When

Monday May 19, 2014 at 8:00 AM EDT
-to-
Tuesday May 20, 2014 at 1:30 PM EDT
Add to Calendar 

Where

The Woodlands Inn 
1073 Highway 315
Wilkes-Barre, PA 18702  

 
Driving Directions 

Contact

Grace Gilbert 
NAIFA-PA 
717-234-2523 
ggilbert@naifa-pa.org 
 

NAIFA-PA 2014 Annual Convention

Dream, Believe, Achieve 2014!!

Join NAIFA-PA for its exciting 2014 Annual Convention at the Woodlands in Wilkes Barre, May 19 and 20. You’ll be hearing the latest NAIFA updates, Million Dollar Round Table caliber speakers and enjoying world class hospitality from the Woodlands. Motivation, practice tips, legislative and association news… we’ve got it all!  Dream, Believe and Achieve with NAIFA in 2014 and beyond!

DESCRIPTION OF REGISTRATION FEES-
Early:                Payment must be post-marked/received by March 23, 2014
Regular:            Payment must be post-marked/received by May 1, 2014
Late:                 Payments after May 1, 2014
YAT:                  A discounted amount for NAIFA-PA’s Young Advisors

   *YAT members - In order to receive the special pricing as indicated above, please provide
     Promo Code YAT2014 when registering.

FULL CONVENTION REGISTRATION includes: Admission to all Monday sessions, Monday’s exhibit show, lunch and President’s Dinner and Tuesday’s breakfast and all sessions and concluding lunch -
Early ($249), Regular ($299), Late ($339), YAT ($50% off current rate of Registration)

Spouse/Guest: $119 (Meals for the entire convention)                                                             

 ALA CARTE-
MONDAY PACKAGE includes breakfast, admission for entire day to all sessions, exhibit/trade show, lunch and President’s Reception and dinner
Early ($179), Regular ($189), Late ($209), YAT ($50% off current rate of Registration)         

MONDAY EVENING PACKAGE includes the President’s Reception and Dinner Only
Early ($59), Regular $(79), Late ($89), YAT ($50% off current rate of Registration)                

TUESDAY PACKAGE includes breakfast, admission to all sessions, and concluding lunchEarly ($69), Regular $(79), Late ($99) YAT ($50% off current rate of Registration)                                                

Monday, May 19, 2014

8:00 AM – 10:00 AM               Exhibitor Setup
8:30 AM                              Registration Opens
9:00 AM – 11:00 AM               Train the Trainer
10:00 AM – 11:00 AM              Exhibits Open
11:00 AM                             General Session
11:00-11:10 AM                     Welcome & Introductions
11:10 AM-12:00 PM                Joel Weintraub
                                         “Dream, Believe, Achieve”
12:00 PM-12:30 PM                NAIFA-PA BUSINESS
12:30 AM-1:30 PM                  Lunch with Exhibitors
2:30 PM-3:30 PM                   Charlie McDaniels
                                          “Who’s Going to Fill Your Shoes”
3:30 PM-4:00 PM                   Break with Exhibitors
4:00 PM-4:30 PM                   Candidates
                                         Speeches & Instructions
4:30 PM-5:00 PM                   Voting & Awards
6:00 PM-6:30 PM                   Awards Program
6:30 PM                               President’s Dinner
                                          President’s Speech

Tuesday, May 20, 2014

8:00 AM – 9:15 AM                Regional Breakfast
8:00 AM – 9:15 AM                LILI Breakfast (10 people)
9:15 AM                             Opening Remarks
9:30 AM – 10:30 AM              Breakout Sessions
                                        #1 “Money and the Brain: Keeping: Calm thru Stock Market Volatility”
                                        Joel Weintraub
                                        #2 “ESOPs: Defending and Growing Your Practice”
                                        Dan Zugell
10:30 AM – 10:45 AM             Break
10:45 AM - 11:45 AM             Breakout Session
12:00 PM                            Lunch & Installation
                                        Incoming President’s Speech
1:30 PM                             Adjourn