About
NAIFA and the Society of FSP are bringing together leading thought leaders in the field of advanced financial planning for a half-day of high-impact presentations and discussions regarding working with businesses and organizations in 2022.
This event will be moderated by Jamie Hopkins, Managing Partner of Wealth Solutions at Carson Group.
Join us to learn new ways to approach complex cases and how you can better partner with a variety of industry professionals to expand your offerings and create top-line growth.
Dates & Locations
PAST EVENT
September 29th | Philadelphia
The Radnor Hotel
591 E Lancaster Ave
St. Davids, PA 19087
New Date Coming Soon | Indianapolis
502 East Event Center
Carmel, Indiana
Cost:
$69 for NAIFA, FSP, or NAEPC Members
$99 Non-Members
$650 per Agency
SCHEDULE
September 29th - Philadelphia | New Date Coming Soon! - Indianapolis
1:00 - 1:30 PM
Registration Opens
1:30 - 2:30 PM
OPPORTUNITIES FOR BUSINESS OWNERS IN 2022 & BEYOND
Andrew Rinn, JD, CFP, CLU, ChFC, Ameritas
Tax changes, economic events, and rapidly evolving
regulations have all “conspired” to create a challenging environment for
business owners. Now, more than ever, these clients are looking to their
financial professional as the sole source of information regarding how to
accomplish their goals. This session will untangle the confusion and provide
clear and concise strategies that will help today’s advisors become an
indispensable resource for their business owner clients.
1:30 - 2:30 PM
Break
2:45 - 3:45 PM
HOW, WHEN, AND WHY TO PRESENT A CASH BALANCE PLAN
Mark Massey, SMA Services, Inc.
Learn how to identify who is a prospect for a cash balance
plan and get a better understanding of designing a cash balance plan to obtain
optimal results. Discuss the various funding methods available to achieve
optimal results.
3:45 - 4:00 PM
Break
4:00 - 5:00 PM
EXPANDING YOUR BUSINESS CLIENT OPPORTUNITIES WITH NON-QUALIFIED BENEFITS
Chris Nyland & Kenneth DePaola, Fulcrum Partners, LLC
Tax changes, economic events, and rapidly evolving regulations have all “conspired” to create a challenging environment for business owners. Now, more than ever, these clients are looking to their financial professional as the sole source of information regarding how to accomplish their goals. This session will untangle the confusion and provide clear and concise strategies that will help today’s advisors become an indispensable resource for their business owner clients.
5:00 - 6:00 PM
Cocktail Reception
Expert Speakers
Mark Massey
Vice President
SMA Services, Inc.
Andrew Rinn, JD, CFP, CLU, ChFC
AMERITAS
Chris Nyland
Sr. Vice President - Retirement
Fulcrum Partners
Kenneth DePaola
Vice President - Retirement
Fulcrum Partners
Continuing Education Information
- CFP – Approved (3.5)
- CPE* – Approved (3.6)
- CLE (In-Person Only)
- Pennsylvania – Approved (3)
- Reciprocal (New Jersey) – Approved (3)
- Insurance
- Arizona – Approved (3)
- Delaware – Approved (3)
- Maryland – Approved (3)
- Pennsylvania – Approved (3)
License numbers for Insurance, Legal and CFP credit are required to receive credit.
*NASBA Promotional Statement (For Accountants)
The Society of Financial Service Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Participants will earn: 3.0 CPE credit
Field of Study: Specialized Knowledge
Delivery Method: Group Live
Refunds and Cancellations:
For more information regarding refund, complaint, and/or program cancellation policies please contact our offices at info@naifa.org or use the Support chat to talk with a Member Experience Team member.
THANK YOU SPONSORS!
