FSP Austin 5-16-12 CE Class
Event on 2012-05-16 12:00:00
Retirement: The Final Frontier – Your Client's Last Chance to Get It Right

Your registration fee includes a workbook, lunch and 2 hours of CE*.

Program Overview
Baby boomers' biggest financial fears are outliving their retirement and the inability to live the life style they had planned on. Is a trade-off necessary between longevity and life style? Program moderator Ben Baldwin says no: "It is the ever-replaceable income that makes you rich, not the size of the pile you've accumulated." This teleconference shows how, with proper planning, a solid strategy of when to take income from the pile, and the integration of good Social Security planning, boomers can meet their income needs in retirement. The program is a comprehensive discussion covering virtually all areas of interest that retirement counselors or other advisors might have about this topic. To be sure that all concerns are addressed, participants will be asked to send in questions prior to the live broadcast as a way to ensure that the panel covers everything attendees want to know. Attendees will come away with practical solutions to the real-world problem of sustainable retirement income now facing millions of baby boomers.

By the end of the program you will understand:

• How to address questions about income and longevity in the context of today's troubled economic environment
• How to develop a strategy that guarantees steady income in retirement
• How to set up sources of income that supplement each other, offsetting economic developments beyond your client's control
• The interaction and coordination of various financial instruments to achieve a sustainable income for retirement

Who should attend? Financial planners, insurance producers, investment advisors, and retirement counselors.

*Continuing Education Credit for National Broadcast Dates: This program has been submitted for 2 hours of CE credit in: CE, CLE, CPE, CFP®, ICB, CPC, Enrolled Actuary and PACE. Moderator

at NFP
1250 South Capital of Texas Hwy.
Austin, United States

NAIFA-Austin: 5-1-12 Events
Event on 2012-05-01 10:45:00

NOTE NEW LOCATION (SEE RIGHT PANEL) FOR THIS LUNCHEON. We are excited to try out a new location featuring ample parking. When traveling North on MoPac, take the Steck exit and stay on the frontage road. Shoal Crossing will be on the right after you pass the NTB Tire & Battery Store.

NAIFA-Austin

10:45 am – 11:30 am: Pre-Lunch Seminar

Constituent Services in a Congressional Office – Learn how to work with legislators!

Presented by: Nancy Madsen in Congressman Carter's Office

11:30 am: Buffet Opens
12:00 pm – 1:00 pm: Luncheon Program

Back by Popular Demand
A Sales Panel Presentation
Featuring NAIFA-Austin Members!

Extra: When you register, you can type in a question for the panel.

About Our All Star Panel:

Steven L. Miura, Wealth Management Advisor
NAIFA Member Since 1988

• Northwestern Mutual since 1987.
• Graduate of the Univerity of Texas with BA in Economics.
• Team of five that services their clients.
• Holistic wealth management and insurance practice.
• They have written over 3500 policies since 1987 and manage approximately 5 in assets.
• Has served on the board of Any Baby Can. Steve and his wife, Ellen, just chaired the ABC Rockin' Roundup which raised over 0K.
• He and his wife, Ellen, have three children.

Robin Johnston, NFP
NAIFA Member Since 1988

Robin Johnston, NFP Vice President of Member Firm Development, has the primary responsibility to select and recruit independent financial service firms to become affiliates of NFP. The various NFP firm profiles, coupled with the alternative ways to affiliate with NFP, give Robin a unique comprehensive perspective on many facets of our broad financial services industry.

Before joining NFP, Robin was in charge of production and marketing for a multi-disciplined independent agency, managing broker and direct client relationships for over 15 years. Her extensive history in our industry has seen many changes and trends in the markets and her experience from the early days of cold calling offers something for every audience member, wherever he or she may be in his or her career.

Robin's allegiance to the NAIFA organization includes serving over 10 years in a variety of Board capacities, including former NAIFA-Austin President. She has had involvement over the years in several other leadership roles in community and civic organizations. Robin graduated with a BBA from the University of Texas at Austin.

Jeff Socha, New York Life
NAIFA Member Since 2011

Jeffrey E. Socha, a financial professional specializing in construction corporate finance where he works with his clients to increase profitability while lowering the risk ownership and operation in their businesses. Jeff has an extensive background in construction starting as a child growing up in a family owned construction company his grandfather started in 1950. Jeff has a degree in engineering and finance from Texas A&M. He has a statewide practice with clients ranging from established corporations to successful families and professional individuals. He has been a consecutive top 20 producer in Austin and in the top 10 percent of financial services professionals nationally. He has developed complex financial solutions for CPA's, CFO's, as well as business owners in the construction, software, and real estate industries. Jeff is a regular speaker on stewardship and financial responsibility in the community, his church, the chamber of commerce, and various corporations.

This is our Annual Meeting and will feature the Election of Officers & Directors for 2012-2013.

2012-2013 NAIFA-Austin Slate

• President: Hagan Dial with Guardian (Automatic, no vote required)
• President Elect: Eric Campbell with New York Life
• Secretary/Treasurer: Carrie Welch with State Farm
• Directors to be Voted On: Davin Bell with North Star Consultants of Texas (Term Expires 2014), Bill Simonet with Modern Woodmen of America (Term Expires 2014), Luis Guardia with Modern Woodmen of America (Term Expires 2014) and Jason Metzger with New York Life (Term Expires 2013-Filling an Unexpired Term)
• Directors Not Up For a Vote at This Time: Luis Estrada with The Estrada Group & Steve Aycock with Aycock Financial Group (Current Terms Expires 2013)
• Immediate Past President: Doug Richards with Insurance Designers
• National Committeeperson: Karen Easterling with State Farm (not up for a vote as current term expires 2014)

Note for nominations:

Nominations from the floor may be presented at the annual meeting provided that written notice shall have been received by the Secretary/Treasurer, Nancy Britain, of this association at least ten (10) days prior to the annual meeting.

at Shoal Crossing Event Center
8611 North Mopac
Austin, United States

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