (pdf)

Download

Day 2 - Technology & LFCM (pdf)

Download

Day 3 - Compliance & 4 Levels of Planning (pdf)

Download

Compliance Presentations

Use the form to get credit for reviewing the presentation.
Combined Compliance Presentation

Breakout Sessions & Contact info

Estate Planning

Replacements are a "Four-Letter Word"

FIAdvisor Program

Please reach out to Luke Britt for more details: LBritt@levelfourfinancial.com

FIAdvisor Program

Replacements are a "Four-Letter Word"

FIAdvisor Program

Please reach out to Jay Peak for more details:

JPeak@levelfourinsurance.com

Replacements are a "Four-Letter Word"

Replacements are a "Four-Letter Word"

Growing Your Book Utilizing Tax Deferred Strategies for Attorney Clients

Please reach out to Jeff Wagnon for more details:

JWagnon@levelfourinsurance.com

Growing Your Book Utilizing Tax Deferred Strategies for Attorney Clients

Growing Your Book Utilizing Tax Deferred Strategies for Attorney Clients

Growing Your Book Utilizing Tax Deferred Strategies for Attorney Clients

Please reach out to Deneen Morgia for more details:

DMorgia@levelfourfinancial.com

How to Grow Your Book Incorporating Rental Properties

Growing Your Book Utilizing Tax Deferred Strategies for Attorney Clients

How to Grow Your Book Incorporating Rental Properties

Please reach out to Terry Thompkins for more details:

TThompkins@levelfourfinancial.com

Asset Protection & Cyber Security

Growing Your Book Utilizing Tax Deferred Strategies for Attorney Clients

How to Grow Your Book Incorporating Rental Properties

Please reach out to Matt Craig for more details:

MCraig@levelfourfinancial.com

Turning 65 - Your Gateway into the Senior Market

Exploring the LFCM Open Architecture Platform & Strategic Solutions

Exploring the LFCM Open Architecture Platform & Strategic Solutions

Please reach out to Jeff Jandro for more details:

JJandro@levelfourinsurance.com

Exploring the LFCM Open Architecture Platform & Strategic Solutions

Exploring the LFCM Open Architecture Platform & Strategic Solutions

Exploring the LFCM Open Architecture Platform & Strategic Solutions

Please reach out to Todd Bulot for more details:

TBulot@levelfourfinancial.com

Empowering the Advisor to Efficiently Manage Their Clients

Exploring the LFCM Open Architecture Platform & Strategic Solutions

Empowering the Advisor to Efficiently Manage Their Clients

Please reach out to David Mauzey for more details:

DMauzey@levelfourfinancial.com

Simplified Planning for ALL Advisors

Leveraging Business Owner Clients & Winning LARGE 401(k) Plans

Empowering the Advisor to Efficiently Manage Their Clients

Please reach out to Terry Thompkins for more details:

TThompkins@levelfourfinancial.com

Leveraging Business Owner Clients & Winning LARGE 401(k) Plans

Leveraging Business Owner Clients & Winning LARGE 401(k) Plans

Leveraging Business Owner Clients & Winning LARGE 401(k) Plans

Please reach out to David Byrnes for more details:

DByrnes@levelfourfinancial.com

Operations Best Practices + Tips & Tricks

Leveraging Business Owner Clients & Winning LARGE 401(k) Plans

Leveraging Business Owner Clients & Winning LARGE 401(k) Plans

Please reach out to Melina Trevino for more details:

MTrevino@levelfourfinancial.com

Easy Income Tax Planning that WINS New Business

Expanding Your Practice Leveraging Level Four Business Solutions

Expanding Your Practice Leveraging Level Four Business Solutions

Please reach out to Luke Britt for more details:

LBritt@levelfourfinancial.com

Expanding Your Practice Leveraging Level Four Business Solutions

Expanding Your Practice Leveraging Level Four Business Solutions

Expanding Your Practice Leveraging Level Four Business Solutions

Please reach out to Suzanne Durbin for more details:

SDurbin@levelfourfinancial.com

LinkedIn Basics for Advisors & Agents

Expanding Your Practice Leveraging Level Four Business Solutions

Supercharge the Level Four Client Experience via Black Diamond

Please reach out to Joe Jones for more details:

JJones@levelfourfinancial.com

Supercharge the Level Four Client Experience via Black Diamond

Supercharge the Level Four Client Experience via Black Diamond

Supercharge the Level Four Client Experience via Black Diamond

Please reach out to David Mauzey for more details:

DMauzey@levelfourfinancial.com

Level Four Pooled Employer Plans

Supercharge the Level Four Client Experience via Black Diamond

Level Four Pooled Employer Plans

Please reach out to David Byrnes for more details:

DByrnes@levelfourfinancial.com

Firelight/Annuity e-App Training

Supercharge the Level Four Client Experience via Black Diamond

Level Four Pooled Employer Plans

Please reach out to Jeff Wagnon for more details:

JWagnon@levelfourinsurance.com

Lets Talk "Back-Office Support"

Leveraging LFCM Within BlackDiamonds' Rendezvous Platform

Leveraging LFCM Within BlackDiamonds' Rendezvous Platform

Please reach out to Evan Barnard for more details:

EBarnard@levelfourfinancial.com

Leveraging LFCM Within BlackDiamonds' Rendezvous Platform

Leveraging LFCM Within BlackDiamonds' Rendezvous Platform

Leveraging LFCM Within BlackDiamonds' Rendezvous Platform

Please reach out to Todd Bulot for more details:

TBulot@levelfourfinancial.com

Individual Compliance Presentations

No credit will be given for downloading these presentations, for details please reach out to: Compliance@levelfourfiancial.com

Main Stage - Compliance (pdf)Download
Compliance Branch Manager (pdf)Download

Extra Files

NASDAQ-Video (mp4)

Download

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Level Four Group, LLC is a division of CRI Capital Group, LLC, a subsidiary of CRI Advisors, LLC. “CRI" is the brand name under which Carr, Riggs & Ingram, L.L.C. (“CPA Firm”) and CRI Advisors, LLC (“Advisors”) and its subsidiary entities provide professional services. CPA Firm and Advisors (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. CPA Firm is a licensed independent CPA firm that provides attest services to its clients, and Advisors and its subsidiary entities provide tax and business consulting services to their clients. Advisors and its subsidiary entities are not licensed CPA firms.



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