Upcoming Event Snapshot

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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Buying a home is often the single largest pur­chase individuals make over their lifetime. It is no surprise, then, that first-time homebuyers often look to readily available financial tools to guide their decisions. Despite their popularity and accessibility, though, these tools come with limitations. An article from the July 2025 issue of the Journal for Financial Service Professionals examines the inadequacies of two commonly used homebuying financial tools and highlights an opportunity for financial professionals to provide more comprehensive guidance that considers clients’ broader financial aspirations. Join author Craig Furfine as he shares the importance of evaluating your clients’ financial conditions, lifetime goals, and priorities as they contemplate buying a home.

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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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NAIFA's Signature Grassroots Advocacy Event

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