NAIFA Elects Bryon Holz for Trustee
CONGRATULATIONS! NAIFA Trustee Bryon A. Holz, CLU, ChFC, LUTCF, CASL NAIFA-Florida is pleased to announce that the NAIFA governing body, the National Council, elected Bryon Holz of NAIFA-Tampa as Trustee…
Bryon Holz, Candidate for NAIFA Trustee
To contribute to the NAIFA-Florida Leadership Fund, please click here.
NAIFA Follow-Up Survey on DOL Proposal
Dear NAIFA Member, If you provide advice or services to retirement-account clients, please take a brief, six-question NAIFA survey to help us as we prepare our comments addressing the DOL…
NAIFA Congressional Conference
Registration is now open for the 2015 Congressional Conference, May 19th – 20th. For more information and to register, http://www.naifa.org/events/congressional-conference-2015
NAIFA LUTCF®
NAIFA LUTCF® – Class Registration, Transfer Credit Process, Moderator Application – Now Available! NAIFA is proud to announce next steps in its partnership with the College for Financial Planning to…
Deanna Brown Selected for NAIFA-National’s “Four Under Forty Award”
NAIFA-Jacksonville’s Deanna Brown, CFP, CDFA of Ullmann Financial is Selected for NAIFA-National’s “Four Under Forty Award” Advisor Today magazine has recognized four financial advisors with the “Four Under Forty Award,”…
NAIFA Bookstore Bestseller -101 Advisors Solutions: A Financial Advisor’s Guide
101 Advisor Solutions: A Financial Advisor’s Guide to Strategies that Educate, Motivate and Inspire is a must read for any financial advisor looking for tools, techniques, strategies and real world…
AT Recognizes Four Outstanding Advisors
Advisor Today has recognized four financial advisors with the “Four Under Forty Award,” given annually to four outstanding advisors who achieve excellence in their profession by or before the age…
New Survey Results Will Help the SEC Understand Fiduciary Impacts
FALLS CHURCH, VA and BRYN MAWR, PA (June 28, 2013) — A new survey of financial professionals by the National Association of Insurance and Financial Advisors (NAIFA) and The American…