
UPCOMING EVENT SNAPSHOT
Webinars & Events for Members
Making Tax-Efficient Charitable Gifts That Leave a Lasting Impact
Tuesday, April 8, 2025
12 pm eastern
Charitable giving is an important aspect of many clients’ financial plans. All too often, tax mitigation dominates the planning discussion; a client’s philanthropic motivations and their desire to “do good” can get lost. This session will focus on how to use the right charitable planning tools to optimize a client’s financial plan and avoid potential lurking issues in their gift plans, all while delivering a meaningful charitable impact.
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.
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.
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.
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.
NAIFA Live
Friday, June 20, 2025
12 PM Eastern
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.
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.
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.