Advanced Practice Symposium

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

"Meet the Feldmans" Case Study

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.

Facts About the Event:

Case study scenario is distributed
prior to the event for review &
consideration
Expert speakers use the case
study as a framework for
in-depth discussions with both
online & in-person attendee live
participation opportunities

Topics Include:

Estate planning involving family owned business with complex family relationships
Executive benefits in family-owned
businesses
Business succession issues

Insurance CE, CLE & CFP Credits Pending. (See chart below for current approval status in your state)
Attendees must attend all 3 sessions to receive credit.

$99 NAIFA & FSP Members
$150 Non-Members

Agencies: Contact us for pricing

Speakers

Kathleen Bilderback

Attorney
Affinity Law Group

Ron Lee, JD, CLU, ChFC, CAP

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

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

Continuing Education Credit Approval Status

Check back for updates weekly

Certified Financial Planner (CFP) Credits: Pending
Professional Recertification (formerly PACE): 3

State	Insurance Credits (CE)	Legal Credits (CLE)
Alabama	3	Pending
Alaska	Pending	N/A
Arizona	3	3
Arkansas	3	Pending
California	3	3
Colorado	3	Pending
Connecticut	3	N/A
Delaware	3	3
District of Columbia	3	N/A
Florida	3	Pending
Georgia	3	3
Hawaii	3	N/A
Idaho	3	Pending
Illinois	3	3
Indiana	Pending	N/A
Iowa	3	3
Kansas	3	N/A
Kentucky	Pending	3
Louisiana	Pending	Pending
Maine	Pending	3
Maryland	Pending	N/A
Massachusetts	Pending	N/A
Michigan	3	N/A
Minnesota	3	N/A
Mississippi	3	Pending
Missouri	3	3.6
Montana	Pending	Pending
Nebraska	3	3
Nevada	3	N/A
New Hampshire	3	3
New Jersey	Pending	N/A
New Mexico	3	Pending
New York	3	Pending
North Carolina	3	Pending
North Dakota	3	3
Ohio	Pending	Pending
Oklahoma	3	Pending
Oregon	Pending	3
Pennsylvania	3	N/A
Rhode Island	3	N/A
South Carolina	3	Pending
South Dakota	3	N/A
Tennessee	Pending	3
Texas	2.5	Pending
Utah	3	Pending
Vermont	Pending	3
Virginia	3	Pending
Washington	3	3
West Virginia	3	3.6
Wisconsin	3	Pending
Wyoming	3	3

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

★★★★★

Advanced Practice Symposium