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2025 Power Summit & Legislative Day (September 15-16)
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Event Schedule
Power Summit
Monday, September 15, 2025
11:00 AM
Registration & Lunch
11:30 AM
Opening Ceremonies
11:50 PM
Case Study: Mom’s Health is Declining
Michael T. Smith, LUTCF, CLTC, LACP
Approved for 1-Hour General CE
12:40 PM
Long-Term Care: Updates & Trends
Romeo Raabe , LUTCF, LTCP
Approved for 1-Hour General CE
1:30 PM
Partner Break
2:00 PM
Wisconsin Retirement System Updates
Dennis Eisenberg, MBA, CMFC
Approved for 1-Hour General CE
3:30 PM
Guiding the Next Generation: Embedding Ethical Professionalism in Financial Advisory Careers
John J. Grande, MSFS, AEP, ChFC, CLU
Approved for 1-Hour Ethics CE
4:30 PM
Wrap Up The Day
5:00 PM
President’s Reception & Networking
7:00 PM
Dinner on Your Own
Legislative Day
Tuesday, September 16, 2025
8:00 AM
Breakfast
8:30 AM
State of NAIFA
Doug Massey, LUTCF, CLU, ChFC, CRES, FSS
9:15 AM
Rep. Alex Dallman (R-Green Lake)
Joint Finance Committee and author of financial literacy legislation
9:40 AM
Sen. Kristin Dassler Alfheim
(D - Appleton) Senate Committee on Insurance
10:05 AM
Wisconsin Economy
John Koskinen
Approved for 1-Hour General CE
11:20 AM
OCI Update
Sarah Smith, OCI Director of Public Affairs
11:50 AM
Luncheon
12:30 PM
2026 Election Update
1:15 PM
How to Talk to Your Elected Official
2:00 PM
Meetings in State Capitol
(schedule TBD)
Thank You, Annual Sponsors!