Julie McCormick, CFP is a new NAIFA member, joining in April 2021. Julie practices with Continuum Planning Partners in Brentwood, TN. Although Julie has her investment and insurance license, she states that her specialty is financial planning as a whole.
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WoodmenLife West TN Regional Director, Tim Houlahan, will be our guest speaker for the May meeting. Who upon honorable discharge from the US Navy, he began his career as a successful Woodman sales representative in Charleston SC. While in South Carolina, he was promoted from Recruiting Sales Manager to Regional Director. In 2019, he and his family moved to TN and he assumed his current role as Regional Director. He and his wife Angie, have four daughters and nine grandchildren. When he isn't working, he enjoys spending time with family, golfing and helping others in his community.
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You are invited to attend our annual Legislative Luncheon meeting on Thursday, May 27. We will meet from 11:30 am to 1:00 pm at the Cherokee Country Club.
We have invited our honored State and Federal Legislators to join us at this luncheon. We hope you will join us to meet them and hear their thoughts on the 2021 legislative year.
NAIFA is the only organization representing insurance and financial advisors regardless of the products they sell or the focus of their practice.
Only NAIFA has the reach to make your voice heard on every issue at the Federal and State levels.
We look forward to seeing you there.
If you have questions regarding the luncheon please call Peggy Smith at 865.803.2343 or email Peggy
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Registration Now Open for Annual Sales Summit
Find yourself searching for ways to gain a competitive edge in your practice? Join us at the NAIFA-Tennessee’s 2021 Virtual Sales Summit on April 22nd from 10:00am-1:00pm central. Hear from industry icons, Dr. Quincy Krosby, Chief Marketing Strategist at Prudential Financial, Carter Lawrence, Commissioner of the Tennessee Department of Commerce and Insurance and Sarah LeBlance, Vice President of Marketing, LPL Insurance, as they share their experiences that led to their success and secrets on how to get ahead. With their complex and comprehensive knowledge of the financial services industry, Krosby, Lawrence, and LeBlanc will provide attendees invaluable knowledge and guidance for those looking to get ahead
In addition to these 3 dynamic speakers, attendees will also hear important legislative updates from Tennessee lobbyist, Steve Buttry and members of the government relations team. Help NAIFA-Tennessee amplify the voice of the advisor in Nashville. Stay informed with these updates that impact our industry and the clients we serve.
The combination of powerful speakers and advocacy updates make this Sales Summit an event you cannot afford to miss.
Due to COVID-19 restrictions, our event will be 100% virtual this year.
Register today here, Complimentary Registration
Topics: Advocacy Networking Financial Wellness
If you missed Ryan Detrick proving his take on the 2021 Economic Outlook, the recording is now available.
NAIFA Tennessee is proud to invite you to our first Virtual Road Show. Join us as we help you "Take Your Brand to the Next Level" Hear from industry leaders from around the country as they share best practices in growing your business. August 11, 2020 - 1:00PM - 4:30PM CST