2020 Top of the Pyramid & Annual Meeting

December 16th | 12- 3 pm eastern

What a year it's been! To wrap up the year and allow NAIFA-Ohioans a real treat in education, we are bringing together the top speakers from programs held across NAIFA Nation this year.

Join us for twenty-minute segments sponsored by NAIFA's Centers and initiatives to allow you to get the "Cliff Notes" version of sessions you might have missed during 2020.

Speakers include:

-Andrew Rinn, Ameritas, who will give insight into the popular Advanced Practice Symposia program we ran this year in our collaboration effort with FSP. Andrew is a joint NAIFA-FSP member and expert in advanced practices. This session is sponsored by NAIFA's Business Performance Center.

-Chris Gandy, Midwest Legacy Group, who is the top producer for OneAmerica, President of NAIFA-Chicagoland, former NBA player, member of NAIFA's DEI Task Force, New Appointee to the National Board of Trustees & Performance+Purpose speaker.

-Delvin Joyce, Prudential, who is a top producer, National Board of Trustee, Chair of NAIFA's DEI Task Force, former NFL Player and NAIFA Live speaker.

-Carroll Golden, NAIFA, who spearheads the Limited & Extended Care Planning Center focused on long term care and providing resources to advisors to expand their book of business.

In addition, the meeting will include a legislative/advocacy update and a short business meeting at the end of the program to install the 2021 Board of NAIFA-Ohio.

Registration

Thank You Sponsors

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Schedule

12:00 pm

Welcome

Duane Borcherding

12:05 pm

Pledge of Allegiance

Mark Bauman

12:08 pm

Moving NAIFA Forward

Tom Michel, LACP

Hear from NAIFA's President-Elect on his vision for 2021 to continue the momentum to keep NAIFA moving forward.

12:13 pm

State Legislative Update

NAIFA-Ohio Lobbyist

Luther Liggett, Jr.

12:25 pm

NAIC Update

NAIFA State Chapter Legislative Relations

Julie Harrison

12:35 pm

Federal Legislative Update

NAIFA Director of Government Relations

Mike Hedge

12:45 pm

The Power of You. The Power of Us.

NAIFA Vice President of Marketing & Communications

Suzanne Carawan

1:00 pm

The Next Gen Advisor

NAIFA YAT Chair

Blake Gillies, DIA

1:20 pm

BREAK

1:25 pm

Sticktoitiveness

Delvin Joyce, CLU, ChFC

Former NFL player turned financial planner, Delvin Joyce will share seven lessons that he learned through athletics that helped him to successfully transition into the financial services industry. Sticktoitiveness will provide insights on overcoming adversity, creating a personal brand and goal setting. In addition, Delvin will provide book recommendations that you can use to further your development.

1:45 pm

Advanced Planning

Andrew Rinn, JD, CFP, CLU, ChFC

Andrew provides an overview on retirement planning options for business owners. Including special needs planning, trust distributions and estate planning.

2:05 pm

Limited & Extended Care Planning

Carroll Golden, CLU, ChFC, CLTC, CASL, LACP, FLMI

There is more to "long term care" than you may think. Carroll provides insight and information to help you navigate all of the options available to your clients.

2:25 pm

Ferocious Prospecting

Chris Gandy

Gleaning from his experience in the NBA, Chris Gandy gives his prospecting best practices.