+1 847 692 6378

325 West Touhy Avenue 
Park Ridge, IL 60068 USA

Contact us

Helpful Links

  • For Companies
  • MDRT Store
  • MDRT Foundation
  • MDRT Academy
  • MDRT Center for Field Leadership
  • Media Room

MDRT Chapter Sites

  • Korea
  • Japan
  • Chinese Taiwan

Copyright 2025 Million Dollar Round Table®

DisclaimerPrivacy
  • About
  • Join
  • Events
  • Resources

Search

1 - 2of 2

Results: 2

Bringing attorneys and accountants into the fold

Anthony G. Engrassia, ChFC, LUTCF; Rebecca J. Gonzalez, CFP, CLU; Twyla Hardham, CFP; Benjamin Harding, CFP, ChFC; Darren W. Ulmer, CFP, CHS

Jul 1, 20246 min

Bringing attorneys and accountants into the fold

Relationships — or lack thereof — with a client’s other advisors can help build a business or stop deals dead in their tracks.
Opening hopes and dreams with the bucket list board

Rebecca J. Gonzalez, CFP, CLU

May 1, 20243 min

Opening hopes and dreams with the bucket list board

A bulletin board in the waiting area with photos of clients' bucket list activities helps set expectations.