NAIFA DI Workshop

January 09, 2020
9:00 AM - 2:00 PM
 Add to Calendar

Norris Conference Center
618 NW Loop 410, Suite 207
San Antonio, TX 78216
 Directions

NAIFA-San Antonio's DI Workshop

Donald D. Beattie, CFP®, Disability Income Supervisor - Guardian, Opes One Advisors and Don Campfield, Regional Sales Manager - Guardian

Three Hours of CFP & Life and Health CE:

  • "Disability Income for the Individual"
  • "Disability Income for the Business"
  • "Disability Income - Advanced Concepts"

 

CE Hours: 3 CFP CE Credits & 3 Texas Life & Health CE Credits / Continental Breakfast and Boxed Lunch will be served.

Donny Beattie, CFP® is a Disability Income Supervisor for The Guardian Life Insurance Company of America, agency Opes One Advisors (Dallas, Austin, San Antonio, Texas; Oklahoma City and Tulsa, OK.)  He is responsible for thousands of insurance agents and financial planners, providing individualized, one on one support in all areas of disability insurance.

Donny is a CERTIFIED FINANCIAL PLANNER TM professional, having met the requirements established by the Certified Financial Planner Board of Standards Inc.

Register Here before December 15 to get NAIFA member pricing: 

 

PLATINUM Sponsor


Gold Sponsors



Silver Sponsors


Bronze Sponsors