UPCOMING EVENT SNAPSHOT
Webinars & Events for Members
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NAIFA Live March: Exit Planning for Financial Service Professionals
Thursday, March 21, 2024
12 pm eastern
Using the case study format, James S. Aussem, JD, AEP will lead the discussion of exit planning for three different types of financial practices, these include a Financial Planning practice, a Financial Planning and Insurance practice, and a practice specializing in Life Insurance, Long Term Care Insurance, and Disability Income. The goal will be to provide exit planning guidance and solutions through a discussion that will include current issues, key issues universal to a transaction, trigger events, and the structure of a transaction.
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Coaches Circle with Dan Finley: The 60 Second Market Story
Thursday, March 28, 2024
4 pm eastern
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.
What Will Proposed Changes to Contract Year 2025 Medicare Advantage Mean for Your Business
Michael Hedge & Roger Moore
Thursday, April 4, 2024
12 pm eastern
Join us for an insightful webinar led by head lobbyist for health policy issues affecting producers, Michael Hedge, and policy director, Roger Moore, aimed at financial service professionals, IMOs and FMOs, and other stakeholders within the Medicare ecosystem. In this webinar, we'll delve into the intricacies of these proposed changes and explore their potential impacts on various aspects of the Medicare landscape.
Topics will include:
- Unpacking Proposed Rule Change
- Medicare Advantage and Part D Plans
- Strategies for Adaptation
- Q&A Session
Q2 State of NAIFA
Thursday, April 11, 2024
12 pm eastern
Join us for the Q2 "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.
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Coaches Circle with Dan Finley: Beyond the Production Plateau
Thursday, April 11, 2024
4 pm eastern
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 Live April: Building a StoryBrand
Michael McGlothlin, CFP, CLU, ChFC, LUTCF
Thursday, April 18, 2024
12 pm eastern
When it comes to talking about their businesses, many people are so close to their products or services they don’t know where to start. Mike will explain how financial professionals like you can clarify your message to generate leads, create more referrals or empower your sales team. How? With StoryBrand. The StoryBrand Marketing Framework will help you understand what customers are looking for so you can tell your story in a way people listen.
Financial Security Advocate Academy
Wednesday, April 24, 2024
2 pm eastern
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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Coaches Circle with Dan Finley: Mastering Time Management
Thursday, April 25, 2024
4 pm eastern
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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Coaches Circle with Dan Finley: The Advisor Solutions Master Mind Session
Thursday, June 16, 2024
4 pm eastern
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 Live June
Thursday, June 20, 2024
12 pm eastern
Stay tuned for more information.
Q3 State of NAIFA
Thursday, June 27, 2024
12 pm eastern
Join us for the Q3 "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.
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Coaches Circle with Dan Finley: Mastering Personality-Based Selling
Thursday, June 27, 2024
4 pm eastern
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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Coaches Circle with Dan Finley: Attracting Referrals
Thursday, July 11, 2024
4 pm eastern
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.
Financial Security Advocate Academy
Wednesday, July 24, 2024
2 pm eastern
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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Coaches Circle with Dan Finley: Creating an effective Client-Servicing System
Thursday, July 25, 2024
4 pm eastern
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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Coaches Circle with Dan Finley: The Advisor Solutions Master Mind Session
Thursday, August 8, 2024
4 pm eastern
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 Live August
Thursday, August 15, 2024
12 pm eastern
Stay tuned for more information.
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Coaches Circle with Dan Finley: The Lost Art of Listening
Thursday, August 22, 2024
4 pm eastern
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.
Apex East & National Leadership Conference
Thursday, September 19-21, 2024
Apex East and National Leadership Conference with Belong Awards Celebration.
Arizona Biltmore
Phoenix, AZ
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NAIFA Live September
Thursday, September 19, 2024
12 pm eastern
Streaming live from APEX East. Stay tuned for more information.
Financial Security Advocate Academy
Tuesday, October 8, 2024
2 pm eastern
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.
Q4 State of NAIFA
Thursday, October 10, 2024
12 pm eastern
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.
THIS WEBINAR IS BROUGHT TO YOU BY
Coaches Circle with Dan Finley: Networking Your Way to Success
Thursday, October 10, 2024
4 pm eastern
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 Live October
Thursday, October 17, 2024
12 pm eastern
Stay tuned for more information.
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Coaches Circle with Dan Finley: Designing Your Business Purpose
Thursday, October 24, 2024
4 pm eastern
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.
THIS WEBINAR IS BROUGHT TO YOU BY
Coaches Circle with Dan Finley: The Advisor Solutions Master Mind Session
Thursday, November 14, 2024
4 pm eastern
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 Live November
Thursday, November 21, 2024
12 pm eastern
Stay tuned for more information.
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Coaches Circle with Dan Finley: Building Your Business Blueprint
Thursday, December 12, 2024
4 pm eastern
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.