# Event Details - **Event Name**: NAIFA SEPT 17 INDUSTRY CE LUNCH MTG - **Event Start and End Date**: Thu, 17 Sep, 2026 at 11:30 am – Thu, 17 Sep, 2026 at 01:30 pm (-04:00) - **Event Description**: Education and Networking for the Insurance and Financial AdvisorsAbout this EventPresentation Topic: Who Cares about Estate Planning?New Ventures Estate FreezeILIT Planning with Life InsuranceRevocable Trusts upon Death Becoming IrrevocableCE Credits: This program is being filed for CE (Delaware and Pennsylvania) and CFPEnjoy Networking, Informative Industry Presentation, and Lunch with a Great View!Details:NAIFA Members are FREE lunch meetingFirst-time Guests to NAIFA DE meeting are freeReturning Guests are welcome $25.00 lunch meetingStay after the meeting for a round of golf - sign up as an individual as a foursome. Invite colleagues to attend.Hartefeld Golf Course, 1 Hartefeld Dr, Avondale, PA 19311 (Just about 1/2 mile over the state line). More golf details below.Please register in advance by September 7, 2026.Presenter, Bob Fish, Strategic Wealth Management AdvisorsBob serves on Strategic Wealth Management Advisors' Executive committee. Bob is responsible for the overall development and operations of the company. He has over Thirty eight years' experience in business succession, personal estate and wealth management planning for family-operated businesses and high net worth individuals. Bob's innovative solutions in these areas have earned him industry wide acclaim; and he is a frequent speaker on radio talk shows across the country.Prior to Bob co-founding Strategic Wealth Management Advisors, Bob was a Senior Partner at The Creative Financial Group. During his tenure there, he served on their Board of Directors and teh Board of New England Financial leaders association.Bob is a graduate of LaSalle University with a degree in Business Administration and a minor in Finance. Bob resides in West Chester, Pennsylvania with his wife Kelley and their three children, Ariah, Bobby, and Max https://cdn-az.allevents.in/events6/banners/ce9e4f60-8e52-11f1-88dc-e3856eb2568f-rimg-w1200-h549-dc080808-gmir.jpg Golf will be a Scramble format with a 2-drive minimum per person. Enjoy golf and win fun prizes.Golfers will pay for their secured golf slots at Hartefeld National before golf starts approximately 2:00 p.m. Secure your registration with our group, at this rate, by making the selection on the Registration form. Hartfeld will hold the number of golf slots that are reserved via this form before the cut-off.Golf option is add-on at check out - $110 Individual / $440 FoursomeSelect drop down in registration to secure your golf slot.Please register in advance by September 7, 2026.AgendaIndividual speaker profiles and topic overview will be added soon. - **Event URL**: https://allevents.in/avondale/naifa-sept-17-industry-ce-lunch-mtg/100001993976557560 - **Event Categories**: fitness, Sports, Meetups, Workshops - **Interested Audience**: - total_interested_count: 0 - **Event Highlights**: - Duration: 2 hours - Location: Hartefeld National - Languages: English ## Ticket Details - **Ticket Price Range**: min: 0, max: 500, currency: USD ## Event venue details - **city**: Avondale - **state**: PA - **country**: United States - **location**: Hartefeld National - **lat**: 39.803496 - **long**: -75.7250261 - **full address**: Hartefeld National, 1 Hartefeld Drive, Avondale, United States ## Event gallery - **Alt text**: NAIFA