Success Summit Full Schedule
7:45 a.m. Doors Open; Registration and Breakfast with Exhibitors
8:30 a.m. Main Stage Session
10:30 a.m. Break with Exhibitors
10:50 a.m. Focus Sessions
Retirement planning for many advisors today consists of helping clients build a sufficient nest egg and then formulating a plan to provide for a comfortable retirement. However, in this new age of advice, advisors have told us that clients don’t just want to talk about saving, investing and income, they want to talk about those things they will be navigating and experiencing in retirement. In fact, many clients need help with more than just money. The good news is that they aren’t looking for an expert, but they would like to be educated, informed and connected to the resources that will provide them with the information they need on issues like social security, healthcare, estate planning and aging.
connect with this group of people.
11:40 a.m. Lunch and Main Stage Session
As NAIFA’s Chief Executive Officer, Kevin Mayeux, CAE, oversees the NAIFA National staff at NAIFA’s headquarters. Kevin manages all external affairs of the Association, including relationships with life, health and financial service companies, other industry organizations, legislators and regulators. Internally, Kevin manages day-today headquarters operations, provides support and advice to NAIFA’s Board of Trustees and committees, coordinates Federation activities, and oversees NAIFA’s operating policies and procedures.
1:10 p.m. Focus Sessions
2 p.m. Break with Exhibitors
2:15 p.m. Main Stage Session
4:15 p.m. Reception with Sponsors