Save the Date
The NAIFA DuPage Annual Sales Congress
February 23, 2017
Featuring: Scott Podsednik, Michael Amoia, and Curtis Cloke
“From the Minor Leagues to Winning a World Series Title” Scott Posednik
Scott Posednik made his major league debut with the Seattle Mariners in 2001 and was later acquired by the Milwaukee Brewers. In 2003 he was MLB.com’s Major League Rookie of the Year and voted by peers as the National League Most Outstanding Rookie. In 2005 he was traded to the Chicago White Sox. That year he was an MLB all-star, an integral part of the Chicago White Sox World Series Championship team, and he hit the 14th walk off home run in World Series history.
“The Top Ten Tax Traps” Michael Amoia JD, LL.M, CLU, ChFC
Michael is Senior VP of Advanced Sales from Crump Life Insurance Services. With over 23 years of experience working with high net worth clients on complex estate and business planning issues, Michael oversees Advanced Sales for all of Crump Life Insurance Services. He has authored or co-authored The Interplay of 409A and Split Dollar, Utilizing Private Split Dollar in Estate Planning, Irrevocable Life Insurance Trusts in Times of Tax and Legal Uncertainty, The Goodman Triangle and Complexities of Life Insurance Policy Valuation. He received his BS in Economics from George Mason University. He graduated cum laude from the University of Baltimore School of Law and received his LL.M in Taxation and Certificate in Estate Planning from Georgetown University Law Center.
“Cracking the Retirement Income Code” Curtis V. Cloke, CLTC, LUTCF, RICP®
Curtis V. Cloke is an award winning international speaker, educator and writer as an industry recognized retirement income expert. He is an active life planner with over 29 years of experience serving his clients around the US from his Burlington, Iowa office. His unique ability will take the audience to a place of knowledge and inspiration that will move their needle to make a difference in their spear of influence and grow their business and personal life to new heights.
Ethics CE offered 9-12, Lunch Buffet at Noon and Program 1-5 followed by Happy Hour
Empress Banquets
200 E Lake Street
Addison, IL 630-279-5900 For more information, call Sherri Wheeler at (630) 443-6464