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NAIFA-TENNESSEE 2025 CONFERENCE

August 28, 2025
9:00 am - 4:00 pm
$65.00 Members | $75.00 Non-Members
Register Here

Early Bird Discount through August 1st!

Need assistance registering? Call our Member Experience Team at 877-866-2432.

TSCPA - TN Society of CPA's
201 Powell PL #7522 Brentwood, TN, 37027


SPEAKERS

John Wheeler Jr

Business Disaster Prevention Program Summary

John Wheeler, CFP, CLU, ChFC, CRPC, LUTCF, CLTC, LACP, CPFA
Totus Wealth Management, LLC
Agency Executive Senior Partner
Secretary – NAIFA-Wyoming

This is a discussion of what business owners face in deciding whether to continue or sell the business and the ramifications involved in the decision. It discusses the psychological aspects the owner has to deal with and strategies to assist in whatever decision is made.

This program is for anyone who either deals with business owners or desires to do so.

Approved for 1 CE

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Michelle Hubert

Elevate Your Agency: A Blueprint for Sustainable Growth

Michelle Hubert
Korsgaden Insights

Key Takeaways

The Blueprint for Sustainable Growth is built on five pillars: Building a High Performing Team, Maximizing Sales Results, Deepening Client Relationships, Optimizing Operations and Leading with Purpose.

Pending Approval for 1 CE

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McGlothlin_Michael

The Go-Giver Mindset

Michael McGlothlin, ChFC, CLU, CFP, LUTCF, NSSA, CPT
Ash Brokerage

We’ll explore the "Five Laws of Stratospheric Success" from the best-selling book "The Go-Giver," sharing ways to add value to your business at minimal cost and distinguish yourself in the competitive wealth management and income planning industry.

Mike's presentation encourages a mindset shift towards authentic self-representation and a Go-Giver approach, enhancing long-term success and building trust that withstands competition.

What you'll learn:

  • Ideas to position your practice that create value

  • An understanding of how to compete on value, not price

  • Ideas to drive your compensation in the future

  • The important characteristics of successful sales professionals

  • The skills you need to create selling opportunities that you deserve

Approved for 1 CE

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