NAIFA Illinois Summer Spectacular 2020

     

When

Thursday, July 30, 2020 from 8:00 AM to 3:00 PM CDT
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Where

Holiday Inn & Suites East Peoria
101 Holiday Street
East Peoria, IL 61611


 
Driving Directions 

A block of hotel rooms has been reserved for the evening of Wednesday, July 29th at the Holiday Inn & Suites East Peoria.  A special rate of $129, plus tax is available for NAIFA conference attendees - reserve your room NAIFA Room Block Link.  The group discount code is NFA. 

In response to COVID-19 the hotel has expanded IHG Way of Clean

As Illinois moves into Phase 4 of the Restore Illinois plan, NAIFA IL is heeding the advice of public health officials and following guidelines that were developed to keep us safe. Additional information will be distributed to regsitered attendees as the meeting date draws near. One requirement will be that attendees wear face masks in public spaces.

If you have health concerns or are not comfortable meeting in-person yet, please consider participating in one of NAIFA's many virtual meetings.

Contact

Sara Decatoire
NAIFA Illinois
217-529-0126
sara@naifa-il.com 

Please join us for an exclusive YAT-Sponsored Summer Spectacular Education Conference on the river-front in scenic East Peoria. All NAIFA members and guests (new and experienced) are welcome to participate.

5 hours of CE credit is pending.

Attendance is limited to the first 50 registrants, per compliance with government guidlines as Illinois moves into Phase 4 of the Restore Illinois plan.

Schedule

8:00 – 9:00                  Registration and Coffee

9:00 – 9:50                  YAT All-Stars Panel - Megan McGlone, Kyler Spencer and Chris Peterson

10:10 – 11:00              Camille & Mark Tan, Time Management Tips to Improve Your Productivity                                          (and maybe your marriage)

11:10 – 12:00              Chris Gandy, "Ferocious Prospecting" - How to Approach the World of                                               Endless Favorable Introductions

12:00 – 1:00                Lunch and Networking

1:00 – 3:00                  Laurie Adams, The Multi-line Advantage in Financial Services                                   

Speakers 

Laurie Adams is a Certified Financial Planning professional with COUNTRY Financial in Peoria, IL. For over 30 years she has helped clients meet their insurance and investment goals and regularly places near the top of COUNTRY’s advisor force. She was named their 2011 National Champion after tripling the previous company production record. That record stands today. In 2019, Laurie was inducted into COUNTRY’s Hall of Fame. She is also a Court of the Table Member of the Million Dollar Round Table.

Laurie taught professional education courses for St. Ambrose University and an affiliate for twenty years. Managing Retirement Risks, Income Planning Opportunities and Obstacles, Annuities From A-Z, The ABCs of College Savings Plans, Social Insecurity, Making Sense of Medicare and A Long-term Look at Long Term Care are just a few of the courses she created and presented.  

An active volunteer, Laurie currently serves on the board of the Estate Planning Council and as a debate and speech coach at University High School in Normal, helping them achieve a State Championship in 2013 and two National Champions. Laurie is a Past President of NAIFA Illinois, as well as her local. Additionally, Laurie chaired the NAIFA National Communications Committee from 2007-2009 and is a current member of the Governance committee, as well as chair of the Member Benefits committee. In 2017 she helped author the new LACP certification, contributing both content and test questions.

Laurie is a contributing columnist for NAIFA’s Advisor Today magazine. She has been quoted in The Journal of Financial Planning, Investment News Weekly and the Peoria Journal Star. Laurie was a featured presenter at NAIFA’s National Career Conference in 2008 and 2018 and has spoken at numerous state conferences.

Chris Gandy has spent the last 21 years helping individuals reach their most important financial goals.  In 1999, Chris started his own financial services practice, and, since then, has traveled the U.S. working with athletes, key executives and minorities.  Chris specifically focuses on the areas of individual and corporate Life Insurance, Disability Income Insurance, Investments*, Unique Tax Reduction Strategies, Retirement Income Optimization and Pension Maximization.

Chris was a communications major at the University of Illinois Champaign-Urbana. Outside of the classroom, he played on the Fighting Illini basketball team where he was co-captain and earned 2nd Team All Big-Ten honors.  After college, Chris played basketball professionally for the Chicago Bulls, San Antonio Spurs, and in L’Hermaine and Vichy, France.

Early in his career, Chris worked as a Northwestern Mutual Financial Network Representative.  While there, he received numerous awards and was a top producer.  He became a Million Dollar Round Table Member in 2001 - the premier association of financial professionals.  In the spring of 2005, Chris moved his financial services practice to the Molyneaux Financial Group, LLC, a general agency of Massachusetts Mutual Life Insurance Company, where he received the Impact Award in 2006 and Management Council and Leaders Conference Honors in 2007.  This agency eventually became MassMutual Chicago.

