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Upcoming Member Event Snapshot

Webinars For Members

Wolfgram-Dawn-19

NAIFA Live

MEMBERS ONLY: NAIFA LIVE Managing Change

Dawn Wolfgram, CLF
Principal Financial Group
Regional Managing Director

August 13, 2020

2 PM Eastern

Changing times call for strong leadership. In this webinar, Dawn Wolfgram, CLF®, Regional Managing Director at Principal Financial and National President of Women in Insurance & Financial Services, will share her experiences and insights on change management and how to guide those you lead through the process of transition. Dawn has spent much of her career empowering professionals to overcome obstacles and celebrate their vast contributions to the world. Dawn is active in the Kansas City and St. Louis communities and in her industry. She is a frequent guest speaker at local and national events. 

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Brian Haney Kelly Haney

The webinar is brought to you by
YAT

Working & Schooling from Home

Brian Haney CLTC, CFBS, CFS, CIS, LACP, CAE
The Haney Company
Vice President
Kelly Haney
Urban Homeschooling Mom

August 18, 2020

Noon Eastern

Summer is coming to an end and the air smells of pencils and paper. This a sure sign that school is about to start. As districts are determining their return to school practices, how are you preparing to balance your own return to work plans into your children's virtual learning? Explore tips and tricks to balance work and school from home.

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Dave Resseguie

logo_NAIFAliveNEW

MEMBERS ONLY: NAIFA Live: Y[our] Work Matters

Dave Resseguie
The Resseguie Group
Chief Shepherding Officer

September 10, 2020

2 PM Eastern

So often, the greatest battle that we face is in between our own two ears. Have you ever felt like a sales person who is bothering people by trying to get them to do something? 

#headtrash 

There’s so much wrong with that statement, and in this powerful session, your conviction will rebuild that y[OUR] work does, in fact, matter! And, given the recent events in 2020, your work has never been more valuable than it is today.

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dykeman

CLTC Master Class

Nancy Dykeman

September 10, 17, 24 and October 1, 2020

1-5 PM Eastern

The CLTC Master Class is a virtual live class providing participants with a learning experience that allows professionals to walk away with the confidence and competence to discuss LTCi issues with their clients.

Discount for NAIFA Members

Early Bird Discount:
Register by July 23 and save $300 with promo code: NAIFA20$

After July 23, save $200 with promo code: NAIFA20

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Kathleen bilderback Ron Lee
Andrew Rinn
This webinar is brought to you by:
BPC-logo-LinkedIn-Event-400x400

Advanced Practice Symposium: "Meet the Feldmans" Case Study

Kathleen Bilderback
Affinity Law Group
Attorney
Ron Lee, JD, CLU, ChFC, CAP
Mutual of Omaha
Vice President, Advanced Markets & Brokerage Field Relations
Andrew J. Rinn, JD, CFP, CLU, ChFC
Ameritas
Vice President, Advanced Markets and Practice Management & Development

September 16, 23 & 30, 2020

2 PM EASTERN

NAIFA and FSP have joined together to create a three-part virtual event to allow participants to work through a complex case with a panel of family estate and business planning experts.

Topics will include:

  • Estate planning involving family-owned businesses with complex family relationships
  • Executive benefits in family-owned businesses
  • Business succession issues

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