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:
Make sure your membership fees are up-to-date to receive your discounted ticket.
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.
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.
Subscribe to our blog to receive up-to-date information on upcoming Advanced Practice Symposium events, curated content from our experts and insight from NAIFA members.
CEO - The Backsplash
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CEO - The Backsplash
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CEO - The Backsplash
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I think you've let your personal feelings cloud your judgement. Shields up! Rrrrred alert! The look in your eyes, I recognize it. You used to have it for me. Mr. Worf, you do remember how to fire phasers? They were just sucked into space. How long can two people talk about nothing?
The game's not big enough unless it scares you a little. Now we know what they mean by 'advanced' tactical training. A surprise party? Mr. Worf, I hate surprise parties. I would *never* do that to you. Your head is not an artifact!
The Level Up Roadshow series is from the collaboration of NAIFA and FSP. The event adheres to NAIFA's anti-proselytizing policy and NAIFA code of ethics to which all members ascribe. To learn more about NAIFA, visit NAIFA National's website
