NAIFA-Wisconsin Mega CE Day (Stevens Point)
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10/16/2018
When: October 16, 2018
7:45 a.m.-Noon
Where: Holiday Inn/Holiday Inn Express
1001 Amber Ave/1100 Amber Ave
Stevens Point, Wisconsin  54482
United States


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NAIFA-Wisconsin Mega CE Day

Schedule:

7:45-8 a.m. Registration

Express Meeting Room (Holiday Inn Express)
8 a.m.-Noon Long Term Care & Partnership (4 CECs), #6000003921, Lori Gubash

Wisconsin Room (Holiday Inn)
8-11 a.m. Agents & Ethics – Doing The Right Thing (3 Ethics CECs), #6000035325, Kris Alfheim

During this three hour course, attendees will learn ethical principles and responsibilities. In addition, the agent’s ethical responsibilities to insurers, clients, the public and to the state will be addressed. Sample case studies, as well as a question and answer session will also be included.  

11 a.m.-Noon 401(k) Plans-Unfair to Women? (1 CEC), Pending Approval, Paul Stang
Virtually all 401(k) plans treat men and women the same. We’ll review the studies that show they are very different. For retirement planning purposes, men and women need individual, customized plans to succeed.

Pointer Room (Holiday Inn)
8-10 a.m. Peak Your Reverse Knowledge (2 CECs), #6000033301, Harlan Accola
This course will go over several different strategies and provide new ideas of how a reverse mortgage can be used. Have clients ever asked you the following on reverse mortgages: Can I use a reverse mortgage in estate planning to increase the legacy to my heirs? Is interest, real estate taxes, or MIP a deductive when paid? Are deductions passable onto the heirs? What are the best strategies to facilitate maximum Social Security benefits using a reverse mortgage? Can a reverse mortgage convert countable assets to exempt equity? Does a reverse mortgage line of credit affect Medicaid eligibility?

10-11 a.m. 401(k) Plans-Unfair to Women? (1 CEC), Pending Approval, Paul Stang
Virtually all 401(k) plans treat men and women the same. We’ll review the studies that show they are very different. For retirement planning purposes, men and women need individual, customized plans to succeed.

NAIFA Member Rate: $29.95

Nonmember Rate: $39.95

National Association of Insurance and Financial Advisors-Wisconsin

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