2018 Convention Full Schedule
Share |

Wednesday, March 7

7:30 a.m. Registration Opens

8-9 a.m. Continuing Education Course TBA

9-11:30 a.m. Summit Program and Capitol Preparation

11:30 a.m. Head to Capitol (Attendees will be provided lunch at the Capitol)

Noon-2 p.m. Legislative Meetings

2-3 p.m. Ice Cream Social with Legislators

4-5:30 p.m. Opening General Session

2018 Global Market and Political Update

Steve Chiavarone, CFA, Federated Global Investment Mgmt Corp; New York
During Steve’s presentation, he will provide an economic update on GDP, inflation rates, demographics and the impact of automation on global economies. In addition, he will provide a Federal Reserve update on the new Fed chair and the path of monetary policy. A political update on fiscal reform and the 2018 midterm elections will also be given. Lastly, Steve will provide a market update on earnings, valuations, spreads and preferred countries/regions/sectors.

Steve Chiavarone is responsible for portfolio management and research in the global asset allocation area, and is a portfolio manager of Federated Global Allocation Fund. He serves on the Macro Economic Policy and the PRISM Asset Allocation committees, which are responsible for formulating Federated’s opinions about the market, as well as positioning strategies for the firm’s investment products. He joined Federated in 2007 and has more than 10 years of industry experience. He previously worked at U.S. Trust/Bank of America Private Wealth Management as a project manager in the Office of the Investment Management COO.

5:30-6:30 p.m. Exhibitor Reception

5:30-6:30 p.m. Past Presidents’ Reception (by invitation only)

7 p.m.: Optional Social Event—Escape Chambers (separate registration required)

Thursday, March 8

7 a.m. Registration Opens

7:30-8:30 a.m. LILI Alumni Breakfast

7:30-8:30 a.m.    Breakfast with Exhibitors

8:30-10 a.m. General Session
Dont Worry, Retire Happy! Seven Steps to Retirement Security

Tom Hegna, CLU, ChFC, CASL, www.TomHegna.com; Fountain Hills, Ariz.

Don’t Worry, Retire Happy! Seven Steps to Retirement Security is your guide to straight forward retirement planning in uncertain times. In this presentation, Tom will focus on three main topics--longevity, Long Term Care and the KEY to happiness in retirement.  Don’t miss this powerful presentation filled with audience participation and find Retirement Alpha—based on math and science, NOT opinions!

Tom Hegna is an author, speaker and economist. 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 Senior Executive Officer at New York Life, retired Lieutenant Colonel and economist, Tom has delivered over 5,000 seminars, helping Baby Boomers and seniors retire the “optimal” way. Tom specializes in creating simple and powerful retirement solutions based on math and science—not opinions. 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.

10-10:30 a.m. Networking Break with Exhibitors

10:30-11:20 a.m. Breakout Sessions
American Funds 2018 Outlook
Jeff Olson, American Funds; Urbandale
American Funds’ thoughts on investing in 2018 and beyond.

Sponsored by: 

Succession Planning “Playbook” for Your Clients and Their Businesses (CE and CFP credit approved!)
David Craig, Finley Law Firm; Des Moines and Megan Kennedy Marty, Finley Law Firm; Des Moines

This session will review issues and techniques a client’s planning team may consider when it comes time to pass ownership to the next generation or engage another transition. There will be discussion regarding:

• Current developments in estate and gift taxation, and the impact of such developments on planning strategies.

• Ethical considerations in connection with succession planning, including issues involving confidentiality and representation of parties.

• Recent state law developments involving closely-held entities, and the impact of such developments on planning strategies.

• Financing/securing succession plans with life insurance, other tools.


The Pros and Cons of the Six Pension Options Public Employees are Faced with at Retirement
Gregg Bosch, LUTCF, Bosch Financial, Inc.; Cedar Rapids
Gregg’s presentation will be centered around the pension options that public employees are faced with at retirement, and the financial impact that their decision could have on their future quality of life. The concept of “pension maximization,” as well as the importance of personal savings will be discussed, including the recent changes in buy back rules.  If you have public employees as current clients, this presentation will give you the knowledge base to make you referable to their peers.

11:25 a.m.-12:15 p.m. Breakout Sessions

Stand out in the Business Market (CE and CFP credit approved!)
Patti Bell, CPA, CLU, Principal Financial Group; Des Moines
Discover the unique needs of family businesses through a case study. We will discuss business valuation, succession strategies, retirement income and legacy and estate planning as it relates to the family business.

Reaping the Philanthropic Harvest:  Opportunities for Gift Planning in Agriculture (CE approved!)
Rob Kinsey, CGPA, Iowa State University Foundation; Ames and Joe Nolte, MBL, CGPP, Iowa State University Foundation; Ames
The business of farming is challenging and unique. There are many specific tax and financial considerations that farmers grapple with every day.  Agriculture, though, presents a number of opportunities for those who want to support philanthropic causes, opportunities as unique and rewarding as the business of farming itself.  This discussion will introduce agriculture and farmers, including “hidden farmers” such as off-farm heirs who live and work in cities but still own significant land holdings, specific applications of charitable gift planning to farmers and two live case studies. 

Update on Health Care Reform (CE and CFP credit approved!)
Lynn Schreder, KHI Solutions; Granger, Iowa
The health insurance landscape continues to change in Iowa and across the country. This session will provide the latest updates around health care reform impacting the individual market, the Medicare market and the employer group market in both Iowa and in Washington D.C.

