
UPCOMING EVENT SNAPSHOT
Webinars & Events for Members
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.
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.
Reshaping Buy-Sell Planning after Connelly: legal and practical considerations
Tuesday, May 6, 2025
12 pm eastern
The United States Supreme Court’s 2024 decision in Connelly v. U.S. has upended buy-sell planning for every business owner potentially facing an estate tax. In this presentation, we will examine the tax, legal and practical implications of this decision, and provide analysis of several potential innovative solutions.
Earn the Financial Security Advocate Badge
May 13, 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.
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.
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.
NAIFA Live
Friday, June 20, 2025
12 PM Eastern
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.
NAIFA Live
Thursday, July 17, 2025
12 PM Eastern
To Your Success - NAIFA Leaders Peer Panel Discussion
Description coming soon.
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.
NAIFA Live
Thursday, August 21, 2025
12 PM Eastern
Topic and details coming soon.
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
Thursday, September 18, 2025
12 PM Eastern
Topic and details coming soon.
NAIFA Live
Thursday, October 16, 2025
12 PM Eastern
Topic and details coming soon.
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.
NAIFA Live
Thursday, November 20, 2025
12 PM Eastern
Topic and details coming soon.
NAIFA Live
Thursday, December 18, 2025
12 PM Eastern
Topic and details coming soon.