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About

NAIFA's Meetings on Main Street event series is our chance to give back to the insurance and financial services industry by presenting an inspirational, insightful, and invigorating experience open to all industry professionals. 

At NAIFA, our mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members. All NAIFA members adhere to our Code of Ethics and are held to the highest standards in the industry. 

Experience

Join us on October 18 for an action-packed afternoon featuring talks from insurance and financial services leaders, followed by a complimentary cocktail reception.

At Meetings on Main Street, you will hear from nationally-acclaimed speakers and thought leaders, including NAIFA Trustee and Midwest Legacy Group, LLC., founder Christopher Gandy, LACP; Carson Group Managing Partner Jamie Hopkins, Esq., LLM, CFP, ChFC, CLU, RICP; and Fairway Independent Mortgage Corporation's National Reverse Mortgage Director Harlan Accola, CRMP, CSA.

Expect to learn how to:

  • Capitalize on behavioral finance trends
  • Market yourself effectively
  • Help clients make the most of their home equity

Who Should Come

This event is for financial advisors, insurance agents, CPAs, estate planning attorneys, and any other financial service professional looking to grow their business with expert advice from top talent.

Don't miss this great opportunity for networking and learning how to grow your business from leading experts!

This event is free to attend. As a courtesy, please let us know if you RSVP and can't attend. 

Register

1:00 pm -1:15 pm: Registration/Welcome 

Jamie Hopkins

1:15 pm - 1:35 pm: Jamie Hopkins — Trends in Behavioral Finance and How You Can Capitalize

Dan Finley

1:40 pm - 2:00 pm: Daniel Finley —The Solutions Formula: How to Turn Obstacles Into Opportunities

Ron Lee

2:05 pm - 3:25 pm: Ron Lee — Social Security Simplification

2:25 pm - 2:45 pm: Break
Harlan Acola

2:45 pm - 3:05 pm: Harlan Accola — Uncovering Wealth in Home Equity

luke acree

3:10 pm - 3:30 pm: Luke Acree — Branding Using Digital Marketing

Martin Saavedra, Jr.

3:35 pm - 3:55 pm: Martin Saavedra, Jr. — Advisor Marketing: Truth vs Lies

Chris_Gandy

4:00 pm - 5:00 pm: Cocktails with Chris Gandy — Inspirational Power Hour

Midwest Legacy Group supports NAIFA

Midwest Legacy Group
901 Warrenville Road

Lisle, IL 60532
630-541-5958

 

Thanks to our event host:

Midwest Legacy Group supports NAIFA

Speakers

Jamie Hopkins Esq., LLM, CFP, ChFC, CLU, RICP

Managing Partner of Wealth Solutions at Carson Group

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Managing Partner of Wealth Solutions at Carson Group

Jamie Hopkins Esq., LLM, CFP, ChFC, CLU, RICP

NAIFA Trustee Jamie Hopkins Esq., LLM, CFP, ChFC, CLU, RICP, is the Managing Partner of Wealth Solutions at Carson Group, a national wealth management firm that offers coaching and partnership to financial advisors. A nationally recognized writer, researcher, and educator, Jamie is a regular contributor to Forbes, InvestmentNews, and MarketWatch. He has been published in dozens of financial, educational, and legal journals, and is the media’s go-to expert on retirement income planning and tax law.

Daniel Finley

President and Co-Founder at Advisor Solutions

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President and Co-Founder at Advisor Solutions

Daniel Finley

Daniel Finley is the President and Co-Founder of Advisor Solutions—the premier financial advisors, business consulting, and coaching service dedicated to helping advisors build a better business. His financial advisory and coaching experience includes all three major channels of distribution: wire-house, bank, and independent. He has personally experienced and coached successful strategies in all types of business environments, so he truly understands the financial advisory industry.

Ron Lee, CLU, ChFC

Vice President, Advanced Markets and Brokerage Field Relations at Mutual of Omaha

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Vice President, Advanced Markets and Brokerage Field Relations at Mutual of Omaha

Ron Lee, CLU, ChFC

Ron Lee is the Vice President of  Advanced Markets and Brokerage Field Relations at Mutual of Omaha. He leads a team of creative, solution-focused advanced markets professionals who collaborate with advisers to provide excellent planning solutions for clients who wish to plan for the succession of their businesses, transfer their estates, or build wealth for a successful retirement.

Harlan Accola, CRMP, CSA

National Reverse Mortgage Director at Fairway Independent Mortgage Corporation

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National Reverse Mortgage Director at Fairway Independent Mortgage Corporation

Harlan Accola, CRMP, CSA

Harlan Accola has been in the mortgage industry for over 20 years and has worked with all types of loans. His specialty and favorite has always been working amongst the 62-plus age group with over 1,000 Reverse Mortgages, which has been the most rewarding part of his career. He is now the National Reverse Mortgage Director for Fairway Independent Mortgage Corporation.

Luke Acree

President at ReminderMedia

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President at ReminderMedia

Luke Acree

Luke Acree, President of NAIFA partner ReminderMedia and co-host of the popular Stay Paid Podcast, is a marketing evangelist and an expert team builder. Luke has worked with tens of thousands of independent business professionals over the years, helping them understand how to connect with their client database in ways that generate leads, secure repeat clients, and drive more referrals.

Along his path from software engineer to leader of a multi-million-dollar company, Luke has used his uncanny ability to solve problems to deliver solutions that drive revenue and foster success for service-based sales professionals across the country.

He has spoken at Inman Connect, The Disrupt Tour and appeared on several podcasts, including GSD Mode, Real Estate Uncensored, and Pat Hiban’s Real Estate Rock Star Radio.

Martin Saavedra, JR

Executive Vice President at Live Marketing, LLC

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Executive Vice President at Live Marketing, LLC

Martin Saavedra, JR

Martin Saavedra JR is one of the founders of the SILLOET technology platform. Martin has been in digital marketing and data mining for over twenty years. Working with brands such as HP, AIG, Sun America, and others.  He and his team have been able to build amazing applications to specifically be the leaders within the consumer path to purchase segments. Martin is married and has two amazing kids with whom he spends all of his time with, especially on the water and hopefully with a fishing rod in his hand.

Christopher Gandy, LACP

Founder of Midwest Legacy Group LLC

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Founder of Midwest Legacy Group LLC

Christopher Gandy, LACP

NAIFA Trustee Christopher Gandy, LACP, is the Founder and CEO of Midwest Legacy Group (OneAmerica) in Lisle, IL. He has served as President of NAIFA’s Chicagoland chapter and has been a NAIFA member since 2003. He entered the insurance and financial services industry in 1999 after playing professional basketball for the Chicago Bulls and the San Antonio Spurs as well as in L’Hermaine, France. 

He has served as President of NAIFA’s Chicagoland chapter and has been a NAIFA member since 2003. He serves as Co-Chair of NAIFA’s Diversity, Equity, and Inclusion Council and is a member of the NAIFA 2025 Strategic Planning Committee. He is a highly sought-after speaker for industry events and has been published in Advisors Magazine, GQ, NAIFA's Advisor Today, and InsuranceNewsNet, among other publications.