Kick off the day with NAIFA-SC leadership and an overview of what’s ahead.

Presented by Matthew Nichols, Centene/AmBetter (Platinum Sponsor)

Individual Coverage Health Reimbursement Arrangements (ICHRAs) are transforming the benefits landscape, creating powerful opportunities for both employers and advisors. In this session, Matthew Nichols will break down what ICHRAs are, why they’re needed, and how they’re making an impact in the South Carolina market. You’ll explore growth opportunities, see real-world case studies, and have a chance to ask your questions during a dedicated Q&A. Learn how to position ICHRAs as a high-growth solution that delivers flexibility, cost savings, and competitive advantage for your clients and your business.

Presented by Attorney Jeneva Vazquez, Jesson & Rains, PLLC

Estate planning isn’t just documents—it’s spotting risks, avoiding costly probate, and protecting families. When advisors and attorneys collaborate, clients gain peace of mind and stronger legacies. This presentation will help you learn to spot key estate planning opportunities for your clients.

Spend time with our valued sponsors and exhibitors. Learn about tools, products, and resources designed to help your business grow.

Presented by NAIFA’s Advocacy Team

Stay informed on the issues shaping your profession. This behind-the-scenes briefing will give you an insider’s look at current policy discussions in Columbia and Washington, D.C., and how NAIFA is working to protect your business and your clients. From legislative updates to advocacy efforts underway, you’ll gain valuable insights into the policies that impact your practice—and learn how your voice makes a difference in securing the future of our industry.

Enjoy a full lunch with colleagues in the beautiful Poinsett Club setting.

Presented by Kimberly Shaw, Blue Cross Blue Shield

Navigating the transition into Medicare can be complex and overwhelming for clients, making your role as an advisor all the more essential. In this session, Blue Cross Blue Shield will break down key considerations for individuals approaching Medicare eligibility, including timelines, coverage options, common pitfalls, and cost factors. You’ll gain practical insights and strategies to guide your clients through the process with confidence, ensuring they make informed decisions that align with their healthcare and financial needs.

Matt Zackon, Esq., Tax Credit Marketplace

An overview of historic, textile, and abandoned building tax credits available in South Carolina essential for any tax practitioner looking to broaden their tax credit knowledge.

Take a moment to visit with our vendors, grab a refreshment, and check your email before regrouping for the final session.

Jill Scott

Discover how a professional clothier can help you elevate your personal brand and make a lasting impression. This session will highlight the importance of fit, style, and presentation in building confidence and credibility, whether meeting with clients, networking, or stepping onto a larger stage. Learn practical tips and insights on wardrobe choices that align with your professional goals.

Final thoughts and key action steps from the day.