<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=319290&amp;fmt=gif">
NAIFA-WI_spring2023 event-Hero-image



Home     Agenda     Register Now     


May 3, 2023
Delafield Hotel - Delafield, Wisconsin

415 Genesee St, 53018

Join us in Delafield for NAIFA-Wisconsin's Spring Event! We can't wait to see you.

Take advantage of our EARLY BIRD pricing!

$195 before April 30th | $225 after April 30th


If you attend the Power Summit and e4 insuranceBuilding Business Together Conference, E4 Insurance Services will subsidize your registration.
Use promo code BBT at checkout.*
*Please note by using this promo code you are committing to attend both the Power Summit AND BBT events.

A block of rooms has been secured at the Delafield Hotel. Use this link to book your room.

Other area hotels:

2412 Milwaukee St
Delafield, WI 53018
Visit Website

Holiday Inn Express & Suites
3030 Golf Rd
Delafield, WI 53018
Visit Website
La Quinta Inn & Suites
2801 Hillside Dr
Delafield, WI 53018
Visit Website

The Power of FinPsy: Human Discovery Brings Life to the Financial Journey

Dr. Preston Cherry, CFT-I, CFP
Concurrent Financial Planning
Founder & President

May 3, 2023

10:00 AM

Dr. Cherry is the Founder & President of Concurrent Financial Planning, LLC, a comprehensive financial planning firm that helps households and business owners achieve Life Money Balance™.

Dr. Cherry serves as Assistant Professor of Finance and Head of the Personal Financial Planning Program at the University of Wisconsin – Green Bay. His research surrounds personality traits and financial uncertainty risks. Over 14 years, he has served in lead financial planning roles and RIA co-investment manager of $120M in firm assets. Dr. Cherry has also served in institutional retirement sales, as a mutual fund wholesaler, and serves as a financial advisor coach for Carson Group Coaching.

His degrees include an MS and Ph.D. in Personal Financial Planning from Texas Tech University, B.B.A. in Finance from Prairie View A & M University and serves as President for the Financial Therapy Association, serves on the CFP Board Council on Education, and the Boards of the Association of African American Advisors Foundation, and the Green Bay Economic Development for the Green Bay Chamber of Commerce. Dr. Cherry also serves on the Partners Committee for the Wisconsin Chapter of Financial Planning Association. He has been published in the Wall Street Journal, NerdWallet, The New York Magazine blog The Cut, and The Motley Fool


Grit & Gratitude

Austin Hatch
Overcome It

May 3, 2023

11:00 am

Austin Hatch has survived two plane crashes, both of which claimed family members including his parents. Austin had to search to find the answer as to how he could thrive despite the adversity he faced. He went on to play basketball at The University of Michigan and is now a full-time motivational speaker with a powerful message of applying grit to our daily lives. 

We all face challenges and Austin’s story of overcoming unimaginable loss is a source of inspiration for anyone who seeks to grow from adversity.

During the presentation Austin will explain the components of his G.R.I.T. Framework and how we can use G.R.I.T. to help us achieve any goal we set. 


State of NAIFA Address - You Never Forget Your First Time: Rocking Your Profession as a NAIFA Member

Bryon Holz, CLU, ChFC, LUTCF, LACP
Bryon Holz & Associates - President, Registered Principal
NAIFA President

May 3, 2023

12:00 pm

NAIFA President Bryon Holz and his team of associates in Tampa Bay, Florida have been building brighter tomorrows for their clients since 1983.  Holz will share in intimate detail about some of his “first times”, both personal and professional, revealing the true value of what we do as professionals and as NAIFA members.  His State of NAIFA Address will also highlight NAIFA’s prolific advocacy history.


Building an Effective Multi-Generational Workplace

Jeff Butler
Workplace Keynote - Speaker
TrinityFix - Founder | Author

May 3, 2023

1:00 PM

Jeff Butler is an author and workplace strategist who explores human behavior within the working world. His experience spans over 40 industries in 4 continents on how different cultures and employees interact with each other.

He studies common threads of behavior in industries such as IT professionals, underground utility workers, police officers to clothing retail chains. In addition, companies like Google, Amazon, John Deere, and Coldwell Banker. As a researcher and practitioner, he also runs a consulting company and a tech company, TrinityFix where he is able to test his ideas in different workplace environments. His ideas have made it to TEDx twice, appeared in dozens of media outlets including two books on human behavior:- The Authentic Workplace and The Key To The New You .

Currently, he lives in Dallas, Texas as an out of place Californian.


Sowing the Seeds of Love: Building a Legacy through Multigenerational Education and Awareness

Bryon Holz, CLU, ChFC, LUTCF, LACP
Bryon Holz & Associates - President, Registered Principal
NAIFA President

May 3, 2023

2:00 PM

Creating a legacy can be more than leaving financial wealth to one’s heirs.  Perhaps the most important financial legacy one can leave is helping loved ones acquire habits that provide financial security throughout their lives.  Holz will address the greatest challenge: positioning the message, creating opportunities to educate future generations.  His presentation includes how to accomplish this in a variety of fun and effective ways through Client Meetings, Communications (print, electronic), Client Events, Education Efforts/Branding (social media, etc.), and more.  Rock with Bryon as he shares how to help Build a Legacy, Sowing the Seeds of Love through educational messages and impactful mediums.

Caleb Guilliams - Headshot

Caleb Guilliams
Founder, Author, Podcaster, Investor, and Speaker

May 3, 2023

3:00 PM

After taking over the entire investment department of a bank by the age of 19, Caleb saw firsthand how 98% of Americans were financially failing despite "professional" financial advising.

Following his 3 years of traveling the country being mentored by the most successful financial minds, Caleb discovered a better way to build wealth.

Leaving his prestigious position at the bank, Caleb founded the company BetterWealth, authored the best-selling book "The AND Asset", hosts the Better Wealth Podcast, and speaks to thousands around the world. One of the youngest leaders in the industry, Caleb is quickly becoming The New Face of Finance.

thank you, naifa-wisconsin sponsors! 

PREMIER Club Sponsors



VIP Club Sponsors


gbulife-png          Kansas-City-Life-Logo             115229345_Logo-Lincoln-Financial    


Peak Retirement Group                              





          MassMutual Logo           secura-logo