Join us for a full day of networking and education. NAIFA Delaware hosts two symposiums a year allowing members and guests to experience the NAIFA promise of: Advocate, Educate, and Differentiate. The day will offer a light breakfast, full lunch, at least 7 speakers (7 Insurance CEs in DE and PA and CFP credits.
We are delighted to co-host this event again with our colleagues at DAHU.
PRESENTATIONS:
Preventing Diabetes in the Workforce - A Call to Action to Improve Health and Lower Costs. Presented by Jill Hutt, Vice President of Members Services, Greater Philadelphia Business Coalition on Health
Income Tax Planning with Incomplete Non-grantor Trusts. Presented by Edward Fronczkowski, CPA, Mailli LLP, Accountants, Advisors
Medicare Enrollment A to Z through 2023. Presented by Joan Miles, Medicare Specialist, HTA
Ethical Insurance Practices for Agents. Presented by Cindy Lupinetti, Market Conduct Examiner at the State of Delaware Department of Insurance
Defined Benefit and Cash Balance Plans. Presented by Bradbury S. Arnold, Esq., Pension Consultant, Limestone Pension
Buy–Sell Agreements and Permanent Life Insurance. Presented by Howard Jonas, CLU, ChFC, REBC, CASL, Director of Advanced Sales, Crump Life Insurance Services
Speaker posted soon
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