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UPCOMING EVENT SNAPSHOT

Webinars & Events for Members


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NAIFA Live 

Thursday, April 17, 2025
12 PM Eastern

Leveraging AI and Data to Drive Growth in Financial Services

Presenter: Jonathan Seif

AI is changing the business landscape by the day and NAIFA is here to keep you current. Join Jon Seif as he shows how forward-thinking firms are using data and AI to establish relationships and address the needs of their clients. During the webinar you’ll also see how Catchlight (built in Fidelity Labs) is helping advisors cultivate deeper relationships while cross-selling more of their insurance clients into wealth management.

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State of NAIFA Q2 2025

Thursday, April 24, 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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THIS WEBINAR IS COSPONSORED WITH NAEPC

NAEPC

 

Reshaping Buy-Sell Planning after Connelly: legal and practical considerations

Tuesday, May 6, 2025

12 pm eastern

The United States Supreme Court’s 2024 decision in Connelly v. U.S. has upended buy-sell planning for every business owner potentially facing an estate tax. In this presentation, we will examine the tax, legal and practical implications of this decision, and provide analysis of several potential innovative solutions.

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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.

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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.

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THIS WEBINAR IS SPONSORED BY

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Educational Webinar

Wednesday, May 28, 2025

12 pm eastern

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

Quick registration link

Full details coming soon.


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THIS WEBINAR IS SPONSORED BY 
American Cancer Society-npan

 

Educational Webinar

Tuesday, June 10, 2025

12 pm eastern

Details and registration information coming soon.


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NAIFA Live 

Friday, June 20, 2025
12 PM Eastern

Knock Out Networking

Presenter: Michael Goldberg

Description coming soon.

Quick Registration Link


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THIS WEBINAR IS BROUGHT TO YOU BY

Ash_Brokerage

 

Educational Webinar

Tuesday, June 24, 2025

12 pm eastern

Details and registration information coming soon.

 


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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.

MORE


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NAIFA Live 

Thursday, July 17, 2025
12 PM Eastern

To Your Success - NAIFA Leaders Peer Panel Discussion

Description coming soon.

Quick Registration Link


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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.

MORE


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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

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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.