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