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Advanced Practice Symposium

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

"Meet the Feldmans" Case Study


FSP logo

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 &
  • 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
  • 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


Kathleen Bilderback

Kathleen Bilderback

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,

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


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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