Annual Sales Conference


When:
May 2, 2018 @ 7:30 am – 4:30 pm
2018-05-02T07:30:00-04:00
2018-05-02T16:30:00-04:00
Where:
Double Tree by Hilton (formerly the Sheraton Conference Center)
870 Williston Rd
South Burlington, VT 05403
USA
Contact:
Wendee Pringle

Double Tree by Hilton

(formerly the Sheraton Conference Center), So Burlington, VT

870 Williston Rd. South Burlington VT,
Wed. May 3rd from 7:30 am – 4:30 pm
Conference with 3:40 – 4:30 Break out session

Agenda

7:30 – 7:55 am Event Registration
Breakfast
Vendor Networking
8:00 – 8:35 am Welcome – President Elect – Tyler Wood 
Annual Meeting & NAIFA VT Update – Bill Allen
Induction of new Officers—Jules Gaudreau, Connie Golleher
Our Year Ahead—President Elect Tyler Wood
8:40 – 9:25 am Dan Finley, Motivational Speaker
Part 1 of Understanding the 5 Most Important Facets of Your Business
9:30 – 10:15 am Kevin Donovan, Jackson National Life Speaker for CE credits
What you Don’t Know about Retirement
10:20 – 10:30 am Break – Vendor Networking
10:35 – 11:20 am Jules Gaudreau – NAIFA Advocacy Issues and What They Mean to Advisors
11:25 – 11:50 am Commissioner Mike Piechak—Department of Financial Regulation
11:55 – 12:35 pm Vendor Networking, Blessing and Lunch
12:40 – 1:05 pm Award Presentations
1:10 – 1:55 pm Dan Finley, Motivational Speaker
Part 2 of Understanding the 5 Most Important Facets of Your Business
2:00 – 2:45 pm Kate Paine – The Benefits of LinkedIn and 101 “how-tos” using the platform strategically
2:50 – 3:30 pm Closing, Featuring a Real Life Story
3:40 – 4:30 pm Breakout Options
(1) Kate Paine: In-depth engagement practices using LinkedIn
(2) Panel Discussion: How Social Security fits into financial planning

 Registration

Members $100
($125 day of conference)
Non-Members $150
Non Industry Assoc: $75.00
Non Industry Assoc NO LUNCH: $50.00
1st year NAIFA members no charge



To pay by check

Download Form

If you have any questions contact Wendee Pringle
naifavt@gmail.com