NAIFA LIVE Continuing Education Seminar

January 17, 2019
8:45 AM CST - 11:45 AM CST

View on Your Office PC or Attend Live Presentations in Lincoln and Grand Island

Start the New Year off right by joining your NAIFA colleagues for the January meeting and kick off of the new NAIFA Live series!

Join us at "Watch Party" viewing sessions in Lincoln or Grand Island, or attend virtually, to be a part of this inaugural session with author Mitch Anthony

In this program entitled The EPIC Retirement: Becoming Your Client’s Retirement Coach, Mitch Anthony will explain how to strengthen relationships with your clients by increasing your value and helping you understand the following principles: Advisors are in the people business; Advisors need to know how people think and respond; Advisors need to understand how each client thinks about money.  Learn how to bring meaning to your client’s lives and help them reach their goals.  Mitch will help you understand how Return on Life (ROL) is more important than Return on Investment (ROI) for most clients and how speaking their language will help you build stronger connections.

You can participate in this webinar via your office PC, or by attending at one of the following locations in Nebraska:

LINCOLN:  Southeast Community College – Lincoln Campus
Rooms U-106
8800 “O” St.
Lincoln, NE 68520

Park on the far east or southeast side – entrance on southeast side of building.


Grand Island:  Riverside Golf Club
2820 Riverside Dr. 
Grand Island, NE 68801

The Day's Schedule: (All Times are Central)

  • 8:45-9:15 am – Registration, networking, check-in for Watch Party sites
  • 9:15-9:30 am – Local introductions and updates at Watch Party Sites
  • 9:00 - 9:15 am --Virtual Attendees Can Log In
  • 9:20 am --Welcome & Introductions from NAIFA
  • 9:30 –10:20 am –Mitch Anthony's Presentation Part 1
  • 10:20-10:30 am –Break
  • 10:30—11:20 am—Mitch Anthony's Presentation Part 2
  • 11:20-11:45 am—Closing Comments and Wrap Up

 

Worksheets for Mitch Anthony's Session:
Mitch Anthony has provided worksheets to download, print & have with you to support the session. Download Mitch Anthony's worksheets

CE Credits: This program is approved for two hours of LIFE Insurance CE for Nebraska and Iowa.

Price: This FREE event is included in your NAIFA membership fees.  Non-NAIFA members can register online for a $20 fee.  Guest fees must be paid in advance via the NAIFA National registration site.

CLICK HERE for more information and to register online via the NAIFA National website -- or contact Exec VP Joe Pittman at info@naifanebraska.org or 844-249-8806.