NAIFA-Dallas October 26, 2017 Luncheon & CE

Guy Hatcher
"Defining Your Perfect Clients And
How to Find Them"

Guy is a Certified Financial Planner and the Managing Partner of the CoVergence Group, which specializes in Legacy and Transition Planning, Executive Coaching, Management Consulting, Mergers and Acquisitions.

Guy is also the owner and president of a wealth management firm, Advanced Planning, Inc., that provides financial planning and estate planning services to individuals and business owners. During the past thirty years, his firm has provided services to 3000 families and businesses in the state of Texas.

Known as "The Legacy Guy", he has spent his life helping families and successful people plan their legacies while transitioning family businesses in the process. His passion for helping people finish well is evident in his book, Your Future Reflection: How to Leave a Legacy Beyond Money.

- plus -
1 Hour CE Following the Luncheon
"Key Concepts of Supplemental Income Protection Programs"
Sponsored by
OpesOne/Guardian
Moderated by:
Scott D. Dial, DIA

Scott is the Disability Income Supervisor for The Guardian Life Insurance Company of America, an agency of OpesOne Advisors. He is responsible to thousands of insurance agents and financial planners for case design, sales, marketing support and training in all areas of disability insurance. Additionally he regularly functions as an expert consultant/witness. He is a past board member of NAIFA-Dallas, a founding member of the International DI Society. and was named a Five Star Best
in Client Satisfaction Wealth Manager by Texas Monthly Magazine.