The Big Event – September 21, 2018

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Date(s) - 09/21/2018
9:00 am - 1:30 pm

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Glen Oaks Country Club


Keynote Speaker and CE Opportunity

We’re excited to kick off our program year with our September Big Event. The schedule is as follows. Please join us for continuing education courses, a Business Builder, lunch, our quarterly member meeting and keynote presentation by Robin Anderson. Please plan to bring a non-member guest to introduce the value of NAIFA membership to peers in our industry.

9 a.m. -1:30 p.m. Glen Oaks Country Club

Schedule of Events

9 – 10:50  a.m. Morning CE Sessions,  Joe Lamberson, Founder of Via Consulting Group

Succession Planning Strategies for the Business Owner (2 hour CE)

In this informative and interactive session, you will learn about strategies and solutions designed to help a business owner navigate through their exit planning journey.  You will also learn how to master the dialogue with your business owner client, as well as explore potential paths they can take towards a successful exit and ownership transition.  Valuation methodologies will also be explored. Actual client situations will be used to illustrate examples of business owners and companies who have been successful in building an ownership transition plan that meets their objectives. We look forward to your attendance!

11 – 11:50 a.m. Business Builder Workshop, Jerry Ripperger, Vice President of ESOP Consulting, Principal Financial Group

Noon – 12:30 p.m. Lunch & Member Quarterly Meeting

12:30 – 1:30 p.m. Keynote Presentation, Robin Anderson, Senior Economist for Principal Global Investors

Robin AndersonRobin Anderson is a Senior Economist for Principal Global Investors.  She works closely with the Chief Global Economist to develop and disseminate macroeconomic strategy, not only for Principal Global Investors but Principal Financial Group as a whole.  In this role, Robin presents, writes commentary, assists in forecast development, and advises investment professionals on current economic trends and outlook.  She also works closely with the Asset Allocation teams within Principal Global Investors.  In that capacity, Robin develops macroeconomic and quantitative research to assist in asset allocation decisions.  Robin joined The Principal in 2011.  Prior to that, she worked as an economist at the U.S. Census Bureau.  She received her Ph.D. in economics in 2008 from the University of Washington and a bachelor’s degree in economics in 2002 from the University of North Carolina at Chapel Hill. Robin has numerous speaking engagements in the U.S., from Deadwood, South Dakota to New York.  She was one of two Principal Financial Group employees selected to attend Fortune’s Most Powerful Women Next Gen Conference.  Robin is frequently quoted in the financial news media including CNBC and Bloomberg.

Register Now For This Big Event


Bookings are closed for this event.