On behalf of the entire team at The College Funding Coach®, we are excited to invite you to the 12th Annual College Funding Coach® Success Summit. On August 5-7, we’ll be changing the game in the world of college funding and financial planning. YOU should be here.
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You're Invited to The College Funding Coach Success Summit
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Launch of 530A Accounts App Signals Major Opportunity for Financial Advisors
This week marked another important step toward the launch of 530A “Trump Accounts,” as the U.S. Department of Treasury confirmed that the app millions of Americans will use to manage these accounts for their children is set to launch today.
Topics: NAIFA Cares
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Ready to Elevate Your Practice? Join NAIFA at Wealth Management EDGE!
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Boost Your Knowledge, Your Network and Your Business
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Big Names. Big Ideas. Join Us at the Life Insurance Summit.
We want to personally invite you to the Life Insurance Summit, which NAIFA is speaking and exhibiting at, hosted June 15-17 by BetterWealth in Nashville, TN.
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Let’s Build Momentum: Two Ways to Get Involved Ahead of Congressional Conference
NAIFA’s Congressional Conference is just around the corner, and we look forward to seeing so many of you in Washington, D.C.! As we get closer, there are two ways you can get involved right now: use the new Social Media Toolkit and check out the July 4 sweepstakes.
Topics: Congressional Conference
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The State of NAIFA Webinar Is April 15
All NAIFA members should attend the Q2 State of NAIFA webinar on April 15 at 12 noon eastern. NAIFA President Christopher Gandy will provide an update on the NAIFA Experience and what we are doing to ensure members stay engaged and convince those who have not yet joined that NAIFA is an experience they cannot afford to miss. CEO Kevin Mayeux will brief attendees on our execution of the NAIFA 2030 Strategic Plan and Senior Vice President Diane Boyle will provide a policy briefing focused on developments in Washington, D.C., and state capitals around the country.
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Nominations Open: Celebrate NAIFA’s Best
Great advisors don’t just meet expectations: They set the standard.
Topics: #MemberBenefits National Quality Award
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Terry Headley Award Nominations – Deadline March 31
Nominations for the Terry Headley Lifetime Defender Award are due in just 5 days!
Topics: Awards #MemberBenefits
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Are You Talking to Clients About Trump Accounts?
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NAIFA supports public policy that that promotes financial literacy, encourages Americans to prepare for their financial futures, and offers families opportunities to achieve financial security. President Christopher Gandy has spoken and written about the opportunities afforded by 530A accounts, also known as Trump Accounts. Gandy has spoken to U.S. Treasury officials about the great promise of these financial products and Treasury has asked for feedback from industry professionals. You can help us out by answering a few brief questions.
