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Upcoming Event Snapshot

Webinars & Events

Ross Jordan

Webinar Brought to You By
BusPerfCenter

Protecting Your Practice: Current E&O Trends and Loss Prevention Tips

Ross Jordan, CPCU
Account Executive, CalSurance

Thursday, June 1

2 pm eastern

Join Ross Jordan of NAIFA partner CalSurance Associates for the next Business Performance Center webinar as he discusses the current Errors & Omissions (E&O) environment for financial professionals. At this webinar, he will review recent claim trends, share what you should be doing to protect your business, and go through important coverages which you should be reviewing in your E&O insurance.

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Schyler Adams

Webinar Brought to You By
Advisor Today Webinar Series

Decumulation Diversification

Schyler Adams
Director, Advanced Strategies & Planning Platforms
Allianz

Tuesday, June 13

2 pm eastern

Join the next Advisor Today webinar as Allianz explores strategies for how you can diversify your income during retirement. Schyler Adams, Director of Advanced Strategies & Planning Platforms, will share advanced concepts to help hedge against and offset the potential increase of taxes and inflation in today's uncertain market.

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Bruno Nicoletti

Webinar Brought to You By
NAIFA's Business Performance Center

How to Book 15 Meetings a Month with Ideal Prospects on LinkedIn

Bruno Nicoletti
Founder & CEO, Hummingbird

Wednesday, June 14

12 pm eastern

LinkedIn is a great place to prospect for potential clients, but it can be hard to come up with an effective strategy and process to get those potential prospects to book a call.

During this webinar, Hummingbird's CEO Bruno Nicoletti, will reveal his step-by-step process to LinkedIn prospecting and everything you need to fill your calendar.

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State of NAIFA Q3

Q3 State of NAIFA

TUESDAY, JULY 11, 2023

12 PM EASTERN

Join us for the Q3 "State of NAIFA" 2023 webinar featuring: 

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.

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State of NAIFA Q4

Q4 State of NAIFA

TUESDAY, OCTOBER 3, 2023

12 PM EASTERN

Join us for the Q4 "State of NAIFA" 2023 webinar featuring: 

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.

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Apex East

October 11, 2023

Tysons Corner, VA

Launched in 2022, NAIFA's Apex conference is designed to be a pure-play sales summit for producers and those in the financial services industry. The Apex design brings together producers with other industry professionals in estate planning law, accounting, technology, performance coaching, wellness, and more to create a dynamic event to take you to the top of your personal production. NAIFA is pleased to launch a regional conference in 2023 called Apex East.

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