Upcoming Event Snapshot

Join us for a concise and essential presentation summarizing the significant tax law changes introduced by the One Big Beautiful Bill. We'll focus on the specific provisions that impact estate planning and charitable giving, analyzing what they mean for you and your clients. Gain clarity on the new rules and get insights into their potential longevity.

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NAIFA's LECP Collective is holding a free virtual program consisting of presentations from industry leaders who will share what advisors and agents need to know about the present and future of caregiving and long-term care.

This webinar will address how caregiving is becoming a defining economic force including reshaping financial planning, workplace policies, and multigenerational wealth transfer.

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Life and disability insurance can play an important role in business planning, whether it is protecting the business from the loss of a key employee, retaining and rewarding key employees with specialized compensation plans, or facilitating transfers of business ownership through funding buy-sell agreements. 

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Topic: Roth IRAs

Details and registration coming soon.

 NAIFA will host a rare and exclusive conversation with one of the nation’s top-ranked financial advisors, Mark Curtis, Managing Director, Investments & Wealth Management of Graystone Consulting, a division of Morgan Stanley. In this special session moderated by NAIFA Trustee Jesse Dogillo, attendees will gain behind-the-scenes insights from Mark’s remarkable career leading a team that manages approximately $490 billion in assets. 

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Details and registration coming soon.

Details and registration coming soon.

Details and registration coming soon.

NAIFA's Signature Grassroots Advocacy Event

Details and Registration Coming Soon