
UPCOMING EVENT SNAPSHOT
Webinars & Events for Members
NAIFA Live
Thursday, July 17, 2025
12 PM Eastern
To Your Success - NAIFA Leaders Peer Panel Discussion
Leaders have a vision that inspires confidence in themselves and others. Join NAIFA leaders Jesse Dogillo, Kathleen Owings, and John D. Richardson as they share the vision that drove them to the top of the industry and now fuels their own flywheels of success. Be inspired as our peer panel discusses how they move beyond meeting their business goals to living a life of purpose, meaning, and service.
Earn the Financial Security Advocate Badge
July 30, 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.
Social Security Unlocked: Maximizing Benefits & Guiding Your Clients
Wednesday, August 6, 2025
12 pm eastern
Making a smart Social Security claiming decision is more complex than many retirees and financial professionals may realize. Retirees can miss out on hundreds of thousands of dollars over their lifetimes. This presentation focuses on the Social Security rules and claiming decision considerations that that are most often overlooked and least understood. Client case examples are included.
NAIFA Live
Thursday, August 21, 2025
12 PM Eastern
Topic and details coming soon.
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.
NAIFA Live
Thursday, September 18, 2025
12 PM Eastern
Topic and details coming soon.
National Leadership Conference
Tuesday, October 14, 2025
Arlington, Virginia
The National Leadership Conference is your meeting. We gather each year to learn from each other, plan for the future, and celebrate our award winners and colleagues in leadership. NAIFA’s national leaders and professional staff will facilitate sessions on growing membership, promoting advocacy, and ensuring the success of NAIFA Chapters.
NAIFA Live
Thursday, October 16, 2025
12 PM Eastern
Topic and details coming soon.
Q4 State of NAIFA
October 23, 2025
12:00 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.
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.
NAIFA Live
Thursday, November 20, 2025
12 PM Eastern
Topic and details coming soon.
NAIFA Live
Thursday, December 18, 2025
12 PM Eastern
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.