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4th Annual Alabama Sales Symposium Pelham Civic Complex Pelham, Alabama. Thursday, February 11, 2010 Call 334-271-4900
This Years Theme: INSURE YOUR LOVE SALES SYMPOSIUM
$50 Ticket Includes:
- Symposium Admission
- 3 Continuing Education Credit Hours
- Cruse Giveaway Entry - Cruise Giveaway for Two From Mobile to Mexico. $750 Value
Purchasing your ticket early increases your chance of winning.
- Purchase by December 31st = 3 entries.
- Purchase by January 30th = 2 entries.
- Purchase after January 30th = 1 entry.
Order Your Ticket Today by calling 334-271-4900 and pay by Visa or MasterCard.
Or - Mail your check or money order to: Naifa Alabama, 2820 Fairlane Drive, Suite A-1, Montgomery, Alabama 36116
Thursday, February 11, 2010 8:30 a.m. to 12:20 p.m.
Pelham Civic Complex at Pelham, Alabama.
Directions: I-65 to Exit 246 just south of Birmingham. Turn west onto Hwy 119. Turn left onto the 1st street after you turn onto 119 which is State Park Road. Then look for Amphitheater Road (3rd street on right). Turn right onto Amphitheater Road and proceed about 1/2 mile.
Speaker Line Up:
David Thomas - Grandview Wealth Management. David began his financial services career in 1974 as an agent and later as a sales manager with Liberty National Life Insurance Co. He eventually moved to The Principal Financial Group in Birmingham, where he studied financial and estate planning and obtained his securities licenses. As David's career advanced, he formed Twin Oaks Strategic Partners, LLC, a hedge that specializes in government backed accounts receivable financing. As President and CEO of his wealth management firm for seventeen years, David still maintains a simple philosophy, which is to help his clients address their objectives in the most effective way possible. David has taught continuing education classes for CPAs in advanced financial strategy; has won awards for his research an presentations on Tax Planning for the Affluent, and spoken at a variety of conferences regarding technological resources required by premier wealth management firms.
Tom Williams - Retired Insurance Agent - Cajun Comedy Tom is a native of Olla, Louisiana and earned his bachelor's degree at Northwestern State University in Natchitoches, Louisiana, and served in the U.S. Navy. He has resided in Satsuma, Alabama for forty years where he was elected to the city council in 2008 and currently serves the city as a Public Safety Chairman. Tom is also a member of the Northside Salvation Army Advisory board, the Community Development Organization, the Library Foundation, Chickasaw United Methodist Church and as Lay Leader for the Mobile District United Methodist Church. He is a member and has served as a past president in the Saraland Chamber of Commerce, the Lions Club, the Gulf Coast Opry, and the Civic Forum. Tom is a past member of the Mobile Association of Insurance and Financial Advisors for 33 years. During his membership he served as President in 1989 and was selected as Underwriter of the Year in 1992. He also served two years as the Area One Vice President for the Alabama Association of the Insurance and Financial Advisors. Tom has been married to his lovely wife, Martha Ann for 5 years and they have six children and nine grand children He loves to hunt, cook, dance and spend time with family and tell Cajun stories from the Louisiana Bayou.
Mark Sutton - Allstate Insurance Agent from Georgia Mark began his career as an agent with Prudential Financial in 1979 at the Quincy IL Prudential agency. After 5 successful years of personal production he accepted a promotion to Unit Manager with Prudential at the Macomb IL office. Mark led his team from the bottom of the Illinois region to ranking at the top 10% of the company. In 1991 Mark was promoted to Assistant to the Vice President of Regional Marketing for the Illinois region. In 1993 he was promoted to the Danville IL agency, leading the agency to numerous Presidents Citation recognition awards. In 1997 Mark accepted an assignment as Director of Field Development where he was responsible for the development of field management for the states of Illinois and Michigan. He was then appointed Managing Director of the Champaign IL Agency and the agency thrived under his leadership qualifying for numerous company and industry awards including GAMA Gold and Platinum level agency performance. Mark relocated to Atlanta, joining Allstate Financial in May 2009. He is responsible for Life Insurance sales for the states of Georgia, Alabama, and North Florida. Mark and his wife Cathy live in the Atlanta area. They have two children, Dr. Matthew Sutton and Bethany Powell.
The David Orbuch - The Chief compliance officer for United Health Care David joined Ovations in May 2009 as its Chief Compliance Officer. Mr. Orbuch was formerly the President of Phillips Eye Institute and the Phillips Eye Institute Foundation. Previously, David held various positions at Allina Hospitals and Clinics including Executive Vice President of Corporate Responsibility and Chief Compliance Office. Prior to working for Allina, David was a federal and state prosecutor for over ten years. Mr. Orbuch earned a Bachelor of Arts degree with honors from the University of Wisconsin and earned a J.D. with honors from the University of Minnesota. David also completed a healthcare fellowship from the American Hospital Association. Mr. Orbuch is involved as a Board Member and as an active volunteer in a number of civic, philanthropic and religious community organizations. These organizations include the Greater Minneapolis Chamber of Commerce, the Midtown Community Works Partnership, the Hennepin County Health Foundation, Project for Pride and Living, the Minneapolis Jewish Federation and the Jewish Community Relations Council. David is also a past president of Region V of the Healthcare Compliance Association, a past board member of the National Health Care Anti-Fraud Association and a past co-chair of the Coalition Against Insurance Fraud. David is also an adjunct professor at the Hamline University School of Law.
Schedule
7:30 - 8:30 Registration
8:30 - 8:45 Welcome by Dennis McMeans
Opening Remarks by Greg Turner
8:45 - 9:35 David Thomas
Grandview Wealth Management
9:35 - 10:00 Tom Williams
10:00 - 10:10 Recognize Sponsors
10:10 - 11:00 Mark Sutton, Allstate
11:00 - 11:15 Break
11:15 - 12:05 David Orbach
Chief Compliance Officer UHC
12:05 - 12:20 Closing Remarks by Greg Turner
3 hours of CE
Order Your Ticket Today
(Click on the link below)
Or Call:
334-271-4900 Visa and MasterCard Accepted
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