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UPCOMING EVENT SNAPSHOT

Webinars & Events for Members


Marques Ogden Coaches Circle

BROUGHT TO YOU BY:

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Wake Up Wednesdays with Marques Ogden 

April 2, 2025
9 am eastern

Marques Ogden is a former NFL player turned inspirational speaker, author, and entrepreneur. He is the founder and CEO of Ogden Ventures LLC, that specializes in keynote speaking, business coaching, and consulting. Marques leads his audiences to understand why “Authenticity Creates Victory.”  Marques is on a mission to inspire leaders to maximize their potential to reach their personal and professional goals.

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THIS WEBINAR IS SPONSORED BY

commonwealth

 

Making Tax-Efficient Charitable Gifts That Leave a Lasting Impact

Tuesday, April 8, 2025

12 pm eastern

Charitable giving is an important aspect of many clients’ financial plans. All too often, tax mitigation dominates the planning discussion; a client’s philanthropic motivations and their desire to “do good” can get lost. This session will focus on how to use the right charitable planning tools to optimize a client’s financial plan and avoid potential lurking issues in their gift plans, all while delivering a meaningful charitable impact.

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NAIFA Live 

Thursday, April 17, 2025
12 PM Eastern

Leveraging AI and Data to Drive Growth in Financial Services

Presenter: Jonathan Seif

AI is changing the business landscape by the day and NAIFA is here to keep you current. Join Jon Seif as he shows how forward-thinking firms are using data and AI to establish relationships and address the needs of their clients. During the webinar you’ll also see how Catchlight (built in Fidelity Labs) is helping advisors cultivate deeper relationships while cross-selling more of their insurance clients into wealth management.

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State of NAIFA Q2 2025

Thursday, April 24, 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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THIS WEBINAR IS COSPONSORED WITH NAEPC

NAEPC

 

Educational Webinar

Tuesday, May 6, 2025

12 pm eastern

Reshaping Buy-Sell Planning after Connelly

Details and registration information coming soon.


Marques Ogden Coaches Circle

BROUGHT TO YOU BY:

membership-logo

 

Wake Up Wednesdays with Marques Ogden 

May 7, 2025
9 am eastern

Marques Ogden is a former NFL player turned inspirational speaker, author, and entrepreneur. He is the founder and CEO of Ogden Ventures LLC, that specializes in keynote speaking, business coaching, and consulting. Marques leads his audiences to understand why “Authenticity Creates Victory.”  Marques is on a mission to inspire leaders to maximize their potential to reach their personal and professional goals.

MORE


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2025 Congressional Conference

May 19-20, 2025

NAIFA'S SIGNATURE GRASSROOTS ADVOCACY EVENT

NAIFA’s annual Congressional Conference brings NAIFA members together as a critical mass to advocate on behalf of their businesses, clients, consumers, and the insurance and financial services industry. It provides targeted advocacy training with briefings on specific legislative issues, best practices for conducting congressional meetings, and tips for developing impactful long-term relationships with legislators.

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THIS WEBINAR IS SPONSORED BY

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Educational Webinar

Wednesday, May 28, 2025

12 pm eastern

The Rise of Cash Balance Plans: Why They're Here to Stay

Quick registration link

Full details coming soon.


Marques Ogden Coaches Circle

BROUGHT TO YOU BY:

membership-logo

 

Wake Up Wednesdays with Marques Ogden 

June 4, 2025
9 am eastern

Marques Ogden is a former NFL player turned inspirational speaker, author, and entrepreneur. He is the founder and CEO of Ogden Ventures LLC, that specializes in keynote speaking, business coaching, and consulting. Marques leads his audiences to understand why “Authenticity Creates Victory.”  Marques is on a mission to inspire leaders to maximize their potential to reach their personal and professional goals.

MORE


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THIS WEBINAR IS SPONSORED BY 
American Cancer Society-npan

 

Educational Webinar

Tuesday, June 10, 2025

12 pm eastern

Details and registration information coming soon.


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NAIFA Live 

Friday, June 20, 2025
12 PM Eastern

Knock Out Networking

Presenter: Michael Goldberg

Description coming soon.

Quick Registration Link


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THIS WEBINAR IS BROUGHT TO YOU BY

Ash_Brokerage

 

Educational Webinar

Tuesday, June 24, 2025

12 pm eastern

Details and registration information coming soon.

 


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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.

MORE


Marques Ogden Coaches Circle

BROUGHT TO YOU BY:

membership-logo

 

Wake Up Wednesdays with Marques Ogden 

July 2, 2025
9 am eastern

Marques Ogden is a former NFL player turned inspirational speaker, author, and entrepreneur. He is the founder and CEO of Ogden Ventures LLC, that specializes in keynote speaking, business coaching, and consulting. Marques leads his audiences to understand why “Authenticity Creates Victory.”  Marques is on a mission to inspire leaders to maximize their potential to reach their personal and professional goals.

MORE


fsa badge - large

 

 

 

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.

MORE


Marques Ogden Coaches Circle

BROUGHT TO YOU BY:

membership-logo

 

Wake Up Wednesdays with Marques Ogden 

August 6, 2025
9 am eastern

Marques Ogden is a former NFL player turned inspirational speaker, author, and entrepreneur. He is the founder and CEO of Ogden Ventures LLC, that specializes in keynote speaking, business coaching, and consulting. Marques leads his audiences to understand why “Authenticity Creates Victory.”  Marques is on a mission to inspire leaders to maximize their potential to reach their personal and professional goals.

MORE


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THIS WEBINAR IS COSPONSORED WITH

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Educational Webinar

Wednesday, August 6, 2025

12 pm eastern

Topic: Social Security

Details and registration information coming soon.

 


Marques Ogden Coaches Circle

BROUGHT TO YOU BY:

membership-logo

 

Wake Up Wednesdays with Marques Ogden 

September 3, 2025
9 am eastern

Marques Ogden is a former NFL player turned inspirational speaker, author, and entrepreneur. He is the founder and CEO of Ogden Ventures LLC, that specializes in keynote speaking, business coaching, and consulting. Marques leads his audiences to understand why “Authenticity Creates Victory.”  Marques is on a mission to inspire leaders to maximize their potential to reach their personal and professional goals.

MORE


NAIFA-FSP-LH

 

THIS WEBINAR IS SPONSORED BY 
American Cancer Society-npan

 

Educational Webinar

Tuesday, September 9, 2025

12 pm eastern

Details and registration information coming soon.


fsa badge - large

 

 

 

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


Marques Ogden Coaches Circle

BROUGHT TO YOU BY:

membership-logo

 

Wake Up Wednesdays with Marques Ogden 

October 1, 2025
9 am eastern

Marques Ogden is a former NFL player turned inspirational speaker, author, and entrepreneur. He is the founder and CEO of Ogden Ventures LLC, that specializes in keynote speaking, business coaching, and consulting. Marques leads his audiences to understand why “Authenticity Creates Victory.”  Marques is on a mission to inspire leaders to maximize their potential to reach their personal and professional goals.

MORE


fsa badge - large

 

 

 

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


NAIFA-FSP-LH

 

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.