NAIFA Spring Symposium
Wednesday, February 21, 2023 8:30 AM - 4:30 PM
Doors open at 8:00 AM for a light breakfast and coffee.
Lunch is included.
Odessa Memorial Hall
Come together for a day of networking and education. Hear from industry professionals and earn up to 7 CEs in Delaware and Pennsylvania and CFP. Includes light breakfast and full lunch.
The presenters are listed in the order that they will present.
Dave Repshas
Director, ChristianaCare, Business Health Solutions
Primary Care in the Workplace
General CE
Jeremy J. Riley, Esq.
Counsel - focusing on Trusts, Estates, and Tax
Fiduciary Litigation
McCollom D'Emillio Smith Uebler LLC
Estate Planning for Clients with Taxable and Non Taxable Estates
CE - General
Steve Kutch,
Delaware Department of Insurance
Ethics for the Insurance and Financial Advisor
CE - Ethics
Michael Gerhard
Regional Vice President, Nationwide Annuities
Planning for Health Care Costs in Retirement
CE - General
Michael Gerhard
Regional Vice President, Nationwide Annuities
Social Security - The Choice of a Lifetime
CE - General
Sarah Dunphy
Regional VP, Sr. External Life Sales Specialist Individual Life Wholesaling
Securian Financial Group
Tax benefits with linked-benefit policies
Long Term Care CE
Gabrielle Bankowski
Wellness Consultant
United Concordia Dental
Oral Systemic Connection
General Life/Health CE
Thank you Premier Sponsors:
Thank you Meeting Sponsors:
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