• NAIFA’s 2020 Performance + Purpose Conference

    ZOOM

    NAIFA’s 2020 Performance + Purpose Conference to “Power the Possible” with a Concentrated Professional Development Experience The highly interactive virtual event’s workshops and breakouts are designed to appeal to future-focused financial professionals. The National Association of Insurance and Financial Advisors (NAIFA) has opened registration for its 2020 Performance + Purpose conference, an interactive virtual event…

  • CLTC Master Class

    ZOOM

    Nancy Dykeman Long-Term Care Planning Consultants, LLC President October 8, 15, 22 & 29, 2020 Noon-4 pm Eastern The CLTC Master Class is a virtual live class providing participants with a learning experience that allows professionals to walk away with the confidence and competence to discuss LTCi issues with their clients. MORE

  • CLTC Master Class

    ZOOM

    Nancy Dykeman Long-Term Care Planning Consultants, LLC President October 8, 15, 22 & 29, 2020 Noon-4 pm Eastern The CLTC Master Class is a virtual live class providing participants with a learning experience that allows professionals to walk away with the confidence and competence to discuss LTCi issues with their clients. MORE

  • Chapter Leadership Training

    Webinar

    The NAIFA Blueprint: Chapter Leadership Training   Save the date for this year's Chapter Leadership Training! This year's training will take place October 19-23 from 2-5 p.m. EST. This week long training will provide leaders and staff with the latest and greatest information regarding Governance, Advocacy, Communications, Membership and Programs. See below for program highlights!…

  • Using Housing Wealth to Improve Financial Outcomes in Retirement

    ZOOM

    The webinar is brought to you by:   Using Housing Wealth to Improve Financial Outcomes in Retirement October 20 2 pm eastern Barry Sacks, J.D., Ph.D. Law Office of Barry Sacks Tax Attorney   Highlights of this Webinar Include: • Cash Flow Sustainability • Improve Cash Availability by Refinancing a Conventional Mortgage • Provide Liquidity…

  • CLTC Master Class

    ZOOM

    Nancy Dykeman Long-Term Care Planning Consultants, LLC President October 8, 15, 22 & 29, 2020 Noon-4 pm Eastern The CLTC Master Class is a virtual live class providing participants with a learning experience that allows professionals to walk away with the confidence and competence to discuss LTCi issues with their clients. MORE

  • Get In or Get Out: The Compounding Complexities of Succession Planning During Tumultuous Times

    ZOOM

    October 28 The webinar is brought to you by: Sponsored by: Get In or Get Out: The Compounding Complexities of Succession Planning During Tumultuous Times 12 pm eastern In this webinar, our panelists will help simplify some of these complexities and share their best practices for successfully transitioning out of the business, regardless of global…

  • CLTC Master Class

    ZOOM

    Nancy Dykeman Long-Term Care Planning Consultants, LLC President October 8, 15, 22 & 29, 2020 Noon-4 pm Eastern The CLTC Master Class is a virtual live class providing participants with a learning experience that allows professionals to walk away with the confidence and competence to discuss LTCi issues with their clients. MORE