August 8, 2019 - NAIFA Live Webinar & Watch Parties

August 8, 2019

Watch Parties:   NAIFA-Indiana Office, 7050 E. 116th Street, Suite 50, Fishers, IN 46038

                          Indiana Farm Bureau Insurance, 5032 Miami Rd, South Bend, IN 46614

Agenda (all times are EDT)

  9:30 am: Registration, networking, tech check-in for Watch Party sites

10:00 am: Live Broadcast Begins; CE Review

10:05 am: David Hultstrom Presentation Part I

10:55 am: Break

11:05 am: David Hultstrom Presentation Part II

11:55 pm: Q&A and Discussion at Watch Party Sites

12:30 pm: Dismissal at Watch Party Sites

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"Two Interesting Planning Topics"

David Hultstrom, President, Financial Architects LLC

(2 hours Insurance CE approved)

For over a decade Mr. Hultstrom has served as president of Financial Architects, a registered investment advisory firm that provides personal financial planning and wealth management services for private clients.

He began his career as a Financial Advisor at a small firm in Florida. Realizing his clients’ need for more comprehensive financial advice, he worked for several years in the tax field while earning his MBA and was subsequently a Vice President at Wheat First Butcher Singer (now Wells Fargo Advisors) where he was responsible for teaching financial advisors the nuances of various financial planning and investment techniques as well as the latest technology tools.

Mr. Hultstrom then joined Financeware as the Director of Training where again he instructed financial advisors in the proper methods of performing sophisticated modeling of financial plans and constructing appropriate investment portfolios. Subsequently, he founded Financial Architects, LLC to help individuals more directly.

This course will provide attendees with insight into a couple of common themes and questions presented to insurance advisors and financial planners. The first part of the course will focus on the pros and cons of paying down a mortgage compared to investing. The second part of the course will review Roth vs. Traditional IRAs and the benefits of each. Attendees will be exposed to various scenarios which favor the different IRAs while reviewing the many factors that go into determining which type of IRA is best suited for various retirement savings strategies.