Join NAIFA's Advocacy Partner, the National African-American Insurance Association (NAAIA) for their 2021 virtual conference.
NAIFA and the Society of FSP bring together leading thought leaders in the field of advanced financial planning for three days of high-impact presentations and discussions. Topics include business succession planning, private-placement life insurance, life insurance strategies for business owners, employee stock ownership plans, and more. Learn from the best in the business, and take away tips and strategies to impress your high-net-worth and business clients.
Join us for our Q4 "State of NAIFA" of 2021 webinar featuring:
Harlan Accola, CRMP, CSA will be joined by Peter Neuwirth, FSA as they discuss the principles of Holistic Financial Wellness. People need a framework to make good financial decisions about their future, as well as support to psychologically handle the changing landscape. That's what "Money Mountaineering" and Peter Neuwirth's six foundational principles of Holistic Financial Wellness can provide.