
UPCOMING EVENT SNAPSHOT
Webinars & Events for Members
Charitable Planning in 2025 - Why the Rush?
Tuesday, September 9, 2025
12 pm eastern
Now is the time for your clients to plan for changes coming soon to charitable giving! Why the rush? New rules enacted by the OBBBA take effect January 1, mean that some opportunities will end on December 31. Walk through a case study with us, and learn what your clients can do now, to make the most of the 2025 rules.
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.
NAIFA Live - Life Happens: Protected by Planning
Thursday, September 18, 2025
12 PM Eastern
September is Life Insurance Awareness Month!
Join NAIFA Board Member Barb Pietrangelo as she provides you with new information, insights, and resources to empower you to have the life insurance discussion with your clients. This webinar offers a moving look at why life insurance matters, how it can provide stability during life’s most difficult moments, and the real-life impact it has on families.
Care for a Lifetime: Long-Term Protection in the Face of Alzheimer's and Dementia
Tuesday, September 30, 2025
12 pm eastern
Cognitive decline can have a profound and lasting impact on individuals, families, and caregivers. Join us for a meaningful conversation that will equip you with tools to prepare for the road ahead. In this live webinar, we’ll explore how lifetime long-term care coverage can provide peace of mind and lasting protection — especially when facing conditions like Alzheimer’s and dementia. Don't miss this opportunity to deepen your knowledge and better support your clients through one of life’s most challenging journeys.
Journal Live - Central Bank Digital Currencies and User Privacy
Tuesday, October 7, 2025
12 PM Eastern
Central bank digital currencies (CBDCs) are on the horizon and are actively discussed as an alternative to traditional currencies by many national governments. As CBDCs continue to enter the political and financial arenas, it is imperative that financial service professionals require a workable knowledge of CBDCs' possibilities and pitfalls. Join Journal of Financial Service Professionals author Brian Halsey as he discusses the necessity for continuous dialogue within the financial community to ensure that digital currencies enhance, rather than undermine, the principles of financial inclusivity, privacy, and economic stability.
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.
John Newton Russell Memorial Award Reception & Belong Awards Dinner
Tuesday, October 14, 2025
6:00 PM - 9:30 PM ET
Arlington, Virginia
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.
Q4 State of NAIFA
October 23, 2025
12:00 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.
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.
IREAP Impact Day - Dealing with the Modest Estate
Thursday, November 6, 2025
12 pm - 1:30 pm eastern
Join industry thought leaders and subject matter experts for a panel discussion.
Details and registration information coming soon.
NAIFA Live - Be Irreplaceable: What AI Can't Replace in the Age of Automation
Thursday, November 20, 2025
12 PM Eastern
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.
NAIFA Live
Thursday, December 18, 2025
12 PM Eastern
Topic and details coming soon.
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.
Congressional Conference
May 18-19, 2026
Washington, DC
NAIFA's Signature Grassroots Advocacy Event
Registration and Details Coming Soon