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A Taste of Success

November 17, 2022

11:00 am - 3:00 pm CT

NAIFA-Louisiana Members:

Registration is  now OPEN and you do not want to miss this opportunity to network with your peers and learn how to be more successful in your practice.

Join us at Fleming's Prime Steakhouse & Wine Bar on November 17th from 11:00 am - 3:00 pm for this meeting brought to you by NAIFA-Louisiana.

Our AMAZING speaker line up includes Mike Ward speaking on Cybersecurity and Blake Gillies with information on Disability Insurance.

Fleming's Prime Steakhouse & Wine Bar
3064 North Causeway Blvd
Metairie, LA 70002

Register Here

Members: FREE
Non-Members: $20.00
Not a NAIFA member?
Join NAIFA and your registration is FREE! OR, bring a Non-Member as your guest and their registration is FREE!


Cyber Security Workshop: How Cybersecurity Impacts Every Aspect About Your Business

Mike Ward
Turtle Creek Concepts, LLC - CEO

This course will cover:

  • Identify basic cybersecurity threats in order to be aware of the cyber risks and
    potential harm that may come from cyber threats
  • Understand how to protect yourself and your business
  • Understand how to protect your clients and other stakeholders
  • Obtain a basic understanding of the protections (hardware/software/training)
    that are needed to provide layers of cybersecurity protection
  • Know what kinds of data that are required to be protected by law
  • Obtain a basic understanding of how to react if a breach occurs or if you believe a
    breach may have occurred

Mike has nearly 20 years of experience in the technology industry helping small businesses and non-profits with their technology needs. As the growing threats of cybersecurity increase, Mike works together with clients to help them understand these risks, secure their systems, and train personnel in order to improve their chances of overcoming cyber events.


Income Protection - 101

Blake Gillies, DIA, MBA
Wealth Solutions, LLC - Managing Director

This course will cover:

  • Changing the DI Conversation
  • What is our Most Valuable Asset
  • Fixing the Hole in a Financial Plan
  • How to Prospect for DI Sales 

Blake Gillies is the of Managing Director of Wealth Solutions, LLC and the Brokerage Director of The DI Concierge.  Both are New Orleans affiliates of United Wealth Advisors Group, LLC. He formerly held the title of Brokerage Manager for The DI Center from 2011-2018, serving predominately the Louisiana & Mississippi markets. Blake is a 2010 graduate of Huntingdon College in Montgomery, Alabama with a B.S. in Business Administration. During his college tenure at both Huntingdon College and Enterprise-Ozark Community College, Blake was a five-time baseball Letterman.

Thank you Sponsors!