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Webinars & Events

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This Webinar is brought to you by
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Social Security - Understanding The Benefits

Wednesday, October 23, 2024

1 PM EASTERN

Filing for Social Security is a time-sensitive decision that every client must make as they plan for retirement. Failure to plan correctly can result in major financial penalties that cannot be revoked. Clients will be asking you questions. Be sure you know how to find the answers.

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Tax and Estate planning webinar

This Webinar is brought to you by
ACS_NPAN_2023

Tax and Estate Planning Under a New Presidential Administration

Tuesday, November 12, 2024

12 PM EASTERN

A new presidential administration could lead to changes that profoundly impact estate planning: namely the sunset or extension of the Tax Cuts and Jobs Act. These possible tax changes are being considered at a time that the population is aging and interest rates are uncertain. What do all of these different factors mean to financial planning?

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Trustworthy Selling-Hoopis

This Webinar is brought to you by
NAIFA's Business Performance Center

Trustworthy Selling

November 20, 2024

11 am - 6 pm eastern

Join us virtually for three 2-hour blocks of training and discussion by a Trustworthy Selling certified moderator who will lead you through the course. Receive your digital badge to showcase that you have completed the training. Set aside one day to immerse yourself in new techniques that will allow you to upskill and finish the year strong while getting a jump on your 2025 planning. One-year of NAIFA membership is included with your registration!

 

NAIFA members save on registration! Log into the NAIFA member portal and navigate to the upcoming events menu to receive member pricing.

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