WY 2025 Sales Summit Agenda

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Event Schedule

Monday, August 18, 2025

All listed times are Mountain Daylight Savings Time.

11:00 AM

Board meeting

12:30 PM

Registration Opens

1:00 PM

Opening Ceremonies

1:10 PM

George Bain

Reverse Mortgage Loans: A Financial Planning Tool

Approved for 1-Hour General CE

2:10 PM

Networking Break

2:30 PM

John Wheeler, CFP, CLU, CRPC, LUTCF, CLTC, LACP

Whole Life as an Asset Class Compared With Real Property

Approved for 1-Hour General CE

4:00 PM

Annual Meeting

4:30 PM

Wrap Up The Day

5:00 PM

President’s Reception & Networking with Partners

7:00 PM

Dinner on Your Own

Tuesday, August 19, 2025

8:00 AM

Breakfast

8:30 AM

State of NAIFA

John Wheeler, CFP, CLU, CRPC, LUTCF, CLTC, LACP
NAIFA Secretary

9:10 AM

Steve L Hampton, LUTCF and Kendall Bryce, CPFA, CRPC

Ethics in Action: Principles, Theories & Case Studies for Insurance & Financial Advisors

Approved for 3-Hours ETHICS CE