In 2010 he started his own Agency, where he leads a team of highly skilled advisors, meanwhile still developing his clientele nationwide. He has been feature in numerous magazine articles; Crain’s Chicago Business, GQ, Black Enterprise and African-American Career World.

Camille Marie Tan, CRPC®,  has been involved in the insurance industry since 2003 and is an advisor in the Naperville area with Strategic Financial Group, Inc.  She is part of a team of professionals including her father, husband, and cousin.  As a graduate of Benedictine University, she actively uses her background in Psychology and Business to build strong lifelong client relationships.  She also does consulting work with other insurance professionals to help structure their practice, increase productivity, and identify staffing needs.

Camille is proud to be part of a multi-generational financial services practice focused on meeting the needs of small business owners, families, and individuals in her community. Helping her clients understand their financial goals, and how to achieve them is the integral to her practice. With an emphasis on education and understanding, she helps guide her clients on their financial path.  They focus on minimizing taxes, building generation wealth, and reducing debt for their clients.

Camille has been an active member of her professional association since 2004, and regularly attends educational conferences to gain more skill and knowledge to keep up with all current industry trends. All of which she uses to help make sure her clients receive the best advice possible.  She has been an active volunteer with NAIFA since she started her career.  She was named the Young advisor of the Year for NAIFA IL in 2010 and currently is the State President of NAIFA Illinois. 

Mark Tan, CRPC, LUTCF is the Managing Director of Transamerica Agency Network for Chicago, IL.  His office is located in Burr Ridge, IL where he recruits to both producer and leadership roles locally and nationwide. 

Mark is a recognized leader in the insurance community as well as within NAIFA.  He is a Past President of NAIFA Illinois, Past President of NAIFA-Will/Grundy Local, and is presently serving as President of the NAIFA Illinois Foundation.  Mark has also served on the NAIFA National APIC and IFAPAC committees. 

He has experience in both the P&C and straight Life/Health/benefits side of the business and has received numerous awards for both production and management.

In 2017 Mark was awarded the prestigious Brian H. Early Frontline leader award from GAMA.  In 2014 he was named Young Advisor of the Year for NAIFA IL .  While in personal production, he has qualified for MDRT multiple years. He is also a graduate of the NAIFA Leadership In Life Institute (LILI) Leadership training.

Megan McGlone, CLTC, has been a Financial Services Professional with New York Life since 2016. She graduated with honors from Western Illinois University, having majored in biology and medical sciences with minors in chemistry and psychology. She has completed her series 6 & 63, CLTC, and is working on her series 7. She is proud to help families and business owners to become better informed, organized and prepared for their future financial needs.

She joined NAIFA in 2017 and immediately became involved. She has served as NAIFA Chicagoland YAT Chair for the last two years and now also serves as Social Media / Marketing Co-Chair.  She was recently named the 2020 NAIFA IL YAT Member of the Year.

Megan is normally seen with a service dog by her side. She has an autonomic neuropathy that hinders her ability to have a regular heart rate or blood pressure. her furry monitor keeps her aware of what is going on inside and is there for assistance. Please do not touch or interact with Doc.

Kyler Spencer  Before taking on a position as an Advisor at FSM Wealth, Inc. in 2019, Kyler served the firm as a Research Analyst where he assisted with managing client’s portfolios. Since then, Kyler has focused his attention to managing trades in the firm’s Investment Division while continuing to work with clients in areas of investing, retirement planning, and insurance planning.

Kyler began his college career at Rend Lake College where he was awarded Academic All American, and earned a Bachelor of Science in Economics and Finance from Southern Illinois University Edwardsville where he competed as a collegiate golfer and was President of the Economic and Finance Club. Kyler is currently pursuing the Certified Financial Planner (CFP) designation and is also a member of NAIFA.

Chris Peterson is a Financial Representative with COUNTRY Financial, where he joined in 2011.  Chris spends his time tailoring Insurance and Financial solutions to best meet his clients needs. Prior to his time at Country, Chris spent 15 years in Sales and Management positions with EMC, Hitachi Data Systems and Verizon while living in Chicago and Austin.

Chris is from Brimfield, Illinois and received his Bachelor’s Degree in Business Administration from Eureka College. While at Eureka College, Chris was a member of the TKE fraternity as well as the 1994 National Championship Basketball Team. After college Chris played professional basketball in Europe.

Chris currently serves as the President of the Independent Sports Club of Central Illinois Board which provides financial support for youth sports in the Tri-County area. He is also an active member of the Salvation Army Advisory Board, Children’s Hospital of Illinois Board and Heller Center for Kids with Cancer Campaign Steering Committee. He previously served as an Ambassador for the Peoria Area Chamber of Commerce and held board positions with Eureka College, Greater Peoria Sports Hall of Fame as well as Exposition Gardens.  

Chris lives in North Peoria with his wife Erin and daughter Rylee. In his free time Chris enjoys spending time with family, fishing, traveling and attending sporting events.