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ELEVATE
YOUR GAME

September 20, 2023

New York

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Event Schedule

September 20, 2023

9:00 am
Registration Opens
9:00 - 10:00 am
Welcome Reception
9:45 - 10:00 am
Opening Remarks
NAIFA-New York President, Gary Cappon, CLU, LUTCF, RICP, FSCP, CLTC
VP & Head of Sales, Atria Wealth Solutions
10:00 - 10:45 AM
Opening Keynote Session
Sticktoitiveness
Delvin Joyce, CFP, CLU, ChFC, RICP
Financial Planner, Prosperity Wealth Group, LLC
10:45 - 11:00 am
Networking Break with Exhibitors
11:00 - 11:45 am
Prospecting in the New Economy - Using ChatGPT & LinkedIn
Rob Fishman
Sandler Training
11:45 am - 12:00 pm
The NAIFA Promise
Vinny Dallo, ChFC, CLU, CLTC, LUTCF
Kappan Financial, LLC
12:00 - 12:45 pm
Lunch and Networking with Exhibitors
12:45 - 1:15 pm
Advocacy & Regulatory Update
Michael Murphy, Esq. & Laura Evangelista, Esq., Greenberg Traurig
1:15 - 2:00 PM
Surviving to Thriving - Taking Your Business to the Next Level
Evelyn Gellar, LUTCF, RICP, CLTC, FSCP, CDFA
2:00 - 2:45 PM
Building The Life You Want Through Your Business
Matthew Daley, MBA, FSCP, LACP, LUTCF
2:45 pm
Exhibitor Raffle Drawing
MUST BE PRESENT TO WIN!