Upcoming Event Snapshot

Filing for Social Security is a time-sensitive decision that every client must make as they plan for retirement. Failure to plan correctly can result in major financial penalties that cannot be revoked. Clients will be asking you questions. Be sure you know how to find the answers.

A new presidential administration could lead to changes that profoundly impact estate planning: namely the sunset or extension of the Tax Cuts and Jobs Act. These possible tax changes are being considered at a time that the population is aging and interest rates are uncertain. What do all of these different factors mean to financial planning?

Join us virtually for three 2-hour blocks of training and discussion by a Trustworthy Selling certified moderator who will lead you through the course. Receive your digital badge to showcase that you have completed the training. Set aside one day to immerse yourself in new techniques that will allow you to upskill and finish the year strong while getting a jump on your 2025 planning. One-year of NAIFA membership is included with your registration!

NAIFA members save on registration! Log into the NAIFA member portal and navigate to the upcoming events menu to receive member pricing.