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.

Thursday, September 17, 8:30a-12:30p - 4 hours Indiana Insurance CE


The Anchor, Lakeside at Keystone Office Park, 9345 Delegates Row, Indianapolis, IN  46240

Working Together to Solve a Complex Business Succession Need, Mark Leyden
Executive Bonus Plans - The Basics and More, Michele Collins

The Secure Act and its Impact on Estate Planning, Michael D. Wilhelm

Proper Way to Structure Personal Liability in Conjunction with Retirement Planning Asset Protection, Andy Beutter

NEW DATES - Tuesday-Thursday, October 6-8 (NAIFA only)

BROADCAST ONLY - NAIFA Performance + Purpose 2020 - Boston, MA

Thursday, October 8, 9:00a-11:00a - 2 hours Indiana Insurance CE

BROADCAST - Two Interesting Planning Topics, David Hultstrom

CANCELLED Sunday, October 11

Legislative Meet & Greet - Spencer Farm Winery, Noblesville, IN (NAIFA Only)

Thursday, November 12, 9:00a-10:00a - 1 hour Indiana Insurance CE

BROADCAST - Understanding the Broadening Options for Extended and LTC Planning, Carroll Golden

Thursday, November 19, 8:30a-1:30p - 5 hours Indiana Insurance CE

F2F MEETING & BROADCAST - Association Office, Fishers, IN

5 Hour Long Term Care Re-Certification Course, Chris Barnthouse


NEW DATE - Wednesday, December 9, 8:50a-1:00p, Time TBA (NAIFA only)
BROADCAST ONLY - Annual Meeting, Board of Trustees Election, Town Hall Meeting, 2 Speakers

Thursday, December 10, 9:00a-10:30a - 1.5 hours Indiana Insurance CE

BROADCAST - Radical Relevance, Bill Cates

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