NonQualified Plan Advisor Conference 2019 | National Association Of Plan Advisors - NAPA | 15 September 2019 | Hyatt Regency, 9300 W Bryn Mawr Ave, Rosemont, IL 60018, USA

Similarities don’t sell, differences do! Want to differentiate your practice from the competition, expand your value proposition, create new Centers-of-Influence and increase your revenues?

Consider incorporating nonqualified deferred compensation plans and related consulting into your value proposition. It could the perfect path to the triple benefit of landing new clients, generating more business with your existing clients and escalating your reputation within your business circles.

Be among the first to use this market segment to capitalize on the demand for enhanced consultative value and expanded solutions by businesses and their mission critical employees. Proficiency in the nonqualified plan space allows you to show employers how to build a protective moat around their economic castles — while simultaneously doing the same for yours — according to “Building a Moat” by Judy Ward, featuring Jeff Acheson.

The second annual Nonqualified Plan Advisor Conference will have an expanded format with a heavy emphasis on topic focused break-out sessions driven by requests from advisors who have completed the NAPA Nonqualified Plan Advisor (NQPA) Certificate program.

2019 Speakers

MODERATORS:

Jeff Acheson
Chief Business Development Officer, Independent Financial Partners

Rhonda Miller
Senior Vice President, Nonqualified Plan Consulting, Prudential

Nancy MacDonald
CVP (Moderator), COLI Field Director, New York Life

SPEAKERS:

Curt Burris
NQ Regional Director, Newport Group

Philip L. Currie, Jr.,
Managing Director, Fulcrum Partners

Randy O’Brien
Managing Partner, CES

Jake Bosaki
Regional Sales Manager, Nationwide

David Mohr
Regional Sales Manager, Nationwide

Mike Shannon
Senior Vice President, NQ Consulting, Newport Group

Kerry St. George
NQ Regional Director, Newport Group

Tony Greene
Senior Vice President, Business Development, NFP

Chuck Williams
CEO, Finspire, LLC

Trisha Morrison
Chief Operating Officer, The Pangburn Group

Josh Owen
Regional Vice President, Nonqualified Plans, Principal

Preston Fulco
Senior Consultant, The Pangburn Group

Edward Kroell
Vice President Financial Services, NFP Executive Benefits

Greg Ordoñez
ChFC CLU, 2VP, Executive Benefits, Protective Life

Mike Brennan
CVP, COLI Field Director, New York Life

Jamie Bosley
Senior Vice President, Nonqualified Plan Consulting, Prudential

Brian Ellerman
Regional Vice President, Nonqualified Plans, Principal

Andrew Hart
Managing Director, Fulcrum Partners

Nancy Gray
Account Executive, Matrix Financial Solutions, a Broadridge Company

Michael Hlavin
Vice President, Matrix Financial Solutions, a Broadridge Company

Brian Pangburn
CEO, The Pangburn Group

Lindsey David
Consultant, The Pangburn Group

Eric C. Anderson
President and National Training Director, Scientifically Speaking, LLC

2019 Sponsors and Partners

PLATINUM CONFERENCE SPONSOR:
• Principal

NQPA EDUCATION PARTNERS & CONFERENCE SPONSORS:
• Broadridge Matrix Financial Solutions
• Corporate & Endowment Solutions
• Fulcrum Partners
• Great-West Financial
• Nationwide
• Newport Group
• New York Life
• The Pangburn Group

NQPA CONFERENCE SPONSORS:
• NFP
• Prudential

NQPA EDUCATION PARTNERS:
• AXA
• IFP Insurance Group, Inc.