UPCOMING EVENT SNAPSHOT
Webinars & Events for Members

IREAP Impact Day - Extraordinary Estate Planning for Ordinary People
Thursday, November 6, 2025
12:00 pm - 1:30 pm eastern
Are your clients concerned about their estates but think they don't have "enough" to need a plan? Many people with modest assets mistakenly believe estate planning is only for the wealthy, leading to common (and costly) misunderstandings. Join the Investment, Retirement, Estate, and Advanced Planning Center for this informative Impact Day webinar, designed to demystify the process and provide practical steps to secure their future and protect their loved ones.
The One Big Beautiful Bill; Several Big Beautiful(?) Tax Law Changes - Webinar
Wednesday, November 12, 2025
3 pm eastern
Join us for a concise and essential presentation summarizing the significant tax law changes introduced by the One Big Beautiful Bill. We'll focus on the specific provisions that impact estate planning and charitable giving, analyzing what they mean for you and your clients. Gain clarity on the new rules and get insights into their potential longevity.

LECP Impact Day - The Care Economy: Where Compassion Meets Capital
Wednesday, November 19, 2025
11:00 am - 2:00 pm eastern
NAIFA's LECP Collective is holding a free virtual program consisting of presentations from industry leaders who will share what advisors and agents need to know about the present and future of caregiving and long-term care.
This webinar will address how caregiving is becoming a defining economic force including reshaping financial planning, workplace policies, and multigenerational wealth transfer.

NAIFA Live - Be Irreplaceable: What AI Can't Replace in the Age of Automation
Thursday, November 20, 2025
12 PM Eastern
In a world where algorithms are learning to manage portfolios faster than you can say “fiduciary,” financial advisors face a stark truth—adapt or become obsolete. AI is here. It’s efficient, tireless, and already replacing routine financial tasks. But there’s one thing it will never master: the human connection. In Be Irreplaceable, keynote speaker and communication expert Matt Halloran delivers a jolt of reality—and a roadmap to relevance. Through bold storytelling and actionable strategies, Matt challenges advisors to stop hiding behind scripts and start mastering the one skill no machine can replicate: engaged, empathetic, deeply personal communication.
Business Planning with Life and Disability Insurance - Webinar
Wednesday, December 3, 2025
12 pm eastern
Life and disability insurance can play an important role in business planning, whether it is protecting the business from the loss of a key employee, retaining and rewarding key employees with specialized compensation plans, or facilitating transfers of business ownership through funding buy-sell agreements.

NAIFA Presents - Decades at the Top: Mark Curtis on Success, Teams, and the Future of Wealth Management
Thursday, December 18, 2025
12:00 PM - 1:00 PM Eastern
NAIFA will host a rare and exclusive conversation with one of the nation’s top-ranked financial advisors, Mark Curtis, Managing Director, Investments & Wealth Management of Graystone Consulting, a division of Morgan Stanley. In this special session moderated by NAIFA Trustee Jesse Dogillo, attendees will gain behind-the-scenes insights from Mark’s remarkable career leading a team that manages approximately $490 billion in assets.
Registration and details coming soon.

IREAP Webinar
Tuesday, January 13, 2026
Topic and details coming soon.

NAIFA Live
Thursday, January 15, 2026
12 PM Eastern
Topic and details coming soon.
.png?width=250&height=89&name=Centers_LifetimeHealthcare%20(002).png)
Medicare Collective Impact Day Webinar
Thursday, January 29, 2026
Topic and details coming soon.

FSP Institute
February 17-20, 2026
Orlando, Florida 
Join us for the 80th year of this powerful educational event where you’ll collaborate with world-class faculty and industry leaders to raise your game—enhance your expertise, elevate your level of client service, and raise your professional profile.

NAIFA Live
Thursday, February 19, 2026
12 PM Eastern
Topic and details coming soon.

NAIFA Live
Thursday, March 19, 2026
12 PM Eastern
Topic and details coming soon.

NAIFA Live
Thursday, April 16, 2026
12 PM Eastern
Topic and details coming soon.

Congressional Conference
May 18-19, 2026
Washington, DC 
NAIFA's Signature Grassroots Advocacy Event
Registration and Details Coming Soon

NAIFA Live
Thursday, June 18, 2026
12 PM Eastern
Topic and details coming soon.

            
              

