Friday the 13th Lucky Day Event - Featuring Joe Jordan!

January 13, 2023
9:30 AM CST - 1:00 PM CST

Quarry Oaks
16600 Quarry Oaks Dr
Ashland, NE 68003
Venue website

Friday, January 13 is guaranteed to be a LUCKY DAY if you join us -- in-person or via Zoom -- for our big 2023 kick-off event!

After all, it's not every day that you can hear a presentation from one of the industry's leading speakers, Joe Jordan -- participate in two timely CE programs -- and have a chance to win fabulous prizes such as concert tickets, autographed celebrity memorabilia -- and more!

11:30 AM -- Buffet lunch for in-person attendees

12:00 PM -- Prospering in a Post-COVID World -- Presented by Joe Jordan, inspirational speaker and behavioral finance expert, is the author of the award-winning book Living a Life of Significance

How do financial professionals position themselves in this "Post-COVID" world? Joe Jordan’s presentation will answer this question. He will reveal the huge competitive advantage of financial professionals and how to excel in today’s marketplace.  CLICK ON THE PHOTO BELOW TO SEE JOE IN ACTION!

Come early for these great CE programs!

9:30 AM - Helping Clients Understand Their Long Term Care Planning Options -- Presenters include Marc Glickman, Actuary, LTCi Specialist, and CEO of BuddyIns; and Wendy Boglioli, National Account Executive, BuddyIns, Olympic Hall of Fame Gold Medalist

Long term care can no longer be avoided as an important part of your clients' financial plans. The concept of the coming extended care wave is being discussed in legislative sessions and among healthcare organizations. This presentation will show you how you are in a unique position to push the conversation forward with their clients in a positive way.

This program is sponsored by 

10:30 AM -- A Reverse Mortgage Cinderella Story -- Presented by Harlan Accola, National Reverse Mortgage Director for Fairway Independent Mortgage Corp.

The scary landscape ahead for millions of unsuspecting Baby Boomers. The basics of creating liquidity from one's home equity. The psychology behind accepting or rejecting reverse mortgages. The importance of planning ahead and buying an umbrella before it starts to rain. This program will provide a step by step guide on how financial advisors can help their clients use their home equity properly so they can enjoy the fourth quarter of their lives and still leave a planned legacy for the next generation.

This program -- and our luncheon keynote speaker, Joe Jordan, are sponsored by

NOTE:  Each of the two morning programs will provide one hour of CE for NE & IA Insurance, CFP, Legal, CPA and PACE (pending approvals).

We'll have a series of prize drawings throughout the event, with all in-person AND Zoom attendees having a chance to win!

This event is FREE for all NAIFA members and guests who have not attended a NAIFA event in the last year.  Registration fee is $25 for all others, regardless of whether you attend in-person or via Zoom.

Register online - or by e-mail to Exec VP Joe Pittman at [email protected] or call/text to 402-881-6467.  Zoom login info will be sent to registrants a few days prior to the event date.

 

Tickets

$0.00 NAIFA Members

$0.00 Guests - First-Time Attendee or have not attended a NAIFA event in last 12 months

$25.00 All other guests