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Chateau Golf Kenner LA

 

Advanced Planning Roadshow

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Advanced planning roadshow
thursday, April 3, 2025
8:00 AM - 4:00 PM
 

Chateau Golf & Country Club
3600 Chateau Blvd.
Kenner, LA 70065

 

Get ready to elevate your game at the 2025 NAIFA-Louisiana Advanced Planning Roadshow! On Thursday, April 3, 2025, join us at the renowned Chateau Golf and Country Club in Kenner, LA, for a high-energy, all-day event from 8:00 AM to 4:00 PM.

This isn’t your typical financial planning seminar—it’s where the next wave of financial professionals come to connect, innovate, and thrive. Featuring dynamic presentations from game-changers like Cheryl Canzanella, Corey Anderson, Scott Flowers, and former NBA star turned inspirational speaker Walter Bond, you’ll dive into fresh strategies, bold ideas, and cutting-edge approaches to growing your business and making a bigger impact.

Bring your energy, your ideas, and your drive to connect with top leaders in the industry. This is your chance to level up, tap into the future of financial services, and expand your network in ways that truly matter.

Don’t miss out—register today and join the movement shaping the future of financial planning!

Register Here

 

Keynote Speakers

walter-bond

Shark Mindset: Attack Every Opportunity with Relentless Focus

Walter T. Bond
Walter Bond
Hall of Fame Speaker and business growth advisor

What sets high performers apart is their mindset.  The Shark Mindset is about thriving in business with relentless focus, aggression, and constant forward motion.  In this keynote presentation, Walter Bond shares his Sacred Six principles, providing the blueprint for a predator's mentality where hesitation is eliminated, and opportunities are seized with confidence. 
 
About Walter

Walter Bond’s story began on the basketball court, where his talent and work ethic led him to become an NBA player. But it wasn’t just his skill that carried him – it was his relentless pursuit of accountability. He learned early on that success isn’t handed to you; it’s earned through taking full ownership of your role, your decisions, and your performance.

Now, as a Hall of Fame Keynote Speaker and business growth advisor, Walter brings that same drive into the corporate world, showing teams how to cultivate a culture of accountability. His message will inspire your team to take ownership of their roles, holding themselves and each other to higher standards. Because when every individual steps up, the entire organization surges forward.


Scott Flowers

Beyond the Ordinary: Elevating Your AUM Business with Alternative Investments

Scott Flowers, CFP
LPL Financial
Certified Financial Planner

In this presentation you will learn strategies to build trust and confidence by demonstrating expertise in alternative investments and their potential to enhance portfolio diversification. By mastering these skills, you will not only enhance your client relationships but also position yourself as a knowledgeable advisor who offers comprehensive investment solutions. This approach will lead to increased client satisfaction, loyalty, and ultimately, growth in your assets under management.

Eligible for 1 CE Credit.


Sharde Curry

Marketing YOU: Stand Out, Stay Authentic, and Build Your Book of Business

Sharde Curry
Manna Enterprises
Founder & CEO

Today, we will embark on a journey to discover how to build a strong brand that aligns with your vision for your life and business. Through Sharde's inspirational story, you will learn the steps she has taken to help her coaching clients successfully grow their brands, just as she did for one of Nashville's most famous restaurants.  Sharde's journey will inspire and guide you in making your brand a true reflection of who you are and what you stand for.


Cheryl Canzanella

Outside of the Box: Overlooked Opportunities in Insurance and Financial Planning

Cheryl Canzanella, LUTCF, CLU, ChSNC
Movement Mortgage
Retirement Solutions Manager

Questions are powerful.  Are you asking the best questions?  In this presentation participants will discover the transformative power of meaningful conversations and how they can significantly grow your business as insurance professionals.

Eligible for 1 CE Credit.


John D. Richardson-1

Leading the Way: Why NAIFA Members are Leaders in the Financial Services Industry

John D. Richardson, RICP, LACP
Capital Planning Group
Financial Planner

What are the core values that define successful leaders and how, as NAIFA members, are we are uniquely positioned to lead in the financial services industry?  In this interactive presentation, we will discuss how successful leaders envision the future, pursue excellence, and serve our clients with the highest level of integrity.


Anderson_Corey_photo

From Broke to Breaking Through: How to Build and Protect Your Successful Business

Corey Anderson, DIA
DI Geek
President and Founder

In this interactive presentation participants will explore how to build a successful business using non-traditional methods, drawing inspiration from the true-life story of our presenter, who went from being broke to breaking through to success.  By embracing the principles shared you will be equipped to navigate the complexities of business building and achieve lasting success. Additionally, you will gain valuable insights into protecting your income, ensuring your hard-earned success is secure.