UPCOMING EVENT SNAPSHOT

As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally.

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NAIFA and American Senior Benefits invite agents and advisors to Discover the New Element of Growth in Omaha, NE on Friday, July 26th. We are #NAIFAproud to support this event alongside fellow NAIFA members Tom Morgan CLF and Joe Jordan. This lunch & learn is a great opportunity for financial professionals to grow their business.

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Each month, members will select and discuss a featured book to help you grow personally and professionally. 

Lead from the Outside

By: Stacey Abrams
NAIFA Facilitator: Trish May

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One-third of financial advisors are predicted to retire in the next 10 years. This is creating an opportunity for advisors who are looking to grow their practice. Join NAIFA member, David Wood along with industry professionals and peers for an in-depth exploration of mergers and acquisitions (M&A) and learn how to harness the wave of retiring advisors to capitalize on this opportunity.

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NAIFA and American Senior Benefits invite agents and advisors to Discover the New Element of Growth in Walnut Creek, CA on Tuesday, July 30th. We are #NAIFAproud to support this event alongside fellow NAIFA members Tom Morgan CLF and Joe Jordan. This lunch & learn is a great opportunity for financial professionals to grow their business.

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Members will discuss and review topics related to and impacting members working in the Property & Casualty market. Each month will feature a different topic. The format will feature case studies and open discussion.

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Join us for a special mid-summer meeting to focus on membership. With three Supreme Court decisions affecting our business, the looming DOL fiduciary-only rule, and the upcoming expiration of certain elements of the Tax and Jobs Cut Act, the time is now to expand our base so that we are prepared to welcome in new leaders at the state and federal levels.

Passion for people is what has powered NAIFA since 1890, and it's on all of us to ensure that we keep NAIFA strong.

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One-third of financial advisors are predicted to retire in the next 10 years. This is creating an opportunity for advisors who are looking to grow their practice. Join NAIFA member, David Wood along with industry professionals and peers for an in-depth exploration of mergers and acquisitions (M&A) and learn how to harness the wave of retiring advisors to capitalize on this opportunity.

MORE

Join two product experts – with a combined total of nearly 45 years of industry experience – for an in-depth discussion about Humana’s Medicare Supplement products, value-added services, competitive positions, and earning potential. Better understand how you can support your clients’ needs with the Humana team.

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Ogden is a three-time best-selling author and the host of the podcast "Get Authentic with Marques Ogden." In his speaking engagements, Marques leads his audiences to understand why “Authenticity Creates Victory” by sharing his personal story of overcoming adversity and achieving success. Marques is on a mission to inspire CEOs and other senior leaders to maximize their potential to reach their personal and professional goals.

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As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally.

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Each month, members will select and discuss a featured book to help you grow personally and professionally. 

Swim!: How a Shark, Suckerfish, and a Parasite Teach You Leadership, Mentoring, and Next Level Success 

By: Walter Bond
NAIFA Facilitator: Walter Bond

This is an incredible opportunity to have the author also serve as the facilitator of this session! Written as an engaging parable, Swim! How a Shark, a Suckerfish, and a Parasite Teach You Leadership, Mentoring, and Next Level Success brings to life real-world challenges (and their solutions) and presents them in simple, yet powerful terms. The book explores the vital importance of networking, explores the steps that lead to successful networking, and explains why we need it. 

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As a fellow special needs parent, Kacy Seitz, Wealth Management Advisor knows the importance of crafting a whole story plan that considers the complexity of each family's unique situation. In 2013, she created her wealth management practice, Whole Story Planning, devoted to helping Special Needs families across the country. In this short workshop, Kacy will provide learning on how to better understand the planning any child or adult child with a disability (or long-term dependency) during each stage of life.

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As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally.

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Most Americans don’t understand the 2,700-plus Social Security rules, don’t know who to ask for help, and don’t realize the impact of an uninformed decision on their financial future. As a result, 96% of those collecting Social Security today failed to maximize their benefits, resulting in an average loss of over $139,000 per household. The stakes are high, and with Social Security, you have one chance to get it right – forever.

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Ogden is a three-time best-selling author and the host of the podcast "Get Authentic with Marques Ogden." In his speaking engagements, Marques leads his audiences to understand why “Authenticity Creates Victory” by sharing his personal story of overcoming adversity and achieving success. Marques is on a mission to inspire CEOs and other senior leaders to maximize their potential to reach their personal and professional goals.

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Details and registration information coming soon.

This year, we have combined two of NAIFA's signature events, Apex and the National Leadership Conference (NLC).  Apex focuses on growing your business, encouraging leadership skills, and developing your personal brand. It appeals to a wide range of professionals and helps you reach your highest level of success. The NLC optimizes how we work together as NAIFA leaders to bring us continued success as the number one association for financial services professionals in the United States. NLC and the associated Belong awards gala inspire and recognize servant leaders who are called to serve a greater purpose and understand that they are working for the success of something bigger than themselves. 

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Streaming live from Apex. Stay tuned for more information.

This special edition of Book Club will be held in person at Apex! All are welcome to participate! Each month, members will select and discuss and review a featured book to help you grow personally and professionally. 

The 12-Week Year

By: Brian Morsn
NAIFA Facilitators: Carina Hatfield & Corey Anderson

Most organizations and individuals work in the context of annual goals and plans; a twelve-month execution cycle. Instead, The 12 Week Year avoids the pitfalls and low productivity of annualized thinking. This book redefines your "year" to be 12 weeks long. In 12 weeks, there just isn't enough time to get complacent, and urgency increases and intensifies. The 12 Week Year creates focus and clarity on what matters most and a sense of urgency to do it now. In the end more of the important stuff gets done and the impact on results is profound.

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One-third of financial advisors are predicated to retire in the next 10 years. This is creating an opportunity for advisors who are looking to grow their practice. Join NAIFA member, David Wood along with industry professionals and peers for an in-depth exploration of mergers and acquisitions (M&A) and learn how to harness the wave of retiring advisors to capitalize on this opportunity.

MORE

One-third of financial advisors are predicted to retire in the next 10 years. This is creating an opportunity for advisors who are looking to grow their practice. Join NAIFA member, David Wood along with industry professionals and peers for an in-depth exploration of mergers and acquisitions (M&A) and learn how to harness the wave of retiring advisors to capitalize on this opportunity.

MORE

Ogden is a three-time best-selling author and the host of the podcast "Get Authentic with Marques Ogden." In his speaking engagements, Marques leads his audiences to understand why “Authenticity Creates Victory” by sharing his personal story of overcoming adversity and achieving success. Marques is on a mission to inspire CEOs and other senior leaders to maximize their potential to reach their personal and professional goals.

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Financial Security Advocates have the training, knowledge, and skills to fully participate in the political process, exert their grassroots influence, and amplify NAIFA's advocacy message on behalf of their businesses, colleagues, clients, and communities. They truly make a difference. You, too, can be a part of something big and join the ranks of Financial Security Advocates.

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Join us for the Q4 "State of NAIFA" 2024 webinar featuring: 

• Tom Cothron, NAIFA President
• Kevin Mayeux, NAIFA CEO
• Diane Boyle, NAIFA SVP of Government Relations

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.

As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally.

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Stay tuned for more information.

Details and registration information coming soon.
Sponsored by American Cancer Society

As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally.

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Exclusive session for Triangle Team members with Coach Frank Maselli. 

Triangle Team Members will receive information to participate.

Ogden is a three-time best-selling author and the host of the podcast "Get Authentic with Marques Ogden." In his speaking engagements, Marques leads his audiences to understand why “Authenticity Creates Victory” by sharing his personal story of overcoming adversity and achieving success. Marques is on a mission to inspire CEOs and other senior leaders to maximize their potential to reach their personal and professional goals.

MORE

Details and registration information coming soon.
Sponsored by American Cancer Society

One-third of financial advisors are predicted to retire in the next 10 years. This is creating an opportunity for advisors who are looking to grow their practice. Join NAIFA member, David Wood along with industry professionals and peers for an in-depth exploration of mergers and acquisitions (M&A) and learn how to harness the wave of retiring advisors to capitalize on this opportunity.

MORE

As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally.

MORE

Stay tuned for more information.

Ogden is a three-time best-selling author and the host of the podcast "Get Authentic with Marques Ogden." In his speaking engagements, Marques leads his audiences to understand why “Authenticity Creates Victory” by sharing his personal story of overcoming adversity and achieving success. Marques is on a mission to inspire CEOs and other senior leaders to maximize their potential to reach their personal and professional goals.

MORE

Details and registration information coming soon.

Details and registration information coming soon.

As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally.

MORE