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John Schwartz, the Founder and President of the Center For Combating Elder Financial Abuse, will give a presentation on how to detect and stop financial predators from stealing seniors' life savings. The Center For Combating Financial Elder Abuse takes a unique approach in detecting and combating elder financial abuse - we look at the crime through the eyes of the financial predators. Mr. Schwartz will explain how financial predators deliberately target, groom, and take control of seniors' life savings. He will also share strategies that seniors can use immediately to protect themselves and their savings.

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Buying a home is often the single largest pur­chase individuals make over their lifetime. It is no surprise, then, that first-time homebuyers often look to readily available financial tools to guide their decisions. Despite their popularity and accessibility, though, these tools come with limitations. An article from the July 2025 issue of the Journal of Financial Service Professionals examines the inadequacies of two commonly used homebuying financial tools and highlights an opportunity for financial professionals to provide more comprehensive guidance that considers clients’ broader financial aspirations. Join author Craig Furfine as he shares the importance of evaluating your clients’ financial conditions, lifetime goals, and priorities as they contemplate buying a home.

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Topic: Life Insurance Awareness Month

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Details and registration coming soon.

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.

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Join us for an extraordinary evening where we honor the visionaries, leaders, and changemakers redefining excellence in the financial service industry. This prestigious event brings together the best and brightest for a night of recognition, connection, and celebration. This is more than a dinner — it's a tribute to achievement and dedication.

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In a world where algorithms are learning to manage portfolios faster than you can say “fiduciary,” financial advisors face a stark truth—adapt or become obsolete. AI is here. It’s efficient, tireless, and already replacing routine financial tasks. But there’s one thing it will never master: the human connection. In Be Irreplaceable, keynote speaker and communication expert Matt Halloran delivers a jolt of reality—and a roadmap to relevance. Through bold storytelling and actionable strategies, Matt challenges advisors to stop hiding behind scripts and start mastering the one skill no machine can replicate: engaged, empathetic, deeply personal communication.

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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.

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NAIFA's Signature Grassroots Advocacy Event

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