ADVANCED PRACTICE CENTER

 

Center of Excellence for Advanced Markets

Increasing Awareness & Access to Experts to Solve Complex Case Work

The Society of Financial Service Professionals and the National Association of Insurance and Financial Advisors have come together to create a Center of Excellence that offers content, events, and direct access to experts to provide thought leadership in advanced markets topics and concepts. The Advanced Practice Center of Excellence is supported by the two organizations and company support to ensure that agents and advisors have the most up-to-date information and access to leading experts for complex cases.

 

Preparing Now for the Challenges Ahead: Guiding Clients Through Tax & Estate Planning in 2023 & 2024

 

September 28, 2023 | 12-3 pm eastern

NAIFA and the Society of FSP bring you this webinar on the provisions of the Tax Cuts and Jobs Act of 2017 (TCJA) that sunset at the end of 2025. The panel of Frank Blossman, Cynthia Crino, and John Snider will examine the planning opportunities these changes present and also explore the best ways to talk to your clients who are reluctant to discuss estate planning, including providing fact-finding tips, explaining listening styles, and guiding you to have clear conversations.

Learn More & Register

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info@societyoffsp.org

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Mark Massey

Mark Massey

VICE PRESIDENT
SMA SERVICES, INC.

Mark is one of the most experienced retirement planning representatives in the country with more than thirty years in the financial and insurance industry. Prior to accepting this position, Mark served as the National Vice President of Retirement Plans for United Wealth Advisors Group, LLC.

Over the years, Mark has earned a stellar reputation for his knowledge, service, and integrity. He is diligent as he works to develop retirement plan strategies for business owners and their employees. Mark's experience with plan implementation, compliance, investment, and service of various types of retirement plans will be invaluable to us in serving our customers.

Mark received his Bachelor’s Degree from the University of Memphis and currently holds FINRA Series 6 and 63 registrations. He is also a life, health, and property and casualty insurance licensed professional. He is an accredited instructor of continuing education for Certified Public Accountants in the State of Tennessee and provides continuing education training for many other organizations. Mark is a native of Memphis but now resides in Louisiana with his wife, Angie.