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Washington, DC on May 19-20, 2020.

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Upcoming Event Snapshot

Webinars & Events
052825 Webinar

This Webinar is brought to you by
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The Rise of Cash Balance Plans: Why They’re Here to Stay

Wednesday, May 28, 2025

12:00 PM ET

Cash Balance plans have seen a meteoric rise in the world of pension plans. Today they comprise of over 50% of all defined benefit plans. What makes them so popular, especially with small business owners? We’ll look at how cash balance plans work, why they’re popular, and how they can help your clients save for retirement and also lessen their tax burden.

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This Webinar is brought to you by
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Creative Charitable Planning with Non-Cash Assets: A Case Study Approach

Tuesday, June 10, 2025

12:00 PM ET

How would you help a client who wants to donate farmland, mineral rights or a vacation home to charity? Non-cash assets such as real estate, closely held stock, and collectibles are estimated to be a $40-$60 trillion market; yet non-cash assets represent less than 2% of all charitable gifts.
Having a thorough understanding of charitable planning techniques is critical when assisting affluent donors/clients with charitable giving and tax planning. Bryan Clontz will cover how to maximize your clients’ deductions through untapped assets such as real estate, privately held C corporations, S corporations, LLCs, limited partnerships and other unique assets. This highly interactive session will employ case studies to illuminate key points.

 

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Educational Webinar

Tuesday, June 24, 2025

12 pm eastern

Title: The Holy Grail of Income Planning

Speaker: Curtis Cloke

Details and registration information coming soon.

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State of NAIFA Q3 2025

Thursday, June 26, 2025

12:00 PM ET

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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Educational Webinar

Wednesday, August 6, 2025

12:00 PM ET

Topic: Social Security

Registration and details coming soon.

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This Webinar is brought to you by
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Educational Webinar

Tuesday, August 12, 2025

12:00 PM ET

Details and registration coming soon.

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This Webinar is brought to you by
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Educational Webinar

Tuesday, September 9, 2025

12:00 PM ET

Details and registration coming soon.

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This Webinar is brought to you by
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Educational Webinar

Wednesday, November 12, 2025

12:00 PM ET

Details and registration coming soon.

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Educational Webinar

Wednesday, November 19, 2025

12 pm eastern

Details and registration information coming soon.

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This Webinar is brought to you by
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Educational Webinar

Wednesday, December 3, 2025

12:00 PM ET

Details and registration coming soon.

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