
UPCOMING EVENT SNAPSHOT
Webinars & Events for Members
Earn the Financial Security Advocate Badge
May 13, 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.
2025 Congressional Conference
May 19-20, 2025
NAIFA'S SIGNATURE GRASSROOTS ADVOCACY EVENT
NAIFA’s annual Congressional Conference brings NAIFA members together as a critical mass to advocate on behalf of their businesses, clients, consumers, and the insurance and financial services industry. It provides targeted advocacy training with briefings on specific legislative issues, best practices for conducting congressional meetings, and tips for developing impactful long-term relationships with legislators.
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.
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.
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.
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.
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.
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.
NAIFA Live
Thursday, August 21, 2025
12 PM Eastern
Topic and details coming soon.
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.
NAIFA Live
Thursday, September 18, 2025
12 PM Eastern
Topic and details coming soon.
NAIFA Live
Thursday, October 16, 2025
12 PM Eastern
Topic and details coming soon.
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.
NAIFA Live
Thursday, November 20, 2025
12 PM Eastern
Topic and details coming soon.
NAIFA Live
Thursday, December 18, 2025
12 PM Eastern
Topic and details coming soon.