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