Annual Sales Conference


When:
May 3, 2017 @ 7:30 am – 3:30 pm
2017-05-03T07:30:00-04:00
2017-05-03T15:30:00-04:00
Where:
Sheraton Hotel and Conference Center
870 Williston Rd
South Burlington, VT 05403
USA
Contact:
Kami Cunningham
802-497-7842

Sheraton Hotel and Conference Center

870 Williston Rd. South Burlington VT,
Wed. May 3rd from 7:30 am – 4:30 pm
Conference with 2:30 – 3:30 Break out session

Agenda

7:30 – 8:00 am Event Registration
Breakfast
Vendor Networking
Sponsored by Pacific Life
8:00 – 8:45am Welcome – President Elect – Bill Allen
Annual Meeting & NAIFA VT Update – Tim Cope
Introduction of Officers – Jules Gaudreau, INAIFA Immediate Past President
Sponsored by Lincoln Financial
8:45 – 9:40 am Roger Seip – Train Your Brain for Success
Sponsored by National Life
9:40 – 10:30 am Dave Porter – Taking Your Business to an All-Time High
Sponsored by Baystate Financial
10:30 – 10:45 am Break – Vendor Networking
Sponsored by Delta Dental
10:45 – 11:30 am Jules Gaudreau – NAIFA Advocacy Issues and What They Mean to Advisors
Sponsored by New York Life
11:30 – 11:45 am Break – Vendor Networking
Sponsored by NIBS
11:45 – 12:15 pm Blessing, Lunch
Sponsored by Jurs Montgomery
12:15 – 1:00 pm Award Presentations
Sponsored by Crump Insurance
1:00 – 1:50 pm Joe Jordan – Living a Life of Significance—Surviving in Post-DOL Environment
Sponsored by Midland National
1:50 – 2:40 pm Dan McGrath – What Your Clients Don’t Know About Retirement Will Hurt Them
Sponsored by Jackson National
2:40 – 3:30 pm Mark McManus – Reliable Retirement Income Modeling
Sponsored by Baystate Financial
3:30 – 4:30 pm CE Option: Molly Bucci – Estate Planning
CE Option: Chris Bogren – What You Make vs. What You Keep (Power of Annuities and Asset Allocation)

 Registration

Members $100

Non-Members $150





To pay by check

Download Form

If you have any questions contact Kami Cunningham
802-497-7842 or naifavt@gmail.com