September 16, 23 & 30, 2020 | 2:00 pm eastern
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.
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
Agencies: Contact us for pricing
Affinity Law Group
Vice President - Advanced Markets & Brokerage Field Relations
Mutual of Omaha
Vice President - Advanced Markets and Practice Management & Development Ameritas
|State||Insurance Credits (CE)||Legal Credits (CLE)|
|District of Columbia||3||N/A|
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.