advanced practice s symposium - society of financial ... · 3803 west chester pike newtown square,...
TRANSCRIPT
ABOUT THE Advanced Practices SymposiumThe National Association of Insurance & Financial Advisors(NAIFA) and Financial Service Professionals (FSP) have joinedtogether to create a hybrid event to allow participants to joinface-to-face or virtually in order to work through a complex casewith a panel of family estate and business planning experts.
ADVANCED PRACTICES SYMPOSIUM
Keith GilliesCFP, CLU, ChFC
LaPlace, LANational Past President
LOYAL MEMBER SINCE 1981
“We designed this event to allow financialadvisors to not only identify pitfalls incomplex cases, but to enforce the need tocreate a network of trusted professionals whoare experts in their specific area. Often, onlythrough a great team can a client receiveexceptional care."
Facts About the Event:
Topics Include:
Case study scenario isdistributed prior to the eventfor review & consideration
Expert speakers use the casestudy as a framework forin-depth discussions with bothonline & in-person attendeelive participation opportunities
Estate planning involving family-owned business with complexfamily relationshipsExecutive benefits in family-owned businessesBusiness succession issues
bpc.naifa.org
SOCIETY OF FSP 3803 West Chester Pike Newtown Square, PA 19073 Phone: 610-526-2500Website: National.societyofFSP.org
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL PROFESSIONALS2901 Telstar Ct., Falls Church, VA 22042Email: [email protected]: 877-866-2432
ADVANCED PRACTICES SYMPOSIUM
MARCH 12, 2020 949 Magazine Street
New Orleans, LA 70130
REGISTRATION
SCHEDULE
bpc.naifa.org
NATIONAL ASSOCIATION OF INSURANCEAND FINANCIAL ADVISORS2901 Telestar Ct. Falls Church, VA 22042Phone: 877-866-2432 Email: [email protected]
8:00 am:
8:10 am:
9:00 am:
9:15 am:
9:25 am:
Generation “3," Helping the Feldman Family
Survive into Gen 3”-Andrew Rinn, JD, CLU,
ChFC, Ameritas
Generation "3" discussion
Closing Remarks
RON LEEJD, CLU, CHFCADVANCED MARKETS & BROKERAGE FIELD RELATIONS MUTUAL OF OMAHA
KATHLEEN BILDERBACKJD, LLMATTORNEYAFFINITY LAW GROUP
ANDREW RINNJD, CFP, CLU, CHFCVICE-PRESIDENT, ADVANCED MARKETS AMERITAS
FEATURED EXPERTS
INDIVIDUAL NAIFA & FSP Members: $99 Virtual or In-Person Non-Members: $150 Virtual or In-Person
AGENCY Contact us for pricing
10:15 am:
Welcome: NAIFA & FSP Leadership
Generation “1," The Feldmans' Family Business-Ron Lee JD, CLU, ChFC, Mutual of Omaha
Generation "1" discussion
Break
Generation “2," The Feldmans' Business Transitions to Gen2 - Kathleen Bilderback, JD, LLM-Affinity Law Group
Generation "2" discussion
Break10:30 am:
10:40 am:
11:30 am:
11:45 am:
March 11, 2020
6:00 pm: "Fun on Fulton St." A NOLA Fun Spot
March 12, 2020
SOCIETY OF FSP 3803 West Chester Pike Newtown Square, PA 19073 Phone: 610-526-2500Website: National.societyofFSP.org
Click here to
Register NOW!