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2023 Annual State Conference

and Day at the Capitol


The information on this page is specific to the 2023 Annual State Conference & Day at the Capitol that was held February 21-23, 2023 in Austin, Texas.

For details regarding the 2024 Annual Conference, please click here!


The 2023 NAIFA-Texas Annual State Conference and Day at the Capitol was held February 21-23, 2023, at the DoubleTree Suites by Hilton in Austin, Texas with more than 130 guests in attendance over the three day event. To learn more about this wonderful event, please click here.


Thank you to our sponsors for their ongoing support

NAIFA-TX 2023 Conference Sponsor Poster (2)-Feb-01-2023-05-19-04-5042-PM


For additional information regarding sponsorship opportunities, please contact us:


Renae Davies, NAIFA-Texas Executive Director

exec@naifa-texas.org or 512-716-8800


Registration for the event has closed

DoubleTree Suites by

Hilton Austin


303 West 15th Street

Austin, Texas 78701






Conference Agenda

8:30 a.m. - 2:30 p.m.  |  Final 2022-2023 NAIFA-Texas LILI Class

The NAIFA Leadership in Life Institute is a six-month in-person program offered exclusively to NAIFA members who are committed to growing intellectually and professionally through deep introspection and discussion. The intense curriculum creates a unique learning environment that encourages participants to bring out the best in themselves and apply what is learned across every aspect of their lives.

9:00 a.m. - 2:30 p.m.  |  LILI Summit

The LILI Summit is an invite-only event, exclusively for those members who have graduated from the LILI Course in past years. 

11:00 a.m. - 1:00 p.m.  |  NAIFA-Texas Board Meeting

This meeting is exclusive to the 2023 NAIFA-Texas Board of Directors

12:00 p.m. - 2:30 p.m.  | Registration & Exhibitor Visits

1:30 p.m. - 2:30 p.m.  |  NAIFA-Texas Past Presidents Reception

This reception is exclusive to NAIFA-Texas Past Presidents

2:30 p.m. - 2:45 p.m.  |  Welcome from 2023 NAIFA-Texas President, Rodney Mogen, DBA, MBA, CRPC, AAMS, CAM

2:45 p.m. - 3:15 p.m.  |  NAIFA National President, Bryon Holz

NAIFA 2023 President Bryon Holz will share in intimate detail about some of his “first times”, both personal and professional, revealing the true value of what we do as professionals and as NAIFA members. Bryon will also be conducting the Induction of the 2023 NAIFA-Texas Board of Directors. 

3:15 p.m. - 4:15 p.m.  |  Planning for College 2023: Helping Your Clients Navigate the Crazy Road to College by Annmarie Hatfield and Mike Davila

This session will focus on College Planning and helping your clients navigate the crazy road to college. Learn what it takes to find the right college fit at the right tuition price.

4:15 p.m. - 4:30 p.m.  |  Refreshment Break

Exhibitor Visits

4:30 p.m. - 5:15 p.m.  |  Prospering in a Post-COVID World by Joe Jordan

This session is sponsored by Fairway Independent Mortgage Corporation. This session will highlight the importance of having the right mindset while dealing with COVID and its aftermath, the power of gratitude, and products that were made for markets like this. Joe Jordan will focus on the Pillars of Living a Significant Life as well as the Six Retirement Risks.

5:15 p.m. - 5:30 p.m.  |  Refreshment Break

Exhibitor Visits

5:30 p.m. - 7:00 p.m. |  Welcome Reception

Special thanks to our Reception Sponsors, Four Oaks and Illinois Mutual

7:00 p.m. - 8:00 p.m. |  2022-2023 Leadership in Life Institute (LILI) Graduation

8:00 p.m.  |  Dinner on Your Own


8:00 a.m. - 8:30 a.m.  |  Breakfast

Exhibitor Visits. Special thanks to our Breakfast Sponsor, ACLI

8:30 a.m. - 8:45 a.m.  |  Morning Welcome & Recap from Joey Ussery, CLU, ChFC, LUTCF

8:45 a.m. - 9:30 a.m.  |  Liar, Liar Pants on Fire by Traci Brown

Learn to read fraudsters like a book with renowned body language expert Traci Brown. Discover how to win the game of ‘Two Truths and a Lie’ you play every day with clients, boss, your team and prospects. Protect your company’s hard-earned profits and catch would-be fraudsters before they can take away everything.

