Q3 State of NAIFA
Q3 State of NAIFA Thursday, June 27, 2024 12 pm eastern Join us for the Q3 "State of NAIFA" 2024 webinar featuring: Tom Cothron, NAIFA President Kevin Mayeux,…
10 events found.
Events
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ZOOM
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Members Only – Coaches Circle with Dan Finley: Mastering Personality-Based Selling
ZOOMThursday, June 27, 2024 4 pm eastern As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching…
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June Book Club
ZOOMFriday, June 28, 2024 12 pm eastern Each month, members will discuss and review a featured book to help you grow personally and professionally. Building a StoryBrand: Clarify Your Message…
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Palm Beaches Affiliate Call
ZOOMWe’re eager to hear from you about the events you’d like to see happening in your area for the remainder of this year. Your input is invaluable in shaping our…
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Miami Dade Affiliate Call
ZOOMWe’re eager to hear from you about the events you’d like to see happening in your area for the remainder of this year. Your input is invaluable in shaping our…
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Ambiguities in Per Capita Distributions: Navigating Complexities in Estate Planning & Life Insurance
ZOOMTHURSDAY, JULY 11, 2024 12:00 PM EASTERN Per stirpes and per capita options are commonly used by clients planning multigenerational assets transfers, including both probate and nonprobate assets. This article…
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Members Only – Coaches Circle with Dan Finley: Attracting Referrals
ZOOMThursday, July 11, 2024 4 pm eastern As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching…
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Northwest Florida Affiliate Call
ZOOMWe’re eager to hear from you about the events you’d like to see happening in your area for the remainder of this year. Your input is invaluable in shaping our…
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Webinar: Buy-Sell Planning after Connelly
ZOOMBuy-Sell Planning after Connelly TUESDAY, JULY 16, 2024 12 PM EASTERN The U.S. Supreme Court’s recent decision in Connelly v. United States has upended buy-sell planning for many business owners. Now more…
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Pension Risk Transfer: Open the Door to New Client Opportunities
ZOOMWEDNESDAY, JULY 17, 2024 12 PM EASTERN Financial professionals across the country tell us they want prospective clients who have assets to move and are willing to meet on a…