ADVANCED PRACTICE SYMPOSIA
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
Location:
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
Cost:
$99 for Non-Members of NAIFA, FSP, or NAEPC
$69 for NAIFA, FSP, and/or NAEPC members
$650 per Agency or Firm