Forum MAX


Forum MAX Virtual Experience Event Recap

On Thursday, July 30, Forum 400 members participated in the first virtual Forum MAX. Here are some highlights from the event: 

Congratulations to Jamie Farmer, CLU, ChFC, who took home the title of "Best of the Best Presentation" in a very tight race. And an honorable mention to the "Best of the Best" from each study group:

  • Scott Richardson, JD, CLU, ChFC
  • Mayur Dalal, MBA
  • Brian Sak, CFP, CLU, ChFC
  • Mike Owens, CLU, ChFC, RFC

“Though I miss the in-person interaction with everyone, the events of today were seamless, filled with great value, not overwhelming (no Zoom dizziness) and just the right amount of time. Ended on a great note!” —Dean Harder, Forum MAX Group Leader 

Thank you to all Forum MAX attendees, group leaders, the Forum MAX Committee and Forum MAX Committee Chair Angela Kennedy Robinson, CRC, for making the virtual experience a success! 

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 About Forum MAX

As a complement to the Forum 400 Annual Meeting, Forum MAX is your mid-year opportunity to focus on your clients. This intimate study group setting offers hours of presenting, discussing and receiving direct feedback on your client cases and solutions. You will leave this virtual experience with multiple new sales ideas that you can implement immediately. Between the breakout groups and networking opportunities, you will log off with new relationships, refreshed connections and, most importantly, over 20 fresh ideas from the most successful professionals in the industry.

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Click the video below to hear more about Forum MAX from Forum MAX Committee Chair Angela Kennedy Robinson, CRC.