When

Thursday, August 24, 2017 from 11:15 AM to 2:15 PM CDT
Add to Calendar 

Where

Prestonwood Country Club 
15909 Preston Road
Dallas, TX 75248
 

 
Driving Directions 

Contact

Pam Thompson 
NAIFA-Dallas 
972-991-2364 
helpdesk@naifadallas.org 

August 24, 2017
NAIFA-Dallas Luncheon & CE

       

Keith Gillies, CFP, CLU, ChFC
2017-2018 NAIFA National President

 Keith is the Managing Partner of Wealth Solutions, LLC, a financial planning, business consulting and asset management firm in La Place, Louisiana.  He is a leading representative of both UNIFI and Ameritas Investment Corp., where he serves as the Immediate Past Chair of the Field Advisory Cabinet.  He is an honors graduate of Tulane University (MBA) and of the University of New Orleans (BA). 

He is Past President of NAIFA-Greater New Orleans, where he was honored as Advisor of the Year for 1998, and of NAIFA-Louisiana, where he received the 2003 President's Award and the 2007 Arthur Abramson Member of the Year Award.

- plus -

Value-Added Member Benefit:
1 Hour CE following the Luncheon
1:15 - 2:15
SPONSORED BY:  The DI Center
"Prevention Insurance
 



   Moderated by Derek True, DIA, DHP 

Derek is an Internal Wholesaler for The DI Center, the income protection brokerage leader that makes insurance easier.  From his start as the Brand Manager to his current role overseeing the agency's marketing, operations and carrier relationships, he has been hands on with every side of the industry and partners with producers to find creative solutions.

Derek graduated from Texas Tech University in December 2010 with a BBA in both Marketing and Management.  He is licensed in Texas with his General Lines - Life Accident and Health Agent license and has earned both his Disability Income Associate (DIA) and his Disability Healthcare Professional (DHP) designations.  He has been an active volunteer for NAIFA-Dallas, DAHU and the DFW AMA.

Derek and his wife, Emily, are new parents following the birth of their twin boys in March.