NAIFA-Quad Cities CE Day
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When: April 18, 2019
8:30 a.m.-3 p.m.
Where: Western Illinois University-Quad Cities Complex Room 2102
3300 River Drive
Moline, Illinois  61265
United States

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NAIFA-Quad Cities CE Day

8:30-9 a.m. Coffee and Networking (NAIFA Live! will begin shortly before 9 a.m. Please be seated by 8:45 a.m. to minimize disruptions.)

9-10 a.m. NAIFA Live! 

Gen Z in the Insurance Profession: How the Next Generation Will Transform the Insurance Profession (1 CEC-Illinois Only), presented by Jonah Stillman
This course will provide attendees with the foundation of the mindset of Gen Z clients and workers and the conditions that have shaped them. Generation Z are people born between the years 1995-2012. We will review events that have occurred leading up to Gen Z being at the age of majority to enter into the workforce. We will review their sources of income and savings/spending habits. We will also dive into seven different traits that Gen Z possess that will make them great Insurance Professionals and Insurance Clients. We will discuss how to recruit Gen Z workers into our offices, how to work with them as clients and how the products we sell need to change to fit the Gen Z mindset. Finally, we will review the uniqueness of technology with Gen Z and how this will propel the Insurance Profession further than it’s ever gone.

10-11 a.m. Planning for the New Qualified Business Income Deduction (1 CEC), presented by Kevin Santry, CPA

This seminar will outline changes made by the passing of the 2017 tax bill and offer an analysis of how these changes will impact small businesses. Discussion will focus on the Qualified Business Income Deduction (QBID), changes to other often used business deductions and how the reduction in corporate tax rates and QBID could impact the type of entity you operate under prospectively.

11 a.m.-Noon Lunch and Awards Banquet

Noon-3 p.m. Ethics (3 Ethics CECs), presented by Chad Nelson

NAIFA-Quad Cities Members or Staff of Members: FREE
All Others: $10 per Credit (includes lunch)

National Association of Insurance and Financial Advisors-Iowa

600 State Street
Suite A
Cedar Falls, IA 50613