Tech Tips from the Top
Tech Tips from the Top Ryan Pinney, LACP Pinney Insurance Center, Inc. President Julianne Hertel Dream Big Wealth Strategies, LLC Financial Advisor & Founder Brandon Heckert, AAMS…
10 events found.
Events
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ZOOM
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Membership Phone-A-Thon
ZOOMWednesday, April 28, 2021 – from 9:00 a.m. to 10:30 a.m. (ET) The purpose of the event is to place phone calls to current members around the state, thank them…
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Continuing Education: Health Insurance: The Federal No-Surprise Act
ZOOM“Health Insurance: The Federal No-Surprise Act -- Webinar” (CE – 1 Hour – Health) Tuesday, May 4 – 11:00 a.m. to Noon, ET by Craig Rodrigue Big changes are coming…
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Tax Planning with Home Equity
ZOOMTax Planning with Home Equity Harlan Accola, CRMP Fairway Independent Mortgage Corporation National Reverse Mortgage Director May 5, 2021 2 pm eastern Join industry leader, Harlan Accola, CRMP, for this one-hour…
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Cracking the Complexity of the Coverage Gap: The Art of Conversation Complexity of the Coverage Gap
ZOOMAprilyn Chavez Geissler, LACP Gateway Insurance Group, Inc. First Executive V.P. Brian H. Ashe, CLU, LACP Equitable Advisors Financial Professional Marcus T. Henderson, Sr., RFP, AIF, MRFC Henderson Financial Group,…
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Q2 State of NAIFA
ZOOMTom Michel NAIFA National, President Kevin Mayeux NAIFA National, CEO Diane Boyle NAIFA National, SVP Government Relations Tuesday, May 11th 2 pm eastern Join us for our Q2 "State of…
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Members Only: NAIFA Live – How to Build a Location Independent Practice that Attracts Dream Clients Like Clockwork with More Free Time
ZOOMNAIFA Live How to Build a Location Independent Practice that Attracts Dream Clients Like Clockwork with More Free Time Wednesday, May 12th | 2 pm eastern Being able to market…
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Advisor Ambassador Program
ZOOMAt NAIFA, we’re all about strengthening the insurance and financial services industry by helping advisors grow their knowledge and be their best at serving clients. That’s why we’re offering you…
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NAIFA Chapter Services – Membership Chairs Meeting
ZOOMMembership Chair Meetings are held on the second Friday of every month. Please note that all State and Local Membership Chairs have been registered through the rest of the year.…
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Tax Trends: Eight New Proposals Advisors Shouldn’t Ignore
ZOOMJudi Carsrud NAIFA AVP, Government Relations Maeghan Gale NAIFA Policy Director Tuesday, May 18th 2 pm eastern In this 1 hour webinar, NAIFA’s AVP of Government Relations, Judi Carsrud, and…