NAFA Annuity Leadership Forum Agenda
Join us for the 2021 NAFA Annuity Leadership Forum, June 15 – 17! The following is subject to change and current as of May 12, 2021.
| Time | Session | Speaker/Panel | Sponsor |
|---|---|---|---|
| 10:00 AM CT | Hill Walk Prep – Hill Walk Participants Only | Cliff Andrews |
| Time | Session | Presentation | Speaker/Panel | Sponsor |
|---|---|---|---|---|
| 10:00 AM CT | Keynote | The Economic & Political Realities Facing the President and Congress | Austan Goolsbee, Professor of Economics at the University of Chicago’s Booth School of Business | Nationwide |
| 1:00 PM CT | Washington DC Legal Panel | A Look at Legislative Issue Impacting the Industry | Carlton Fields, Bradford Campbell, Partner at Faegre Drinker Biddle & Reath and moderated by Emily Kresowik, Sr. Counsel at EquiTrust | |
| 3:00 PM CT | State and Federal Update | From MDL 275 to SECURE Act 2.0 – State Regulation & Federal Legislation Overview and Updates | Pam Heinrich, General Counsel, Director of Gov’t & Legal Affairs at NAFA and Cliff Andrews, Managing Principal at CapCity Advocates and Federal Legislative Strategist & Advocate at NAFA |
| Time | Session | Speaker/Panel |
|---|---|---|
| 10:00 AM CT | Hill Guest | TBD |
| 11:00 AM CT – 4:00 PM CT | Hill Walk – Appointments with Congress | For NAFA Members Only |
| Time | Session | Presentation | Speaker/Panel |
|---|---|---|---|
| 10:00 AM CT | Diversity Panel | Educating, Engaging and Enhancing Cultural Relations in the Industry | Angela Jackson, Chief Diversity Officer at Athene, Pablo Martinez, Advance Sales Specialist at Curiman Brokers Group, Dr. Carlos Martinez, Sr. VP & Head of Culturally Diverse Markets at National Western Life, and moderated by Ronald Reeves, Chief Diversity Officer at AIG |
| 1:00 PM CT | Economic Outlook | From COIVD to Cryptocurrency to Federal Activities, a Discussion on Possible Future Economic Outcomes | Russ Koesterich, SR., PM, Global Allocations at BlackRock, Phil Mackintosh, Chief Economist at Nasdaq, Phillip Brzenk, Sr. Director – Strategy Product Management at S&P and moderated by Mark Williams, President/CEO of Brokers International |
| 3:00 PM CT | Alliance for Lifetime Income | A Unique New Body of Research that Connects the Protected Income Needs of Consumers, with Annuity Products and Retirement Planning Approaches by Financial Advisors | Tamiko Toland, Director, Retirement Markets at CANNEX Financial Exchanges Ltd. and moderated by Chuck DiVencenzo, President and CEO at NAFA |