NAIFA YAT Event
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NAIFA YAT event – Nov 13th at Cedar Ridge from 1-5pm, social from 5-6pm

11/13/2018
When: 11/13/2018
1:00 p.m. - 6:00 p.m.
Where: Cedar Ridge Winery
1441 Marak Rd NW
Swisher, Iowa  52338
United States
Contact: Brandon Kuehl
319-339-4187

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NAIFA YAT event – Nov 13th at Cedar Ridge from 1-5pm, social from 5-6pm

 

Agenda

 

1-1:45 – Ross Haeberle – MFS

            Economic Update

1:45-2– Break

2 – 3:15 – Jordan Montgomery – Performance Coach - Montgomery Companies

             Jordan Montgomery, owner of Montgomery Companies, is a highly regarded performance coach and keynote speaker whose clients include business executives, sales organizations, and entrepreneurs.

3:15 – 3:30 – Break

3:30 – 4:45 – ‘’Learn from the Legends’’ Panel

            Marvin Stallman – The Financial Specialists

            Bob Anderson – Strellner Agency

            Frank Kintzle – Principal Financial Group

           

4:45 – 6pm – Social Honoring the Legends

First Drink Provided by Ross Haeberle and MFS

5:15 – Presentation of the Legends 

National Association of Insurance and Financial Advisors-Iowa

600 State Street
Suite A
Cedar Falls, IA 50613