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Our Mission Statement
To provide our representatives the freedom to run their business the way they choose, empowering them to do what's best for their clients.
     
Upcoming Events

October 2-3, 2008, Thursday & Friday
2008 Annual National Sales Conference: Broadening Your Horizons
Harvey's Resort & Casino, South Lake Tahoe, NV ( click for more...)


ePLANNING News
2007 National Sales Conference
Our 5th Annual National Sales Conference was held on September 13-14, 2007 at Harrah’s in South Lake Tahoe, Nevada. This conference was our best National Sales Conference yet and a smashing success! We had 45 sponsors join us in our expanded and improved Exhibit Hall with many of them participating in panel discussions as well as presentations to the general session.

Our keynote speaker, Dr. Jeff Salz spoke about the “Adventure of Change” during Thursday’s lunch. He shared his Six Steps to the Top—lessons he’s learned in over 30 years of exploration and expedition leadership. It was a moving and inspirational hour.

Thursday evening ePLANNING hosted a sponsor appreciation cocktail and dinner reception at Zephyr Cove on the shore of beautiful Lake Tahoe. We enjoyed the sunset, cocktails and a terrific BBQ while mingling with our sponsors, representatives and their guests and families. Friday evening ePLANNING hosted the Gala Awards dinner on the 19th floor of Harvey’s at 19Kitchen. The appetizers, cocktails, dinner, sunset and company were all fabulous, with everyone having a wonderful time. If you weren’t able to join us this year, we hope to see you in 2008!

“We attend our fair share of BD conferences and the recent ePLANNING conference was overall one of the best that I’ve been to. I look forward to next year and continuing to work with ePLANNING!” - John Bennett, Sr. Vice President of Capital Markets, Eliason 1031 Properties Corporation

“Great conference. I especially thank you for having a total group session vs. sponsor dine-arounds Thursday evening. Exhibit Hall time well organized with plenty of time to meet with reps and sponsors. Truly feel this was one of the best sessions I have attended in many years…congratulations.” - Tim Marinec, Director of Marketing, MacKenzie Patterson Fuller, Inc.

“Overall, I felt it was a great conference. I liked the setting, and felt that it was very beneficial in terms of opening up new relationships with reps. We got a lot of traffic. I was very pleased with the Exhibit Hall set-up.” - Chuck Wagner, Vice President - Northwest Region, CORE Realty Holdings, LLC

“I have been to a large number of conferences over the years and this was beyond a doubt one of the best! Everyone at ePLANNING was so gracious & thoughtful, the food at each meal was fantastic, the Friday night dinner party is one I would have been proud to have hosted for one of my kid’s weddings! GREAT JOB & THANKS!” - Bruce Kahn, Seattle, WA

“This venue was phenomenal. I really enjoyed the entire experience and look forward to next year. Zephyr Cove and 19Kitchen again—phenomenal. You guys picked the perfect places. The exhibit hall was set up nicely. Like a small TICA with lots of room to talk/eat/etc. Loved the lunch speaker…great choice this year—very moving.” - Ryan Stepp, Malibu, CA

     
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