 TUESDAY, FEBRUARY 19, 2013
Instruction Site: Prudential, 701 San Marco Blvd., Jacksonville, FL 32207
8:00 - 8:30 am: Registration & Networking 8:30 - 8:45 am: Opening Remarks  8:45 - 9:35 am: Session 1 Suitability Issues for Seniors Mike Halloran, CFP�, AEP, CLU, ChFC, LUTCF
3 hours FL Ins. 9:35 - 9:45 am: Morning Break with Networking 9:45 - 12:00 pm: Suitability Issues for Seniors (cont.)
12:00 - 12:30 pm: Box Luncheon with Colleagues 12:30 - 1:30 pm: Session 2 Session 2A Restorative Drying for Water Damage
Colin Silcox
2 hours CE for Agent, Adjuster, CAM, PM  #67287 agt. / #67288 adj. Session 2B Life Insurance Check-Up
Denny Axman, CFP�, AEP, CLU, ChFC
1 hour FL Ins. & CFP 1:30 - 2:30 pm:
Session 2A Restorative Drying for Water Damage (cont.)
Session 2C Estate & Legacy Planning in an Uncertain Tax Environment
Denny Axman, CFP�, AEP, CLU, ChFC
1 hour FL Ins. & CFP 2:30 - 2:45 pm: Afternoon Break with Networking 2:45 - 3:45 pm: Session 3 Session 3A Cleaning & Restoring Smoke-Damaged Contents
Colin Silcox
2 hour CE for Agent, Adjuster, CAM, PM  #69591 agt. / #69592 adj. Session 3B Executive Bonus Plans: The Basics & More
Steven Glenn, CLU, ChFC, MSFS, MSM
1 hour CE for Insurance, CFP, CPE & PACE 3:45 - 4:45 pm:
Session 3B Cleaning & Restoring Smoke-Damaged Contents (cont.)  Session 3B Preparing Portfolios for Rate Change
Michael Tagliaferro, CFA
No credits provided 4:45 - 5:00 pm: Final Remarks / Evaluation / Prize Drawing
* CLICK HERE FOR COMPLETE MODERATOR DETAILS!
$20.00 FOR MEMBERS * $30.00 NON-MEMBERS
Enjoy lunch on us and a chance to win a tablet!
PRE-REGISTRATION REQUIRED! LIMITED SEATING!
CE Day Registration Must Be Received by Thursday, February 14th.
THANK YOU TO OUR SPONSORS! |
CONNECTIONS THAT COUNT!
For the latest NAIFA-Jacksonville news and events, please visit our
website at www.naifa-jacksonville.org, or contact Association Executive
Cherri Coombs-Ohmer, LUTCF at (904) 695-2300 or email
[email protected].
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