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Join us to learn everything you need to know about the overall 529 college savings plan and how to position it for families who you currently work with as clients.
The 529 college savings plan is a powerful tool designed to help families prepare financially for future education expenses. By offering tax advantaged growth and tax free withdrawals for qualified education costs, a 529 plan makes it easier for students to afford tuition, books, room and board, and other related expenses. Contributions can grow over time through investment options tailored to long term education goals, allowing families to build a meaningful financial foundation well before a student begins school. Ultimately, a 529 plan provides flexibility, encourages consistent saving, and empowers students to pursue higher education with reduced financial stress.
Phillip Waddles is the Senior Institutional Relationship Manager for the Indiana529 Direct Savings Plan. His keen understanding of 529 plans in general, and Indiana529 in particular, make him a valuable resource for spreading the word about the importance of education savings. Phillip brings passion, excitement, and commitment to the topic of saving for education, and can inspire any audience to take action to prepare for it. With over 25 years of experience in financial services, Phillip has a vast knowledge base to pull from when sharing information with organizations and individuals.
We hope you'll join us for this opportunity to learn more about the Indiana529 Direct Savings Plan to support your clients future educational plans!
Registration Rate:
Members: No Charge
Non-Members: $25
Non-members, become a member of NAIFA today and receive Member Pricing to attend this presentation!
Need assistance with registration? Reach out to our Member Experience Team at (877) 866-2432.
The course will orient attendees on benefits available to veterans of the United States Armed Forces, their spouses and their family members. Those who attend will learn the unique needs of veterans as well as how to identify and access benefits available to them and their family members through the U.S. Armed Forces and the Veterans administration. Topics include healthcare, disability, long term care and pension benefits with a focus on explaining to financial advisors how to help veterans their families access the benefits they have earned.
Hybrid Event:
The Lawrence Veterans Center, 9450 E 59th Street, Indianapolis, IN 46216 or Zoom
Registration Rate:
Members: Free to Attend
Non-Members: $25
Non-members, become a member of NAIFA today and receive Member Pricing to attend this presentation!
SILVER SPONSOR
NAIFA-Indiana's Annual State Golf Outing - OK, golfers, show us what you've got. Come together with your fellow NAIFA members from across the state, be ready to defend your turf, and take home the trophies!
Time & Location
June 18, 2026, 8:00 AM – 3:30 PM EDT
Golf Club of Indiana, 6905 S 525 E, Lebanon, IN 46052, USA
About the Event
8:00 am - Check-in and lite breakfast
9:00 am - Shotgun Start
2:30 pm - Lunch & Awards
FORMAT: Four Person Team Captain's Choice (18-Hole Tournament) - Shotgun Start
AWARDS: Prizes will be awarded to the top 3 winning teams. Individual prizes will also be awarded for longest drive, the closest to the pin and the longest made putt.
COST:
Upgrade to Silver Sponsor ($600), all of the above plus a hole sponsor.
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We invite you to take part in our annual legislative day, earn CE, meet with fellow NAIFA-IN members, and interact with your lawmakers.
We will get started with registration and coffee at 9:30am, hear from state and local speakers, before heading over to the statehouse. Lunch is currently on your own.
9:30am-10am Registration & coffee
10am-10:10 Welcome
10:10am-12:15pm Guest speakers, including:
We need YOUR voice in Indianapolis!
Attending the annual Legislative Day on the Hill is your opportunity to participate in the political process, sharing your expertise and insight on how decisions being made impact your clients and your industry!
Learn about Advocacy efforts, how your efforts can influence the political process, and how an issue becomes law.
Attend the briefing session and learn about the issues important to our industry that are facing your State Lawmakers.
Visit with your State Lawmakers and discuss key issues.
If you need to look up who your legislators are so you can set up appointments with them, you can find them here.
Do you have a relationship, or have you had a recent interaction with a legislator? You can log it with NAIFA National here.
Location:
OneAmerica Tower Main Auditorium; 200 N Illinois St; Indianapolis, IN 46204
Suggested Parking:
OneAmerica Tower Garage
Street Parking in surrounding area
Additional nearby parking garages located off the east side of Capital Street
Registration Rates:
Members - Free
Non-Member $25
November is LTC Awareness Month, the perfect time to renew your knowledge!
