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Barrett Training Center - Nashville
April 18, 2023
THE POWER OF
YOU.
THE POWER OF
US.
HOME
AGENDA
LEGISLATIVE DAY
SPONSORS
Check out our Legislative Day agenda
here
.
Sales Summit Meeting Agenda
Tuesday, April 18th
8:00 - 9:00 am
Sales Summit Registration Opens, Donuts & Coffee, Networking
9:00 - 9:15 am
Welcome, Prayer, Pledge, Sponsor Recognition
9:15 - 10:00 am
"Put Your Money to Work: Maximizing Your Career" - Kathleen Owings, LACP
10:00 - 10:10 am
Vendor Break
10:10 - 11:10 am
"Secure Act 2.0: Maximizing Client Planning Opportunities" (CE Credit) - Steven Brand
11:10 am - 12:00 pm
Gourmet Buffet Lunch & Awards Presentation
12:00 - 12:30 pm
"Sales Ideas That Work: Maximizing Your Profit" - P&C, Financial Planning, Health, and Life & Annuity Specialists
12:30 - 12:40 pm
Vendor Break
12:40 - 1:40 pm
"Optimize: Steps to Lose Weight, Fight Disease, and Maximize Mental and Physical Performance" - Matt Kansy, RD
1:40 - 1:50 pm
Vendor Break
1:50 - 2:50 pm
"SENSE-ational Client Service and Maximizing Your NAIFA Experience" (CE Credit) - Bryon Holz, CLU, ChFC, LUTCF, LACP
2:50 - 3:20 pm
Breakout Sessions:
A. IFAPAC Presentation (NAIFA Members)
B. Membership Benefits Presentation (Non-NAIFA Members)
3:20 - 3:30 pm
Reconvene, Closing Remarks, Door Prizes
3:30 - 4:00 pm
Travel to Pins Mechanical (1102 Grundy Street, Nashville, TN 37203)
4:00 - 6:00 pm
Pins Mechanical
6:00 - 8:30 pm
Self-Treat Dinner
9:00 - 9:45 pm
Past President's Reception at Hotel
9:45 - 11:00 pm
NAIFA-TN Reception at Hotel
