Schedule

12:00 pm - 12:10 pm

Welcome & Opening Remarks

12:10 PM – 1:00 PM

Keynote
Everything Will Be Okay: Life Lessons for Young Women

Dana Perino

Have you ever asked yourself – When will I have the career I want? How do I know if I am on the right career path? How do I move past perceived obstacles? And how do I manage my relationships along the way? In this interactive discussion, Dana Perino will share lessons learned on how people can reframe their thinking, to believe in themselves, to take risks, to understand their power, and to feel better overall through finding serenity and taking action.

Included in the discussion will be some of Dana’s personal stories on the road to the White House and what it was like serving in the administration of President George W. Bush as the first Republican woman to serve as the White House press secretary.

1:05 pm - 1:25 pm

Experiential Experiences

1:30 PM – 2:30 PM

Sales & Prospecting Track
From the Kitchen Table to Top of the Table

Richard M. Demko II, LUTCF, LACP, RICP

Director of Insurance, Centric Wealth, NAIFA 100% Agency

Loyal Member Since: 2015

1:30 PM – 2:30 PM

Practice Management Track
Investing in Your Future: Building a Meaningful, Sustainable, & Rewarding Practice

Shannon R. Berry, CFP, CLU

2VP, Practice Management & Development, Ameritas

Loyal Member Since: 2021

1:30 PM – 2:30 PM

Technology Track
Technology Panel

Moderator: John D. Richardson, RICP, LACP

PANELISTS: LUKE ACREE, KEN LEIBOW, ANGELA SILBERNAGEL & FAISA STAFFORD

The digital world continues to become more complex, and more powerful. The business implications for emerging technology are staggering and you don’t want to be left out. But which of the latest technologies are the key to exponential growth and which are just noisy toys? Join NAIFA’s expert technology panelists as they help you identify the technology that you must utilize in your 21st-century financial practice. Our panelists’ core competencies include digital marketing, social media, and emerging technology. Each has grown highly successful businesses in support of advisors like you.

1:30 PM – 2:30 PM 

Advanced Practice Track
Are Variable Annuities a Better Choice?

Roger Hubley, CLU, ChFC, CFP, MSFS, MSM

CEO, NetWorth Asset Management, Inc

Loyal Member Since: 1971

2:30 pm - 2:45 pm

Experiential Experiences

2:45 pm - 2:55 pm

Day 1 Closing Comments

5:30 pm - 6:30 pm

IFAPAC Happy Hour

12:00 pm - 12:10 pm

Welcome & Opening Remarks

12:10 PM - 1:00 pm

Keynote

The Survivor Way

Holly Hoffman

As we survive life’s challenges, we come face-to-face with fear and uncertainty.  Challenges may allow us to step out of our comfort zone and push ourselves above and beyond our own self-limitations. It is how we choose to overcome challenges that make us who we are in life. It is our strength in times of difficulty that proves our character and self-worth. As I share my experience of being on a reality show, I encourage you to think about how you decide to survive on a daily basis. Also, I will encourage you to think about six words to develop your survival skills. With my six simple words, you can take on any challenge with which you are faced. Adversity is not so much contending with problems as it is learning more about who you really are and what is inside of you. Join me and explore your true survival skills.

1:05 pm - 1:25 pm

Experiential Experiences

1:30 PM – 2:30 PM

Practice Management Track
Elevating your Impact: Transitioning your Practice to Fee-Based Financial Planning

Delvin Joyce, CLU, ChFC, RICP

Financial Planner , Prosperity Wealth Group, LLC, (Prudential)

Loyal Member Since: 2010

Have you ever considered the move to fee-based planning? Perhaps you are actively considering this right now. Join Delvin Joyce as he shares his commission to fee-based journey and provides you with practical considerations to weigh in advance.

1:30 PM – 2:30 PM

Sales & Prospecting Track
It's All About the Lives

Gib Surles, CLU, ChFC, CFP, AEP, MSFS

Principal, The Forrest Group, LLC (New York Life)

Loyal Member Since: 1986

When was the last time you considered your “why”? A successful financial practice starts with an audacious goal that stems from a deep sense of mission. Gib Surles has grown The Forrest Group, L.L.C., an estate management firm in Houston, Texas to almost unimaginable heights. His secret, “It’s All About the Lives”. Gib will show you how to connect with your sense of mission to prime your practice for success. Combining ancient wisdom with his Always principles Gib will reveal his activity plan and show you the magic behind 12, 8, 4.

1:30 PM – 2:30 PM

Advanced Practice Track
Basic Introduction to Cryptocurrency and Tax Implications

Yael Lazar, Esq., JD

Owner, Law Offices of Yael N. Lazar, P.C.

