Please join us on at 12:30 PM EDT on June 7th for an informative webcast on “Understanding PlanLab Math”.  Dave Freitag and Mike Rice will review the differences between “goals-based” and “cash flow-based” analysis tools.  Understanding which tool to use with your clients will save you time and increase your sales. 

To register for the meeting visit this link:  Once you have registered, the system will automatically send you the information you need to join the webinar.

Posted May 29, 2012 filed under Past Events.

Impact will host the Fall 2012 User Group Meeting from October 22nd to 24th.  The meeting will be held at the Charlotte Marriott Renaissance Suites Hotel.  The hotel is convenient to the Charlotte/Douglas Airport and will be a terrific location for this event.

The Fall 2012 User Group Meeting will focus on updates to the Impact product platform and will offer feedback opportunities  for future product enhancements.  In addition, this User Group meeting is a great way to reconnect with industry peers.

For details about the Impact Fall 2012 User Group Meeting, contact John Lensi, Vice President of Sales.  John can be reached at 704-927-3234 or by email

Posted March 8, 2012 filed under Past Events.

Based on numerous reports from the attendees, the Spring User Group meeting, held from May 16th to May 18th, was a great success.  The meeting provided an excellent forum and idea exchange for the next release of the Impact products in PlanLab.  We also launched Ready-2-Retire, our exciting new iPad-ready product.  Developed in conjunction with LIMRA, Ready-2-Retire offers game-changing technology for advisors and their clients.  See the promotional video on our Homepage for a guided tour.   

Posted June 13, 2011 filed under Past Events.

It is official.  The Spring User Group Meeting will be held in Charlotte from May 16th to the 18th.  This year’s meeting will be held at the Westin Hotel in the uptown financial district.  The hotel is within walking distance to many of the most interesting parts of the city.

The new extension of the estate tax law will be high on the agenda.  We will demonstrate the estate tax law changes and other enhancements in our software tools.  In addition, the Spring User  Group Meeting is a great way to network with industry leaders.

For details on the Spring User Group Meeting, contact John Lensi, Vice President of Sales.  John can be reached at 704-927-3234 or by email

Posted December 28, 2010 filed under Past Events.

We are planning an exciting event in Charlotte, NC.  The location is the Ballantyne Resort and Conference Center.  This location is very convenient to the Charlotte/Douglas International Airport.

The meeting will continue the successful three day format that was introduced at the Spring User Group Meeting in South Beach.  The meeting will start on Monday the 25th and finish at noon on the 27th .

This is a Great Opportunity to:

  • See the new enhancements to Impact’s software
  • See the new Training & Education support tools
  • Provide feedback on future software enhancements
  • Network with industry leaders

Contact John Lensi for more details to reserve a spot!
phone: 704-927-3234

Posted June 28, 2010 filed under Past Events.

April 19-21, 2010 — Miami, FL
(You may want to arrive Sunday evening, April 18th)

South Beach Marriott
161 Ocean DriveMiami Beach, Florida 33139 USA
Phone: 1-305-536-7700
Fax: 1-305-536-9900

Impact provides breakfasts, lunches, Monday night heavy hors d’oeuvres, and Tuesday night dinner.

A Great Opportunity to:

  • Discover newest enhancements to Impact’s software
  • Build valuable industry relationships and learn from other industry professionals
  • Learn valuable sales support tips
  • Find out how to maximize your Impact investment
  • Provide feedback and direction for future software enhancements

Contact John Lensi to reserve a spot:
phone: 704.927.3234

Posted February 1, 2010 filed under Past Events.

Impact will participate in the 2009 Financial Service Professionals Forum meeting in Phoenix, Arizona. The FSP Forum is one of the financial service industries premier events. It provides great opportunities for networking, continuing education and idea exchange between the most successful producers in the industry.

Impact tools are used by many of the meeting attendees. During this event, producers can work with Impact subject matter experts to fine tune their skills and to learn more about new product improvements that will help them be more effective with their clients.

Posted October 21, 2009 filed under Past Events.