Up Your Game! Master Media and Marketing. Leading in the New Retirement Era, and more

Please join us at the

NAIFA Chicagoland Success Summit

"Up Your Game"

April 8, 2026

Empress Banquets 200 E Lake St Addison, IL 60101

4 Hours Insurance CE

3 Hours CFP CE

Optional 3 hour Ethics CE 8:30-11:30 am

Lunch at Noon

Program 1:00 pm - 5:00 pm

Happy Hour and Networking 5:15

Meet the experts and get new tools for prospecting & serving your clients. 4 hours of IL Insurance CE for this program. 3 Hours CFP CE

Optional 3-hour Ethics CE.

$85.00 for members $100.00 for non-members

Optional Ethics Class at 8:30 a.m. $20.00

Please share this with anyone you think might be interested in attending.

Our Guest Speakers:

"Leading in the New Retirement Era: How to Lead, Adapt and Win in an AI-Driven World."

Carroll S. Golden, CLU, ChFC, CLTC, CASL, LECP, FLMI, LACP

Executive Director, NAIFA Knowledge Centers

Author | Strategist | Industry Leader/ Retirement Synthesist

Carroll S. Golden is a nationally recognized speaker, multi-book author, and consultant with over 25 years of experience transforming the way financial professionals approach retirement planning.

Explore how demographic shifts, client expectations, and AI‑powered tools are reshaping retirement planning. Gain insights into leading clients through uncertainty, delivering deeper value, and leveraging AI to enhance—not replace—your advisory expertise.

Full bio for Carroll Golden

"Media Marketing and

Message Mastering"

Brian Byars

Brian Byars has more than 30 years of experience in insurance, retirement planning, estate planning strategies, and asset protection.

Learn how to craft a compelling message, build trust through modern media channels, and position yourself as the advisor clients remember and refer. Discover practical techniques for visibility, credibility, and consistent communication that drive growth.

Brian Byars Full Bio

"Bright Directions 529 Advisor Directed College Savings.

529 Account Basics and Benefits"

Sara Clegg - Union Bank and Trust Co.

Bright Directions Adviser Guided College Savings

With college costs continuing to rise, families are looking to their advisors for clear, strategic guidance. This seminar will give you a deeper understanding of advisor‑directed 529 plans, how they differ from traditional options, and how you can use them to strengthen long‑term client relationships.

Sara Clegg's Bio

"Practical AI for Insurance Agents and Financial Advisors"

Aniruddha Banerjee, Srinath Chandramohan, Sanket Das, Anshul Kaushik, and Srikanth Vanaman.

What You’ll Learn:

• How advisors are using AI to streamline routine tasks

• Tools that improve client communication and follow‑up

• Ways to enhance prospecting and marketing with minimal effort

• Simple steps to integrate AI into your daily workflow

Whether you’re new to AI or already experimenting, you’ll walk away with actionable strategies you can apply immediately.

AI Council Bio's

Come for the great program and IL CE credits. Visit with our vendors. Meet with other advisors in the business. Network with our new Young Advisors to mentor them and find ways to work together. Stay for the complimentary social hour after the event! It is ALWAYS fun, and the appetizers are delicious!

Event Agenda

Empress Banquets

200 E Lake St

Addison, IL 60101

630-279-5900

CONNECT WITH US!