Special Events

Thursday, 9/7/17


NAIFA Skill Builders: Time Management for Financial Professionals Workshop
Presenter: Bob Arzt, CLU, ChFC, LLIF

1:30 pm – 5:30 pm

Do you struggle with time management and organization issues? Would you value discovering what your time wasters are and a process to find many more hours of productive time each week so that you can work on your business rather than in your business? If the answer is “Yes!” then this workshop is for you.

During this workshop you’ll learn how to:

  • Master the steps to achieve change
  • Identify the six categories associated with poor time and organization management
  • Assess your greatest time wasters
  • Employ a six step process to get you back on track
  • Develop an ideal work week schedule that you can implement immediately
  • Identify the highest and best uses of your time
  • Engage in breakthrough thinking to take your practice to the next level

Advance ticket required: $195


NAIFA Skill Builders: Professional Prospecting Workshop
Presenter: Dan Finley

1:30 pm – 5:30 pm

This workshop is designed to help advisors obtain new prospecting skills and techniques. Whether you’re in the first five years of practice or a seasoned veteran, this workshop will expand and improve your prospecting skills.  

During this workshop you’ll learn how to:

  • Improve your attitude towards prospecting
  • Embrace the “3 P’s of Success” to change within
  • Set and achieve G.R.O.W.T.H. goals
  • Maximize results using a daily score card
  • Discover your prospecting niche—cold calling, networking, seminars or referrals
  • Determine what works and what doesn’t when prospecting
  • Model what successful advisors do to grow their business
  • Succeed using tips and techniques to professionally prospect
  • Create an action plan to get you jump-started and moving forward immediately

Advance ticket required: $195


Together We Rise Service Project
2:30 pm – 5:00 pm

NAIFA is joining with Together We Rise to help change the way kids experience foster care in the U.S. During this event, volunteers will get to choose between assembling a bicycle and personalizing a sweet case. Sweet cases are duffle bags for children to use for their belongings when travelling from home to home. Devote a couple hours on Thursday, September 7, and work toward making a difference in the lives of foster children across America!

Volunteers who come to this event aren’t obligated to stay for the entire two hours, feel free to participate to the extent your schedule allows. Even if you are unable to attend this event, please visit this special website  https://www.togetherwerise.org/fundraise/NAIFA  to make a donation and help improve the lives of these children.


Meet Up Happy Hour
5:00 pm – 8:00 pm

Get a jump on Performance + Purpose. Register Thursday evening and be ready to attend the general session Friday morning. There will be an informal Happy Hour for those checking in on Thursday.
Complimentary for registered attendees.


LILI Alumni Networks Reception
6:00 pm – 7:30 pm

This is the event for Leadership in Life Institute (LILI) alumni to reconvene. Plan to arrive on Friday to meet up with your fellow LILI alumni and get a great start on Performance + Purpose.
Exclusively for LILI Alumni. Advance ticket required. Early-- $35 / Regular-- $45


Friday, 9/8/17


NAIFA Expo & Walk Around Lunch
11:00 am – 3:30 pm   
(Lunch will be served from Noon – 1:30 pm)

Day 1 of 2. Visit exhibiting companies and organizations offering the latest products and services to help you become a more productive and successful advisor. Plan on attending special Expert Ideas Workshops in the Expo Hall, and enjoy lunch in the Expo Hall each day.
Lunch is complimentary for registrants. Tickets may be purchased for guests.


Independent Advisors Networking Reception
House of Blues

7:00 pm -8:30 pm


Exclusively for independent advisors, the Independent Advisors Networking Reception is a great opportunity to mix, mingle and make contacts with your colleagues from across the nation. The reception is complimentary to registered attendees who are independent advisors.
Advance ticket required. Complimentary for independent advisors registered for P+P. Tickets required for guests.


NAIFA Party at the House of Blues
9:00 pm – 11:30 pm


Join your fellow conference attendees for this social event at the House of Blues featuring the Thomas Nicholas Band.
All conference attendees are invited to this event hosted by the NAIFA Young Advisors Team.


Saturday, 9/9/17


Women in Insurance and Financial Services Breakfast
7:00 am – 8:15 am

Sponsored by Women in Insurance and Financial Services (WIFS), this special breakfast session is for both women and men who want to know more about working with women in insurance and financial services.
Advance ticket required: $30

Trailblazers’ Breakfast
7:00 am – 8:15 am

Are you a NAIFA member who has been in the insurance and financial-services business for 40 or more years? If so, you are one of our industry’s trailblazers, and this breakfast is for you.
Exclusively for P+P registered NAIFA members in the business for 40 or more years. Complimentary advance ticket required. Guest tickets may be purchased.


NAIFA Expo & Walk Around Lunch
11:45 am – 3:00 pm

Lunch will be served from Noon – 1:30 pm  
Day 2. Visit with exhibiting companies and organizations offering you the latest products and services to help make you a more productive and successful advisor. Plan on attending special Expert Ideas Workshops in the Expo Hall, and enjoy lunch in the Expo Hall each day.
Lunch is complimentary for registrants. Tickets may be purchased for guests.  


LILI 7 Leadership Workshop
2:30 pm – 5:00 pm

Antarctic Mike (i.e. Mike Pierce) has a successful 20-year track record of success in sales, the recruitment industry, and the speaking business. An expedition to Antarctica changed his life and his life lessons. He learned a lot about himself and about business from his adventures, and now shares these lessons with audiences across the US and Canada.

Now in Leading at 90 Below Zero, Extraordinary Results in Extreme Conditions, Antarctic Mike will show you how to apply his below zero lessons to both your business and your association.

This program is for leaders who want to…
•    Develop the understanding necessary to build trust, camaraderie, and strong working relationships
•    Learn how to make objective decisions when under pressure based on facts
•    Build solid teams of people who are fully committed to the tasks at hand
•    Increase their referral network of future customers, employees and strategic partner relationships

You don’t need to be a LILI graduate to attend this engaging and memorable workshop.

Advance ticket required. Early - $100 / Regular $120

“I work with organizations who want their people fired up, fully engaged & focused on growing the business, not merely maintaining it.”

- Antarctic Mike