NAIFA Fall Symposium
Thursday, September 26, 2024 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 and topics will be added as they are secured.
HOW TO USE TRUSTS TO SAVE ON TAXES
Edward Fronczkowski, CPA, Partner
and
Carol Wasko, CPA, Principal
Maillie LLP
Edward Fronczkowski is a partner at Maillie LLP, with offices in Maillie’s West Chester and Wilmington locations. Licensed in both Delaware and Pennsylvania, Ed has over 30 years experience advising clients on accounting and tax issues. He has served a wide range of clients in technology and life sciences, construction, education, manufacturing, retailing, and professional service industries. He also has extensive experience with tax planning using trusts and the associated preparation of returns.
Carol Wasko is a Tax Principal in the West Chester Office and has over 25 years of tax and financial planning experience. She has worked with clients in a wide range of industries, including banking, pharmaceuticals, transportation, manufacturing, and real estate. She specializes in taking a hands-on approach with her clients, to help solve their pressing problems,and work with them to plan and grow their wealth for the future.
PREVENTING HYPERTENSION IN THE WORKFORCE
Call to Action for Benefits and Financial Advisors to Improve Cardiovascular Health and Reduce Costs.
Tanika Smith, Vice President, Member Services and
Elzbieta Dziekonski, BSN, RN, Director of Population Health Initiatives
Greater Philadelphia Business Coalition on Health
11:00 – 12:00
With a passion for healthcare quality and transparency, Tanika Smith serves as Director of Program Development and Communication with the GPBCH. Prior to joining GPBCH, Ms. Smith managed benefits plan design and member operations for the Teamsters Health & Welfare Fund of Philadelphia and vicinity. Other positions include employer relations manager at Cancer Treatment Centers of America and promotional review coordinator for a biotechnology company.
Elzbieta joined the GPBCH team in May 2024. She is a highly skilled and experienced healthcare professional with an extensive background in clinical care and managed care, utilization and quality management roles. She speaks Polish fluently; speaks basic Russian, Slovak, Czech, and Ukrainian. Prior to GPBCH, she worked at Jefferson Health Plans for nearly seven year as a Quality Management Coordinator and also as a Utilization Management Nurse. She also spent seven. years at Hahnemann University Hospital. She is a graduate of Northeastern Hospital School of Nursing and Chamberlain University.
INTRODUCTION TO REGISTERED INDEX-LINKED ANNUITIES (RILA)
John Thyberg, CFS®, CAS®, CIS™
Regional Vice President - DE, South NJ, South PA, East MD at Allianz Life Financial Services LLC Member FINRA
Regional Vice President, Retirement Consultant (RVP-RC) John Thyberg of Allianz Life Financial Services, LLC markets products offered by Allianz Life Insurance Company of North America (Allianz) Planning for retirement today is different than it used to be. John, with 16 years of financial services industry experience, guides financial professionals in creating retirement strategies that help clients meet their long-term financial objectives in a variety of market conditions.
Prior to joining Allianz Life Financial Services, LLC, John worked for Lincoln Financial Distributors as a Regional Vice President in the RIA channel covering New Jersey and New England. After joining Allianz in 2022, John worked as a wholesaler for. AllianzIM Buffered ETFs and advisory annuities, serving the Mid-Atlantic Region. In January 2024, John moved to his long-term goal of supporting financial professionals in his "backyard" of the Lower Delaware Valley.
LONG TERM AND SHORT TERM DISABILITY CARE PLUS PFML & DE PFML
Aidan Klassen
Employee Benefits Sales Representative
Mutual of Omaha
10:00 A.M.
Aidan Klassen attended Ursinus College where he played Football and received his Bachelor’s degree in Applied Economics with a focus in Finance and Accounting. After graduating he began working with Mutual of Omaha in the Philadelphia Office, where he completed the Employee Benefit Training Program. He now serves the company an Employee Benefit Sales Representative with Mutual of Omaha out of the Philadelphia Office.
SECURING THE SECURE ACT
Kevin Cox, Presenter
Advanced Markets Team
Lincoln Financial Group
Todd Sklar, Sales Vice President, Gallagher Insurance, Host
2:00 – 3 PM
SUPER CE - IMPORTANT INFORMATION
This is a Super CE Program. The course will earn the following credits upon successful completion:
DE – 13 (includes 3 Ethics)
PA – 12 credits
CFP – 9 credits
To receive credit, you are required to take an exam.
Registration and attendance are mandatory at the 9/26 Symposium and a passing score of 70% or higher to receive credit.
Please register on or before September 25, 2024.
- In addition to registering for the Symposium on the blue REGISTER TO ATTEND button above, you must ALSO register for the Super CE course. Once you register, an email will be sent to you containing a link to register for the Super CE. If you do not receive the link, please email: [email protected] and it will be forwarded to you.
- You must receive and review the correspondence/self-study material prior to attending the CE program. The materials are available after registration for the SUPER CE is complete.
- Credit hours are subject to change.
- Success CE reports your credits directly to the state Department of Insurance and regulatory authorities.
- The Continuing Education portion of this seminar is provided by approved Provider: Affordable-Success-FirstChoice-ClienTell, CFP Provider #124, CIMA Provider #115643, CLU/ChFC #N/A.
- For questions regarding the CE portion of this program, please call 949-706-9453 and indicate your inquiry is pertaining to our Superior CE program. Provided by Success Continuing Education DE Provider #419, PA provider 37727
SUPER CE REGISTER: https://superior.successce.com/#/seminarInfo?code=SSA092724
If the Super CE link does not connect you, please email [email protected] and the link will be forwarded to you.
CLIENT ESTATE PLANNING OPPORTUNITIES WITH TRUSTS
Riley B. MacGray, J.D.
McCollom E'Emilio Smith Eubler LLC
Riley MacGray practices in the areas of estate and trust administration and planning, wealth transfer and preservation, asset alignment, and business and tax law. He advises clients on all aspects of estates and trusts, including wills, powers of attorney, advanced healthcare directives, and probate and estate administration.
Mr. MacGray obtained his B.A. from the University of Delaware and his J.D. from Widener University Delaware Law School. He is admitted to practice law in Delaware.
Mr. MacGray has given presentations and co-authored articles both on broad topics such as common types of trusts and when to use them, and in more nuanced areas such as the electronic execution of estate planning documents. He is also an active participant in the Estate Planning Council of Delaware and the Wilmington Tax Group.
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