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Webinars & Events



THIS AUDIO DISCUSSION IS BROUGHT TO YOU BY
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Excessive Student Loans: The Harbinger of Death to a Financial Future (Journal Live)

THURSDAY, APRIL 25, 2024

12 PM EASTERN

Join April's Journal Live, with presenters Greg Geisler, and J. William Harden to learn how the findings of their study can help clients better understand the financial consequences of excessive borrowing for higher education.

Journal Live programs are approximately 45 minutes long and consist of a short presentation over the telephone by the Journal author followed by a Q&A session.

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Maximizing Wealth: The Importance of Coordinating Financial Assets with the Estate Plan

This Webinar is cosponsored by
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Maximizing Wealth: The Importance of Coordinating Financial Assets with the Estate Plan

May 1, 2024

12:00 PM Eastern

This webinar will delve into the intricate relationship between financial assets and estate planning. Working with clients to effectively coordinate financial assets can assure that value is maximized and asset protection is enhanced. The webinar will review strategies to coordinate estate planning with various types of financial assets, including investments, real estate, retirement accounts, insurance, and other assets. We will discuss how to align financial assets with estate planning objectives.

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State of NAIFA

Q3 State of NAIFA

Thursday, June 27, 2024

12 PM EASTERN

Join us for the Q3 "State of NAIFA" 2024 webinar featuring: 

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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State of NAIFA

Q4 State of NAIFA

Thursday, October 10, 2024

12 PM EASTERN

Join us for the Q4 "State of NAIFA" 2024 webinar featuring: 

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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