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Monthly meetings

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Career Friendly Fees

Tools you need to become a politically
active and involved advisor.

Become an informal advisor to your
representatives on industry matters.

Support candidates for state and
federal office who understand the
value advisors and agents play in
securing America's financial future.

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Washington, DC on May 19-20, 2020.

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Get the latest industry news.

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Advisor Today has the largest circulation among
insurance and financial planning advising magazines. 

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Town Hall Meetings

Coming Together as NAIFA Nation

April 2020

NAIFA put together a series of Town Halls that are open to all financial services professionals as a way to give back to the industry during COVID-19. Each session runs 30-45 minutes and features a thought leader that will inspire you to elevate the profession during this challenging time. 
 
Each session begins at 12 pm eastern and is available on-demand following the live broadcast.

 

April 8 @ Noon eastern

Special Q&A Discussion on the CARES Act and What It Means for Your Business
Keith Gillies, Judi Carsrud, Todd Villarrubia, Mark Massey

REGISTER

April 13 @ Noon eastern
Servant Leadership and Practice Management

Speaker:
Dave Resseguie

REGISTER

 

April 16 @ Noon eastern
Payment Protection Plan Deep Dive

Speaker:
Judi Carsrud of NAIFA, Kate Jensen and Scott Sinde of Steptoe & Johnson

REGISTER

 

April 20 @ Noon eastern
Delivering Your Message in Uncertain Times—In Person or Virtually

Speaker:
Deidre Van Nest

REGISTER

 

April 23 @ Noon eastern
Session title coming soon!

Speaker:
Wade Pfau

REGISTER

 

April 27 @ Noon eastern
Session title coming soon!

Speaker:
David McKnight

REGISTER

 

April 30 @ Noon eastern
Session title coming soon!

Speaker:
Scott Brennan

REGISTER

 

 

On-Demand Recordings

 

April 6 @ Noon eastern
Behavioral Finance and CARES Act

Speaker:
Jamie Hopkins

On-Demand Coming Soon

April 2 @ Noon eastern
CARES Act: What it Means to Small Businesses & Your Practice

Join us as we explore the role agents and advisors will play in providing support to consumers and small businesses as we navigate the provisions of the CARES Act. In this webinar, we will cover how we got to the provisions included in the bill, the impact to both consumers and small businesses, and what the industry can expect from the SBA as we go forward.

Speakers:
Diane Boyle, NAIFA

Keith Gillies, United Wealth Advisory Group
Mark Massey, SMA Services
Todd Villarrubia, Wealth Planning Law Group

Video Coming Soon!



March 23 @ Noon eastern
Cammie Scott, President
Kevin Mayeux, CEO 
Suzanne Carawan, VP Marketing & Communications
Business Performance Spotlight: Brock Jolly, Treasurer

WATCH ON-DEMAND

  

March 24 @ Noon eastern
Cammie Scott, President
Kevin Mayeux, CEO 
Suzanne Carawan, VP Marketing & Communications
Business Performance Spotlight: Communicating with Clients During Challenging Times, Jill Judd, State Farm

WATCH ON-DEMAND

 

March 25 @ Noon eastern

Business Performance Spotlight Speaker: Tom Hegna

Opportunities Abound in Crisis

WATCH ON-DEMAND

 

March 26 @ Noon eastern
Business Performance Spotlight Speaker: Ike S. Trotter
Adapting to New Technologies

WATCH ON-DEMAND

 

March 27 @ Noon eastern
Business Performance Spotlight Speaker: Ryan Pinney
Running Your Agency Virtually

WATCH ON-DEMAND