UPCOMING EVENT SNAPSHOT

NAIFA will host a rare and exclusive conversation with one of the nation’s top-ranked financial advisors, Mark Curtis, Managing Director, Investments & Wealth Management of Graystone Consulting, a division of Morgan Stanley. In this special session moderated by NAIFA Trustee Jesse Dogillo, attendees will gain behind-the-scenes insights from Mark’s remarkable career leading a team that manages approximately $490 billion in assets. 

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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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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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Technical knowledge builds credibility, but communication builds connection, and connection drives business success. In this engaging webinar, Ellen Rogin, CPA, CFP, and New York Times bestselling author, shares how top advisors use communication as their competitive edge. You will discover how to build trust faster, listen for what is really being said, and make every conversation more meaningful and effective.

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NAIFA's Signature Grassroots Advocacy Event

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Protectors will be the largest event convening the Life and Annuity industry.

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