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Tools you need to become a politically
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Support candidates for state and
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Washington, DC on May 19-20, 2020.

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Advisor Today has the largest circulation among
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Upcoming Event Snapshot

Webinars Available for Everyone

Brian Haney Kelly Haney

The webinar is brought to you by
YAT

Working & Schooling from Home

Brian Haney CLTC, CFBS, CFS, CIS, LACP, CAE
The Haney Company
Vice President
Kelly Haney
Urban Homeschooling Mom

August 18, 2020

Noon Eastern

Summer is coming to an end and the air smells of pencils and paper. This a sure sign that school is about to start. As districts are determining their return to school practices, how are you preparing to balance your own return to work plans into your children's virtual learning? Explore tips and tricks to balance work and school from home.

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Mike Pepe

The webinar is brought to you by
BusPerfCenter-3

Maximizing Inforce Visibility and Analytics to Fuel Growth in Your Book

Mike Pepe
Proformex
Founder

August 19, 2020

Noon Eastern

As an agent or advisor, you know excellent client service is paramount.

Especially in a world shaken by a global pandemic, it’s critical clients have trusted advisors to help keep their best interests intact. Add the backdrop of Reg BI, and it can quickly become complicated to effectively manage your inforce book while simultaneously securing new business.

So, what can you do to both exceed your clients’ expectations and grow your book without letting one or the other suffer?

Join us for an educational session on how this game changing life insurance technology from Proformex continues to play an important role in simplifying the policy review process providing much needed peace of mind for all involved.

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Christofer_Gandy

The webinar is brought to you by
TalentDevCenter-2

The Disparity and Opportunity

Christopher Gandy
Midwest Legacy Group
President

August 25, 2020

2 PM eastern

We have all been riveted by the inhumane treatment that George Floyd received at the hands of a police officer. It has sent  our typical the social norms into a chaotic tailspin and all while in a Pandemic.

Take a closer look from NAIFA's very own African American advisors in leadership and in the field. Join us on this journey, as we embark on a unprecedented look behind the scenes of the diversity experience.

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DanMangus

The webinar is brought to you by
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Veteran's Benefits

Dan Mangus
Senior Marketing Specialists
Vice President, Sales

August 27, 2020

2 PM Eastern

Our veterans have already gone above and beyond for this country. Now it’s our turn to give back by being fully educated about the benefits available to them. Join Dan Mangus as he walks through a variety of options and benefits available to veterans and how to access these benefits.

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CLTC Master Class

Nancy Dykeman

AUGUST 6, 13, 20 & 27, 2020

1-5 PM Eastern

The CLTC Master Class is a virtual live class providing participants with a learning experience that allows professionals to walk away with the confidence and competence to discuss LTCi issues with their clients.

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CLTC Master Class

Bill Comfort, CLTC

SEPTEMBER 10, 17, 24 AND OCTOBER 1, 2020

1-5 PM Eastern

The CLTC Master Class is a virtual live class providing participants with a learning experience that allows professionals to walk away with the confidence and competence to discuss LTCi issues with their clients.

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Kathleen bilderback Ron Lee
Andrew Rinn
The webinar is brought to you by
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Advanced Practice Symposium: "Meet the Feldmans" Case Study

Kathleen Bilderback
Affinity Law Group
Attorney
Ron Lee, JD, CLU, ChFC, CAP
Mutual of Omaha
Vice President, Advanced Markets & Brokerage Field Relations
Andrew J. Rinn, JD, CFP, CLU, ChFC
Ameritas
Vice President, Advanced Markets and Practice Management & Development

September 16, 23 & 30, 2020

2 PM EASTERN

NAIFA and FSP have joined together to create a three-part virtual event to allow participants to work through a complex case with a panel of family estate and business planning experts.

Topics will include:

  • Estate planning involving family-owned businesses with complex family relationships
  • Executive benefits in family-owned businesses
  • Business succession issues

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