Meet Me in St. Louis. Power & Performance. June 25, NAIFA - Missouri

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1 Meet Me in St. Louis Power & Performance June 25, 2018

2 A message from our President... It is my great pleasure to invite you to the NAIFA Missouri State Meeting on June 25, 2018! Join your fellow NAFIA Missouri members for a full day of exciting speakers and educational topics. This year s conference theme of Power & Performance is sure to be engaging and relevant to the common issues we face in the insurance industry. Rick Hemphill See you in St. Louis! A message from our conference chair... Harmonize life and work. Fuel your passion. Face your future with Faith. Those who learn prosper. We are fearfully and wonderfully made. Do your passion, peak performance and purpose overlap like they should? Take a day to check your perspective! Meet me in St. Louis for a day of Power and Performance! Come see for yourself! You ll be so glad you did! Ann Pugh A message from our IFAPAC Chair... It is an honor to serve as the NAIFA Missouri IFAPAC Chair. On Sunday, June 24, 2018 we will be recognizing our Platinum and Gold IFAPAC contributors. Please join me in honoring these members. Platinum ($10K or more or $100/mo) Roy Kern, Carl Maus, Stephen Baker, Thad Lincoln, Lee Wilbers, Greg Grimes, John Qualy. Jacob Daniel Gold ($5,000 life and/or $50/mo) David Haymes, Bud Page, William Woody, Paul Cross, Tom Gilliam, Bill Graham, Rick Hemphill, Ed Anderson, Deb Baker, Janet Heitzig * Additional CE Credits may be available and will be announced if applicable

3 Sunday, June 24, 2018 Agenda 2:00-4:00 pm NAIFA Missouri Board Meeting 5:00-6:00 pm LILI & IFAPAC Reception 6:00-7:30 pm Dinner (will recognize IFAPAC contributors) Monday, June 25, Guest Speaker - Senator Paul Wieland 7:30 am Buffet Breakfast Sponsored by One America 8:00-8:30 am Welcome NAIFA Missouri President Rick Hemphill 8:30-9:00 am Taste of LILI Presented by National LILI Chair Deb Coulter Book sponsored by John Osborn Man s Search for Meaning by Victor Frankl 9:00-9:30 am Protecting Our Consumer Presented by Doug Ommen Iowa Insurance Commissioner & Chair of the NAIC s Life Insurance and Annuities (A) Committee 9:30 10:20 am Great Defenses Win Championships (and Lawsuits): Practical Tips to Help Avoid the Pitfalls of Litigation Elizabeth Yingling, Partner of Baker McKenzie 10:20-10:30 am Break 10:30-11:30 am How to Lead Yourself, Know Yourself First Presented by Danny White, retired marine 11:30 am 1:00 pm Lunch Officer Installation and LILI Graduation Open the Door to More 401k Business Presented & Sponsored by Chris Kennedy, American Funds 1:00 1:10 pm Break 1:10 2:00 pm Long Term Care Planning Retirement Planning - 1 hr CE Mike Padawer, One America 2:00-2:50 pm What Does the Client See? How to Evaluate the Client Experience 1 hr CFP CE and CPA CE Presented by Bob Whiting, Franklin Templeton Investments 2:50-3:00 pm Break 3:00 3:50 pm The New NAIFA 20/20 Presented by John Wheeler, NAIFA Missouri Trustee 3:50-4:00 pm Closing comments

4 Speakers Paul Wieland Missouri Senator IFAPAC Dinner Guest Speaker Sunday, June 24, 6-7:30 pm Senator Paul Wieland, a Republican, was elected to the Missouri Senate in 2014 and represents part of Jefferson County (District 22). Prior to the Senate, he served three terms in the House of Representatives: first elected in 1994 to represent the 101st District, and most recently elected in 2010 to represent the 102nd district and again in 2012 to represent the 112th District. Deb Coulter National LILI Chair Taste of LILI Monday, June 25, 8:30-9:30 pm Deb started her career in the insurance industry in 1985 with Bankers Life & Casualty as office administrator and then later becoming an agent. She got her Property & Casualty license in 1994 and started her own agency in 1998 and then joined NAIFA. She served on the local NAIFA board in Springfield and went through the chairs serving as President during the term. Has served on the State level as RVP and board member. Voted Advisor of the Year in Springfield for In 2007, Deb took a course through NAIFA called The Leadership In Life Institute in Fayetteville, Ar. This was a life changing experience and she wanted to share this with as many as she could, so she became a moderator and held her first class in In 2011 she was asked to serve on the National Subcommittee and is still serving on that committee as National Chair for the 2017/2018 term. LILI and NAIFA are passions for Deb and will continue to be as long as she is able to serve. Doug Ommen Iowa Insurance Commissioner Monday, June 25, 9-9:30 am Doug Ommen was appointed by Governor Terry Branstad as Insurance Commissioner in January 2017, after serving as Interim Commissioner since December Ommen has a strong and varied public service background. Ommen s dedication and desire to serve the public began in seeking justice for victims of fraud in the Missouri Attorney General s Office, where as an assistant attorney general and then as chief counsel, he led the fight to protect consumers over the course of three decades. Ommen served as Deputy Insurance Commissioner at the Iowa Insurance Division from August 2013 to December Ommen also served in the Missouri Department of Insurance during , and as Missouri s Insurance Director was instrumental for several key regulatory reforms.

