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Advisor Today has the largest circulation among
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Upcoming Event Snapshot

Webinars & Events

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State of NAIFA Q2 2025

Thursday, April 24, 2025

12:00 PM EASTERN

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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Buy-Sell Planning after Connelly

THIS WEBINAR IS COSPONSORED WITH NAEPC
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Reshaping Buy-Sell Planning after Connelly: legal and practical considerations

Tuesday, May 6, 2025

12 pm eastern

The United States Supreme Court’s 2024 decision in Connelly v. U.S. has upended buy-sell planning for every business owner potentially facing an estate tax. In this presentation, we will examine the tax, legal and practical implications of this decision, and provide analysis of several potential innovative solutions.

 




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2025 Congressional Conference

May 19-20, 2025

NAIFA'S SIGNATURE GRASSROOTS ADVOCACY EVENT

NAIFA’s annual Congressional Conference brings NAIFA members together as a critical mass to advocate on behalf of their businesses, clients, consumers, and the insurance and financial services industry. It provides 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.

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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
American Cancer Society-npan

Educational Webinar

Tuesday, June 10, 2025

12:00 PM ET

Details and registration coming soon.


NAIFA-FSP-LH

This Webinar is brought to you by
Ash_Brokerage

Educational Webinar

Tuesday, June 24, 2025

12 pm eastern

Details and registration information coming soon.


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This Webinar is cosponsored with
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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
commonwealth

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
American Cancer Society-npan

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
American Cancer Society-npan

Educational Webinar

Wednesday, November 12, 2025

12:00 PM ET

Details and registration coming soon.


NAIFA-FSP-LH

This Webinar is brought to you by
Ash_Brokerage

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.