UPCOMING EVENT SNAPSHOT

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As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally.

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Financial Security Advocates have the training, knowledge, and skills to fully participate in the political process, exert their grassroots influence, and amplify NAIFA's advocacy message on behalf of their businesses, colleagues, clients, and communities. They truly make a difference. You, too, can be a part of something big and join the ranks of Financial Security Advocates.

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Join April's Journal Live, with presenters Greg Geisler, and J. William Harden to learn how the findings of their study can help clients better understand the financial consequences of excessive borrowing for higher education.

Journal Live programs are approximately 45 minutes long and consist of a short presentation over the telephone by the Journal author followed by a Q&A session.

Free for members.

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This webinar will delve into the intricate relationship between financial assets and estate planning. Working with clients to effectively coordinate financial assets can assure that value is maximized and asset protection is enhanced. The webinar will review strategies to coordinate estate planning with various types of financial assets, including investments, real estate, retirement accounts, insurance, and other assets. We will discuss how to align financial assets with estate planning objectives.

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The foundation of a solid financial plan during income earning years needs to be supported by a disability income plan and life insurance. We’ll examine easy and proven educational tools that assist you in having the income protection conversation. CE Credit Available.

FREE for Members

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Details and registration information coming soon.

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Life insurance is a mainstay in planning. As circumstances change, advisors and their charitable clients can appropriately value and potentially monetize policies for more than their cash surrender value. The valuation of existing policies is used by fiduciaries to protect clients’ best interests and uncover value to help solve other planning needs. CE Credit Available.

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Details and registration information coming soon.

 

As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally.

MORE

Stay tuned for more information.

 

Details and registration information coming soon.

 

Join us for the Q3 "State of NAIFA" 2024 webinar featuring: 

• Tom Cothron, NAIFA President
• Kevin Mayeux, NAIFA CEO
• Diane Boyle, NAIFA SVP of Government Relations

NAIFA leaders will provide an update on where NAIFA is as an association and highlight advocacy work to be done this year. They will also provide an update on NAIFA programs and, most importantly, provide information to help you get the most out of NAIFA.

As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally.

MORE

As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally.

MORE

Details and registration information coming soon.

 

Financial Security Advocates have the training, knowledge, and skills to fully participate in the political process, exert their grassroots influence, and amplify NAIFA's advocacy message on behalf of their businesses, colleagues, clients, and communities. They truly make a difference. You, too, can be a part of something big and join the ranks of Financial Security Advocates.

MORE

As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally.

MORE

As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally.

MORE

Stay tuned for more information.

 

Details and registration information coming soon.
Sponsored by American Cancer Society

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As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally.

MORE

Details and registration information coming soon.

 

Apex East and National Leadership Conference with Belong Awards Celebration.
Arizona Biltmore
Phoenix, AZ

 

Streaming live from APEX East. Stay tuned for more information.

 

Financial Security Advocates have the training, knowledge, and skills to fully participate in the political process, exert their grassroots influence, and amplify NAIFA's advocacy message on behalf of their businesses, colleagues, clients, and communities. They truly make a difference. You, too, can be a part of something big and join the ranks of Financial Security Advocates.

MORE

Join us for the Q4 "State of NAIFA" 2024 webinar featuring: 

• Tom Cothron, NAIFA President
• Kevin Mayeux, NAIFA CEO
• Diane Boyle, NAIFA SVP of Government Relations

NAIFA leaders will provide an update on where NAIFA is as an association and highlight advocacy work to be done this year. They will also provide an update on NAIFA programs and, most importantly, provide information to help you get the most out of NAIFA.

As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally.

MORE

Stay tuned for more information.

 

Details and registration information coming soon.
Sponsored by American Cancer Society

As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally.

MORE

Exclusive session for Triangle Team members with Coach Frank Maselli. 

Triangle Team Members will receive information to participate.

 

As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally.

MORE

Stay tuned for more information.

 

Details and registration information coming soon.

 

Details and registration information coming soon.

 

As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally.

MORE