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Thu, Feb 20


Woodland Country Club

February 20, 2020 - NAIFA-Indiana Face-to-Face Meeting

NAIFA-Indiana's Face-to-Face Meeting offers 4 hours of CE presented live by industry renown speakers. February speakers include Cynthia Kerstiens (Retirement Funding Solutions), Jon Zarich (NAIFA-Indiana Lobbyist), Charles Samuel (AIG) and John Davos (John Hancock Investments).

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Time & Location

Feb 20, 2020, 8:15 AM – 12:30 PM EST

Woodland Country Club, 100 Woodland Ln, Carmel, IN 46032, USA


About the Event

The  February meeting will be held on February 20, 2020 at Woodland Country  Club.  It will feature 4 speakers and offer 4 hours of Insurance CE.

Registration Fee:  NAIFA Members - FREE

                             SFSP Members  - FREE

                             Non-Members    - $40


For registration questions, please call 317-844-6268

Location:  Woodland Country Club, 100 Woodland Lane, Carmel, IN  46032 

Agenda (all times are EDT)

  8:15 am: Registration

  8:30 am: "Using the Home to Improve Retirement," Cynthia Kerstiens

  9:30 am: "2020 Legislative Update", Jon Zarich

10:30 am: "Generations Matters: Understanding Generational Differences in Life Ins.," Charles Samuel

11:30 am: "Behavioral Finance - My Brain Made Me Do It," Stephen Davos

8:30 am - "Using the Home to Improve Retirement

                  Cynthia Kerstiens

                  HECM Specialist, Retirement Funding Solutions

                  (1 hour Insurance CE approved) 


9:30 am - "2020 Legislative Update

                  Jon Zarich 

                  Managing Associate, Frost Brown Todd

                  Lobbyist, NAIFA-Indiana

                  (1 hour Insurance CE approved)

10:30 am - "Generations Matters: Understanding Generational Differences in Life Ins.

                    Charles Samuel, CLU, ChFC

                    Regional Vice President; AIG  

                    (1 hour Insurance CE approved)

11:30 am - "Behavioral Finance - My Brain Made Me Do It

                    Stephen Davos, CRPC®

                    Regional Vice President, John Hancock Investments  

                    (1 hour Insurance CE approved, 1 hour CFP CE approved)


  • Free NAIFA/SFSP Members

    Members of NAIFA-Indiana and SFSP Central Indiana Chapter are invited to attend this meeting and receive 4 hours of CE free of charge.

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  • $40 for Non-Members

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