<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=319290&amp;fmt=gif">
Hero-image -Dekstop - NAIFA-SC Event June 2024 - (1400× 700 px)  (1) (1)

 

 

 

 

 

 

 

Home      Agenda      Register Now     Sponsorship     Sponsors

Event Schedule

 

Sunday, September 29, 2024

3:00 PM
Arrival
Hotel check-in begins at 3pm. Attendees will receive a complimentary drink ticket at check-in for use at the hotel bar (located in the lobby). Attendees can head over to the conference space (also conveniently located in the lobby) to check-in and pick up conference packets.
4:00 - 6:00 PM
YAT & LILI Alumni Event
Attention Young Advisors and LILI Alumni! Join us at Group Therapy, just a short walk from the conference hotel, for an afternoon of games, networking, and connecting with fellow members.

Monday, September 30, 2024

7:00 AM
Breakfast in Lobby
8:30 - 9:00 AM
Opening Remarks
Tim Williamson, NAIFA-South Carolina President-Elect and 2024 Conference Chair
9:00 - 10:00 AM
General Session
Social Security, Medicare, VA Benefits
Joanna Wyckoff, Medicare Mentors Pro+
10:00 - 10:30 AM
BREAK
Show some appreciation for our sponsors! Visit vendor booths and learn more about their products and services.
10:30 - 11:30 AM
General Session
Coaching, Advisor Development
Collin Bonsey
11:30 AM - 12:00 PM
General Session
Legislative Update
Amber Barnes, Senior VP, State Government Relations, McGuireWoods Consulting and
Sara Vernon, Assistant VP, State Government Relations, McGuireWoods Consulting
12:00 PM
Lunch
1:00 - 2:00 PM
General Session
What Estate Planning Attorneys Wish Advisors Understood: Key Insights for Effective Collaboration
Jeneva Vazquez, Senior Associate, Jesson & Rains, PLLC and
Kelly Rains Jesson, Partner, Jesson & Rains, PLLC
2:00 - 3:00 PM
General Session
Financial Leadership and Economic Growth
South Carolina State Treasurer, Curtis Loftis
3:00 PM
Raffle Giveaways
Must be present to win!
6:30 PM
Awards Banquet
Featuring the 2024 LILI Graduation Ceremony
The Awards Banquet will be held at the Poinsett Club (807 E Washington St, Greenville, SC 29601).
Transportation will be provided, or guests are welcome to drive independently.

Tuesday, October 1, 2024

8:00 AM
Breakfast in Lobby
9:00 - 9:30 am
NAIFA-South Carolina Updates
Bruce Pope, NAIFA-South Carolina President
9:30 - 9:50 AM
State of NAIFA-SC
Membership Benefits, 2025 Programming, and More
Aby Henneberry, NAIFA-South Carolina Chapter Executive
9:50 - 10:00 AM
IFAPAC Updates
Blake Amick, NAIFA-South Carolina IFAPAC Chair
10:00 - 10:30 AM
Break
Show some appreciation for our sponsors! Visit vendor booths and learn more about their products and services.
10:30 - 11:30 AM
General Session
Small Business Administration, Lending, Business Plans, Evaluation and Review
Ben Calhoun
11:30 AM - 12:30 PM
General Session
TBA
Don't miss the exciting closing session! While the details are still under wraps, you can be sure it'll be a memorable and impactful way to wrap up the conference. Stay tuned for more information!
12:30 - 1:00 PM
Optional Debrief Session
Join the NAIFA-South Carolina Planning Committee and Board of Directors to debrief this event and kick off preparations for the next one. Have ideas, feedback, or suggestions for next year? Interested in being part of the 2025 planning committee? Stop by this session to share your thoughts!