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Momentum: A NAIFA-SC
Advisor Summit Agenda
September 11, 2025 | Greenville, SC
HOME
Agenda
Register Now
9:00 AM
Welcome & Opening Remarks
Kick off the day with NAIFA-SC leadership and an overview of what’s ahead.
9:15 AM
Featured Session: The Opportunity of ICHRA
Matthew Nichols, Centene/AmBetter
(Platinum Sponsor)
Explore how Individual Coverage HRAs (ICHRAs) are transforming employer-sponsored healthcare and what this means for agents and brokers.
10:15 AM
Professional Insights: What Estate Planning Attorneys Wish Advisors Knew
Jeneva Vazquez & Kelly Rains Jesson, Jesson & Rains, PLLC
Enhance collaboration and client outcomes by understanding the estate planning lens.
11:15 AM
Vendor Networking & Refreshment Break
Spend time with our valued sponsors and exhibitors. Learn about tools, products, and resources designed to help your business grow.
11:45 AM
Government Relations Briefing
A behind-the-scenes look at current policy discussions and NAIFA’s advocacy efforts on your behalf.
12:15 PM
Lunch at the Poinsett Club
Enjoy a full lunch with colleagues in the beautiful Poinsett Club setting.
1:15 PM
Maximizing Your NAIFA Membership
Unlock the tools, programs, and relationships that make NAIFA your partner in professional success.
1:45 PM
General Session
[Financial/Insurance Industry Topic]
TBD session exploring an emerging issue, trend, or skill relevant to today’s advisor.
2:45 PM
Networking Break
with Sam Smith
Take a moment to visit with our vendors, grab a refreshment, and check your email before regrouping for the final session.
3:00 PM
General Session
[Business or Practice Management Topic]
TBD. Another opportunity to grow your toolbox with expert insights.
4:00 PM
Wrap-Up & Takeaways
Final thoughts and key action steps from the day.
4:15–6:00 PM
Informal Happy Hour
Unwind, connect over drinks, and discuss the day’s key takeaways.
