Thu, Jul 18|
See Watch Parties for locations
July 18, 2019 - NAIFA Live Webinar & Watch Parties
NAIFA-Indiana Meeting now includes National's NAIFA Live broadcasts at our local Watch Parties and thru Virtual Attendance. CE is now available from nationally renown speakers. Curtis Cloke is the July speaker.
Time & Location
Jul 18, 2019, 9:30 AM – 12:30 PM
See Watch Parties for locations
About the Event
July 18, 2019
Watch Parties: NAIFA-Indiana Office, 7050 E. 116th Street, Suite 50, Fishers, IN 46038
CANCELLED - Ramada Plaza Hotel, 305 E. Washington Center Rd., Fort Wayne, IN 46825
Indiana Farm Bureau Insurance, 5032 Miami Rd, South Bend, IN 46614
CANCELLED - Radisson Hotel Louisville North, 505 Marriott Dr, Clarksville, IN 47129
Old National Bank, 140 South Creasy Ln, Lafayette, IN 47905
Agenda (all times are EDT)
9:30 am: Registration/Networking
9:45 am: Tech Check in from Watch Party Sites
10:15 am: Live Broadcast Begins, CE Review
10:20 am: Curtis Cloke presentation part I
11:10 am: Break
11:20 am: Curtis Cloke presentation part II
12:10 pm: Q&A and Discussion at Watch Party Sites
12:30 pm: Dismissal at Watch Party Sites
"Cracking the Retirement Income Code"
Curtis Cloke, CLTC, LUTCF, RICP
CEO & Founder of THRIVE Income Distribution System
Adjunct Instructor for The American College of Financial Services
(2 hours Insurance CE approved)
Curtis V. Cloke is an award-winning international speaker, educator and author as a retirement expert. His presentations are entertaining, inspirational and educational. Curtis serves as an Adjunct Instructor for The American College of Financial Services as part of the educational team of experts who helped develop curriculum and content for the new online RICP® (Retirement Income Certified Professionals) designation program. In 2009, Curtis was also recognized as a top five finalists for “Advisor of the Year” by Senior Markets Advisor Magazine. He is a 20-year member of MDRT, with 3 Court of the Table and 12 Top of the Table honors. In addition to MDRT, he is also a member of the Forum 400, NAFIA, Society of FSP and many other industry associations. Curtis is a financial life planner with over 30 years of experience serving clients around the US from his Burlington, Iowa office. He focuses on business, estate and retirement planning.
This session will identify a process that identifies the difference between “Promised Based and Risked Based” income and growth allocations. Helping retirees find the confidence to retire knowing their income will last a lifetime. Financial professionals today face a number of challenges when assisting pre-retiree clients plan for an ever-changing retirement landscape of economic challenges and financial risks. The landscape has changed! Loss of employer pension plans, low interest rates, increased market volatility, rising health care cost, looming changes to Social Security and Medicare, forced retirement and extended longevity to mention a few.
Free NAIFA/SFSP Members/Staff
Members/staff of NAIFA-Indiana and SFSP Central Indiana Chapter are invited to attend this Webinar Broadcast free of charge.$0.00
$30 for Non-Members$30.00