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• Thriving in a New Reality

  • When
    Tuesday, December 08, 2020
  •  
    9:30 AM (EST)
  • Location
    Zoom

  
  

  Join Delvin Joyce, former NFL player and current NAIFA member for an engaging chat on how to thrive in this new reality. Topics covered will include:

  1. Prospecting from home
  2. Expanding your professional brand
  3. Creating opportunities through your client service model

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  Join us on Tuesday, Dec 8 at 9:30 AM

  
  

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  ABOUT THE SPEAKER

  Delvin Joyce is Founder and President of Prosperity Wealth Group, a financial planning firm based in Charlotte, NC serving clients throughout the United States. Originally from Martinsville, Virginia, Delvin attended James Madison University, earning a B.A. in Business Marketing. While at JMU he was a member of the football team and received multiple All-Conference and All-America honors while breaking several school and NCAA records.

  Shortly after leaving JMU, Delvin joined the New York Football Giants as an un-drafted Free Agent in 2002 and made an immediate impact as the starting punt and kick returner. He retired from the NFL in 2005 and relocated to Charlotte, NC. Delvin joined Prudential’s North Carolina Financial Group as a Financial Services Associate in October 2006 and has held numerous leadership roles in Prudential Advisors including most recently, Managing Director of the South Florida Financial Group from 2012 to 2017. In July of 2017, Delvin returned to Charlotte to found Prosperity Wealth Group to help individuals and families achieve their financial objectives through fee-based financial planning.

  With a focus on community empowerment through financial literacy, Delvin frequently hosts or is invited to speak at seminars and events across the country to promote financial wellness. He has served as a financial expert for various media publications including the Washington Post, USA Today, Money Magazine, and Nerd Wallet while also serving as a featured speaker and panelist for multiple financial industry conferences. In 2019, Delvin was recognized by Black Enterprise Magazine as a BE Modern Man, a campaign designed to celebrate black men making valuable contributions in every profession, industry, community and area of endeavor. He serves on the Board of Directors for Youth Development Initiatives Inc, a Charlotte based non-profit that provides support for disadvantaged adolescent youth and currently serves on the Board of Trustees for the National Association of Insurance and Financial Advisors. 

  
  

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• Correcting Conventional Wisdom on Retirement Income Planning What You Make vs. What You Keep: Annuities and the Power of Asset Location

  • When
    Wednesday, December 09, 2020
  •  
    11:00 AM - 1:00 PM (EST)
  • Location
    Zoom

  Register

  
  

  Wednesday, December 09, 2020 | 11:00 AM - 1:00 PM
  

  Approved for 1 RI insurance CE credit.
  

  This 2 hour session will explore:
  
  

  • the latest thinking on retirement income planning
    
  • ways to help grow your clients’ money
  • make your client’ money last longer by incorporating annuities into the planning equation

  
  

  ABOUT THE SPEAKER:

  JEFFREY R CLARK, LUTCF, ACS, FLMI, CFS®
  Director of Advanced Strategies
  Jackson National Life Distributors LLC

  Jeff joined Jackson’s Advanced Strategies in September 2011. Prior to joining Jackson, he was the head of Guardian’s Retirement Center of Excellence in New York City, which also focused on growing advisors’ businesses through a sales oriented approach to advanced-planning concepts.

  A frequent industry speaker and author on retirement design, funding, and sales, Jeff has addressed the Association for Advanced Life Underwriting (AALU), Society of Financial Service Professionals (FSP), Million Dollar Round Table (MDRT) Top of the Table, and others. He has also authored articles for the CPA Journal, the Journal of Financial Service Professionals, and many other industry periodicals.

  Jeff is a Distinguished Military Graduate of The Canisius College of Buffalo, New York and earned a Bachelor of Science degree in Management with a minor in Accounting. He also holds FINRA Series 6 and 26 registrations and is a CFS® professional.

  
  

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