Join your fellow NAIFA-Tennessee members at one of our upcoming events across the state!
Commissioner Bill Huddleston
May 1, 2025
11:30 AM - 1:00 PM
Join Us for Lunch on May 1st!
We invite you to join us on May 1st for lunch and an engaging presentation by Assistant Insurance Commissioner Bill Huddleston, who will speak on “Trends in Our Industry.”
Bill Huddleston was appointed as Assistant Commissioner for the Division of Insurance in January 2021. A Commerce & Insurance team member since 2014, Mr. Huddleston previously served as the Director of Insurance where he oversaw the division’s administration which includes agent licensing, company examinations, company financial analysis, and other duties. A certified public accountant, Huddleston also served as Receivership Director in the Insurance Division. In 2017, he was a recipient of a Governor’s Excellence in Service Award for his leadership in the Division of Regulatory Boards. Prior to joining Commerce & Insurance, Mr. Huddleston served as a legislative auditor with the Office of the Comptroller of the Treasury. A Nashville native, Huddleston is a graduate of Lipscomb University as well as Harding University.
Free to attend!
Horizon Center
9020 Overlook Blvd. 3rd Floor
Brentwood, TN 37027
Knoxville Affiliate Member Meeting
Carolyn Levy Gilliam
May 13, 2025
11:15 AM - 1:00 PM
Have Estate Planning Questions? We Have Answers!
Join us on May 13th as we welcome Carolyn Levy Gilliam, a distinguished local attorney and member of McDonald, Levy & Taylor, PLLC. A graduate of the University of Tennessee College of Law, Ms. Gilliam specializes in Estate Planning, Elder Law, Conservatorships, Probate, Business Law, and related litigation.
Recognized as a Top Attorney in 2023 by Knoxville Cityview Magazine and named Ones to Watch by Best Lawyers in America, she is known for her outstanding professional excellence in private practice.
Don’t miss this opportunity to gain valuable insights into the benefits and challenges of estate planning in today’s evolving landscape!
Bearden Banquet Hall
5806 Kingston Pike
Knoxville, TN 37919
Sip. Share. Succeed
May 15, 2025
Stop by anytime between 8:30 - 9:30 AM
Free to attend and no registration required!
The Hub
6000 Briarcrest Ave
Memphis, TN 38120
Social Security Unlocked: Maximizing Benefits & Guiding Your Clients - Webinar
May 15, 2025
1:00 - 2:00 PM CST
Making a smart Social Security claiming decision is more complex than many retirees and financial professionals may realize. Retirees can miss out on hundreds of thousands of dollars over their lifetimes.
Martha Shedden, RSSA, CRPC, is the President and Co-founder of the National Association of Registered Social Security Analysts (NARSSA). A Chartered Retirement Planning Counselor (CRPC), she hosts the popular podcast Social Security: Answers from the Experts. Martha is the author of numerous white papers, seminar presentations, and articles on Social Security and retirement planning. Her published books include Avoiding Social InSecurity, The Retirement You Desire, and The Social Security You've Earned.
This presentation focuses on the Social Security rules and claiming decision considerations that are most often overlooked and least understood.
This course is pending one hour of insurance continuing education, one hour of CFP credit, and one hour of CPE credit.
Members & Non-Members: $15
Clarksville May Membership Meeting
May 15, 2025
11:30 AM - 1:00 PM
Join Us for the NAIFA-Tennessee Clarksville Affiliate Meeting – May 15th
You're invited to the Clarksville Affiliate meeting on Thursday, May 15th, where we'll hear from Kurt Braundmeier, a Disability Income Specialist, as he shares his expertise and insights. Don’t miss this informative session!
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