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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.

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



$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
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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