NAIFA-Indiana Annual Meeting and Summit 2019 - SPEAKERS
PERFECT VISION WITH NAIFA 20/20
DAY 1 - October 2, 2019
1:00 pm - 3:00 pm
Speaker - Charo Boyd Public Affairs Specialist, Social Security Administration "New Social Security Retirement Planning Strategies Update" (2 hours Insurance CE & CFP® CE approved)
Charo N. Boyd is the Social Security Administration’s (SSA) Public Affairs Specialist for Indianapolis Metropolitan. She is responsible for informing the public about SSA programs and benefits. Boyd is also the primary SSA media contact for television, radio, and newspapers in the aforementioned area. She is often the guest speaker for retirement and disability seminars. She has trained HR Managers, Financial Planners, Tax Preparers, Social Workers, Case Managers, Disability Advocates, and Attorneys on various topics.
Boyd has been employed with SSA since 2002. She began her career as a claims representative in the Downtown Indianapolis District SSA office. She has worked as an Insurance Specialist in all areas of the Title II Program (Medicare, Retirement, Survivors, and Disability Insurance Benefits).
Boyd has a B.S. in Psychology (Magna Cum Laude) and a M.S. in Guidance & Counseling with a concentration in clinical and organizational counseling all from Tennessee State University.
3:00 pm - 4:00 pm
Speaker - Daniel Ridenour Regional Lending Manager, MutualBank "How Credit Scoring is Determined" (1 hour Insurance CE & CFP® CE approved)
Dan offers more than 25 years of mortgage lending experience to his customers. Dan says, "Mortgage Lending allows me to work with others to achieve a specific goal, which is usually home ownership or saving money. Mutual provides local decisions, local process and local servicing, all which are important factors for reaching customer goals!"
Dan's customers place their wants, needs, goals and desires into his hands. Helping them meet those objectives result in great satisfaction.
Outside of the office, Dan is also very active. He can be found reading one of fifty books he reads per year, volunteering at church or for local charities, running long-distance, competing in marathons, keeping up with grandchildren and following the Indianapolis Colts! Inside the office or out, Dan is diligent about meeting and exceeding goals. Whether at his office in downtown Muncie or at the customer's choice of location, Dan is pleased to welcome them, listen carefully and provide sound solutions in their – and your – best interest.
Gordon Homes is a Financial Advisor with WestPoint Financial Group. He provides objective and customized insurance and investment strategies to help meet the financial needs of his clients. He aims to help clients achieve lifelong financial freedom by building long-term working relationships based on mutual respect, ongoing education and comprehensive planning. Prior to joining WestPoint Financial Group, Gordon spent 35 years with MetLife as a Financial Planner, emphasizing his work as a Special Care Planner. He says, “My passion to serve is born out of my personal journey as a parent of a child with special needs. As a Special Needs Financial Planner, I help families who have children or other dependents with special needs address the serious questions concerning their future well-being. I work together with parents or caregivers to help ensure lifetime care and quality of life.” He assists families with a myriad of issues including understanding and accessing public benefits, preserving benefit eligibility through Special Needs Trusts, and Guardianship concerns.
A frequent speaker at parent support group meetings and state conferences, he is nationally recognized in the area of Special Needs planning issues, contributing to articles in The Washington Post, The New York Times, and Kiplinger’s Personal Finance. He is also active in local communities as a member of over 20 support networks in Indiana and Kentucky.
He is also member of several professional organizations, including the National Association of Insurance and Financial Advisors (NAIFA), Estate Planning Council of Indianapolis (EPCI), Lifetime member of Million Dollar Round Table (MDRT), and Financial Planning Association (FPA), where he served as President.
10:30 am - 11:30 am
Speaker - Chad Eyrich, CLTC, LTCP VP, Long-Term Care & Linked Benefit Sales, Ash Brokerage "Positive Changes to the Long Term Care Market" (1 hour Insurance CE & CFP® CE approved)
As the VP of Long-Term Care and Linked Benefit Sales, Chad Eyrich is like an LTC maestro. He not only helps educate advisors and their clients on the importance of care planning, but he also orchestrates a smooth application process from start to finish. He travels through the United States to present educational seminars on care planning, funding options and alternatives to traditional LTC insurance.
Prior to joining Ash Brokerage, Chad was a financial advisor, managing assets for holistic plans. In addition to his Long-Term Care Professional (LTCP) and Certified in Long-Term Care (CLTC) designations, he has his life and health, and property and casualty insurance licenses.
A former collegiate golfer and assistant golf pro, Chad enjoys hitting the links in his free time. He and his wife, Rachael, live in Fort Wayne, Indiana, with their four children, Celia, Gianna, Oliver and Urban.
11:45 am - 1:00 pm
Speaker - Wil Davis
Noble Why, LLC "The Power of Purpose" (1 hour Insurance CE approved)
Wil Davis co-founded Ontario Systems, LLC, serving as its CEO until 2008 and as its Chairman until the recent sale of the company. He is currently serving his alma mater, Ball State University, as President of the Ball State Innovation Corporation where he assists with the protection and commercialization of new intellectual property. He has also launched Noble Why, LLC, an organizational effectiveness consulting firm dedicated to helping organizations foster passionate, purposeful, and productive cultures where there is both an individual and collective pride in the work being accomplished.
Wil is an entrepreneur with both his BS and MBA from Ball State University. He has also been awarded an honorary doctorate in Business Management from Indiana Wesleyan University.
Wil is an author, sought-after speaker and training consultant with over 30 years of leadership experience. He has a true passion or helping companies develop and maintain successful and inspiring corporate cultures.
Prior to co-founding Ontario Systems, he gained financial, engineering, and software systems experience with Mutual Bank and General Motors. He currently serves as a board member for a number of organizations, including IU Health Ball Memorial Hospital, AAA Hoosier Motor Club, and Mutual First Financial Corporation/Mutual Bank, among others.
Wil is a resident of the Muncie community and enjoys time with his wife, children, and seven grandchildren whenever possible.
Mike McGlothlin is a team leader, retirement industry activist, best-selling author, and disciple of Indiana Hoosier basketball.
As executive vice president of retirement at Ash Brokerage, he and his team help financial planners provide income planning solutions focused on longevity and efficiency. He also provides guidance and assistance for advisors and broker-dealers navigating marketplace and regulatory changes.
With more than 25 years of industry experience, Mike is a sought-after writer and speaker focused on helping advisors bring true value to their business. He became a certified Go-Giver coach and speaker so he could share the Five Laws of Stratospheric Success and show others how the philosophy could change their work and life. He’s also a certified StoryBrand guide, helping advisors find results from their marketing efforts.
Mike’s web series, “Winning Strategies,” provides insight and motivation for financial advisors in many forms. His blogs have been turned into two books, “Above the Clouds ... Winning Strategies from 30,000 Feet” and “Winning Strategies: The New Rules for Retirement Planning.” His third book, “Free Throws for Financial Professionals” was published in October 2018 and made the Amazon best-seller list.
Mike is a graduate of the Kelley School of Business at Indiana University, where he majored in business economics, public policy and business analysis. In addition to his Indiana life and health insurance license, he has active series 6, 26 and 63 registrations. He’s also a Certified Financial Planner®, Chartered Life Underwriter®, Chartered Financial Consultant®, Life Underwriter Training Council Fellow® and National Social Security Advisor®. He remains active with many professional associations, and currently serves on the executive committee for the Society of Financial Service Professionals.