Join Chris Barnthouse, MBA, CSA, CLTC for a 5-hour LTC Re-Certification Course, covering the latest updates and best practices in long-term care planning. Stay compliant, sharpen your expertise, and earn your five hours of Long-Term Care CE credit the Dept. of Insurance requires every two years.
Chris Barnthouse has taught CE around the state for nearly 20 years and has influenced LTCi legislation at the state and national level. He regularly attends LTCi conferences around the country and brings the knowledge he gathers there to his LTCi renewal course.
Topics will include Indiana Long Term Care insurance law, Medicaid regulations, tax treatment of LTCi, veterans’ benefits, specialty and hybrid LTCi products, and what’s new in LTCi in Indiana and across the country.
In addition to supporting your LTC re-certification requirements, Chris has taken it upon himself to issue a pizza challenge. For any group who hosts a watch party attended by at least 6 people, Chris will buy the pizza for lunch. Simply send him the sign in sheets, a photo of the watch party for use on NAIFA’s social media, and a copy of the pizza receipt and he will reimburse you. Contact Chris at chris.barnthouse@nm.com or 317-372-9288 for details and to set up your watch party in advance.
Location
Northwestern Mutual
600 East 96th Street, Ste 100
Indianapolis, IN
OR
Zoom
Registration Rate:
Members: No Charge
Non-Members: $50
Non-members, become a member of NAIFA today and receive Member Pricing to attend this presentation!
Need assistance with registration? Reach out to our Member Experience Team at (877) 866-2432.
Get the latest insights on retirement planning strategies in this power-packed 2-hour session with Kelsey Corwell:
9:00 AM – Small Business Retirement Plans
This course offers a comprehensive overview of small business structures and the retirement plan options available to them. Advisors will gain insights into employer-sponsored IRAs, qualified retirement plans, and the tax rules that shape benefits for small businesses. Participants will leave with a clearer understanding of how to guide small business clients in selecting and implementing effective retirement strategies.
10:00 AM – Retirement Planning After SECURE 2.0
This course provides advisors with a practical guide to the retirement planning process, focusing on the five-step retirement planning process and critical risk factors. Participants will explore the primary sources of retirement income, the rules surrounding plan distributions, and key planning considerations under the SECURE Act 2.0.
Stay current, boost your expertise, and earn CE credit—all from the convenience of Zoom!
Registration Rate:
Members: No Charge
Non-Members: $50
Non-members, become a member of NAIFA today and receive Member Pricing to attend this presentation!
We welcome you to join NAIFA-Indiana for this year's Annual Meeting and Reception, we'll be hosting this year's festivities at the Woodland Country Club in Carmel.
We'll be offering an opportunity to earn CE credit, followed by our annual meeting and reception. As part of this year's Reception festivities, we'll be honoring the many years Sandy, Mary and Sherman dedicated to NAIFA-Indiana. We will also honor our 2025 Jack Peckinpaugh Award Winner, Gary Woolman. We hope you'll join us to recognize these terrific individuals for their service to our association.
Agenda
2pm - Arrival
2:15-3:15pm - CE presentation
3:30-5pm - Annual Meeting
5:30-7:00 Reception
Location
Woodland Country Club
100 Woodland Ln
Carmel, IN 46032
We hope you'll join us for this year's Annual Meeting as we install our Leaders for 2026, report on the association, meet our new Executive Director, recognize and honor service to NAIFA-Indiana.
Join us for a 3-Hour Ethics CE course, presented by Beth Peckinpaugh Beasley, on Thursday, September 18th. This course meets your 2-year Ethics licensing requirement.
Watch this video as Beth discusses how she developed her Ethics CE Course.
Whether you can join us in person, or via zoom, we look forward to your joining us!
Non-members, become a member of NAIFA today and receive Member Pricing to attend this presentation!
Registration Rate
No Charge for Members
$45.00 for Non-Members
Location
Please select one during registration:
Copyright © 2023 NAIFA-Indiana
600 State Street, Suite A
Cedar Falls, IA 50613
Phone: (317) 844-6268
info@naifa-indiana.org
