NAIFA Spring Symposium
MARCH 26, 2025
Doors open at 8:00 a.m. for a light breakfast and coffee. Presentations will start at 8:30 a.m.
Lunch is included.
Odessa Memorial Hall (attached to the fire house)
304 Main St Station 24, Odessa, DE 19730. Banquet Hall entrance is to the left down the sidewalk.
Come together for a day of networking and education. Hear from industry professionals and earn a day full of CEs in Delaware and Pennsylvania and CFP.
Please bring your CFP number, NPN number, and last 4 of your social for CFP filing.
The presentations are NOT yet in the order they will be presented. We will update the order before the event when it is finalized.
SPEAKER:
Jessica L. DiLella, CLU, CLTC
Nationwide Insurance
PRESENTATION:
Long-Term Care in America 2025
1 LTC CE
With over two decades of distinguished experience in financial services sales, Jessica has excelled in various leadership roles. As a Regional Vice President at Nationwide, she successfully assists brokerage general agency firms in expanding their business through innovative life insurance and long-term care planning solutions. Through our BGA partners Jessica collaborates with advisors and clients to develop tailored strategies that meet their unique needs and goals.
Jessica's passion for the financial services industry began in 2000 when she took her first career position. Since then, she has continuously strived to advance her expertise and knowledge in the field.
She holds a Life & Health license, Series 6 and 63 certifications, and has earned the CLU® and CLTC™ designations. Further enhancing her expertise, Jessica obtained a Certificate in Behavioral Finance from Harvard University and is an alumna of Temple University. She resides in southeastern Pennsylvania with her husband and two children.
SPEAKER:
David F. Pierce, MSFS, MSM, MA, AEP, CLF, ChFC, CLU, Certified Financial Fiduciary
Assistant Professor of Insurance, CLU Program Director, O. Alfred Granum Chair in Practice Management
PRESENTATION:
Risks at the TOP of the Financial Planning Pyramid
David Pierce serves as Assistant Professor of Insurance and CLU Program Director at The American College of Financial Services. He holds the O. Alfred Granum Chair in Practice Management and the Charles J. Zimmerman Chair in Life insurance Education.
He served in several roles in the insurance and financial services industry, progressing through the ranks from Advisor to CEO.
He taught at Middle Tennessee State University as Adjunct Professor of Business and Economics, and at Western Kentucky University as Adjunct Professor of Communication.
David earned a Bachelor of Arts from American University, a Master of Science in Financial Services and a Master of Science in Management from The American College, and a Master of Arts in Communication from the University of Minnesota. He holds the AEP, CLF, ChFC, CLU, and Certified Financial Fiduciary registered professional designations.
David built successful teams and winning strategies in sales, management, marketing, communication, and leadership throughout the United States, Southeast Asia, India, and New Zealand.
He created the original “Life Insurance Awareness Week” campaign. The concept rights were granted to LIFE HAPPENS and a national campaign is now recognized throughout the U.S. every September as the industry’s annual “Life Insurance Awareness Month”.
David led the team that created "The AIA Financial Health Check", Southeast Asia’s first-ever Financial Needs-Based Planning system, still in use 18 years after launch.
His book Five Pillars of a Tremendous Life was published in 2009, reprinted in 2010, and selected as an Amway Book of the Month.
SPEAKER:
David F. Pierce, MSFS, MSM, MA, AEP, CLF, ChFC, CLU, Certified Financial Fiduciary
Assistant Professor of Insurance, CLU Program Director, O. Alfred Granum Chair in Practice Management
PRESENTATION:
Knowing the Truth...the Whole Truth... and Planning for iI!
Death & Taxes - We discuss one of these with clients quite often...
...the other, not so much.
- Risk Management
- Investing and Saving
- Tax Planning
- Estate and Gift Planning
- Business Planning
- Retirement Planning
David F. Pierce MSFS, MSM, MA, AEP®, CLF®, ChFC®, CLU®, Certified Financial Fiduciary® Is presenting two courses. His bio is above.
