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Advanced Practice Symposium

September 16, 23 & 30, 2020 | 2:00 pm eastern

"Meet the Feldmans" Case Study

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NAIFA and the Society of Financial Service Professionals (FSP) have joined together to create a three-part virtual event to allow participants to work through a complex case with a panel of family estate and business planning experts.

On-Demand Archive

Speakers

Kathleen Bilderback

Kathleen Bilderback

Attorney
Affinity Law Group

Ron Lee

Ron Lee, JD, CLU, ChFC, CAP

Vice President - Advanced Markets & Brokerage Field Relations
Mutual of Omaha

Andrew Rinn

Andrew J. Rinn, JD, CFP,
CLU, ChFC

Vice President - Advanced Markets and Practice Management & Development Ameritas

September 16

Session Leader

Ron Lee

September 23

Session Leader

Kathleen Bilderback

September 30

Session Leader

Andrew Rinn

keith Gillies

We designed this event to allow financial advisors to not only identify pitfalls in complex cases, but to enforce the need to create a network of trusted professionals who are experts in their specific area. Often, only through a great team can a client receive exceptional care.

Keith Gillies, CFP, CLU, ChFC

National Past President

★★★★★

Thank You to Our Sponsors

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CalSurance

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Hoopis Performance Network 2

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National Association of Insurance and Financial Advisors
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Arlington, VA 22209
Phone: 877-866-2432
bpc@naifa.org