Upcoming Event Snapshot

Buying a home is often the single largest pur­chase individuals make over their lifetime. It is no surprise, then, that first-time homebuyers often look to readily available financial tools to guide their decisions. Despite their popularity and accessibility, though, these tools come with limitations. An article from the July 2025 issue of the Journal of Financial Service Professionals examines the inadequacies of two commonly used homebuying financial tools and highlights an opportunity for financial professionals to provide more comprehensive guidance that considers clients’ broader financial aspirations. Join author Craig Furfine as he shares the importance of evaluating your clients’ financial conditions, lifetime goals, and priorities as they contemplate buying a home.

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Now is the time for your clients to plan for changes coming soon to charitable giving! Why the rush? New rules enacted by the OBBBA take effect January 1, mean that some opportunities will end on December 31. Walk through a case study with us, and learn what your clients can do now, to make the most of the 2025 rules.

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Cognitive decline can have a profound and lasting impact on individuals, families, and caregivers. Join us for a meaningful conversation that will equip you with tools to prepare for the road ahead. In this live webinar, we’ll explore how lifetime long-term care coverage can provide peace of mind and lasting protection — especially when facing conditions like Alzheimer’s and dementia. Don't miss this opportunity to deepen your knowledge and better support your clients through one of life’s most challenging journeys.

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Join us for an extraordinary evening where we honor the visionaries, leaders, and changemakers redefining excellence in the financial service industry. This prestigious event brings together the best and brightest for a night of recognition, connection, and celebration. This is more than a dinner — it's a tribute to achievement and dedication.

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.

Details and registration coming soon.

Details and registration information coming soon.

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NAIFA's Signature Grassroots Advocacy Event

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