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Success Summit: Cued Up for Success (April 28-29, 2026)
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Event Schedule
Tuesday, April 28, 2026
12:45 pm
Registration opens
1:15 pm
Opening Ceremonies
1:30 pm
Insurance Department Updates
2:30 pm
State of NAIFA
John Wheeler, CFP, CLU, ChFC, CRPC, LACP, CLTC, LUTCF
3:30 pm
Break
Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, NAIFA President
3:45 pm
Reverse Mortgage Loans – A Financial Planning Tool
George Bain
4:45 pm
Master AI and Cutting-edge Tech – The Easy Way
Panos Leledakis, LUTCF, IRMA, BRMA
6:00 pm
President’s Reception | Lindsey N. Vogel Advisor of the Year Award YAT Activities | Game Night
Wednesday, April 29, 2026
8:30 AM
Estate Planning with Digital Assets
Channing Schmidt, CEPA, CFP, J.D.
9:30 am
Whole Life as an Asset Class
John Wheeler, CFP, CLU, ChFC, CRPC, LACP, CLTC, LUTCF
10:30 am
Break
10:45 am
Master AI and Cutting-edge Tech – The Easy Way
Panos Leledakis, LUTCF, IRMA, BRMA
Noon
Farewell