TIME Magazine has named Traci Brown one of the nation’s top deception detection experts. She’s trained alongside our country’s top law enforcement. Ms. Brown is a frequent television guest and is the author of How to Detect Lies, Fraud and Identity Theft. Her Fraud Spotting Learning Platform has helped companies stop millions in fraud loss. She is currently ranked the #5 body language expert in the world.

9:30 a.m. - 10:00 a.m.  |  Updates on Texas Department of Insurance (TDI) Legislative Priorities by Insurance Commissioner, Cassie Brown

10:00 a.m. - 10:30 a.m.  |  Legislative Briefing by NAIFA-Texas Lobbyist, Elizabeth Hadley and NAIFA-Texas Government Relations Chair, Jason Talley

10:30 a.m. - 5:00 p.m.  |  Capitol Building Visits with Legislators

All conference attendees are responsible for making their own lunch arrangements. For attendees participating in the Day at the Capitol, the Capitol Grille is available onsite in the Capitol Building Extension should you wish to remain in the building.

5:00 p.m. - 5:30 p.m.  |  Break

5:30 p.m. - 6:30 p.m.  |  Legislative Reception

Special thanks to our Reception Sponsor, MassMutual

6:30 p.m. - 8:30 p.m. |  Texas Leaders Round Table (TLRT) Event

This session is exclusive to TLRT members only. 


8:00 a.m. - 8:30 a.m.  |  Breakfast

Exhibitor Visits

8:30 a.m. - 8:45 a.m.  |  Morning Welcome & Recap from Joey Ussery, CLU, ChFC, LUTCF

8:45 a.m. - 9:45 a.m.  |  Living a Balanced Life as an Advisor by Dr. Travis Parry

Financial advisory firm owners are prone to being workaholics 5 times more than the average American. Unfortunately, society and even time management experts have perpetuated 3 time management myths that can keep you stuck in the workaholic trap. Learn the truth behind these myths and how the Make Time Method can help you save dozens of hours at work so you can re-invest it into a higher quality personal life.

9:45 a.m. - 10:45 a.m.  | Advocating for Our Clients and Ourselves by Holly Hoffman

As we survive life’s challenges, we come face to face with fear and uncertainty. Challenges may allow us to step out of our comfort-zone to push ourselves beyond our own self-limitations.  How we choose to overcome a challenge is what makes us stand apart. Our strength in times of difficulty prove our character and self-worth.

As Holly share’s her experience of being on a reality show, she will encourage you to think about how you might decide to survive daily. Holly will inspire you to think about six words to develop your survival skills. With Holly’s six simple words, you will be able to take on any challenge with which you are faced. Adversity is not so much contending with problems as it is learning more about who you really are, and what is inside of you.

10:45 a.m. - 11:00 a.m.  |  Refreshment Break

Exhibitor Visits

11:00 a.m. - 11:30 a.m.  |  NAIFA-Texas Annual Business Meeting

NAIFA-Texas Members are highly encouraged to attend and participate in this meeting. 

11:30 a.m. - 12:30 p.m. |  Awards Luncheon

Join us as we recognize recipients of the NAIFA-Texas Lifetime Achievement Award, Young Advisor Team (YAT) Leader of the Year Award, Local Leader of the Year Award, and the Bruce Murray Tall Texan Award. Special thanks to our Luncheon Sponsor, Abacus Life.

12:30 p.m.  | Closing Remarks