Tuesday, October 9, 2018
Full Day CE Symposium
This is an amazing day for education, networking, and fun. Professionals attend from all areas of insurance, financial advising, accounting, and legal fields. Make great connections and achieve your fall networking goals!
NAIFA DE / SFSP DE members: FREE
Not a member? Join today. NAIFA's membership dues are less than the cost of the 2 CE symposiums that are offered each year and attendees can earn all their required insurance CE credits at these 2 meetings alone. PLUS, you can't beat the networking opportunities that NAIFA Delaware offers across many disciplines.
Industry Award Recognition Dinner is an add-on. It begins immediately following the symposium with a short mix and mingle time (cash bar). Dinner is $40 pp.
Attendees can earn up to 8 Delaware and Pennsylvania Insurance CE. 8 CFP, CE, 4 CLE credits. Includes coffee/tea & pastries for breakfast, Lunch. Industry Award and Recognition Dinner (add on at registration).
Location: Odessa Memorial Hall, 304 Main Street, Odessa, DE 19730
Symposium: 8:30 AM – 5:00 PM
Industry Dinner: 5:00 PM – 6:30 PM (estimate)
Speakers and registration links are being added as they are confirmed.
Speakers are not in order of presentations. The schedule for the full day will be released prior to the event.
Attendees must have the following information with them the day of the symposium in order to get credits earned: NPN#, CFP#, and/or Bar# for continuing education credits to be filed.
John Pollock, PharmD
Clinical Pharmacist Consultant
Sponsored by DAHU (Delaware Association of Health Underwriters)
Presentation: Pharmacy Benefit Management 2018: the right prescription for your clients
Overview: Learn how to identify and customize pharmacy benefit riders in an individual or group health plan – the ins and outs of rising prescription costs! Understand the value added options embedded within carrier pharmacy plans like Infusion Drug services and Opioid Management.
W. Wade W. Scott, Esq.
The Delaware Elder Law Center
Manage Your Client's Transition to Long Term Care
Learn how to identify the long term care crisis at the “watch” stage versus the “warning” stage. Understand the options to address the crisis. Learn the truth about the Long Term Care Medicaid option for paying for long term care expenses and why, in many cases, Long Term Care Medicaid is a win/win proposition for you and your client.
Steve Kroeger, CLU, HIA, MBA
Senior Director, Crump Insurance Services
Speaker sponsored by Principal Financial Group
Tax Reform: Where and What are the Opportunities?
Tracy Russo, CLTC, HTA, President
Nicole Kennedy, CLTC Director of Relationship Management
Presentation: 2019 Medicare Updates and Long Term Care Alternatives
Lee Sausen, CPA
Senior Accountant, Tax & Small Business, Belfint, Lyons & Shuman, P.A.
Presentation: Update: Tax Cuts and Jobs Act of 2017 – What You Need to Know for 2018
Overview: Attendees will learn more about the tax law changes from 2017 to 2018 and take a deeper dive into a few of the more complicated matters tax matters such as section 199A (Qualified Business Income Deduction).
Ronald Duska, PhD
Business Ethics Consulting
Insurance Ethics CE credit
Presentation: Ethical Practices Ensure a Quality Practice
Jeff Podraza, CLU, ChFC, CLTC, Business Development Vice President Brokerage Life Sales, Nationwide
Sponsored by: LIFE Brokerage, LLC
Presentation: Helping Clients Plan for Long Term Care
Topic: Overcoming the challenges of clinical and cost transparency in healthcare
Overview: Attendees will enjoy this informative yet entertaining presentation on the challenges and affordability of healthcare today
Young Advisors Team (YAT) Hosts Golf Outing August 22nd
End the Summer right! Cavalier Country Club 9-Hole Shootout. Closest to the pin. Longest Drive. Two free drink tickets for the Happy Hour that follows. All are welcome - bring a friend or colleague and come out swinging! Just $20.
Contact: Jake Condron for registration/information.