SEPT 17 INDUSTRY CE LUNCH MTG - **Image URL**: https://cdn-az.allevents.in/events8/banners/f0428f76244c01d2c6f93b0173e554662288eeac807b0eecf8ea68696aff9f37-rimg-w1200-h598-dcffffff-gmir.jpg?v=1784086489 ## FAQs - **Q**: When and where is NAIFA SEPT 17 INDUSTRY CE LUNCH MTG being held? - **A:** NAIFA SEPT 17 INDUSTRY CE LUNCH MTG takes place on Thu, 17 Sep, 2026 at 11:30 am to Thu, 17 Sep, 2026 at 01:30 pm at Hartefeld National, 1 Hartefeld Drive, Avondale, United States. - **Q**: Who is organizing NAIFA SEPT 17 INDUSTRY CE LUNCH MTG? - **A:** NAIFA SEPT 17 INDUSTRY CE LUNCH MTG is organized by NAIFA Delaware. ## Structured Data (JSON-LD) ```json [ { "@context": "https://schema.org", "@type": "Event", "name": "NAIFA SEPT 17 INDUSTRY CE LUNCH MTG", "image": "https://cdn-az.allevents.in/events8/banners/f0428f76244c01d2c6f93b0173e554662288eeac807b0eecf8ea68696aff9f37-rimg-w1200-h598-dcffffff-gmir.jpg?v=1784086489", "startDate": "2026-09-17T11:30:00-04:00", "endDate": "2026-09-17T13:30:00-04:00", "url": "https://allevents.in/avondale/naifa-sept-17-industry-ce-lunch-mtg/100001993976557560", "eventStatus": "https://schema.org/EventScheduled", "location": { "@type": "Place", "name": "Hartefeld National", "address": { "@type": "PostalAddress", "streetAddress": "1 Hartefeld Drive", "postalCode": "19311", "addressLocality": "Avondale", "addressRegion": "PA", "addressCountry": "US" }, "geo": { "@type": "GeoCoordinates", "latitude": "39.803496", "longitude": "-75.7250261" } }, "eventAttendanceMode": "https://schema.org/OfflineEventAttendanceMode", "description": "Education and Networking for the Insurance and Financial Advisors", "offers": [ { "@type": "AggregateOffer", "availability": "https://schema.org/InStock", "priceCurrency": "USD", "availabilityStarts": "2026-07-15", "availabilityEnds": "2026-09-17T13:30:00-04:00", "validFrom": "2026-07-15", "lowPrice": "0.00", "highPrice": "500.00", "price": "0.00", "url": "https://allevents.in/avondale/naifa-sept-17-industry-ce-lunch-mtg/100001993976557560" }, { "@type": "Offer", "availability": "https://schema.org/InStock", "priceCurrency": "USD", "availabilityStarts": "2026-07-15", "availabilityEnds": "", "validFrom": "2026-07-15", "url": "https://allevents.in/avondale/naifa-sept-17-industry-ce-lunch-mtg/100001993976557560", "price": 0, "name": "NAIFA member" }, { "@type": "Offer", "availability": "https://schema.org/InStock", "priceCurrency": "USD", "availabilityStarts": "2026-07-15", "availabilityEnds": "", "validFrom": "2026-07-15", "url": "https://allevents.in/avondale/naifa-sept-17-industry-ce-lunch-mtg/100001993976557560", "price": 0, "name": "Non-member / Guests (NEW - NON-RETURNING)" }, { "@type": "Offer", "availability": "https://schema.org/InStock", "priceCurrency": "USD", "availabilityStarts": "2026-07-15", "availabilityEnds": "", "validFrom": "2026-07-15", "url": "https://allevents.in/avondale/naifa-sept-17-industry-ce-lunch-mtg/100001993976557560", "price": "28.52", "name": "Non-member (RETURNING GUESTS)" }, { "@type": "Offer", "availability": "https://schema.org/InStock", "priceCurrency": "USD", "availabilityStarts": "2026-07-15", "availabilityEnds": "", "validFrom": "2026-07-15", "url": "https://allevents.in/avondale/naifa-sept-17-industry-ce-lunch-mtg/100001993976557560", "price": "500.00", "name": "MEETING SPONSOR" } ], "organizer": [ { "@type": "Organization", "name": "NAIFA Delaware", "url": "https://allevents.in/org/naifa-delaware/21004341" } ] } ] ```