Social Hour/ Dinner Sponsor

Transcription

1 Platinum Sponsor Social Hour/ Dinner Sponsor

2 Soaring Eagle Casino & Resort has been recognized for excellence! Luxurious rooms. Indulgent dining. Thrilling games. Superstar entertainment. Natural ambiance. Breathtaking views. It s the best of both worlds. And it s all waiting for you at our Four-Diamond casino & resort. Bucks Run Golf Club Welcome to Bucks Run Golf Club! Our award-winning golf course is mid- Michigan s premier golfing destination. Our Jerry Matthews designed course hosts 18 challenging, yet playable holes, artfully sculpted fairways and tee boxes, soft sand bunkers, and more. The course also features river frontage, picturesque lakes, and natural wetlands coming into play on numerous holes. We are centrally located in Mt. Pleasant, which makes for a convenient meeting location, right in the middle of Michigan. Golfers from all over the state can easily access our course to meet friends or stop on their way through the area to play a round with us. Dress Code All players should wear appropriate golf attire. NO blue jeans, denim, or jean shorts. All men s shirts must have sleeves and collars. Women may wear appropriate sleeveless golf attire no tank tops. Appropriate golf shoes, SOFT SPIKES ONLY, or soft soled, athletic shoes are required.

3 8:30 a.m. 9:30 a.m. The Ins and Outs of Domestic Asset Protection Trusts (1- hour class approved for 1 CE credit) Moderator: John J. Giarmarco, J.D., LL.M. 10:00 a.m. 12:00 noon Planning for Post-Retirement (2-hour class; also approved by CFP Board for 2 hours) 12:00 noon 12:30 p.m. CE Lunch 12:30 p.m. 4:30 p.m. Financial Strategies to Achieve Client Objectives, 2 nd Edition, Revised (4-hour class; also approved by CFP Board for 4 hours and by IMCA for 4 hours of CE credit) 10:00 a.m. Golf Outing Bucks Run, Mt. Pleasant Registration begins at 9:15 a.m. Shotgun Start at 10:00 a.m. 6:30 p.m. 7:25 p.m. Social Hour in honor of NAIFA Michigan President-Elect, James G. Fuerstenau, LUTCF 7:30 p.m. Dinner 8:30 p.m. Presentation of NAIFA Michigan 2017 Marvin E. Muilenberg, CLU, Distinguished Service Award 9:00 p.m. Program Adjourns 9:15 p.m. 10:30 p.m. YAT (Young Advisor Team) Table Games Strategy Please join us for a YAT hosted event where Soaring Eagle Casino Gaming Experts give us tips on how to play Blackjack, Roulette & Craps. This event is open to all convention attendees, so come join us for an evening of fun.. Hope to see you there! Dress Attire for both days Business Casual

4 7:45 a.m. 8:30 a.m. Registration & Breakfast Buffet with Exhibitors 8:35 a.m. Welcome James G. Fuerstenau, LUTCF NAIFA Michigan President-Elect 8:40 a.m. Conference Opener Jon Solitro, NAIFA - Lansing 8:48 a.m. Lynn Hopkins, Membership Update & Chuck Shanlian, IFAPAC Update 8:55 a.m. 9:45 a.m. Jay Hewitt Finish Line Vision 9:50 a.m. 10:10 a.m. Derek Dalling, Kindsvatter, Dalling & Associates Michigan Legislative Update 10:15 a.m. Installation of NAIFA Michigan State Officers 10:30 a.m. Tom Hegna, CLU, ChFC, CASL, Author Economist and Retirement Expert Don t Worry, Retire Happy! Seven Steps to Retirement Security 11:15 a.m. 11:45 a.m. Snack Break with Exhibitors 11:50 a.m. Exhibitors Door Prize Drawing 12:00 noon Tom Hegna, CLU, ChFC, CASL, Author Economist and Retirement Expert Don t Worry, Retire Happy! Seven Steps to Retirement Security 1:00 p.m. Adjourn PLATINUM SPONSOR SOCIAL HOUR/DINNER SPONSOR

5 The Ins and Outs of Domestic Asset Protection Trusts This presentation will discuss Michigan s new Qualified Dispositions in Trust Act, which became effective on February 5, This Act allows for what are commonly known as Domestic Asset Protection Trusts (DAPTs). Michigan became the 16 th state to allow for DAPTs. Now it s possible for Michigan residents to create irrevocable trusts for their own benefit while still protecting the trust property from the grantor s creditors. The presenter will discuss design features, including trustee selection; selecting the best candidates for establishing a DAPT; the estate, gift and income tax consequences of DAPTs; why DAPTs are good ILITs; and a comparison of Michigan s DAPT statute with those of other states. Financial Strategies to Achieve Client Objectives, 2 nd Edition, Revised Increase your knowledge and understanding of the issues and tools involved in helping individuals accumulate and preserve financial assets. Special attention is paid to understanding client needs and goals at various stages in life, and understanding the strategies, products, and techniques to help the client achieve their goals and objectives. Specific focus will include determining needs and objectives; saving and accumulation techniques; risk and risk management; and asset allocation. (4-hour class; also approved by CFP Board for 4 hours and by IMCA for 4 hours of CE credit) (Approved for only 1- hour of CE credit in Texas) Planning for Post-Retirement The word senior is not only associated with freedom from the necessity to work, but also with worries about health care, maintaining one s life style, and leaving a legacy. Financial advisers often think about helping clients build their net worth and accumulate assets for retirement. Unfortunately, that s often where advisors stop. Once clients retire, they will rely on their adviser more than ever to solve problems not anticipated in previous years. This course will briefly cover the risks clients face in post-retirement, and offer topics for research which will help advisors distinguish themselves as experts in this often overlooked phase of financial planning. (2-hour class; also approved by CFP Board for 2 hours)

