We are pleased to announce the return of the NAIFA-FSP Advanced Practice Symposia for 2022! This in-person event series will kick off next month. The first event will be held on April 28th in Indianapolis followed by a second on June 9th in Phoenix, and closing with a third offering on September 29th in Philadelphia. The new collaborative relationship was announced to the media yesterday.
This year's agenda is stacked with premier thought leaders in the field of advanced financial planning. Speakers for this event include NAIFA-Alabama's Mark Massey, Vice President of SMA Services, Inc; NAIFA-Georgia's Steve Broadbent, who serves as Senior Vice President of Retirement at Fulcrum Partners; Vice President of Retirement at Fulcrum Partners, Sam Roberts; and NAIFA-Nebraska's Andrew Rinn, JD, CFP, CLU, ChFC, Vice President of Advanced Markets & Competition and Case Design at Ameritas.
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