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Copyright © 1999-2020 National Association of Insurance and Financial Advisors, Inc. (NAIFA-Indiana), All Rights Reserved

NAIFA-Indiana Face-to-Face (F2F) Meetings

On the 3rd Thursday of designated months, a face-to-face meeting with speakers presenting Insurance CE will be available FREE to NAIFA and SFSP members.  Most of the meetings for 2020 will be held at the Woodland Country Club in Carmel, IN with a few exceptions.

​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.  Details below.


Registration Fee:  NAIFA members - FREE
SFSP members    - FREE
Non-members     - $40

Register now online


For registration questions, please call 317-844-6268

Add to your calendar

February 20, 2020

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

Agenda (all times are EDT)

  8:15 am: Registration & Continental breakfast

  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

Register now online


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

                    Cynthia Kerstiens
                    HECM Specialist, Retirement Funding Solutions

                    (1 hour Insurance CE approved)


  • Using the home to improve retirement

  • Home Equity Conversion Mortgage (HECM)

  • 4 safeguards

  • HECM options

  • H4P

  9:30 am - "2020 Legislative Update"

                    Jon Zarich
                    Managing Associate, Frost Brown Todd
                    Lobbyist, NAIFA-Indiana

                    (1 hour Insurance CE approved)


  • 2020 Legislative Session Overview

  • A look to 2020 and 2021

  • Discussion of General Assembly

  • Q&A

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

                    Charles Samuel, CLU, ChFC

                    Regional Vice President; AIG
                    (1 hour Insurance CE approved)


  • Baby Boomers

  • Generation-X

  • Millennials

  • Generation Station

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)

Our emotions naturally make it difficult to make smart investment

decisions such as buying low and selling high. That’s why many

investors sell during market declines—thereby locking in losses—and return only after stocks have recovered. By taking a closer look at some of the basics of behavioral finance, investors can learn to let logic, rather than emotion, drive their investment decisions.


Scheduled Face-To-Face Meetings

March 25 -      "3 Hour Required Ethics Course," Jim Johnson, 3 hrs Ins. CE

May 21 -          "Where do I find the Answer? Social Security Updates," Charo Boyd 2 hrs Ins. CE

                         "Investments and The Older Client," Susan Wier, 2 hrs Ins. CE

June 18 -          "Annuities Class," Bill Barber, 4 hrs Ins. CE

September 17- TBD, 4 hrs Ins. CE 


November 19 - "5-hour LTC Re-certification Course," Chris Barnthouse, 5 hrs Ins. CE