UPCOMING EVENT SNAPSHOT
Webinars & Events for Members
Apex 2024 & National Leadership Conference
September 19-21, 2024
This year, we have combined two of NAIFA's signature events, Apex and the National Leadership Conference (NLC). Apex focuses on growing your business, encouraging leadership skills, and developing your personal brand. It appeals to a wide range of professionals and helps you reach your highest level of success. The NLC optimizes how we work together as NAIFA leaders to bring us continued success as the number one association for financial services professionals in the United States. NLC and the associated Belong awards gala inspire and recognize servant leaders who are called to serve a greater purpose and understand that they are working for the success of something bigger than themselves.
THIS WEBINAR IS BROUGHT TO YOU BY
NAIFA Live September:
How to Super-Charge Your Tax-Free Planning Approach with Cash Value Life Insurance and Annuities
Thursday, September 19, 2024
1:45 pm eastern
This session of NAIFA Live will be broadcast from Apex at the Arizona Biltmore. Please note the adjusted start time of the September session.
In this presentation, David McKnight discusses how to position cash value life insurance and annuities in a balanced, comprehensive approach to tax-free retirement. He also discusses how to counteract the negativity your prospects are likely to get from financial gurus when they research your recommendations online.
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September Book Club
Saturday, September 21, 2024: In-person at Apex
8 am pacific
This special edition of Book Club will be held in person at Apex! All are welcome to participate! Each month, members will select and discuss and review a featured book to help you grow personally and professionally.
By: Brian Morson
NAIFA Facilitators: Carina Hatfield & Corey Anderson
Most organizations and individuals work in the context of annual goals and plans; a twelve-month execution cycle. Instead, The 12 Week Year avoids the pitfalls and low productivity of annualized thinking. This book redefines your "year" to be 12 weeks long. In 12 weeks, there just isn't enough time to get complacent, and urgency increases and intensifies. The 12 Week Year creates focus and clarity on what matters most and a sense of urgency to do it now. In the end more of the important stuff gets done and the impact on results is profound.
M&A Summit: Opportunity of a Lifetime Webinar
Tuesday, September 24, 2024
1 pm eastern
One-third of financial advisors are predicated to retire in the next 10 years. This is creating an opportunity for advisors who are looking to grow their practice. Join NAIFA member, David Wood along with industry professionals and peers for an in-depth exploration of mergers and acquisitions (M&A) and learn how to harness the wave of retiring advisors to capitalize on this opportunity.
P&C Study Group: How to Weave Life Insurance into your P&C Sales
Tuesday, September 24, 2024
3 pm eastern
Join NAIFA member, Chris Bor as he shares real-life example and case studies on how he has successfully increased his life insurance business into his existing P&C clients.
M&A Summit: Opportunity of a Lifetime
Wenday, September 25, 2024 | Glastonbury, CT
12 and 4 pm eastern
One-third of financial advisors are predicted to retire in the next 10 years. This is creating an opportunity for advisors who are looking to grow their practice. Join NAIFA member, David Wood along with industry professionals and peers for an in-depth exploration of mergers and acquisitions (M&A) and learn how to harness the wave of retiring advisors to capitalize on this opportunity.
THIS WEBINAR IS BROUGHT TO YOU BY
Wake Up Wednesdays with Marques
Wednesday, October 2, 2024
9 am eastern
Ogden is a three-time best-selling author and the host of the podcast "Get Authentic with Marques Ogden." In his speaking engagements, Marques leads his audiences to understand why “Authenticity Creates Victory” by sharing his personal story of overcoming adversity and achieving success. Marques is on a mission to inspire CEOs and other senior leaders to maximize their potential to reach their personal and professional goals.
Financial Security Advocate Academy
Tuesday, October 8, 2024
2 pm eastern
Financial Security Advocates have the training, knowledge, and skills to fully participate in the political process, exert their grassroots influence, and amplify NAIFA's advocacy message on behalf of their businesses, colleagues, clients, and communities. They truly make a difference. You, too, can be a part of something big and join the ranks of Financial Security Advocates.
Q4 State of NAIFA
Thursday, October 10, 2024
12 pm eastern
Join us for the Q4 "State of NAIFA" 2024 webinar featuring:
- Tom Cothron, NAIFA President
- Kevin Mayeux, NAIFA CEO
- Diane Boyle, NAIFA SVP of Government Relations
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.
THIS WEBINAR IS BROUGHT TO YOU BY
Coaches Circle with Dan Finley: Networking Your Way to Success
Thursday, October 10, 2024
4 pm eastern
As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally.
