“A One Stop Life Insurance Resource.”



Date: 2022-06-09

New Date Coming Soon! – Indianapolis | June 9th – Phoenix | September 29th – Philadelphia

Join Us In-Person in Phoenix

June 9th | 1-5 pm with Cocktails to Follow

The National Association of Insurance and Financial Advisors (NAIFA) and the Society of Financial Service Providers (FSP) have paired up to bring a series of events across the country this year making a stop in Phoenix on June 9th.


The series brings together top thought leaders in advanced planning and provides you with new approaches to common challenges. Whether your practice is focused on advanced markets, or you are looking for new connections with whom to partner on complex cases, this half-day program will help you grow your business.


We look forward to getting to know you as we work interactively through the sessions in meeting head-on the challenges Main Street advisors face when working on complex cases.


Topics Include:

  • “How, When & Why to Present a Cash Balance Plan”: Mark Massey, SMA Services
  • “Expanding Your Business Client Opportunities with Non-Qualified Benefits”: Monte Harrick and Sam Robert, Fulcrum Partners
  • “Opportunities for Business Owners in 2022 and Beyond”: Andrew Rinn, Ameritas




The Scott Resort & Spa

4925 North Scottsdale Road

Scottsdale, Arizona 85251

Continuing Education Credit Offered:

3 credits for CFP, CLE, PACE, and CE credits are pending approval



$99 for Non-Members of NAIFA, FSP, or NAEPC

$69 for NAIFA, FSP, and/or NAEPC members

$650 per Agency or Firm

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