Upcoming Event Snapshot

Elevate your client discussions with our focused webinar on the now-enacted HR 1! Designed for financial professionals, this session will equip you with the insights to confidently guide clients through the new tax and retirement planning landscape.

This webinar is open to all financial professionals.

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.

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Twenty years have passed since the article, “Health Care Benefit Crisis: Cost Drivers and Strategic Solutions,” first published in the Journal of Financial Service Professionals, which addressed the driving forces behind rate increases and explored strategic solutions to high health care costs. So, what has changed since then? A new series of articles from 2025 provides updates on how the drivers of cost have evolved over the past two decades, summarizes the viewpoints of em­ployers, employees, and consultants from survey data, and proposes a new set of legislative initiatives that align incentives to improve the cost and quality of health care for key stakeholders.

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Details and description coming soon.

Details and registration coming soon.

 Details and Registration Coming Soon

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.

Details and registration coming soon.

Details and registration information coming soon.

Details and registration coming soon.

Details and registration coming soon.