NAIFA Big Rivers Legislative Meeting
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10/27/2017
When: Friday, October 27, 2017
8:00 a.m.-1:30 p.m.
Where: Wild Ridge Golf Course
3647 Kane Road
Eau Claire, Wisconsin  54703
United States

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NAIFA-Big Rivers Legislative Meeting

 

Legislative Forum moderator will be WEAU TV commentator and political analyst Dr. John Frank.

Meeting Sponsor: Woodbury Financial

Miss your Ethics? The CE we have sent in for approval is being approved for three hours of Ethics. Look at the course description as it is ethics and more!

Yes, you can have more than one Ethics course toward your CE requirement.

 

Schedule:

8-8:30 a.m.: Registration

8:30-11:30 a.m.: (3 Ethics CECs) - Jim Silbernagel.

11:30 a.m.: Lunch

Noon: Legislative Forum (Note: At this time Congressman Ron Kind has committed to participate in the Forum)

 

CE Course Description: This course will address the transformation of your practice to meet the DOL ruling that may be implemented in the future.

While on hold now it is no guarantee that it will not be a reality. Come listen on how financial planners in the USA are changing their practice to meet the new rule.

The course will then discuss on how to maintain current knowledge through the various sources of receiving accurate and timely information. Jim will then discuss different means of communicating information to your clients. Jim, being a Top-of-the-Table qualifier will then answer questions you may have to help you accelerate your business.

 

Presenter-Jim Silbernagel: Besides being a Top-of-the-Table qualifier, Jim at one time had a syndicated radio program on financial planning in Wisconsin. He currently has NAIFA Client Cast (http://naifaclientcast.com/), a program of building a relationship with your clients through media. Jim interviews experts in our profession on various topics that will interest not only you but your clients too. PLUS, and most important, Jim is a top producer in our profession and worth listening to his ideas.

Jim has spoken at many state and national conventions on various topics of financial planning. He also has been a speaker at MDRT. His knowledge and ideas are unique and something you will not want to miss!

 

Registration information:

NAIFA- WI Big Rivers members: No Charge for CE or lunch

NAIFA members, Non-Big Rivers: $20.00 (Includes CE and lunch)

Non-NAIFA Members: $30.00 (Includes CE and lunch)

 

Sponsor:


 

 

 

National Association of Insurance and Financial Advisors-Wisconsin

Regional Office
600 State Street, Suite A
Cedar Falls, IA 50613