Our Day At A Glance:
7:30 am Registration - Doors Open!
7:45 am Full Breakfast (Buffet) followed by Annual Meeting & Legislative Briefing
8:35 am A Quick Break for More Coffee!
8:45 am Career Conference Begins
9:00 am Jules Gaudreau, Jr., ChFC, CIC
10:05 am Presentation of the 2016 Distinguished Financial Advisor Award to Garrett M. Chambers
10:30 am A Quick Break
10:40 am Marcus T. Henderson, Sr.
12:15 pm Adjourn
Welcome our Keynote Speakers...
Jules Gaudreau, Jr., ChFC, CIC , NAIFA National President
Jules Gaudreau, ChFC, CIC, is a corporate insurance and risk management consultant and president of The Gaudreau Group Inc., a multi-line Insurance and Financial Services Agency. He purchased the agency, founded by his grandfather, in 1988, and since that time has greatly expanded its offices and staff.
Gaudreau works primarily in the corporate market with a focus on employee benefits, estate and business applications of life insurance, and commercial property and casualty lines.
He has served as president of NAIFA-Massachusetts as well as his local NAIFA association. He was elected to the NAIFA-National Board of Trustees in 2007, and elected secretary in 2013. Gaudreau is a frequent speaker at industry events and has provided expert testimony to the Massachusetts Legislature and state regulatory authorities.
This event will announce and honor the
2016 Distinguished Financial Advisor for New Hampshire
This year's recipient is:
This year's DFA Award has been sponsored by:
NAIFA New Hampshire
Legislative Update & Annual Meeting:
This year's Legislative update will be given by NAIFA New Hampshire Lobbyist, Bianco Professional Association, Adam Schmidt and NAIFA NH Government Relations Chair Hal Sullivan.
Marcus T. Henderson, Sr.
“The Road Less Traveled”
Perennial Top of the Table member, Marcus T. Henderson, Sr., will address how a typical Advisor can successfully navigate and achieve the 3 levels of MDRT qualification: (1) the initial Qualifying level, (2) the revered Court of the Table level, and of course (3) the ever elusive Top of the Table pinnacle. This presentation usually proves particularly effective for NAIFA audiences because all ages, experience levels and practice specialties can relate. Consequently, most should be able to walk away with at least one practical “take away”, thus allowing the attendee a retooled foundation for inspired productivity.About our speaker...
Marcus T. Henderson, Sr., President and CEO of Henderson Financial Group, Inc., serves as lead Financial Advisor for his thriving wealth management firm in Brentwood, Tennessee. A native Nashvillian, Marcus attended Glencliff Comprehensive High School and Tennessee State University.
Mr. Henderson's professional and industry affiliations consist of memberships in the National Association of Insurance and Financial Advisors, (NAIFA), and the Financial Planning Association (FPA). In private practice since 1989, he is a 26-year consecutive member of the prestigious Million Dollar Round Table (MDRT), a benchmark of excellence in the financial services arena. Currently, Mr. Henderson is a 5-year qualifying member of MDRT’s Top of the Table (TOT), whose exclusive membership consists of only the top 5% of member advisors, internationally. Additionally, Marcus is listed in Marquis, Who's Who in Finance and Industry 29th Edition dated 1996/1997 and is a Fellow of the Life Underwriters Training Council. His industry-wide accomplishments are numerous and include holding Platinum Qualifying status in JHFN/Signator, Inc.’s annual award conference. Marcus was inducted into John Hancock’s Hall of Fame in 2006, a prestigious distinction in which only 213 members have been inducted since 1956. Mr. Henderson is only the Third (3rd) African American to achieve this pinnacle of success in the award’s 60-year history.
Mr. Henderson is a Past President of the Nashville Association of Insurance and Financial Advisors 1999/2000 and is a Past President of the National Association of Insurance and Financial Advisors – Tennessee 2004/2005. Locally, he was the recipient of the NAIFA Nashville Todd A. Baker Extraordinary Award - 2014. Statewide, he was the recipient of the NAIFA TN Insurance Professional of the Year – 2013. Nationally, Marcus is an avid supporter of MDRT’s committee system and the MDRT Foundation.
Quite accomplished within media and print, Marcus has been featured in Advisor Today in 2005, NAIFA’s national publication, and is a frequent columnist in many national financial planning magazines and periodicals. He was most recently highlighted, February 2015, by Signator in Financial Planning magazine for his exemplary independent firm building achievements.
Marcus and his wife, Yolanda, are happily married and are the parents of five adult children. They reside in Franklin, TN.