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Advanced Practices Symposium

NAIFA & FSP's Advanced Practices Symposium
Advanced Practices Symposium from NAIFA & FSP

March 12, 2020
New Orleans

We are looking forward to our first event of 2020 which will be held in New Orleans and hosted by NAIFA-Louisiana.

Join us for "Meet the Feldman's, A Case Study;" presented by NAIFA and FSP. A Partnership of the Society and NAIFA’s presentation of “Meet the Feldman’s, A Case Study”. Through this detailed case study participants will interact with a panel of family estate and business planning experts. Specific areas of instruction will include estate planning, executive benefits, retirement, and business succession.

Planning considerations and ideas will be presented based on 1st, 2nd, and 3rd generations within the case study.

Other stops in 2020:

  • Philadelphia
  • Denver

NAIFA & FSP Members Receive a Discounted Ticket!

Make sure your membership fees are up-to-date to receive your discounted ticket.

Register Now!

2020 Calendar

Interested in bringing a Level Up event to your state? We are currently planning our 2020 Calendar. If you're looking for a great event focused on advanced practices in financial planning, then contact Karla Kirk at kkirk@naifa.org for more information. 


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The Business Performance Center is the product of NAIFA and was put together to provide one area for thought leadership in advanced financial planning concepts for advisors and agents. 

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