NAIFA-TX Conference and Annual Business Meeting

The 2016 NAIFA-Texas Conference will be one conference you don't want to miss! ENGAGE with fellow members, keynote speakers, and legislators alike to make NAIFA a part of your daily activities.

Plus: networking, MDRT-class speakers, entertainment, and more!

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Registration Packages

Choose the package that works for you

After January 6, 2016 each registration fee will increase by $50

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  • Member of NAIFA


  • Non Member (Industry Attendee)


  • Member of NAIFA (1st Time Attendee)


  • NAIFA Texas Past President


  • Local Associate Executive


  • Spouse (Meals Only)



Six speakers sure to transform your attitude and your business

Stephen Dolce, CFA

This session will provide an economic update. Steve has over 20 years of directly managing institutional money in numerous asset classes. Experience includes being a partner, fundamental equity analyst, portfolio manager, investment committee member, client service rep and marketing to clients and consultants.

Tom Clark

Tom is a Social Security and Medicare expert. After 33 years of service at the Social Security administration, Mr. Clark now has a second career, spending time with groups like ours, helping them become educated in making the correct decisions and informing them on the intricacies of the Social Security and Medicare System.

Thomas Rich

As a self-employed insurance and financial professional, you know it's not how much money you make that matters, but how much money you keep! Especially now, with the higher tax rates. You might have a great bookkeeper or CPA handling your taxes, but that person is not involved in the day-to-day decisions of your business that can mean the difference between keeping-or losing-literally thousands of dollars over the course of the year. We want you to have the most successful business possible! This seminar will help you maximize your take-home income!

Simon Reilly

Whether on paper or in their head, business people that don't have a business plan keep going over the same to-do list or "stuff" over and over again and that sucks up their valuable consciousness reminding themselves of what they have to do without making a decision about what action to do next leaving them in overwhelm. WHY is the above happening? Join Simon Reilly in this value packed presentation to learn how the One Page Business Plan can help you to write a clear, concise, and understandable business plan using key words and short phrases in the fastest, easiest and simplest way possible.

Texas Demographer Dr. Lloyd B. Potter, PH.D., M.P.H.

Dr. Potter's current work focuses upon understanding and communicating demographic processes in Texas, training doctoral level applied demographers in the areas of public policy and health, and conducting demographic research on public policy and health related topics. Over his career, Dr. Potter's work has focused on applying demographic methods and social and behavioral science in public health settings.

Dr. Will Miller

“Refrigerator rights" stands for the kind of closeness we have with people in our lives. How many people can walk into our homes and just open up the fridge and help themselves? Only the people closest to us. This session offers specific suggestions for: reaching out beyond one's immediate family; balancing self-care and care for others; re-establishing vital social networks -- you will learn how to break out of your isolation booths to create the kind of relationships that strengthen, support, and satisfy their souls.

If you are a voting Delegate or Alternate for your local association please Credential.

This meeting serves as a meeting for the state board of trustees

LILI Session #6

This is the last session for our 2016 LILI participants. Good luck!

Speaker: Stephen Dolce, CFA

Kick off the days events with welcome remarks from NAIFA Texas President Jason Talley, LUTCF and Conference Chair Chris Hatton, CFP -- followed by an economic update provided by Mr. Dolce.

Join us for refreshments and live music immediately following the day's meetings. NAIFA Great Southwest will announce its recipient of the Bruce Murray Award.

Nine LILI participants are set to complete the six-month leadership development program. Please join us over dinner to help celebrate their achievement. Graduates will deliver commencement addresses and receive awards from LILI mentors.

All delegates and alternates must attend this session.

Elections for one (1) President-Elect Position; one (1) Secretary/Treasurer Position; and three (3) Trustee Positions will take place during this Session. All local voting Delegates are required to attend.

This session will incorporate a"state of the Federation" report from 2015-16 NAIFA National President Jules Gaudreau.

Speaker: Tom Clark - Social Security/Medicare Expert

Speaker: Thomas Rich - Proven Business Tax Strategies for the Insurance and Financial Professional

Speaker: Simon Reilly - One Page Business Plan Consultant

NAIFA Texas' newly elected Board of Trustees will be installed during this lunch.

Speaker: Tom Clark - Social Security/Medicare Expert

Speaker: Dr. Lloyd B. Potter, PH.D., M.P.H., TX State Demographer

Speaker: Simon Reilly - One Page Business Plan Consultant

Speaker: Dr. Will Miller - Refrigerator Rights: Creating Connections and Restoring Relationships


  • Hilton Houston Post Oak
  • 2001 Post Oak Blvd. Houston, Texas 77056
  • Book a reservation
  • 713-968-1346
Reference NAIFA-Texas to receive the group rate of $129/night. Reservations must be made no later than January 19, 2016.


Please contact Monica Lopez for sponsorship opportunities