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NAIFA-Silicon Valley Luncheon
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9/14/2017
When: September 14, 2017
10:00 a.m. - 2:00 p.m.
Where: David's Restaurant
5151 Stars and Stripes Dr.
Santa Clara, California  95054
United States
Contact: Cheryl Wecker, Executive Director Silicon Valley NAIFA

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NAIFA Silicon Valley Fantastic Luncheon September 14, 2017

Join us, learn from the best in the industry!

Featured speakers:

Kelly Kidwell CFP CLU LUTCF ChFC

President & CEO of Pacific Advisors

&

Brandon Buckingham JD LLM

Vice President, National Director Advanced Planning Group Prudential Annuities

This is an event you won't want to miss!

Click Here to Register today, just $40 

 

 

KELLY KIDWELL

President & CEO of Pacific Advisors, a financial servies firm that specializes in advances estate, business, charitable and philanthropic planning.

Kelly started his career in financial services in 1987.  In 1993, he founded Pacific Advisors and has grown the firm from a small Southern California firm to a statewide practice with more than 200 staff and financial professionals as well as 3,000 active brokers.   Kelly is a member of the Top of the Table with MDRT. 

Pacific Advisors was ranked by Guardian's most recent reports to be their number-one brokerage firm in the nation and their third-largest premium agency.  Recently, Pacific Advisors also earned the distinction of being one of the top 250 international firms by GAMA International, which recognized Kelly for his excellence in management and contributions to the growth and vision of the insurance and financial services industry as a whole.  
 

BRANDON BUCKINGHAM

Vice President, National Director for the Advanced Planning Group for Prudential Annuities. 

Brandon and his team of tax attorneys, Certified Financial Planners and retirement specialists provide technical, marketing and sales support for all matters concerning variable annuities, qualified retirement plans, estate, gift and income tax planning and other advanced market topics. 

Prior to joining Prudential Annuities, Brandon was an advanced planning attorney and national manager for John Hancock's Advanced Markets department.  Before that he was an ERISA counsel for Putnam Investments in its Institutional 401(k) Plan department and practicing attorney concentrating in ERISA, qualified and non qualified retirement plans and estate and income tax planning. 

Brandon is a frequent speaker and published author on subjects including IRAs, qualified retirement plans, annuities and estate and income tax planning with retirement assets.  His articles have been published in Advisor Today, Wealth Management, National Underwrite, LIFE&Health Advisor, National Association of Variable Annuities Outlook, Boomer Marke Advisor Magazine, Investment News and Trust & Estates Magazine.

 

 

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