Upcoming Event Snapshot

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.

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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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.

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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Details and registration coming soon.

Details and registration information coming soon.

Topic: Social Security

Registration and details coming soon.

Details and registration coming soon.

Details and registration coming soon.

Details and registration coming soon.

Details and registration information coming soon.

Details and registration coming soon.