
UPCOMING EVENT SNAPSHOT
Webinars & Events for Members
Q4 State of NAIFA
October 22, 2025
12:00 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.
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.
IREAP Impact Day - Planning for the Modest Estate
Thursday, November 6, 2025
12:00 pm - 1:30 pm eastern
Are your clients concerned about their estates but think they don't have "enough" to need a plan? Many people with modest assets mistakenly believe estate planning is only for the wealthy, leading to common (and costly) misunderstandings. Join the Investment, Retirement, Estate, and Advanced Planning Center for this informative Impact Day webinar, designed to demystify the process and provide practical steps to secure their future and protect their loved ones.
Registration information coming soon.
LECP Impact Day - The Care Economy: Where Compassion Meets Capital
Wednesday, November 19, 2025
11:00 am eastern
Focus: How caregiving is becoming a defining economic force, reshaping financial planning, workplace policies, and multigenerational wealth transfer.
NAIFA's Limited and Extended Care Planning (LECP) Collective is holding a free virtual program of interactive sessions from industry leaders who will address topics in the caregiving and long-term care arena.
Top members of the LECP Collective and Advisory Council will share what advisors and agents need to know about the present and future of caregiving and long-term care.
Details and registration information coming soon.
NAIFA Live - Be Irreplaceable: What AI Can't Replace in the Age of Automation
Thursday, November 20, 2025
12 PM Eastern
In a world where algorithms are learning to manage portfolios faster than you can say “fiduciary,” financial advisors face a stark truth—adapt or become obsolete. AI is here. It’s efficient, tireless, and already replacing routine financial tasks. But there’s one thing it will never master: the human connection. In Be Irreplaceable, keynote speaker and communication expert Matt Halloran delivers a jolt of reality—and a roadmap to relevance. Through bold storytelling and actionable strategies, Matt challenges advisors to stop hiding behind scripts and start mastering the one skill no machine can replicate: engaged, empathetic, deeply personal communication.
NAIFA Live
Thursday, December 18, 2025
12 PM Eastern
Topic and details coming soon.
NAIFA Live
Thursday, January 15, 2026
12 PM Eastern
Topic and details coming soon.
FSP Institute
February 17-20, 2026
Orlando, Florida
Join us for the 80th year of this powerful educational event where you’ll collaborate with world-class faculty and industry leaders to raise your game—enhance your expertise, elevate your level of client service, and raise your professional profile.
Congressional Conference
May 18-19, 2026
Washington, DC
NAIFA's Signature Grassroots Advocacy Event
Registration and Details Coming Soon