THIS WEBINAR IS BROUGHT TO YOU BY
NAIFA Live October
Thursday, October 17, 2024
12 pm eastern
Stay tuned for more information.
THIS WEBINAR IS BROUGHT TO YOU BY
Social Security - Understanding The Benefits
Wednesday, October 23, 2024
1 pm eastern
Filing for Social Security is a time-sensitive decision that every client must make as they plan for retirement. Failure to plan correctly can result in major financial penalties that cannot be revoked. Clients will be asking you questions. Be sure you know how to find the answers.
THIS WEBINAR IS BROUGHT TO YOU BY
Coaches Circle with Dan Finley: Designing Your Business Purpose
Thursday, October 24, 2024
4 pm eastern
As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally.
Brought to you by:
October Book Club
Friday, October 25, 2024
12 pm eastern
All are welcome to participate in NAIFA's Book Club! Each month, members will select and discuss and review a featured book to help you grow personally and professionally.
The Go-Giver: A Little Story About a Powerful Business Idea
by Bob Burg & John David Mann
NAIFA Host: Scott Dorminy
In our society, we admire success-oriented people, or go-getters. But in The Go-Giver, authors Bob Burg and John David Mann turn that idea on its head. They argue that you should make giving rather than getting your first priority in business and in life—and success will follow. In the form of a business parable in which a mentor puts a frustrated go-getter on the path to success and fulfillment, the authors explain why and how you can change from being a go-getter to a go-giver by practicing the Five Laws of Stratospheric Success.
THIS WEBINAR IS BROUGHT TO YOU BY
Wake Up Wednesdays with Marques
Wednesday, November 6, 2024
9 am eastern
Ogden is a three-time best-selling author and the host of the podcast "Get Authentic with Marques Ogden." In his speaking engagements, Marques leads his audiences to understand why “Authenticity Creates Victory” by sharing his personal story of overcoming adversity and achieving success. Marques is on a mission to inspire CEOs and other senior leaders to maximize their potential to reach their personal and professional goals.
THIS WEBINAR IS BROUGHT TO YOU BY
FSP Webinar American Cancer Society
Tuesday, November 12, 2024
12 pm eastern
Details and registration information coming soon.
Sponsored by American Cancer Society
M&A Summit: Opportunity of a Lifetime Webinar
Tuesday, November 12, 2024
1 pm eastern
One-third of financial advisors are predicted to retire in the next 10 years. This is creating an opportunity for advisors who are looking to grow their practice. Join NAIFA member, David Wood along with industry professionals and peers for an in-depth exploration of mergers and acquisitions (M&A) and learn how to harness the wave of retiring advisors to capitalize on this opportunity.
THIS WEBINAR IS BROUGHT TO YOU BY
Coaches Circle with Dan Finley: The Advisor Solutions Master Mind Session
Thursday, November 14, 2024
4 pm eastern
As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally.
THIS WEBINAR IS BROUGHT TO YOU BY
NAIFA Live November
Thursday, November 21, 2024
12 pm eastern
Stay tuned for more information.
Brought to you by:
November Book Club
Friday, November 22, 2024
12 pm eastern
All are welcome to participate in NAIFA's Book Club! Each month, members will select and discuss and review a featured book to help you grow personally and professionally.
Blind Ambition: How to Go from Victim to Visionary by Chad Foster
NAIFA Host: Brian Haney
Blind Ambition is an uplifting memoir that showcases the extraordinary resilience of the human spirit. In this compelling narrative, Foster recounts his journey of losing his sight as a young adult, yet refusing to lose his vision for life. His story is one of breaking barriers, including becoming the first blind graduate of Harvard Business School’s Executive Education program, and offers valuable lessons on overcoming adversity, embracing challenges, and redefining success. Don't miss this inspiring discussion on how determination can turn any obstacle into an opportunity for growth.
THIS WEBINAR IS BROUGHT TO YOU BY
Wake Up Wednesdays with Marques
Wednesday, December 4, 2024
9 am eastern
Ogden is a three-time best-selling author and the host of the podcast "Get Authentic with Marques Ogden." In his speaking engagements, Marques leads his audiences to understand why “Authenticity Creates Victory” by sharing his personal story of overcoming adversity and achieving success. Marques is on a mission to inspire CEOs and other senior leaders to maximize their potential to reach their personal and professional goals.
THIS WEBINAR IS BROUGHT TO YOU BY
Coaches Circle with Dan Finley: Building Your Business Blueprint
Thursday, December 12, 2024
4 pm eastern
As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally.