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2024-09-10 ANNUAL MEETING/CE/RECEPTION/BANQUET

2024 Annual Meeting/Banquet

 

NAIFA-Indiana will host the 2024 Annual Meeting and Peckinpaugh Banquet on Tuesday, September 10th at the Woodland Club in Carmel, IN.  The day will include a special 1 hour CE Presentation at 1:15 pm, followed by the Annual Meeting at 2:30 pm, a Reception at 5:00 pm, and concluding with the Jack Peckinpaugh Banquet from 6:00 pm - 9:00 pm, honoring our 2024 Associate of the Year Award winner:

 

Daniel Stallings

 

Agenda

10:30 am – 1:00 pm – Board Meeting (BOD only - working lunch)

  1:15 pm – 2:15 pm – CE Presentation *

 

  2:30 pm 4:30 pm – Annual Meeting (members only)   

 

  5:00 pm 6:00 pm Reception (Ballroom)

  6:00 pm – 9:30 pm Banquet (Ballroom)

* The CE Presentation is "Consumer Protections in Annuity Transactions" for 1 hour of Indiana Insurance CE presented by Brad WethingtonEffective July 1, 2024, all Indiana producers who sell annuities will either have to complete a 1-hour CE course OR, if they miss the December 31, 2024 deadline, have to re-take the full 4-hour annuity course.  For those who aren't able to attend this live presentation, this course will be offered again on October 17th via Zoom.  The presentation will be free to members and available to non-members for $25.

Registration Fees:
 

 - NAIFA Members - Reception/Banquet - $100CE & Annual Meeting - Free

 - Banquet Guests  - Reception/Banquet - $100

 - NAIFA BOD         - Reception/Banquet/Board Lunch - $125CE & Annual Meeting - Free

​ - CE Presentation  - Members - Free, Non-Members - $25 (payment due before CE credits reported)


Address payment to NAIFA-Indiana and send to:

NAIFA-Indiana, PO Box 459, Fishers, IN 46038

Questions, contact Sandy Gray at 317-844-6268 or email

 

Register for 2024 Annual Meeting/Banquet

1:15 pm - 2:15 pm - "Consumer Protections in Annuity Transactions"

 

Brad Wethington, CLU, ChFC, RHU, LUTCF
Financial Advisor
Lifetime Financial Growth


(1 hour Indiana Insurance CE pending)

Brad Wethington, a trusted financial specialist, has more than 35 years of experience in the financial services industry. Brad is dedicated to helping individuals and businesses achieve their financial goals with personalized strategies and sound advice.

As a seasoned financial professional, Brad understands the unique challenges and opportunities that each client faces. Whether you're looking to grow your investment portfolio, plan for retirement, or navigate complex financial decisions, Brad's guidance can make a significant difference.

Brad's approach is built on a foundation of trust, transparency, and integrity. He takes the time to listen to his clients, understanding their aspirations and concerns. By conducting in-depth analyses and staying current with market trends, Brad develops tailored solutions that align with your specific needs and objectives.

With Brad's guidance, you can navigate the complexities of the financial landscape with confidence. Connect with Brad on LinkedIn to begin your journey towards financial success.

Learning Objectives


Attendees will learn about the new requirement effective July 1, 2024 and fulfill the 1 hour require course by the end of the year.

Brad Wethington 2023.jpg

Disclaimer: "We cannot give partial CE credit. When the course is approved for a certain number of hours, you are expected to remain engaged for that period of time. If you are unable to begin and end the course as scheduled, you will not receive CE credit."


Questions?  Call us at 317-844-6268.

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