SPEAKER:
Erik Sauer
President, On3 Strategies
PRESENTATION:
Scaling Smart: The CEO Mindset for Financial Advisors
Are you leveraging technology, streamlining operations, and enhancing client service to run your practice more efficiently and drive sustainable growth?
This presentation will talk about:
- The foundation of scaling a practice
- Leveraging people
- Leveraging process & procedure to drive efficiencies
- Leveraging technology to streamline the practice and keep things from "falling through the cracks"
- Leveraging key resources to provide true value to the practice
Our success is built on the expertise of Erik Sauer. Erik has over 25 years of experience with financial services and 18 years of experience working as executive coach for financial professionals. He has worked with large wirehouse/banks, independent registered investment advisor. Over the past 14 years Erik has also grown a non-profit, There Goes My Hero, alongside On3 Strategies. Erik is a bone marrow transplant recipient and a cancer survivor. His own leukemia diagnosis cemented his ability to help his clients identify what is truly important and create accountability for getting real work done.
SPEAKER:
Patrick Delaney
Vice President
T. Rowe Price Investment Services, Inc.
PRESENTATION:
Next Wave of Advice: Differentiate with Coaching
Patrick is a Vice President of T. Rowe Price Investment Services, Inc., and an Insights Director in the Practice Management Team within U.S. Intermediaries. As a frequent speaker at industry and client events, Patrick develops and delivers thought leadership, and provides consultative services to financial professionals.
He is focused on helping financial professionals understand and adapt to the changing face of wealth in the United States. Patrick is passionate about the psychological aspects of our industry: how emotion influences investors’ decision-making process, and how advisors can tap into emotion to better engage and serve their prospects and clients.
Key Experience
- More than 24 years in the financial industry
- Joined T. Rowe Price in 2000
- Series 7 and 63 registered representative and state‑registered broker‑dealer
- Prior to his current role, Patrick partnered with financial professionals from Missouri to Hawaii to help them learn, sell, and better serve their corporate retirement plan clients
- B.A. in economics from Gettysburg College
SPEAKER:
Jeanne Schanzebach, QPA, CPC, ERPA
Limestone Pension Associates, L.L.C.
PRESENTATION:
Sales Strategies and Ideas with Retirement Planning and The Secure Act 2.0
Jeanne T. Schanzenbach is a Retirement Plan Consultant with Limestone Pension Associates, LLC in Wilmington, DE and has worked with plan sponsors for more than 35 years on the design, consulting and administration of qualified retirement plans.
Jeanne is a member of the American Society of Pension Professionals and Actuaries (ASPPA) with designations of Qualified Pension Administrator (QPA) and Certified Pension Consultant (CPC). Jeanne is also recognized to practice before the Internal Revenue Service as an Enrolled Retirement Plan Agent (ERPA).
SPEAKER:
Bob Fish
Strategic Wealth Management Advisors, LLC
PRESENTATION:
Getting Fish to Jump in the Pond (HNW Focus with Trust Planning)
Bob serves as Strategic Wealth Management Advisors' Executive committee. Bob is responsible for the overall development and operations of the company. He has over thirty five years experience in business succession, personal estate and wealth management planning for family-operated businesses and high net-worth individuals. Bob's innovative solution in these areas have earned him industry-wide acclaim and he is a frequent speaker on radio talk shows across the country.
Prior to co-founding Strategic Wealth Management Advisors, Bob was a Senior Partner at The Creative Financial Group. During his tenure there, he served on their Board of Directors and on the Board of New England Financials' leaders association.
Bob is a graduate of LaSalle University with a degree in Business Administration and a minor in Finance. Bob resides in West Chester, PA.
Thank you Meeting Sponsors:
Locate your license numbers
Find your National Producer Number, License Number or print out your transcript.
Click here.
