NAIFA-Dallas June 22, 2017

"Celebration of Achievement" Luncheon
Followed by 1 Hour CE
Sponsored by The Brokerage, Inc.

You are cordially invited to join us on
June 22, 2017
11:15 a.m. - 2:15 pm

"Celebration of Achievement"Luncheon  featuring
Cindy Arledge
"Protect Your Business by Helping Your Clients
Beat the 3 Generational Cycle of Wealth Loss" 

Cindy Arledge is the second-generation leader of a successful real estate investment company managing more than a dozen entities.  When her parents passed away eight months apart, Cindy was ill-prepared for the destruction that followed.  After learning that her family was just another sad statistic of three-generational wealth loss, she was tenacious in discovering the secrets of the successful few.  She launched the Legacy Family Revolution to help other families avoid the pain she experienced. 

Cindy is now helping smart business owners and financially savvy family leaders define their legacies to create lives that matter.  She works with estate planning professionals to provide the farmework, resources and processes they need to help family leaders design legacies that positively impact their families and communities. 

Cindy is the best-selling author of  Cur$e of Inheritance: How to Protect Your Family From Being Broke, Bitter and Blaming You and The Legacy Family Way: How to Foster Family Relationships to Create Lasting Wealth.  My Camino, My Life: A Sole to Soul Connection is a memoir of her 500 mile walk across Spain in 2015.

CE Following the Luncheon presented by
Mike Smith, LTCP, SGS

Mike Smith entered the insurance business in 1993 as a marketing and agent service representative at The Brokerage, Inc.  He is now the President of The Brokerage, an insurance marketing organization licensed in all 50 states.  The Brokerage specializes in life, health, financial and senior insurance products and marketing services.  Smith is responsible for The Brokerage's marketing strategy, advertising, operations, sales support, website development, public relations, and business development.  Mike is an active member of NAIFA-Dallas, NAHU, NAILBA, BHINI, and AALTCIE.  Mike and his wife, Shannon, have three children, Kayli, Kyle and Kinley..