Join   |   Renew   |   Volunteer   |   Print Page   |   Contact Us   |   Sign In
2018 Career Advancement Conference Schedule
Share |

Wednesday, May 16

9:30-10 a.m. Day on the Hill Registration

10 a.m.-1 p.m. Day on the Hill Program, Tentative Phone-a-Thon and Lunch

1 p.m. Group Photo at Embassy Suites

1:15-4:15 p.m. Head to Capitol for Legislative Meetings

5:30-6:30 p.m. Opening Reception

6:30 p.m. NAIFA-California Leadership Dinner (by invitation only)

Thursday, May 17

7 a.m. Registration Opens

7:30-8:30 a.m. Breakfast (provided for hotel guests) – Visit with Exhibitors!


8:30-10:40 a.m. General Session

8:30-8:50 a.m. President’s Message and Welcome by Host City Local President

8:50-9:50 a.m. Capturing Your Prospects Attention
Marvin Feldman, CLU, ChFC, RFC; President/CEO, Life Foundation

9:50-10:40 a.m. Next Gen Marketing - Not Just Financial Planning (CE Pending)
Shane Westhoelter, AEP, CLU, LUTCF; President/CEO, Gateway Financial Advisors, Inc.

10:40-11:10 a.m. Networking Break with Exhibitors

11:10 a.m.-Noon Breakout Sessions

VictoryShares “Redefining Indexing” (1 CFP)
Kurt Blanz; Regional Sales Director, Victory Capital

Learn How to Manage Risk Like Warren Buffett
(Attendance at this session will also provide you a voucher to obtain up to 24 credits for CE)
Brian J. Clark, CRPC®; Director of Business Development, Reliant Life Shares

Best Practice Round Tables: Marketing

Noon-1:15 p.m. Lunch with Keynote Speaker

10 Cs of Success
Keith Gilles, NAIFA President, CFP, MBA; CEO, United Wealth Advisors Group, LLC

1:15-2:05 p.m. Breakout Sessions

Opportunities with Tax Reform / Estate, Legacy and Business Planning in 2018
Kevin W. Cox, CLU, ChFC, CFP; Sr. Consultant/Advanced Sales, Lincoln Financial Distributors

Asset Conservation – Money In…Money Out?? (CE Pending)
Thomas Petersen, MBA, RHU; Petersen International Underwriters

Best Practice Round Tables: Strategic Alliances

2:15-3:05 p.m. Breakout Sessions

Annuity Sales with a Fiduciary Mindset (1 CEC)
Peter J. Buechler, CFP, CLU, ChFC, FLMI, AAPA; President, Cohesive Insurance

Life Insurance and Annuities for Foreign Nationals
Eric Feller; Brokerage Professionals
Eric Thibault, Global Atlantic

Best Practice Round Tables: Advanced Sales

3:05-3:35 p.m. Networking Break with Exhibitors

3:35-5:15 p.m. Closing General Session

3:35-5:05 p.m. Executing Your Greatness Through Story
Bo Eason, Former NFL player and Author of “Runt of the Litter”

5:05-5:15 p.m. Closing Comments from President-Elect

5:30-7 p.m. IFAPAC Reception (by invitation only)

7-9:30 p.m. Norman Levine DSA Banquet (Separate Ticket Required)

9:30 p.m.-Midnight YAT Social

Friday, May 18

7 a.m. Registration Opens

7:30-8:30 a.m. Breakfast with Sponsors (provided for hotel guests)

7:30-8:30 a.m. Past Presidents’ Breakfast (by invitation only)

8:30-10:15 a.m. General Session

8:30-9:30 a.m. Leadership Panel
Moderator: Tom Michel
Panelists: John Nilmeier, Jennifer Williams, Mimie Yoon-Lee


9:30-10:15 a.m. Legislative Update
Shari McHugh; Legislative Advocate Partner, McHugh, Koepke & Associates

10:15-10:45 a.m. Networking Break with Exhibitors

10:45-11:30 a.m. Annual Business Meeting

11:30-11:45 p.m. Exhibitor Raffle Drawing

11:45 a.m.-Noon Closing Comments

*To view the schedule via PDF, please click here

Membership Software Powered by YourMembership  ::  Legal