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Financial Planning Month-October

October is Financial Planning Month

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Agents and Advisors Set for NAIFA San Antonio Sep 28

By NAIFA on 9/23/13 10:22 AM

Tax reform, healthcare and financial services regulatory reform on the agenda

Insurance agents and financial advisors will discuss emerging trends and issues facing the industry, including the impact comprehensive tax reform may have on their businesses, and the role agents play in helping consumers secure long-range financial security in today’s economic environment.

The conference and exhibition will be held Sept. 28-Oct. 1 at the Henry B. Gonzalez Convention Center in San Antonio.

Sessions are organized under topics tailored to the different interests and needs of NAIFA members, including life insurance and annuities, multiline, health and employee benefits, financial advising and investments, and sales and marketing. On Monday, Sept. 30, the NAIFA Government Relations Team will provide a briefing on the critical legislative and regulatory challenges facing the industry, including tax reform, the Affordable Care Act, and financial services regulatory reform, including issues surrounding fiduciary standards.

The conference will feature a live web cast of the 2013 Recipients of the realLIFEstories Award and LIFE Leadership. Richard A. Koob, AEP, CASL, ChFC, CLU of Northwestern Mutual Financial Network will be presented with the industry’s highest honor as the 72st recipient of the John Newton Russell Memorial Award. The conference also will host nearly 100 exhibitors that serve all facets of the industry.

Other recognitions:

  • Gabe Smith is named 2013 Young Advisor Team (YAT) Leader of the Year.
  • Shannon Robertson will receive the prestigious C. Carney Smith Award in association management.
  • The September 2013 issue of NAIFA’s Advisor Today profiles four outstanding advisors under 40.

Look for coverage of conference sessions to be posted regularly throughout the conference on the Advisor Today blog and naifablog.com.

Press Credentials

Members of the working press can request press credentials by contacting Sheila Owens at sowens@naifa.org or 703-770-8112 or Mark Briscoe at mbriscoe@naifa.org. All news media will be asked to show photo identification and current press credentials. Advance notice of attendance is recommended to expedite credentialing, although onsite registration will be available.


NAIFA Officers and Leaders will be available for interviews on industry issues before or during the conference. Please contact Mark Briscoe or Sheila Owens at the numbers above.

Social Media

The Twitter hashtag for the conference is #NAIFAConference, #NAIFA, @NAIFA.

More event news and photos will be posted the following:







AT Asks!