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).
Time & Location
Feb 20, 2020, 8:15 AM – 12:30 PM EST
Woodland Country Club, 100 Woodland Ln, Carmel, IN 46032, USA
Guests
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)
Tickets
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.
$0.00$40 for Non-Members
$40.00
Total
$0.00