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Event Date | Thu Sep 29 EDT (about 2 years ago) |
Location |
The Radnor Hotel
591 Lancaster Ave, Wayne, PA 19087, USA |
Region | Americas |
NAIFA and the Society of FSP are bringing together leading thought leaders in the field of advanced financial planning for a half-day of high-impact presentations and discussions regarding working with businesses and organizations in 2022.
Join us to learn new ways to approach complex cases and how you can better partner with a variety of industry professionals to expand your offerings and create top-line growth.
2022 Speakers
Mark Massey
Vice President, SMA Services, Inc.
Andrew Rinn, JD, CFP, CLU, ChFC
AMERITAS
Chris Nyland
Sr. Vice President - Retirement, Fulcrum Partners
Kenneth DePaola
Vice President - Retirement, Fulcrum Partners
2022 Sponsors
• Ameritas
• Fulcrum Partners
• Pacific Life
• SMA