NAIFA Massachusetts

Super CE Day

  • Wednesday, November 06, 2019
  • 12:30 PM - 5:30 PM
  • Springdale Barrel Room, 102 Clinton St #6748, Framingham, MA 01702

Registration

  • If you join NAIFA within 90 days of the event, your payment will be refunded.

Register


Location:  Springdale Barrel Room, 102 Clinton St #6748, Framingham, MA 01702


Tentative Schedule

12:30p-1:30p 
Annual Meeting: Only Open to NAIFA Members

1:30p-2:00p 
Registration

2:00p-3:15p
How Daily Lifestyle Practices Influence Your Health and Performance
Matthew Kansey, RD CPT Optimizing Mental & Physical Performance
Learn how to recognize and overcome the major pitfalls of our modern-day environment. Identifying unhealthy habits and replacing them with ones that will allow you to feel and perform at your best. Develop daily practices that will enable you to thrive in this competitive world rather than merely survive. All the while paving the way towards optimal health, performance and longevity.

3:30-4:45p
Financial Planning & Ethics
Todd Gruverman, Senior Vice President, Pohs Institute of Insurance
This course is designed to educate producers in the financial planning process. Finding the right balance of insurance and financial products for their client is essential. It will also educate the insurance producer and financial advisor on their legal, ethical and fiduciary responsibilities to their client(s). Detailed explanations and analysis in all areas of the financial plan help to guide the producer through the process of understanding the importance of ethics.  *Course matierials will be sent directly from the instructor.*

4:45-5:30p
Networking, Cocktails & Appetizers


Massachusetts Credits

INSURANCE- 24 CE Credits (includes 6 Ethics)
CFP- 15 CE Credits (General Only)
PACE- 24 CE Credits (CLU®, ChFC®, RICP®, CLF®, CASL®, CAP® , ChSNC® and FSCP®)
IWI - 7 CE Credits (CIMA®, CIMC®, or CPWA®)
CFFP- 15 CE Credits (AAMS®, ADPA®, APMA®, AWMA®, CMFC®, CRPC®, CRPS®, MPAS® and RP®)


CONTACT US

National Association of Insurance and
Financial Advisors of Massachusetts

2400 Post Road, Warwick, RI 02886

Phone: 401-732-2400 | Email: hello@naifama.org

© 2019 NAIFA Massachusetts, All Rights Reserved.


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