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UPCOMING EVENT SNAPSHOT

Webinars & Events for Members

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NAIFA Live 

Friday, June 20, 2025
12 PM Eastern

Knock Out Networking-
How to Generate More Prospects, More Referrals, and More Business!

Financial advisors, insurance agents, and brokers absolutely need a “fight plan” to grow their business. Especially now!  AI and ChatGPT are absolutely a game changer but nothing will replace the personal connection. In this program, attendees will learn how to demonstrate a Networking Mindset, practice battle-tested networking approaches, generate more referrals, better leverage events and mixers, and create and implement a Daily Fight Plan around their business goals.

Presenter: Michael Goldberg

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THIS WEBINAR IS BROUGHT TO YOU BY

Ash_Brokerage

 

The Holy Grail of Income Planning

Tuesday, June 24, 2025

12 pm eastern

In this session, we’ll explore how to elevate retirement advice beyond traditional financial discussions by developing intuitive, consultative skills that speak to the emotional side of the client’s decision-making. This refined approach builds trust more quickly, makes prospective clients feel genuinely heard, and creates a sense of urgency—minimizing costly delays that can hinder firm growth. We’ll also cover key tax strategies, including Roth conversions, the impact of IRMAA on healthcare costs, and planning for longevity.
 

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Earn the Financial Security Advocate Badge 

June 25, 2025
2 pm eastern

One of the benefits of membership is free training to allow you to expand your circles of influence through participation in state and federal advocacy. Our Financial Security Advocate Academy provides the training you need to advocate on behalf of your businesses, clients, and communities. We are offering our membership a great opportunity to earn your FSA badge by attending our free Academy webinar.

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State of NAIFA Q3 2025

Thursday, June 26, 2025

12 pm eastern

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.

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NAIFA Live 

Thursday, July 17, 2025
12 PM Eastern

To Your Success - NAIFA Leaders Peer Panel Discussion

Leaders have a vision that inspires confidence in themselves and others. Join NAIFA leaders Jesse Dogillo, Kathleen Owings, and John D. Richardson as they share the vision that drove them to the top of the industry and now fuels their own flywheels of success. Be inspired as our peer panel discusses how they move beyond meeting their business goals to living a life of purpose, meaning, and service. 

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Earn the Financial Security Advocate Badge 

July 30, 2025
2 pm eastern

One of the benefits of membership is free training to allow you to expand your circles of influence through participation in state and federal advocacy. Our Financial Security Advocate Academy provides the training you need to advocate on behalf of your businesses, clients, and communities. We are offering our membership a great opportunity to earn your FSA badge by attending our free Academy webinar.

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THIS WEBINAR IS COSPONSORED WITH

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Educational Webinar

Wednesday, August 6, 2025

12 pm eastern

Social Security Unlocked: Maximizing Benefits & Guiding Your Clients

Details and registration information coming soon.

 

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NAIFA Live 

Thursday, August 21, 2025
12 PM Eastern

Topic and details coming soon.

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THIS WEBINAR IS SPONSORED BY 
American Cancer Society-npan

 

Educational Webinar

Tuesday, September 9, 2025

12 pm eastern

Details and registration information coming soon.

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Earn the Financial Security Advocate Badge 

September 10, 2025
2 pm eastern

One of the benefits of membership is free training to allow you to expand your circles of influence through participation in state and federal advocacy. Our Financial Security Advocate Academy provides the training you need to advocate on behalf of your businesses, clients, and communities. We are offering our membership a great opportunity to earn your FSA badge by attending our free Academy webinar.

MORE

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NAIFA Live 

Thursday, September 18, 2025
12 PM Eastern

Topic and details coming soon.

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THIS WEBINAR IS SPONSORED BY
 
OneAmerica_25

 

Educational Webinar

Tuesday, September 30, 2025

12 pm eastern

Care for a Lifetime: Long-Term Protection in the Face of Alzheimer's and Dementia

Details and registration information coming soon.

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National Leadership Conference

Tuesday, October 14, 2025

Arlington, Virginia

The National Leadership Conference is your meeting. We gather each year to learn from each other, plan for the future, and celebrate our award winners and colleagues in leadership. NAIFA’s national leaders and professional staff will facilitate sessions on growing membership, promoting advocacy, and ensuring the success of NAIFA Chapters.

Learn More/Register

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NAIFA Live 

Thursday, October 16, 2025
12 PM Eastern

Topic and details coming soon.

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Earn the Financial Security Advocate Badge 

October 29, 2025
2 pm eastern

One of the benefits of membership is free training to allow you to expand your circles of influence through participation in state and federal advocacy. Our Financial Security Advocate Academy provides the training you need to advocate on behalf of your businesses, clients, and communities. We are offering our membership a great opportunity to earn your FSA badge by attending our free Academy webinar.

MORE

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THIS WEBINAR IS SPONSORED BY 
American Cancer Society-npan

 

Educational Webinar

Wednesday, November 12, 2025

12 pm eastern

Details and registration information coming soon.

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THIS WEBINAR IS BROUGHT TO YOU BY

Ash_Brokerage

 

Educational Webinar

Wednesday, November 19, 2025

12 pm eastern

Details and registration information coming soon.

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NAIFA Live 

Thursday, November 20, 2025
12 PM Eastern

Topic and details coming soon.

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THIS WEBINAR IS BROUGHT TO YOU BY

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Educational Webinar

Wednesday, December 3, 2025

12 pm eastern

Details and registration information coming soon.

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NAIFA Live 

Thursday, December 18, 2025
12 PM Eastern

Topic and details coming soon.

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FSP Institute

February 17-20, 2026
Orlando, Florida 

Join us for the 80th year of this powerful educational event where you’ll collaborate with world-class faculty and industry leaders to raise your game—enhance your expertise, elevate your level of client service, and raise your professional profile.

More Info