5 Speakers Elizabeth Yingling Partner, Baker McKenzie, Great Defenses Win Championships (and Law Monday, June 25, 9:30-10:15 am Elizabeth L. Yingling is a securities litigator, defending clients in SEC investigations and enforcement actions, as well as in securities class action and derivative suits. She assists broker dealers with regulatory and compliance issues, including inspections, investigations and enforcement actions instituted by the SEC, FINRA and other self-regulatory organizations. She also counsels non-us based clients on US securities litigation risks and risk avoidance. Danny White Retired Marine How to Lead Yourself, Know Yourself First Monday, June 25, 10:30-11:30 am As a proud Class of 2015 graduate of the Missouri Chamber of Commerce s Leadership Missouri program, Danny White is wired with a teacher s heart and has a passion to encourage other leaders along their journeys. He desires to be a channel, and not a dam, with the wisdom he s picked up from over twenty-five years studying leadership, loving his wife Nora, and parenting their eight children who keep him young at heart and ever-learning. Chris Kennedy American Funds Open the Door to More 401k Business Monday, June 25, 11:30 am - 1 pm Chris Kennedy is a retirement plan counselor at American Funds, part of Capital Group, responsible for relationship management and sales development in Missouri, Arkansas, Mississippi and Illinois. He has 24 years of investment industry experience and has been with Capital Group for five years. Prior to joining Capital, Chris worked as a managing director of institutional sales at MassMutual Retirement Services. He holds a bachelor s degree in political science from the University of Iowa. He also holds the Accredited Investment Fiduciary designation. Chris is based in Des Peres, Mo.

6 Speakers Mike Padawer One America Long Term Planning - Retirement Planning Monday, June 25, 1:10-2 pm Mike Padawer is founder & president of INERTIA / Advisor Services Group, author of the book, What s The Deal With Long-Term Care? and co-author of What You Don t Know About Retirement Will Hurt You!. Mike has more than two decades of experience in the financial services arena; including roles in retail, wholesale and sales management functions. Today, he focuses solely on working with advisors and institutions; providing customized Long-Term Care planning solutions for their individual, group and business owner clients. Bob Whiting Franklin Templeton Investments Monday, June 25, 2-2:50 pm With over 20 years in the mutual fund industry, Bob has expertise in investment products, goalfocused investment solutions, market insight, portfolio construction and practice management. Bob began his career in the financial services industry in 1992 and joined Franklin Templeton Investments in Bob earned a Bachelor of Science in Finance from The University of South Florida. He is a Charted Alternative Investment Analyst (CAIA), a Certified Investment Management Analyst (CIMA), and a Chartered Retirement Plan Specialist (CRPS). Bob currently represents Franklin Templeton Investments and its equity, fixed income, alternative investment strategies, 529 college saving program and separately managed accounts in the Saint Louis area. John Wheeler NAIFA Missouri Trustee Monday, June 25, 3-3:50 pm John Wheeler is the Exec. VP of MassMutual Chicago. John has an extensive background in the financial services industry since 1969, I am a CFP, CLU, ChFC, CRPC, and a LUTCF. John has authored a number of C.E. courses that have been approved by the CFP Bd. of Standards., the CPA Soc., and the IL Dept. of Ins. John is on the faculty of the College for Financial Planning and have taught various Certification programs including the CRPC and the CFP. John is one of three people in the U.S. to teach the entire CFP certification program, which he s been teaching since John also taught for DePaul Univ for the Office of Cont. and Prof. Educ.and have been a frequent lecturer for The Ins. Sales Inst. at Purdue Univ. He is a member of the Assn for Advanced Life Underwriting. John has served two terms as Pres. of NAIFA DuPage, has served on the board since 1990, and currently served as Natl. Committeeman for NAIFA DuPage.

7 Contact & Credit Card Information Local Association: Name: Guest Name: Company Phone Method of Payment: Check Enclosed (Made payable to NAIFA - MO) Send an Electronic Invoice Credit Card: MC Visa Discover American Express Card # Expiration: CVV: Address on Card: Please check all that apply: Full Member Registration: $99.00 $ $ Early Bird deadline Full price Non-Member May 31, 2018 June 1, 2018 and after Full Guest Registration: $50.00 IFAPAC Dinner $25.00 Platinum & Gold x Sunday May 24, 2018 # of attendees Platinum & Gold Level Contributors (Free) $ Total Amount Due Hotel Information: Sheraton Westport Lakeside Chalet - (314) Room Rate: $115/night. Room block cut-off - May 25, Please return this form via fax to: or to jean@clubmanagementservices.com or mail with check made payable to to 1717 E. Republic Rd., Springfield, MO Questions: