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:


Locate your license numbers

Find your National Producer Number, License Number or print out your transcript.
Click here.