Wednesday, September 27th

Young Advisor Networking Happy Hour

J.B. Dawson's Restaurant & Bar  5:00 p.m.
315 Mall Rd, Newark, DE 19702

YAT (Young Advisors Team) Happy Hour

Join NAIFA – Delaware and the Young Advisor Team for Lively Networking, Top-Notch Hors D’ourves, and Free Booze! 

​Come swap cards and throw back brews with the best young professionals in the state! 

Calling all YAT’s, Current or prospective! Are you interested in seeing first-hand the non-political resources that NAIFA Delaware can provide? Come join us for a casual night of entertainment free of charge! Other centers of influence will be in attendance to potentially increase the size of your network ( Accountants, Attorneys, Lenders and Business Consultants). Did you know that NAIFA not only around provides political advocacy (Job Security), but also strives to help improve the quality of our Young Advisor’s careers? Join the Young Advisor Team for an evening of great food – and even better – booze on Wednesday September 27th at J.B. Dawson's (Christiana Mall) at 5 o’clock. Questions: email the Young Advisor Team Chair – Jake Condron (302) 757-1129


​​October 17, 2017
NAIFA Delaware CE Symposium

Earn up to 8 Insurance CE's for Delaware (1 Ethics) and Pennsylvania 
​In addition, you can earn up to 8 CFP CEs.
Location: Frog Hollow Golf Course Banquet Room, Middletown, DE
Time: 8 am – 5 pm

NAIFA Delaware members attend for FREE
​Guests are welcome - see registration form for applicable fees

Keynote Speaker: Congresswoman Lisa Blunt Rochester


Other presentations include:

  • Making Ethical Judgments in Difficult Situations, Ronald Duska, PhD
  • Reverse Mortgages: Real World Applications, Harlan Accola, Fairway Mortgage
  • 2018 Health Care and Beyond, Chris Handley, Savoy Associates
  • Social Security Maximization Planning, Andrew Robertson, Corporation for Social Security Claiming Strategies
  • Rollover as a Business Startup Plan (ROBS) to Create Equity in New or Existing Business, Candice Caruso
  • Holistic Approach to Retirement Healthcare, Tracy Russo, CLTC, HTA
  • Wealth Building Cornerstone, Anthony Mento CFP, LIFE Brokerage, LLC
    Presentation Objective:

  • Buying, Selling, and Valuing a Financial Services Practice, David Grau, Jr., MBA, Succession Resource Group, Speaker is Sponsored by Principal Financial Group

 Industry Recognition and Award Dinner will Immediately Follow

  • This is a great event  – consider staying for a little social time and fun
  • Buy your dinner ticket while you make your CE symposium reservation 

 Link below allows you to register for either or both events