February 20, 2020 - NAIFA-Indiana Face-to-Face Meeting

The  February meeting will be held on February 20, 2020 at Woodland Country  Club.  It will feature 4 speakers and offer 4 hours of Insurance CE.

Registration Fee:  NAIFA Members - FREE

                             SFSP Members  - FREE

                             Non-Members    - $40

 

For registration questions, please call 317-844-6268

Location:  Woodland Country Club, 100 Woodland Lane, Carmel, IN  46032 

Agenda (all times are EDT)

  8:15 am: Registration

  8:30 am: "Using the Home to Improve Retirement," Cynthia Kerstiens

  9:30 am: "2020 Legislative Update", Jon Zarich

10:30 am: "Generations Matters: Understanding Generational Differences in Life Ins.," Charles Samuel

11:30 am: "Behavioral Finance - My Brain Made Me Do It," Stephen Davos

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8:30 am - "Using the Home to Improve Retirement" 

                  Cynthia Kerstiens

                  HECM Specialist, Retirement Funding Solutions

                  (1 hour Insurance CE approved) 

 

9:30 am - "2020 Legislative Update" 

                  Jon Zarich 

                  Managing Associate, Frost Brown Todd

                  Lobbyist, NAIFA-Indiana

                  (1 hour Insurance CE approved)

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10:30 am - "Generations Matters: Understanding Generational Differences in Life Ins." 

                    Charles Samuel, CLU, ChFC

                    Regional Vice President; AIG  

                    (1 hour Insurance CE approved)

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11:30 am - "Behavioral Finance - My Brain Made Me Do It" 

                    Stephen Davos, CRPC®

                    Regional Vice President, John Hancock Investments  

                    (1 hour Insurance CE approved, 1 hour CFP CE approved)