Thursday, March 30 9 am - 5 pm eastern Join 5,000+ financial advisors, RIAs, Wealth Managers, CFPs®, for a day of complimentary virtual training from the Top 1% in the industry. This all-day (LIVE) event will feature some of the industry’s top names – including Jeremiah Desmarais, Tom Hegna, Christopher Gandy, LACP, Brian Haney, Brock…
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Citizens Update Webinar is Thursday, March 30 at 10:00 a.m. EST We’ll cover: Legislative Changes Roof Replacement Eligibility Citizens New Business Eligibility 20% renewal on Clearinghouse 4/1/23 Hot Topics To register, click here: https://us02web.zoom.us/j/9351425169 |
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TUESDAY, APRIL 4, 2023 12 PM EASTERN Join us for the Q2 "State of NAIFA" 2023 webinar featuring: Bryon Holz, NAIFA President Kevin Mayeux, NAIFA CEO Diane Boyle, NAIFA SVP of Government Relations NAIFA leaders will provide an update on where NAIFA is as an association and highlight advocacy work to be done this year. They… |
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“3 Key Skills for Running a Successful Business in 2023" 1-Hour Free Webinar on April 13, 1:00 p.m. ET Running your own business can be both incredibly rewarding, yet we know there are additional challenges and stressors that can come along with it. Join Coach Shari as she discusses 3 key skills for running a… |
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Eryka Morehead Collaborative Planning Group, Inc. Robert Fenby Penn Mutual Warren McGuire NFP Howard Sharfman Thursday, April 20 2 pm eastern At the next NAIFA Live, hear from some of the best young industry talents and get a peek into their unique business concepts. You will be inspired by their stories and learn to implement… |
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SIGN UP TODAY FOR OUR Legacy of Hope Golf Charity Classic Friday, April 21st at 1pm Innisbrook They Fought for our Freedom. Now Play for their Legacy. The Legacy of Hope Charity Golf Classic (formerly Golf for Kids) is proud to partner with Folds of Honor as our newly chosen 501(c)(3) charity. Folds of Honor is… |
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Gary Weber AccuPoint Solutions Wednesday, April 26 12 pm eastern Whether you're a small firm or large, the same best practices hold true for maximizing your ROI when using data to brand, market, recruit, analyze, or update your CRM. Hear Gary Weber, Founder and CEO of Business Performance Center partner AccuPoint Solutions, discuss his experiences from over… |
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April 27, 2023 11:30AM - 1:00PM The Financial Burdens of the Opioid Epidemic and The Role of the Financial Advisor A presentation by Cheryl Canzanella, CLU, ChSNC, LUTCF Movement Mortgage Retirement Solutions Advisor As the opioid epidemic worsens across the US, the toll it imposes on the economy has risen to overwhelming heights causing an… |
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