UPCOMING EVENT SNAPSHOT
Webinars & Events for Members
Coaches Circle: Wake Up Wednesdays with Marques Ogden
Wednesday, May 1, 2024
9 am eastern
Are you ready to supercharge your performance, elevate your business, and unlock your full potential? NAIFA is proud to announce the addition of Marques Ogden to Coaches Circle, one of our member-to-member programs. Marques is a former NFL player turned inspirational speaker, author, and host of the podcast "Get Authentic with Marques Ogden."
THIS WEBINAR IS COSPONSORED BY
Maximizing Wealth: The Importance of Coordinating Financial Assets with the Estate Plan
Wednesday, May 1, 2024
12 pm eastern
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.
How the DOL Fiduciary-Only Rule Will Impact the Role of Financial Professionals Offering Retirement Planning Services
Thursday, May 2, 2024
2 pm eastern
On April 23, the Department of Labor and the White House released a final fiduciary-only rule after an astonishingly brief regulatory and review process and in spite of grave concerns expressed by NAIFA, members of Congress, and other stakeholders. Join representatives from NAIFA and Steptoe to learn how the fiduciary-only rule will impact financial professionals’ business and their clients.
This webinar will consist of a presentation followed by a Q&A session.
Income Protection - The Cornerstone to Financial Planning
Wednesday, May 8, 2024
12 pm eastern
Maximizing the Value of Life Insurance - An Innovative Approach to Charitable Giving
Tuesday, June 4, 2024
12 pm eastern
THIS WEBINAR IS BROUGHT TO YOU BY
Coaches Circle with Dan Finley: The Advisor Solutions Master Mind Session
Thursday, June 16, 2024
4 pm eastern
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.
THIS WEBINAR IS BROUGHT TO YOU BY
NAIFA Live June
Thursday, June 20, 2024
12 pm eastern
Stay tuned for more information.
Q3 State of NAIFA
Thursday, June 27, 2024
12 pm eastern
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.
THIS WEBINAR IS BROUGHT TO YOU BY
Coaches Circle with Dan Finley: Mastering Personality-Based Selling
Thursday, June 27, 2024
4 pm eastern
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.
THIS WEBINAR IS BROUGHT TO YOU BY
Coaches Circle with Dan Finley: Attracting Referrals
Thursday, July 11, 2024
4 pm eastern
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.
Financial Security Advocate Academy
Wednesday, July 24, 2024
2 pm eastern
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.
THIS WEBINAR IS BROUGHT TO YOU BY
Coaches Circle with Dan Finley: Creating an effective Client-Servicing System
Thursday, July 25, 2024
4 pm eastern
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.
THIS WEBINAR IS BROUGHT TO YOU BY
Coaches Circle with Dan Finley: The Advisor Solutions Master Mind Session
Thursday, August 8, 2024
4 pm eastern
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.
THIS WEBINAR IS BROUGHT TO YOU BY
NAIFA Live August
Thursday, August 15, 2024
12 pm eastern
Stay tuned for more information.
THIS WEBINAR IS BROUGHT TO YOU BY
Coaches Circle with Dan Finley: The Lost Art of Listening
Thursday, August 22, 2024
4 pm eastern
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.
Apex East & National Leadership Conference
Thursday, September 19-21, 2024
Apex East and National Leadership Conference with Belong Awards Celebration.
Arizona Biltmore
Phoenix, AZ
THIS WEBINAR IS BROUGHT TO YOU BY
NAIFA Live September
Thursday, September 19, 2024
12 pm eastern
Streaming live from APEX East. Stay tuned for more information.
Financial Security Advocate Academy
Tuesday, October 8, 2024
2 pm eastern
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.
Q4 State of NAIFA
Thursday, October 10, 2024
12 pm eastern
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.
THIS WEBINAR IS BROUGHT TO YOU BY
Coaches Circle with Dan Finley: Networking Your Way to Success
Thursday, October 10, 2024
4 pm eastern
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.
THIS WEBINAR IS BROUGHT TO YOU BY
NAIFA Live October
Thursday, October 17, 2024
12 pm eastern
Stay tuned for more information.
THIS WEBINAR IS BROUGHT TO YOU BY
Coaches Circle with Dan Finley: Designing Your Business Purpose
Thursday, October 24, 2024
4 pm eastern
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.
THIS WEBINAR IS BROUGHT TO YOU BY
Coaches Circle with Dan Finley: The Advisor Solutions Master Mind Session
Thursday, November 14, 2024
4 pm eastern
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.
THIS WEBINAR IS BROUGHT TO YOU BY
NAIFA Live November
Thursday, November 21, 2024
12 pm eastern
Stay tuned for more information.
THIS WEBINAR IS BROUGHT TO YOU BY
Coaches Circle with Dan Finley: Building Your Business Blueprint
Thursday, December 12, 2024
4 pm eastern
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.