A special thank you to Kathleen Bilderback, JD, LLM, AEP, for sharing her expertise with NAIFA-Tennessee at our 2026 Conference.

Kathleen’s presentation, “The Five Biggest Mistakes that Sabotage Buy-Sell Agreements,” provided valuable insights and practical information to help financial professionals better understand and navigate these important planning issues.

We appreciate Kathleen taking the time to share her knowledge and expertise with our attendees. We are pleased to make a PDF of her presentation available as a resource for conference attendees.

Click below to view the presentation materials.

A special thank you to Panos Leledakis, LUTCF, IRMA, BRMA, for sharing his expertise with NAIFA-Tennessee at our 2026 Conference. His presentation, “AI Made Simple – How to Harness AI to Supercharge Your Practice in 2026,” provided practical ideas and valuable insights into how financial professionals can use AI to work smarter, save time, and enhance their practices.

As a follow-up to his presentation, Panos has extended a special offer to NAIFA-Tennessee Conference attendees for the certification program. If you enjoyed his presentation and are interested in taking a deeper dive into how AI can help streamline your practice, improve productivity, and enhance the way you serve your clients, I encourage you to take a look at this special opportunity.

Certification Program

We sincerely appreciate Panos sharing his time, knowledge, and expertise with our attendees and for providing this additional resource to help you continue putting what you learned at the conference into practice.

A special thank you to Connor Lewis for sharing his expertise with NAIFA-Tennessee at our 2026 Conference. His “Immediate Results Workshop” provided attendees with practical strategies, fresh ideas, and actionable takeaways they can put to work in their businesses.

We appreciate Connor taking the time to engage with our attendees and share his knowledge and experience. His presentation was a valuable part of our conference, and we hope attendees will continue to use the strategies and insights he shared.

During the conference, we shared a video from Life Happens, an excellent resource for financial professionals.

As a NAIFA member, you have access to the Life Happens Content Library, which provides a variety of resources and content you can use in your practice.

For easy access, we’ve included the link below that was shared during the conference: