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UPCOMING EVENT SNAPSHOT

Webinars & Events for Members

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THIS WEBINAR IS SPONSORED BY

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The Rise of Cash Balance Plans: Why They’re Here to Stay

Wednesday, May 28, 2025

12 pm eastern

Cash Balance plans have seen a meteoric rise in the world of pension plans. Today they comprise of over 50% of all defined benefit plans. What makes them so popular, especially with small business owners? We’ll look at how cash balance plans work, why they’re popular, and how they can help your clients save for retirement and also lessen their tax burden. 

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THIS WEBINAR IS SPONSORED BY 
American Cancer Society-npan

 

Creative Charitable Planning with Non-Cash Assets: A Case Study Approach

Tuesday, June 10, 2025

12 pm eastern

How would you help a client who wants to donate farmland, mineral rights or a vacation home to charity? Non-cash assets such as real estate, closely held stock, and collectibles are estimated to be a $40-$60 trillion market; yet non-cash assets represent less than 2% of all charitable gifts.

Having a thorough understanding of charitable planning techniques is critical when assisting affluent donors/clients with charitable giving and tax planning. Bryan Clontz will cover how to maximize your clients’ deductions through untapped assets such as real estate, privately held C corporations, S corporations, LLCs, limited partnerships and other unique assets. This highly interactive session will employ case studies to illuminate key points.

 

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NAIFA Live 

Friday, June 20, 2025
12 PM Eastern

Knock Out Networking

Presenter: Michael Goldberg

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THIS WEBINAR IS BROUGHT TO YOU BY

Ash_Brokerage

 

The Holy Grail of Income Planning

Tuesday, June 24, 2025

12 pm eastern

In this session, we’ll explore how to elevate retirement advice beyond traditional financial discussions by developing intuitive, consultative skills that speak to the emotional side of the client’s decision-making. This refined approach builds trust more quickly, makes prospective clients feel genuinely heard, and creates a sense of urgency—minimizing costly delays that can hinder firm growth. We’ll also cover key tax strategies, including Roth conversions, the impact of IRMAA on healthcare costs, and planning for longevity.
 

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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.

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State of NAIFA Q3 2025

Thursday, June 26, 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.

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NAIFA Live 

Thursday, July 17, 2025
12 PM Eastern

To Your Success - NAIFA Leaders Peer Panel Discussion

Leaders have a vision that inspires confidence in themselves and others. Join NAIFA leaders Jesse Dogillo, Kathleen Owings, and John D. Richardson as they share the vision that drove them to the top of the industry and now fuels their own flywheels of success. Be inspired as our peer panel discusses how they move beyond meeting their business goals to living a life of purpose, meaning, and service. 

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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.

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THIS WEBINAR IS COSPONSORED WITH

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Educational Webinar

Wednesday, August 6, 2025

12 pm eastern

Topic: Social Security

Details and registration information coming soon.

 

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THIS WEBINAR IS BROUGHT TO YOU BY

commonwealth

 

Educational Webinar

Tuesday, August 12, 2025

12 pm eastern

Details and registration information coming soon.

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NAIFA Live 

Thursday, August 21, 2025
12 PM Eastern

Topic and details coming soon.

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THIS WEBINAR IS SPONSORED BY 
American Cancer Society-npan

 

Educational Webinar

Tuesday, September 9, 2025

12 pm eastern

Details and registration information coming soon.

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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.

MORE

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NAIFA Live 

Thursday, September 18, 2025
12 PM Eastern

Topic and details coming soon.

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NAIFA Live 

Thursday, October 16, 2025
12 PM Eastern

Topic and details coming soon.

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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.

MORE

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THIS WEBINAR IS SPONSORED BY 
American Cancer Society-npan

 

Educational Webinar

Wednesday, November 12, 2025

12 pm eastern

Details and registration information coming soon.

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THIS WEBINAR IS BROUGHT TO YOU BY

Ash_Brokerage

 

Educational Webinar

Wednesday, November 19, 2025

12 pm eastern

Details and registration information coming soon.

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NAIFA Live 

Thursday, November 20, 2025
12 PM Eastern

Topic and details coming soon.

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THIS WEBINAR IS BROUGHT TO YOU BY

Principal Financial_logo1

 

Educational Webinar

Wednesday, December 3, 2025

12 pm eastern

Details and registration information coming soon.

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NAIFA Live 

Thursday, December 18, 2025
12 PM Eastern

Topic and details coming soon.