This presentation will focus on a basic introduction to cryptocurrency and blockchain technology. We will also discuss the tax implications and how to stay compliant with the IRS in reporting cryptocurrency transactions as well as some cryptocurrency investing options available for retirement accounts.

1:30 PM – 2:30 PM

Technology Track
Using Tech to Create a Frictionless Client Experience

Julianne Hertel, CLTC

Financial Advisor and Founder, Dream Big Wealth Strategies, LLC, (New York Life)

Loyal Member Since: 2009

Frictionless, an interesting term that is difficult to define. However, the concept is simple and if you want to increase the efficiency of your business operations to save time, resources, and headaches you will not want to miss Julianne Hertel’s “Using Tech to Create a Frictionless Client Experience”. You will be introduced to must-have apps that drive efficiency within your office including Slack, Trello, and Efile Cabinet. In addition, Julianne’s client-facing tech will help you drive efficiencies in client communication and marketing tech will put new clients in your virtual door.

2:30 pm - 2:45 pm

Experiential Experiences

2:45 pm - 2:55 pm

Closing Comments

5:30-6:30 pm

YAT Happy Hour

Join NAIFA's Young Advisor Team for an engaging happy hour. If you are a YAT or a YAT at heart...all are welcome to join!

12:00 pm - 12:10 pm

Welcome & Opening Remarks

12:10 pm - 1:00 pm

Keynote

THE PROMISE: THE ENGAGEMENT EXPERIENCE

Jason Hewlett

What kind of leader do you want to be? Extraordinary? Inspiring? Memorable?

In this captivating, entertaining, and high-energy keynote, world-class speaker and entertainer Jason Hewlett dares and delights audiences to take their leadership skills to legendary levels.

With humor, heart, and absolute clarity, Jason hilariously brings legends of stage, music, and comedy to life to help leaders discover their very own signature moves and redefine their promise and commitment to their teams and organizations.

This keynote is not just good fun — it’s life-affirming, leadership-elevating, and transformational. It’s the unlocking of secrets that propel performers from likeable to legendary. 

1:05 pm - 1:25 pm

Experiential Experiences

1:30 PM – 2:30 PM

Sales & Prospecting Track
Turning Your Top 20 Clients into Raving Fans and Top Line Referral Sources

Stephen N. Mathieu, CLU ChFC RHU

President, Legacy Financial Solutions, Inc.

Not getting enough referrals? Is your business where you want it to be? In this session, Stephen Mathieu will open your eyes to the simplicity of getting referrals with proven, time-tested strategies that you can implement in your business today. Learn some tips and techniques that have been mastered by many members, allowing them to rise from mediocrity to becoming an elite producer in the Insurance and Financial Services industry.

1:30 PM – 2:30 PM

Practice Management Track
The Unintended Benefits of Giving

David Blake

President, InsMed Insurance Agency, Inc.

Finding ways to help people and communities in need and focusing on developing your practice doesn’t need to be mutually exclusive. In this session, you’ll gain insights on how to develop relationships with charities that can deepen your engagement with your clients, increase your social media visibility, and expand your centers of influence all while benefiting the people and communities you serve. Discover how David has built events to achieve these goals, gain insights on how to identify and approach a charitable organization and learn how to build an effective and meaningful experience for your clients and peers.

1:30 PM – 2:30 PM

Technology Track
Use IT or Lose IT

Rodney Mogen, DBA, DFP, MA, ME, MFS, RFS, CRPC, AAMS, LACP, CLTC, CCS, CEP

Brokerage Director, Solve ur Puzzles, (MassMutual)

Loyal Member Since: 2011

Join Rodney Mogen as he shows you how technology, systems, and processes can help you improve your practice value, client acquisition, client retention, and also staff performance. Rodney will discuss specific apps, tools, systems and processes you will be able to implement to market/branding, client acquisition, service, and practice management.

1:30 PM – 2:30 PM

Advanced Practice Track
Modern Trust Law: Powerful Planning Tools in Uncertain Times

David Warren, JD

Co-Founder and Chairman of the Board, Bridgeford Trust Company

In this session, we will consider powerful modern trust law planning tools, only available in a handful of states, that offer compelling planning options in the areas of state and federal taxation, asset protection, and privacy while delivering more direction and control to settlors of trusts and their advisors through the use of directed trusts and trust protectors. "Top Tier" trust jurisdictions will also be considered and objectively compared in the context of selecting the best U.S. trust jurisdiction in the planning process.

2:30 pm - 2:45 pm

Experiential Experiences

2:45 pm - 2:55 pm

Closing Comments