2025-05-15 BROADCAST CE - 2 HOURS CE
Registration Fee: NAIFA Members - FREE
Non-Members - $40
Call 317-844-6268 for registration questions.
May 15, 2025
(All times are ET)
8:25 am - Zoom login
8:30 am - "Protect Your Income to Help Achieve Financial Security", Keith Tison
9:30 am - "Economic Outlook", Brody Schoen
10:30 am - Dismissal
(Non-members call 317-844-6268 for payment prior to Zoom Webinar)
8:30 am - 9:30 am
"Protect Your Income to Help Achieve Financial Security"
Keith Tison
Life Brokerage Manager/ Disability Income Specialist
Lifetime Financial Growth
(1 hour Indiana Insurance CE approved, 1 hour CFP approved, 1 hour CLE CE pending)
Keith Tison is a Disability Income Specialist for Lifetime Financial Growth. Keith has spent the last 7 years of his career educating hundreds of advisors and their clients about the role of income protection in a sound financial strategy.
Prior to joining Lifetime Financial Growth, Keith was the Regional Insurance Strategist for BB&T Bank. Previously, Keith was a Regional Vice President for a brokerage firm wholesaling insurance products such protection strategies to advisors and clients.
Keith is a past president of the Society of Financial Services Professionals, which he served on their board for three years. Keith is originally from Pittsburgh, PA and earned his bachelor's degree from Grove City College. He now resides in McMurray, PA with his wife and two daughters. Keith enjoys golfing, watching the Steelers, and spending time with his family.
Course Description:
Presenter will address the following topics:
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Introduction to Individual Disability Income Protection
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Why to consider
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Options available
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Offer details
9:30 am - 10:30 am
"Economic Outlook"
Brody Schoen, CIMA, RMA, CRPS
Regional Wealth Management Consultant
Capital Group | American Funds
(1 hour Indiana Insurance CE approved, 1 hour CFP approved, 1 hour CLE CE approved)
Brody Schoen is a Regional Wealth Management Consultant at Capital Group, Home of American Funds, covering parts of Indiana, Illinois, and Kentucky. He has 13 years of industry experience and has been with Capital Group for 8 years. Prior to joining Capital, Brody worked as a financial advisor at LPL Financial.
Brody holds his bachelor's degree in mathematics from DePauw University. He also holds the Certified Investment Management Analyst (CIMA), Retirement Management Advisor (RMA), and Chartered Retirement Plan Specialist (CRPS) designations. Brody is based in Indianapolis
Course Description:
Presenter will address the following topics:
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Feds impact on 2025
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Artificial Intelligence
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Value Sectors
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Fixed Income
10:30 am
Dismissal
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Disclaimer: "We cannot give partial CE credit. When the course is approved for a certain number of hours, you are expected to remain engaged for that period of time. If you are unable to begin and end the course as scheduled, you will not receive CE credit."