Hotel check-in begins at 3pm.

Social Security, Medicare, VA Benefits

Joanna Wyckoff, Medicare Mentors Pro+

Take a moment to recharge—whether that means grabbing a quick snack, taking a bio break, or checking into your hotel room. Be sure to return refreshed and ready to kick off the next session at 4:30 PM!

Coaching, Advisor Development

Collin Bonsey, Professional Sales & Leadership Coach, Southwestern Consulting

in Hotel Lobby

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 (located on lobby level near the elevator bay) to check-in and pick up conference packets.

Tim Williamson, NAIFA-South Carolina President-Elect and 2024 Conference Chair

Long Term Care

Lakeith D. Bradford, Partner, New York Life Insurance Company, NYLIFE Securities & Eagle Strategies

Show some appreciation for our sponsors! Visit vendor booths and learn more about their products and services.

Economic Trends, State of the Markets

Rick Smyth, Founder and Managing Director at Aionios Capital Partners & Adjunct Professor at Anderson University

Receive comprehensive updates on NAIFA-South Carolina’s progress, membership benefits, and advocacy initiatives.

State of NAIFA-SC: Key developments and programming highlights – Bruce Pope, 2025 NAIFA-SC President
Membership Benefits Overview: Maximizing value and resources – Aby Henneberry, Chapter Executive
IFAPAC Updates: Advocacy initiatives and contributions – Blake Amick, IFAPAC Chair

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

Financial Leadership and Economic Growth

South Carolina State Treasurer, Curtis Loftis

Raffle Drawings

Show some appreciation for our sponsors! Visit vendor booths and learn more about their products and services.

Raffle drawings will begin at 4:00 PM. Must be present to win!

Featuring the 2024 LILI Graduation Ceremony

The Awards Banquet will be held at the hotel. For guest tickets, please reach out to info@naifasc.org.

Meet at Halls Chophouse to drop off your belongings before heading over to the Captiol with the group. Parking is available throughout the downtown area for a small fee.
Carpooling will be available; check registration desk for more information or to volunteer a few seats in your vehicle.

Bruce Pope, NAIFA-SC President and David Grookett, NAIFA-SC Government Relations Chair will kick off the day.

Join our lobby team for an insightful session on the latest industry-based advocacy updates. Learn about key legislative priorities, recent developments, and the impact on our profession as we prepare to engage with policymakers.

Get ready for a productive day on the Hill! This session will cover everything you need to know to navigate the day smoothly, including meeting schedules, key talking points, and tips for effective advocacy.

Gather for a group photo on the capitol steps in the lobby at 10:45 AM.

Pull Members from Chambers

Join us as we introduce our group to both the House and Senate. Then, pull House and Senate members from Chambers for discussions focused on current industry policy and progress.

The guest speaker for this session will be announced in the coming weeks. Stay tuned for more details.

Cap off the day by connecting with policymakers, industry leaders, and fellow attendees in a relaxed setting. This reception offers an excellent opportunity to network, share insights, and strengthen relationships over light refreshments.