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Upcoming Event Snapshot

Webinars & Events for Members

Carroll Golden, CLU, ChFC, CLTC, CASL, LECP, FLMI, LACP

Webinar brought to you by
Advisor Today Webinar Series

Changing the Conversation

Carroll Golden, CLU, ChFC, CLTC, CASL, LECP, FLMI, LACP
Executive Director, Centers of Excellence
NAIFA & TheCaringConversation.com

Thursday, March 23

12 pm eastern

Want to differentiate yourself? Then change the conversation! hot topic that every client is concerned about is Financial Longevity Wellness. Today’s clients are worried about outliving or outspending their money or getting caught in an expensive ‘sandwich generation’ situation, or worrying about family or business financial wellness. 

The three-step formula in this presentation will cover how to incorporate Financial Longevity Wellness in the products/services you provide while staying focused on your client’s story.  

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Ryan Mattern Greg Rohtstein
Steven Patrizio
Webinar brought you by
Advisor Today Webinar Series

What Advisors Need to Know About Upcoming Illustration Changes

Ryan Mattern
Advanced Planning Lead, Modern Life
Greg Rohtstein
AVP Life Product Management, Symetra
Steven Patrizio
RVP Greater Northeast Territory, Symetra

Monday, March 27

2 pm eastern

With new Indexed Universal Life (IUL) insurance illustration regulations likely to go into effect in May, advisors must begin preparing now to ensure that they are able to comply with the changes.

Join experts from Symetra and Modern Life as they discuss the history of the regulation, the nuances of the changes, and how can begin to prepare.

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Advisorist Summit

Advisorist

Virtual Standout Summit

Thursday, March 30

9 am - 5 pm eastern

Join 5,000+ financial advisors, RIAs, Wealth Managers, CFPs®, for a day of complimentary virtual training from the Top 1% in the industry. This all-day (LIVE) event will feature some of the industry’s top names – including Jeremiah DesmaraisTom HegnaChristopher Gandy, LACPBrian HaneyBrock Jolly, and much more.

Advisorist produces the largest virtual summits for financial professionals in the world. The Standout Summit is designed to share the latest ideas, trends and methods the fin serv industry can leverage to stand out in an increasingly complex time. The rise of ChatGPT, AI, crypto uncertainty, millennial shoppers, and finfluencers are crowding public attention. The summit will highlight both macro views of changes and micro trends working right now to get in front of more prospects with total authority.

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State of NAIFA Q2

Q2 State of NAIFA

TUESDAY, APRIL 4, 2023

12 PM EASTERN

Join us for the Q2 "State of NAIFA" 2023 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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Eryka Morehead Robert Fenby
Warren McGuire Howard Sharfman
NAIFA Live

Success in Abundance: Lessons from Today's Industry Phenoms

Eryka Morehead
Collaborative Planning Group, Inc.
Robert Fenby
Penn Mutual
Warren McGuire
NFP
Howard Sharfman

Thursday, April 20

2 pm eastern

At the next NAIFA Live, hear from some of the best young industry talents and get a peek into their unique business concepts. You will be inspired by their stories and learn to implement the techniques our panel has cultivated as they show you how they made their impact on the industry in such a short time.

Moderated by Howard Sharfman, one of Forbes’ 2021 Top Financial Security Professionals, you won’t want to miss the next NAIFA Live.

This month's NAIFA Live is sponsored by Penn Mutual

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NAIFA's Meeting on Main Street

Meetings on Main Street-Carmel

Thursday, May 4 | Carmel, IN

8:00 am - 12:00 pm

The Meetings on Main Street complimentary event series is our chance to give back to the insurance and financial services industry by presenting an inspirational, insightful, and invigorating experience open to all industry professionals.

This event is for financial advisors, insurance agents, CPAs, estate planning attorneys, and any other financial service professional looking to grow their business with expert advice from top talent.

Don't miss this great opportunity for networking and learning how to grow your business from leading experts!

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2023 DEI Symposium

8th Annual DEI Symposium

May 22, 2023

Washington, D.C.

NAIFA aims to promote a diverse membership that serves under-targeted populations by fostering an environment of multiculturalism, equity, and inclusion. The 8th Annual DEI Symposium presents sessions from the lens of how agents and advisors can better utilize political engagement to further advance their practice. Additionally, the sessions will gauge the extent to which we are making progress in bringing more advisors into the industry.

Featured speakers include NAIFA Trustee and Midwest Legacy Group, LLC, Founder & CEO Christopher Gandy, LACP; Keynote Speaker Marques Ogden; Pearson & Associates President Rachel Pearson; Diversity in Government Relations Coalition (DGRC) Co-Founder Cicely Tomlinson; and Society for Human Resource Management Chief Knowledge Officer Alexander Alonso, PhD, SHRM-SCP.

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NAIFA's Congressional Conference

NAIFA's Congressional Conference

May 22-23, 2023

Washington, D.C.

NAIFA’s annual Congressional Conference is crucial to our grassroots advocacy strategy. The event 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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State of NAIFA Q3

Q3 State of NAIFA

TUESDAY, JULY 11, 2023

12 PM EASTERN

Join us for the Q3 "State of NAIFA" 2023 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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State of NAIFA Q4

Q4 State of NAIFA

TUESDAY, OCTOBER 3, 2023

12 PM EASTERN

Join us for the Q4 "State of NAIFA" 2023 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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