Lion Street Trusted Advisors Conference 2026: MSO Architecture Notes from Las Vegas

by Alex Jones | Jun 20, 2026 | Events

EVENTS · LION STREET TAC 2026 Notes from the 15th Annual Lion Street Trusted Advisors Conference: GTC’s Pre-Conference Session in Las Vegas Guardian Tax Consultants® hosted an invitation-only advisory session for thirty to forty senior advisors, firm...

Recording the Life Matters Podcast with Bill Bell at Penn Mutual: A Conversation on MSO Architecture and Institutional Insurance Planning

by Alex Jones | Oct 29, 2025 | Events

EVENTS · PENN MUTUAL LIFE MATTERS PODCAST The Life Matters Podcast — Bill Bell, VP Advanced Sales at Penn Mutual, with Alex Jones of Guardian Tax Consultants® — Oct 29, 2025 Recording the Life Matters Podcast with Bill Bell at Penn Mutual: A Conversation on MSO...