CE Lunch 'n Learn

3 CE credits for those who attend

Time: - 10:00 am to 1:00 pm

Lunch will be served.

Event Address

Idaho Pizza Co.
1859 Kimberly Rd

Twin Falls Id 83301

Guest Speakers:

Kyle Buck - Home Equity Conversion Mortgages
Kelcy Mann - St Luke’s Health plan

David M Taylor - Twin Falls Estate Planning

Email us at:

naifaidahoexc@gmail.com

1859 Kimberly Rd, Twin Falls, ID 83301, USA

GUEST SPEAKERS

Kyle Buck

Retirement Mortgage Specialist

Kyle Buck is a dedicated and experienced Reverse Mortgage Loan Officer at Mutual of Omaha Mortgage. With a career in the financial industry that began in 1999, Kyle has amassed a wealth of knowledge and expertise. He transitioned from a career in commercial banking to become a Platinum Producing Area Manager for the top wholesale mortgage lender in the nation and Mutual of Omaha’s Presidents club the last 5 years.

Since 2007, Reverse Mortgage has been Kyle’s passion. As a local expert, he teaches seminars across the state of Idaho for both realtors and potential clients. He holds mortgage licenses in Idaho, California, Florida, and Washington state.

Kyle has been honored by the National Reverse Mortgage Lenders Association (NRMLA) as a Certified Reverse Mortgage Professional (CRMP). He was the first CRMP in Idaho and is currently one of only 203 CRMPs in the country. Kyle likes to refer to the CRMP designation as his Masters in Reverse Mortgage.

In addition to his professional achievements, Kyle is an active member of his community. He is a proud sponsor at the Meridian Senior Center and regularly shares his financial education with other advisors.

Outside of work, Kyle enjoys spending time on his family farm, attending Rock Harbor Church, paddle boarding, supporting his kids’ sports and activities, working in the orchard, and target shooting.

Kelcy Mann

Director of Product & Provider Services

Kelcy Mann is a visionary healthcare leader with an MBA from Colorado Technical University. Currently serving as the Director of Product and Provider Services at St. Luke’s Health Plan, Kelcy specializes in developing innovative Individual, Small Group, and Large Group products while driving seamless implementation.

With a rich history in program design, Kelcy has been instrumental in shaping strategies that steer the overall corporate direction for national healthcare providers. Formerly at Blue Cross of Idaho and Elevance (formerly Anthem Blue Cross Blue Shield), Kelcy's expertise is further bolstered by certifications as a Certified Change Management Professional and Healthcare Change Manager from Cornell University.

As a customer-centric health plan director, Kelcy is committed to optimizing product implementation

and design to ensure an unparalleled customer experience. In an ever-evolving healthcare landscape, Kelcy's passion lies in crafting solutions that address members; needs effectively and efficiently, resulting in enduring impact and tangible outcomes.

David M Taylor

Estate Planning

David grew up in Idaho, primarily in Meridian. His wife, Kellie, is from Twin Falls and they were married here. David attended Boise State University (go Broncos!) and graduated with a Bachelor’s degree in English writing. After college, he began a career at DIRECTV, where he would be for several years in regulatory affairs responding to complaints sent by government agencies.

David received his Juris Doctor degree from Concordia University School of
Law in Boise. While in law school, he interned for Idaho Estate Planning—an Estate Planning firm in Eagle, ID—where he developed his passion and knowledge for Estate Planning. David also participated in Housing Clinic where he represented tenants in landlord-tenant disputes. To this day, he still does some pro bono work to help tenants with their legal rights.

A few years ago, thier family doubled in size when we were blessed with
boy-girl twins. In April 2018, they moved their little family to Twin Falls. As a parent of young children, David tries to give back to the community and help our young generation by serving on various boards including the Boys & Girls Club of Magic Valley and the Twin Falls Community Foundation.