When

Thursday, November 4, 2021 from 7:00 AM to 1:30 PM CDT
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Overnight Accomodations

Hyatt Place Chicago/Itasca has extended a special room rate for NAIFA of $92 + tax per night. Group room rates are available at the reduced rate, by calling 630-875-1400 or going online to Hyatt.com and referencing C-CNAI. Hyatt Place Chicago/Itasca, 1150 North Arlington Heights Road, Itasca, IL 60143.

Contact

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

 NAIFA's Annual A Day with MDRT 2021

Please join us for NAIFA's Annual A Day with MDRT on Thursday, November 4, 2021! This year's conference features amazing speakers including Delvin Joyce, Michelle Tish, Jonathan Corteen, Ray Shimizu, and IL Sate Rep. Jeff Keicher.

The conference will be held at the Itasca Country Club from 7:00 am - 1:30 pm.
 
4 Hours of IL CE Credit Pending Approval

 

 - Program Schedule -

7:00   -   8:00               Coffee with Exhibitors

8:00   -   8:10               Opening Remarks 

8:10   -   8:30               Legislative Update – State Representative Jeff Keicher 

8:30 - 9:20                   Speaker – Jonathan Corteen Intentional Culture

9:20 – 9:50                  Break with Exhibitors

9:50 – 10:40                Speaker - Ray Shimizu Building Your Financial Ark in Times of Crisis

10:40 – 11:30              Speaker – Michelle Tish - Solutions for Business Owners

11:30 – 12:15              Lunch with Exhibitors

12:15 – 1:15                Speaker – Delvin Joyce, CLU®, ChFC®, RICP® - Sticktoitiveness

1:15 – 1:30                  Closing Remarks & Raffle Prizes 

4 Continuing Education (CE) Credit Hours Pending

If you purchase a Table of 10, please submit the names of attendees (with designations) seperately to sara@naifa-il.com.

Featured Speakers


Delvin Joyce, CLU®, ChFC®, RICP®, is Founder and President of Prosperity Wealth Group, a financial planning firm based in Charlotte, NCserving clients throughout the United States.

Originally from Martinsville, Virginia, Delvin attended James Madison University, earning a B.A. in BusinessMarketing. While at JMU he was a member of the football team and received multiple All-Conference and All-Americahonors while breaking several school and NCAA records. Shortly after leaving JMU, Delvin joined the New YorkFootball Giants as an un-drafted Free Agent in 2002 and made an immediate impact as the starting punt and kickreturner. He retired from the NFL in 2005 and relocated to Charlotte, NC.

Delvin joined Prudential’s North Carolina Financial Group as a Financial Services Associate in October 2006 and hasheld numerous leadership roles in Prudential Advisors including most recently, Managing Director of the SouthFlorida Financial Group from 2012 to 2017.

In July of 2017,Delvin returned to Charlotte to found Prosperity Wealth Group to help individuals and familiesachieve their financial objectives through fee-based financial planning. With a focus on community empowermentthrough financial literacy, Delvin often hosts or is invited to speak at seminars and events across the country to promote financial wellness. He has been a frequent contributor to financial articles for various media publicationsincluding The Washington Post, USA Today, Money Magazine, and Nerd Wallet while also serving as a featured speaker and panelist for multiple financial industry conferences.

In 2019, Delvin was recognized by Black Enterprise Magazine as a BE Modern Man, a campaign designed to celebrate black men making valuable contributions in every profession, industry, community and area of endeavor. He serves on the Board of Directors for Youth Development Initiatives Inc, a Charlotte based non-profit that providessupport for disadvantaged adolescent youth and formerly served on the Board of Trustees for NAIFA.

Jonathan Corteen is the co-founder and CEO of THG Financial Strategies and has a strong passion for the development and success of financial professionals. With his concrete belief that a strong culture is the foundation of growth, THG has become one of the fastest growing financial organizations in the Midwest. His dedication to coaching financial professionals to enrich their practice development is reflected in strong client relationships and THG loyalty. His 22 years of experience, multiple industry awards and association involvement, have created a backdrop that fuels his motivation to build the best and brightest financial professionals with unrivaled support to service the Midwest.

He is a member of many industry associations including GAMA International and the NAIFA. He holds FINRA Series 7, 63, 65, and 24.

Ray Shimizu has been in the financial services industry for over 25 years as a team-builder, advisor, and coach.  With a passion for servant-leadership, and a keen understanding of what it takes to build his clients’ portfolios for times of crisis, Ray founded Financial Ark, LLC and operates as its CEO.  Ray believes in win-win situations and does everything he can to ensure all who work with him come out on top.  He uses his skill and experience to help his clients and advisors secure their financial futures, and in so-doing, they find financial peace; this then spreads to other parts of their lives.

Ray is a John Maxwell Certified Coach, Trainer and Speaker.  He has spoken at many NAIFA events and has mentored the next generations of financial professionals as Chairman of NAIFA Illinois YAT 2013-2014.  He also served as President of NAIFA Chicagoland Metro South 2017, and was featured in Bloomberg Magazine 2015.  He is a NAIFA LILI graduate since 2008.

Michelle TishCLU®, ChFC® is a Regional – Business Solutions Representative with the Principal Financial Group. She is a financial services professional with over 25 years of senior sales management experience and the proven ability to meet sales objectives.

Michelle has great experience in working with offices and their producers to increase sales and productivity. Michelle has worked in a variety of capacities with The Principal throughout the years including managing the Alliance Management Group for Independent Life Distribution and product and business solution marketing. These roles have given Michelle expertise in managing distribution relationships, supporting business concepts, developing effective sales ideas and leveraging product strengths.

A native of Iowa, Michelle received her degree from the University of Northern Iowa in Financial Management. Michelle has earned the Chartered Life Underwriter and Chartered Financial Consultant designations through The American College. She is a Registered Representative and holds her Series 6, 7, 63 and Life and Health licenses and is a Registered Principal. 

 

Jeff Keicher was sworn in as State Representative for Illinois’ 70th District on July 17, 2018, to complete the unexpired term of former Representative Bob Pritchard. The 70th District includes portions of Boone, DeKalb and Kane Counties. 

Representative Keicher has built strong community relationships based on trust and personal commitment and seeks to carry that reputation for thoughtful consideration to Springfield. Jeff has been called to lead in many organizations with a strong understanding of the value of dialog and seeking first to listen and understand. He feels strongly that the citizens of the 70th District need representation from an engaged business owner dedicated to doing the right thing, not looking for employment as a legislator.

Representative Keicher has extensive volunteer experience in the community in multiple capacities and on behalf of industry groups. In addition to multiple boards and commissions, Jeff is a NAIFA Illinois Past President and has held executive board positions with the Sycamore Chamber of Commerce, the Sycamore Public Library and the Sycamore Rotary Club. He also spent many years serving on boards for the DeKalb Chapter of the American Red Cross, NAIFA Fox Valley, and the Kishwaukee YMCA.

Representative Keicher is a graduate of Northern Illinois University with over 20 years of professional experience in the insurance industry. In 2006, he opened his own State Farm Insurance Agency in Sycamore. It is currently the largest State Farm Agency in DeKalb County and the 3rd largest in the Rockford Territory.