NAIFA – OKC Affiliate Meeting

We will begin our program with a 1 hour Continuing Education program entitled:  Planning for the Professional, #6000134404.  Vince Synan from MassMutual (BlueCrest Financial) will make this presentation and you will learn:
  • Who the professional is and what their primary concerns might be.
  • How a professional may be structured-entity wise and what are come of the potential tax issues.
  • Creditor protection and strategies will be discussed as well as a broad discussion on retirement and estate planning, and
  • A discussion on business succession planning.
Following this presentation, Larry Stein, Oklahoma County Assessor will be our keynote speaker.  Mr. Stein will address how taxes are determined and disbursed, PLUS he will educate us on how to protect our homes from “Home Title (Deed) Fraud.”

State Legislative Day

Please join us on Wednesday, March 8, 2023 for the NAIFA – Oklahoma State Legislative Day 

 

Attendees will:
  • Receive a legislative briefing on current issues
  • Hear remarks from the Retirement & Insurance Committee leadership of both houses and the Insurance Department.
  • Meet with your legislators
(Be sure to scroll down to the bottom to find your 
OKLAHOMA Senator & Representative.)
NAIFA – Oklahoma’s State Legislative Day is crucial to our grassroots advocacy strategy.  It allows you to advocate on behalf of your business, your clients, consumers and the insurance and financial services industry.  

NAIFA – OKC Affiliate Meeting

Please join us on March 7, 2023 where we will highlight the New York Life Insurance Company’s Oklahoma City office. Charles D. Villarreal, LUTCF, CLTC, CLF, Managing Partner, has graciously agreed to host our meeting at their offices.  

We will begin with a boxed lunch from one of the choices listed on the registration form.  Then, Sherry K. Barton, CLU will share her presentation entitled  ‘Soaring with Eagles’.  This presentation will provide sales ideas and motivation.  
Sherry has an extensive background in the field of insurance and financial advisors, active service to the community and many organizations and speaking both in the U.S. and internationally.   Click for Bio  If you have never heard Sherry speak before, you are in for a treat!
PLEASE NOTE:  We will Not be having a CE Program this month.
 
 

NAIFA – Stillwater Affiliate Meeting

Continuing Education course:  Webinar – Retirement Planning Challenges for Women, #6000076691

Keynote Speaker:  Alane Zannotti, President & CEO Stillwater Chamber of Commerce

NAIFA – Stillwater Affiliate Meeting

Continuing Education – The College Funding Conundrum:  Back to School – 529 Plans & Plan Alternatives (#6000094382)

Keynote Speaker:  Amy Hoy, Retirement Manager & Benefit Specialist from Oklahoma State University.