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Upcoming Event Snapshot

Webinars & Events

Brought to you by:
NAIFA Diversity, Equity & Inclusion

Diversity, Equity & Inclusion Symposium

May 23, 2022

9 am -12 pm Eastern

NAIFA's Diversity Symposium comes back in person for 2022. Join us for our 7th Symposium in Washington, D.C. on May 23rd. This year's program is shaping up to be a strong lineup of influential leaders in the industry and DEI space. Speaker line up to be announced soon. This year we will be focusing on two main topics: "Underserved Does Not Mean Under-Funded" and "Recruiting Today's Generation".

There is no cost to attend the symposium. Participants are encouraged to register for Congressional Conference immediately following the Diversity Symposium.



Congressional Conference

May 23-24, 2022

Washington, D.C.

Nothing makes the power of your voice and the collective power of our voice a reality more than coming to Washington, D.C. for our annual Congressional Conference. Be a direct part of the impact that NAIFA has in educating our legislators as to the needs and challenges faced by Main Street Americans.

You receive targeted advocacy training with briefings on specific legislative issues, best practices for conducting congressional meetings, and tips for developing impactful long-term relationships with legislators. Best of all, your appointments are arranged for you and you will have opportunities to take photos to use in your own marketing when you return back home to tell your clients "I Went to the HIll for You".

The greater our numbers, the louder and more influential our voice!


2022 Fairway Retirement Summit

Fairway Independent Mortgage Corporation's 2nd Annual Rebuilding Retirement Summit

Wednesday, May 25th

The Rebuilding Retirement Summit 2022, hosted by Fairway Independent Mortgage Corporation, is a virtual event that takes a deep dive into some of the retirement challenges retirees face and offers creative solutions to address them. Join us to explore different viewpoints around retirement—including unique financial, tax, and risk management strategies—from thought leaders and subject matter experts. 

Don't miss the Lunch with NAIFA Panel from 12:45-1:30 pm with NAIFA's Immediate Past President, Tom Michel, Michel Financial; NAIFA President-Elect, Bryon Holz; Carroll Golden, Author and  NAIFA’s Executive Director for Centers of Excellence;  Aprilyn Chavez Geissler of Gateway Financial; Rick Cordaro of Principal, and Board Member of DI Society; and moderator Suzanne Carawan, NAIFA's VP of Marketing & Communications. 

You can view the full event agenda here


BBT LinkedIn-1

E4's Building Business Together v.8.0 Back to the Future

Thursday, June 2nd, 2022


E4's Building Business Together (BBT) conference brings the midwest's top wealth strategists and industry thought leaders together in one location for a full day of networking, mission-critical information, business-building ideas, and fun. This year, our theme is "Back to the Future". Post-pandemic, we're back at it and looking toward an exciting future.


Mark Massey Monte Harrick
Sam Robert Troy Branch
Brought to you by

NAIFA-FSP 2022 Advanced Practice Symposium In Phoenix

Mark Massey
Vice President
SMA Services, Inc.
Monte Harrick
Managing Director, Los Angeles Office
Fulcrum Partners
Sam Robert
Vice President - Retirement
Fulcrum Partners
Troy Branch, JD, CLU, ChFC
2nd Vice President, Advanced Solutions & Design

June 9th, 2022


NAIFA-FSP is proud to announce the return of the in-person Advanced Practice Symposia! Join us to hear from premier thought leaders in the field of advanced financial planning to learn how to better partner with a variety of industry professionals to expand your offerings and create top-line growth. Join us for this high-impact, half-day event.

Join us to learn new ways to approach complex cases and how you can better partner with a variety of industry professionals to expand your offerings and create top-line growth.


luke acree

The webinar is brought to you by
AT-Updated logo

The 3 Step Marketing Plan to Turn Clients into Raving Fans that Refer and Never Leave

Luke Acree
President, ReminderMedia



Why is client relationship marketing important? Learn how to avoid the cycle of chasing new clients from ReminderMedia President and Advisor Today contributor Luke Acree.

This webinar will help you:

  1. Discover how top companies create raving fans

  2. Learn what type of content to send to your clients and how often

  3. Learn how to connect with spouses, build trust with the next generation, and increase your AUM


NAIFA Apex Conference

Apex 2022

August 17-18, 2022

Arizona Biltmore

The New Sales Summit for the American Advisor

This event is for the American advisor that is always focused on increasing performance to increase production. It's about how fast can you get to the top of your potential.

Apex isn't for product training, doesn't contain irrelevant breakout sessions or competing sessions that force you to choose and leave you feeling that you didn't get the ROI you wanted.

Apex is an event to allow you to fully focus on yourself and your performance so that you can return back to your practice refreshed, rejuvenated, and ready to be your absolute best for your clients and agency/firm colleagues.

Don't come if you expect the same 'ole, same 'ole conference. Do come if you need one opportunity a year to disconnect from everything and get centered on your growth plan for yourself.