NAIFA-Indiana's Schedule of Events

All BROADCASTS and FACE-TO-FACE (F2F) MEETINGS are co-hosted with the SFSP Central Indiana Chapter unless noted.

Friday, February 5, 2021, 11:00a - 12:00p (NAIFA only)

BROADCAST - Day on the Hill 2021, State Senator Andy Zay

Thursday, February 18, 8:30a-12:30p - 4 hours Indiana Insurance CE & CFP CE

F2F & BROADCAST - Quarterly 1/2 Day CE Meeting

8:30a - Tax-Advantaged medical/fringe Emp. Ben.; adapting to ever-changing regs. and limits, McNeil Lunenburg

9:30a - Big Plans start with a simple choice:  College Choice 529, Phillip Waddles
10:30a - Economic and Market Review, Sean Ryan

11:30a - Reverse Mortgages:  The Cinderella of Retirement Planning?, Harlan Accola

Thursday, March 18, 9:00a-10:00a - 1 hour Indiana Insurance CE

BROADCAST - Speak on Purpose, Marlōn Hall

Thursday, March 25, 9:00a-12:00p - 3 hours Indiana Insurance CE

F2F & BROADCAST - 3 Hour Required Ethics Course, Jim Johnson

Wednesday, April 14, 2021, 10:30a - 11:30p (NAIFA only)

BROADCAST - Day on the Hill 2021, Congresswoman Jackie Walorski

Thursday, April 15, 9:00a-10:00a - 1 hour Indiana Insurance CE

BROADCAST - What You Make vs What You Keep:  Annuities & the Power of Asset Location, Jeffrey R. Clark

Thursday, May 20, 8:30a-12:30p - 4 hours Indiana Insurance CE

F2F & BROADCAST - Quarterly 1/2 Day CE Meeting

8:30a - Unconsidered Consequences, David Gresham

9:30a - TBA, TBA

10:30a - TBA, TBA

11:30a - TBA, TBA

Thursday, June 17, 8:30a-1:30p - 5 hours Indiana Insurance CE

F2F & BROADCAST - 5 Hour LTC Re-certification Course, TBA

Thursday, July 15, 9:00a-11:00a - 2 hours Indiana Insurance CE

BROADCAST - Social Security Update, Charo Boyd

Thursday, August 19, 9:00a-10:00a - 1 hour Indiana Insurance CE

BROADCAST - Simplifying the Retirement Planning Landscape, Jamie Hopkins

Thursday, August 26, 2021, 8:00a-3:00p

F2F - NAIFA-Indiana Golf Outing, Golf Club of Indiana, Zionsville, IN  46077

Thursday, September 16, 8:30a-12:30p - 4 hours Indiana Insurance CE

F2F & BROADCAST - Quarterly 1/2 Day CE Meeting

8:30a - Life Insurance an Essential Planning Vehicle, Paul DeCoursey

9:30a - Special Needs, Gordon Homes

10:30a - TBA, TBA (2 hrs CE)

September, NAIFA-Indiana Sales Summit (tentative)

F2F??

TBA, NAIFA National Performance +  Purpose (NAIFA Only)

BROADCAST ONLY??

Thursday, October 21, 9:00a-10:00a - 1 hour Indiana Insurance CE

BROADCAST - Do Annuities Improve Retirement Outcomes?, Michael S. Finke

October, NAIFA-Indiana Meet and Greet with Legislators

F2F - Spencer Farm Winery

Thursday, November 18, 8:30a-12:30p - 4 hours Indiana Insurance CE

F2F & BROADCAST - Quarterly 1/2 Day CE Meeting

8:30a - ABLE Accounts, Amy Corbin

9:30a - TBA, TBA

10:30a - TBA, TBA

11:30a - TBA, TBA

Thursday, December 16, 9:00a-10:00a - 1 hour Indiana Insurance CE

BROADCAST - The Secondary Market for Life Ins.: Current Trends and New Applications, Peter Hershon

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