When

Tuesday, June 6, 2023 from 11:30 AM to 2:00 PM CDT
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Where

Bella Milano Restaurant
455 Regency Park
O’Fallon, IL 62269


 
Driving Directions 

Contact

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

Thank you to our Sponsors!


 

Managers: Art Hayes, Greg Holcomb, Derek Nowicki & Vann Parkin

 

 Founder: Brian Heckert

 

NAIFA East Side Lunch & Learn

Please join us on Tuesday, June 6th from 11:30 - 2:00, at Bella Milano in O'Fallon, IL for a NAIFA East Side Lunch & Learn. This is an excellent opportunity to network with industry peers, gain knowledge, earn CE credit and have a great lunch. Two hours of CE Credit is approved for this FREE event.

Guest Speakers: Jeannie Underwood-Kotner, The Fragile Decade & Kyler Spencer, The Power of Joint Work

About the Speakers

Jeannie Underwood-Kotner

As head of Global Atlantic Consulting, Jeannie travels nationally presenting at conferences and special events. She delivers impactful and inspiring trainings, presentations, seminars and workshops. With nearly 25 years in financial services, Jeannie brings a wealth of knowledge to her presentations and she continuously keeps abreast of industry trends and best practices affecting financial services to keep her workshops fresh and current.

Jeannie joined Global Atlantic in 2018 as a Vice President, Advisor Practice Consultant. Prior to Global Atlantic, she was a Sr. Regional Vice President at Invesco/Van Kampen Investments, where she was named wholesaler of the year in 2006, 2008, 2009, and 2016. Previously, she was an Internal Sales Consultant on the Variable Insurance team with Van Kampen Investments. She also held various sales and marketing roles at Edward Jones and Northwestern Mutual Life.

Jeannie resides in Springfield, IL, with her husband Marcus, and their two children, Lexi and Kody. In her spare time, Jeannie indulges in the arts, specifically painting, and is very involved in her children’s activities, including figure skating, gymnastics, soccer, and swimming.

Kyler Spencer, CFP

Kyler provides financial advice and guidance to highly successful individuals. He has been a valuable part of the FSM Wealth team since 2016 when he began as an internal analyst.  At that time, Kyler assisted with investment research and client portfolio management while simultaneously attending Rend Lake College.  During his two years at Rend Lake, Kyler competed as a collegiate golfer and was also named an Academic All American.  After Rend Lake, Kyler transferred to Southern Illinois University-Edwardsville where he graduated in 2019 with a Bachelor of Science in Economics and Finance.  While attending SIUe, Kyler continued working at FSM Wealth as he transitioned to an advisory role taking on more responsibilities with clients focusing primarily on retirement planning, wealth management, and insurance planning.

Kyler has been a frequent industry speaker at several NAIFA conferences. He was also appointed to serve as a director on the board in 2021 for NAIFA Illinois, and he continues to serve on the board today. Kyler is also a two-year member of MDRT. Kyler also holds the CFP designation.

Outside of FSM Wealth, Kyler still enjoys playing competitive golf, spending time with family and friends, and traveling.