6 Derek Dalling is the President & CEO of Kindsvatter, Dalling & Associates. He joined the firm in 1998 after several years of service as a staff member in the Michigan Legislature. Mr. Dalling began his career in 1995 with the Michigan House of Representatives. His campaign and political knowledge led him to work in one of the most competitive districts. Today, Mr. Dalling serves as executive director of several statewide associations in Michigan and the Midwest and a national association. He also remains active politically lobbying for several issues. Legislatively, Mr. Dalling focuses on everything from transportation and environment issues to regulatory and insurance to health policy and agriculture issues and everything in between. Jay Hewitt will get you to your Finish Line. An elite Ironman triathlete, Jay is the only person with Type 1 diabetes to race for the U.S. National Triathlon Team. He balanced years of grueling physical triathlon training, racing and world travel, managing his blood sugar and hourly insulin dosage, and maintaining a demanding full-time law practice. In 2004, he began public speaking while racing and practicing law. After numerous engagements and repeated requests, he followed his passion and launched a full-time professional speaking career in His balance of work, life and pursuit of goals has taken remarkable focus and discipline, converting physical and mental challenges into motivation for success. That is exactly the message he shares with rapt audiences all over the world. Jay s principles translate perfectly into life as well as business, inspiring improvement in everyone from leadership and management to everyday employees, from athletes and non-athletes to students and adults.

7 Tom Hegna, CLU, ChFC, CASL is an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert! As a former First Vice President at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 2,000 seminars on his signature Paychecks and Playchecks retirement approach, helping Baby Boomers and seniors retire the optimal way. He has condensed a large chunk of his considerable knowledge into 3 books. Tom specializes in creating simple and powerful retirement solutions. He has the unique ability to pump up a crowd, make people laugh and solve complex financial problems using easy-to-understand words, ideas and stories. He s been featured in Business, Forbes, Money Rates, and many other leading publications. He is available to speak with businesses, government organizations, professional associations, financial professionals and their clients across the globe. In 2011, Tom retired from New York Life to dedicate himself full-time to speaking, training, and consulting with financial advisors on how to best optimize client portfolios and provide retirement solutions for life. Tom currently resides in Arizona with his wife and four children.

8 PRESORTED STANDARD US POSTAGE PAID PERMIT # 933 Mailed From Zip Code S. Bridge Street Suite 210 DeWitt, MI 48820

9 RESERVATION INFORMATION FOR SOARING EAGLE CASINO & RESORT To make your hotel reservation at Soaring Eagle Casino & Resort call the resort directly , pressing option #1 for reservations, and referring to the National Association of Insurance and Financial Advisors Michigan group for arrival on 5/16/17 or the group code, NAIFA051617, or go online at soaringeaglecasino.com and choose book room and use the group code NAIFA Selection #1 - $ Selection #2 - $ Selection #3 - $ Early Bird Registration Golf May 17 Dinner May 17 Conference May 18 CE (full day) May 17 Dinner May 17 Conference May 18 Dinner May 17 Conference May 18 Register on or before March 25, 2017, you will receive a 5% discount off any packages or individual ticket prices. Qty Total Golf Foursome includes (list names) Selection #1 $ Selection #2 $ Selection #3 $ Dinner Selection May 17, North Atlantic Salmon Persille w/ Tomato Blushed Hollandaise New York Strip Steak w/ Marchands De Vin Individual Ticket Prices: Qty Total Golf 5/17 ($105.00) Includes: Golf, cart, boxed lunch & 2 drink tickets Dinner 5/17 ($50) Includes: Plated Dinner, 2 drink tickets & YAT event YAT Event 5/17 (No additional charge) Conference 5/18 ($75) Includes: Conference, Breakfast Buffet & Snack Break Subtotal: CONTINUING EDUCATION CLASSES $20.00 for morning classes (includes continental breakfast) $30.00 for afternoon class (includes lunch) NON-MEMBERS, $35.00 for morning classes or $60.00 for all classes. NAIFA Member Non-Member CE TOTAL $ TOTAL AMOUNT ENCLOSED $ Name Guest Name Address Phone City State Zip Address Payment Information: Check Visa Mastercard American Express Credit Card # Exp. Date Signature All credit card payments are subject to a 4% processing fee Registration Deadline April 30, No refunds after April 30, 2017 Late registration fee of $20.00 if registering after April 30, 2017 Mail registration & payment to: NAIFA Michigan Phone: (517) Fax: PO Box 530, DeWitt, MI naifamichigan@yahoo.com