Sponsored by: 


Premium Finance: When is it Right for Your Client?
Scott Gullickson, Gullickson Group; Davenport and Todd Gullickson, CLU, ChFC, MSFS, AEP, Gullickson Group; Davenport
In the competitive world of life insurance estate planning, arming yourself with all the tools that may be available to high net worth clients is important, which includes having a working knowledge of premium finance. The goal of this talk will be to discuss a case design and help you to identify when you might have a prospect to present this strategy.

12:25-2 p.m. Newell C. Day Awards Luncheon
Whole Life As An Asset Class Compared With Real Property

John Wheeler, Jr., CFP, CLU, ChFC, CRPC, Water Tower Financial Partners, LLC; Chicago

In this session, attendees will learn the direct comparison between real property and whole life insurance.  Normally, life insurance appears confusing, but the average individual feels they have a reasonable understanding of real property and mortgages.  This session will take away the mystery of whole life to the consumer, by understanding it’s only an installment acquisition of an asset.

Executive Vice President of Water Tower Financial Partners, LLC, John is a registered principal and financial advisor with MML Investors Services, LLC. (MMLIS). With an extensive background in the financial services industry dating back to 1969, John supports the agency through seminars, advanced joint sales work, recruiting and the development of our financial planning endeavor. A well-known speaker in the financial services industry and various Bar Associations, he has been quoted in such publications as Money Magazine, Life Insurance Selling, The National Underwriter and The Journal of Financial Planning.

2:10-3 p.m. Breakout Sessions

Continued: Whole Life As An Asset Class Compared With Real Property (CE and CFP credit approved!)
John Wheeler, Jr., CFP, CLU, ChFC, CRPC, Water Tower Financial Partners, LLC; Chicago
This session will be a continuation of John’s keynote address. In this session, the attendee will learn the direct comparison between real property and whole life insurance.  Normally, life insurance appears confusing, but the average individual feels they have a reasonable understanding of real property and mortgages.  This session will take away the mystery of whole life to the consumer, by understanding it’s only an installment acquisition of an asset.

Four Under 40 Panel
Moderator: Gabe Bowers, CLU, LUTCF, ChFC; Bowers Digmann Financial; Boone
Join NAIFA-Iowa’s 2018 Four Under 40 award winners for a panel discussion. Learn about their successes, challenges, achieving a work/life balance and much more.

The Paramedical Exam (CE and CFP credit approved!)
Margaret (Peg) Antonelli; Chris Brose; Dawn Firrell; Brenda Miller, RN; Mindy Smith and James (Jim) Stearns, CLU, FLMI, APPS Paramedical Services

This session will provide information to help financial advisors understand why Paramedical exams are needed, and how the Paramedical process works. At the end of the session, there will be a question/answer segment so the advisors can leave the class with a full comprehension of the process and how it affects their clients and themselves.

Sponsored by:

Alternative Selling Models to Consider When Building Your Risk Practices
Matt McAvoy, CLU, ChFC, MSFS, Target Insurance; Kansas City
Traditional life, LTC or disability insurance is no longer the primary business model for many companies in the life/health insurance industry. Annuities and other wealth accumulation products, such as mutual funds or 401k services, have overtaken risk-based solutions as economic drivers of insurer’s company revenue models.  As a consequence of insurer shifts in business models, trends of fewer life insurance agents being recruited and developed are not being reversed and more complicated selling processes or product complexity with lower remuneration are pushing part time sellers away from life insurance sales. We all have our top 10 lists of factors which have led to less insurer investment into the people or selling side of our business.  Where does the committed seller and part time life insurance fit into the distribution model of the next decade? Learn where you can leverage your talent, current technology and commitment to the life business to fill huge consumer gaps in the delivery of much needed risk protections.

3-3:20 p.m. Networking Break with Exhibitors

3:20-4:10 p.m. Breakout Sessions

Draft a Plan to Help Protect Business Owners (CE approved!)
Rick Cordaro, DIF, DIA, LUTCF, Principal Financial Group; West Des Moines

This one hour course examines the different solutions that business owners can use to protect themselves and their business from the threat of a disability.

United Life
Sponsored by:

Incorporating Life Insurance into the Financial Planning Discussion (CE and CFP credit approved!)
Joe Buhrmann, MBA, CFP, CLU, ChFC, FLMI, ACS, COUNTRY Financial; Bloomington, Ill.
This session will provide a current overview of the life insurance market, including a profile of the market environment, policyholder needs, profile of individuals purchasing policies, marketing challenges, opportunities, sales ideas and innovation in the life insurance industry.  Learn how you can bring insight to this critical aspect of financial security for your clients.

Property & Casualty Session
Sponsored by:

4:20-5:30 p.m. Closing General Session & Annual Business Meeting

A Trip Down the Long Road

Chuck Long
Chuck shares lessons he's learned regarding leadership and teamwork—both on and off the football field. He'll also reflect on the individuals who not only encouraged him to achieve success, but to also understand the importance of lifelong learning, building relationships and giving back.

Chuck Long's name has been synonymous with University of Iowa football for 30 years. As a former player and coach, his combination of charm, charisma and a winning attitude has motivated hundreds of young athletes and influenced multitudes of fans across the state of Iowa and beyond.  After playing at the University of Iowa, Chuck spent eight seasons in the NFL with the Detroit Lions and the Los Angeles Rams. After coaching for more than a decade, Chuck is now the CEO/Executive Director of the Iowa Sports Foundation and an analyst for the Big Ten Network.


National Association of Insurance and Financial Advisors-Iowa

600 State Street
Suite A
Cedar Falls, IA 50613