Look What We’re Planning For You!

NAIFA-Omaha is pleased to announce the following programs and activities. Please note these tentative dates on your calendar, and watch your mail and e-mail for more information! 


"NAIFA LIVE" Continuing Education Seminar

January 17, 2019
8:45 AM CST to 11:45 AM CST
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View on Your Office PC or Attend Live Presentations in Lincoln or Grand Island


 Directions

Start the New Year off right by joining your NAIFA colleagues for the January meeting and kick off of the new NAIFA Live series!

Join us at "Watch Party" viewing sessions in Lincoln or Grand Island, or attend virtually, to be a part of this inaugural session with author Mitch Anthony

In this program entitled The EPIC Retirement: Becoming Your Client’s Retirement Coach, Mitch Anthony will explain how to strengthen relationships with your clients by increasing your value and helping you understand the following principles: Advisors are in the people business; Advisors need to know how people think and respond; Advisors need to understand how each client thinks about money.  Learn how to bring meaning to your client’s lives and help them reach their goals.  Mitch will help you understand how Return on Life (ROL) is more important than Return on Investment (ROI) for most clients and how speaking their language will help you build stronger connections.

When: Thursday, January 17th, 2019

  • 8:45-9:15 a.m. – Registration, networking, check-in for Watch Party sites
  • 9:15-9:30 a.m. – Local introductions and updates at Watch Party Sites
  • 9:30 –10:20 a.m. –Mitch Anthony's Presentation Part 1
  • 10:20-10:30 a.m. –Break
  • 10:30—11:20 a.m.—Mitch Anthony's Presentation Part 2
  • 11:20-11:45 a.m.—Closing Comments and Wrap Up

 

You can participate in this webinar via your office PC, or by attending at one of the following locations in Nebraska:

LINCOLN:  Southeast Community College – Lincoln Campus
Rooms V-103 & 104
8800 “O” St.
Lincoln, NE 68520


Grand Island:  Riverside Golf Club
2820 Riverside Dr. 
Grand Island, NE 68801

CE Credits: This program is approved for two hours of LIFE Insurance CE for Nebraska and Iowa.

Price: This FREE event is included in your NAIFA membership fees.  Non-NAIFA members can register online for a $20 fee.  Guest fees must be paid in advance via the NAIFA National registration site.

CLICK HERE for more information and to register online via the NAIFA National website -- or contact Exec VP Joe Pittman at naifa@cam-omaha.com or 402-397-0280.