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June 9 @ 1:00 pm - 5:00 pm

June 9th, 2022 | 1-5 pm
The Scott Resort & Spa | Scottsdale, Arizona

June 9th, 2022 | 1-5 pm
The Scott Resort & Spa | Scottsdale, Arizona

Learn more & register:

Featured Speakers

Mark Massey (Vice President, SMA Services, Inc.) is one of the most experienced retirement-planning representatives in the country with more than 30 years in the financial and insurance industry. Prior to accepting this position, Massey served as the National Vice President of Retirement Plans for United Wealth Advisors Group, LLC.

Steve Broadbent’s (Sr. Vice President – Retirement, Fulcrum Partners) skill in analyzing and collaborating on the design, funding, and security of nonqualified benefit programs for publicly traded or large, privately held corporations is always in high demand. At Fulcrum Partners, he works attentively with each client, carefully designing effective benefits programs to enable organizations to attract and retain key executive talent while building shareholder value. Broadbent has 23 years of targeted financial industry experience and 11 years with AT&T, of which six were spent as Sales Vice President in Los Angeles. After 22 years of U.S. Navy service, he retired with the rank of commander.

Sam Robert (Vice President – Retirement, Fulcrum Partners)  has more than 20 years of financial services experience, much of which has been focused exclusively on executive benefits and nonqualified deferred compensation plans. With comprehensive knowledge of creative plan design and a deep commitment to attentive client care, Robert builds trusted, long-term relationships with clients.

Andrew Rinn JD, CFP, CLU, ChFC (Vice President Advanced Markets & Competition and Case Design, Ameritas) leads a group of credentialed individuals that specializes in placing estate-, business-, and retirement-planning cases. His own expertise includes wealth preservation, estate planning, business planning, and executive benefits. He consults with insurance professionals and clients’ tax advisors when appropriate to facilitate sales opportunities.

The Scott Resort & Spa
4925 North Scottsdale Road
Scottsdale, Arizona 85251

$69 for NAIFA & FSP Members
$99 for Non-Members
$650 per Agency
Take an additional 20% off with code: APC20

1:00 – 1:30 pm: Registration Opens

1:30 – 2:30 pm: How, When, and Why to Present a Cash Balance Plan with Mark Massey, SMA Serrvices, Inc.

2:30 – 2:45 pm: Break

2:45 – 3:45 pm: Expanding Your Business Client Opportunities with Nonqualified Benefits with Steve Broadbent & Sam Robert, Fulcrum Partners

3:45 – 4:00 pm: Break

4:00 – 5:00 pm: Opportunities for Business Owners in 2022 & Beyond with Andrew Rinn, JD, CFP, CLU, ChFC, Ameritas

5:00 – 6:00 pm: Cocktail Reception

Register at:
NAIFA and the Society of FSP bring together leading thought leaders in the field of advanced financial planning for a half-day of high-impact presentations and discussions on working with businesses and organizations in 2022.

Download the PDF brochure APC Symposia Event Flyer (Phoenix) for NAIFA with 20% off Code PDF


June 9
1:00 pm - 5:00 pm


The Scott Resort & Spa