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UPCOMING EVENT SNAPSHOT

Webinars & Events for Members




Congressional-Conference

 

 

Congressional Conference

May 19-21, 2024

Details and registration information coming soon.

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June 4 ACS Webinar

THIS WEBINAR IS BROUGHT TO YOU BY

ACS

 

Maximizing the Value of Life Insurance - An Innovative Approach to Charitable Giving 

Tuesday, June 4, 2024

12 pm eastern

Life insurance is a mainstay in planning. As circumstances change, advisors and their charitable clients can appropriately value and potentially monetize policies for more than their cash surrender value. The valuation of existing policies is used by fiduciaries to protect clients’ best interests and uncover value to help solve other planning needs. CE Credit Available.

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Members' Benefit Webinar

Wednesday, June 5, 2024

2 pm eastern

Details and registration information coming soon.

 


Dan Finley Coaches Circle

THIS WEBINAR IS BROUGHT TO YOU BY

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Coaches Circle with Dan Finley: The Advisor Solutions Master Mind Session

Thursday, June 13, 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.

 


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FSP Webinar

Wednesday, June 26, 2024

12 pm eastern

Details and registration information coming soon.

 


 State of NAIFA

 

 

Q3 State of NAIFA

Thursday, June 27, 2024

12 pm eastern

Join us for the Q3 "State of NAIFA" 2024 webinar featuring: 

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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Dan Finley Coaches Circle

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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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Dan Finley Coaches Circle

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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.

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FSP Webinar

Wednesday July 17, 2024

12 pm eastern

Details and registration information coming soon.

 



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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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Dan Finley Coaches Circle

THIS WEBINAR IS BROUGHT TO YOU BY

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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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Dan Finley Coaches Circle

THIS WEBINAR IS BROUGHT TO YOU BY

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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.

MORE


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THIS WEBINAR IS BROUGHT TO YOU BY

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NAIFA Live August

Thursday, August 15, 2024

12 pm eastern

Stay tuned for more information.

 


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THIS WEBINAR IS BROUGHT TO YOU BY

ACS_NPAN_2023

 

 

FSP Webinar American Cancer Society

Wednesday, August 21, 2024

12 pm eastern

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

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Dan Finley Coaches Circle

THIS WEBINAR IS BROUGHT TO YOU BY

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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.

MORE


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Members' Benefit Webinar

Wednesday, September 4, 2024

2 pm eastern

Details and registration information coming soon.

 


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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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THIS WEBINAR IS BROUGHT TO YOU BY

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NAIFA Live September

Thursday, September 19, 2024

12 pm eastern

Streaming live from APEX East. Stay tuned for more information.

 



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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.

MORE


 State of NAIFA

 

 

Q4 State of NAIFA

Thursday, October 10, 2024

12 pm eastern

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

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.

MORE


Dan Finley Coaches Circle

THIS WEBINAR IS BROUGHT TO YOU BY

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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.

MORE


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THIS WEBINAR IS BROUGHT TO YOU BY

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NAIFA Live October

Thursday, October 17, 2024

12 pm eastern

Stay tuned for more information.

 


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THIS WEBINAR IS BROUGHT TO YOU BY

ACS_NPAN_2023

 

 

FSP Webinar American Cancer Society

Wednesday, October 23, 2024

12 pm eastern

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


Dan Finley Coaches Circle

THIS WEBINAR IS BROUGHT TO YOU BY

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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.

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Sponsored by:

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Triangle Team Peak Performance Workshop

Monday, October 28, 2024

12 pm eastern

Exclusive session for Triangle Team members with Coach Frank Maselli. 

Triangle Team Members will receive information to participate.


 


Dan Finley Coaches Circle

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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.

MORE


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THIS WEBINAR IS BROUGHT TO YOU BY

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NAIFA Live November

Thursday, November 21, 2024

12 pm eastern

Stay tuned for more information.

 


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Members' Benefit Webinar

Wednesday, December 4, 2024

2 pm eastern

Details and registration information coming soon.

 


THIS WEBINAR IS BROUGHT TO YOU BY

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FSP Webinar

Wednesday December 11, 2024

12 pm eastern

Details and registration information coming soon.

 


Dan Finley Coaches Circle

THIS WEBINAR IS BROUGHT TO YOU BY

Coaches Circle Logo

 

 

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.

MORE