Join us for our monthly meeting. There'll be an educational program, guest speaker, networking opportunities and lunch will be served. It would be nice to have a good turnout for this meeting. Please plan to attend! Agenda 11:00 a.m. - Continuing Education Course entitled "Navigating the Medicare Maze", #6000190394. This course is approved for 1-hour […]
Join us for our September 25, 2025, CE Day. There'll be 6 - hours of Continuing Education and lunch will be provided. Dive into the future of insurance with AI-Powered Insurance. Explore how AI revolutionized underwriting, claims and customer service with real-world case studies and 2025 trends. Tackle ethical challenges like bias and privacy to […]
Join us for our monthly meeting. There'll be an educational course, guest speaker and lunch will be served. Agenda 10:30 am - Educational Course entitled "Maximizing Wealth: The Importance of Coordinating Financial Assets with the Estate Plan, #6000171043 (approved for 1 hour of General CE credit). This webinar will review strategies to coordinate estate planning with […]
The National Leadership Conference is NAIFA's annual business meeting, volunteer leadership training conference & membership awards event to recognize the best of the best within NAIFA Nation. […]
Meeting of the Executive Board, Committee Chairs and Affiliate Volunteer Leaders Joining instructions and meeting documents will be sent by email prior to the meeting
Meeting of the Executive Board, Committee Chairs and Affiliate Volunteer Leaders Joining instructions and meeting documents will be sent by email prior to the meeting
Agenda 11:00 am - Continuing Education course "Reshaping Buy-Sell Planning after Connelly: legal and practical considerations", #6000194972. The US Supreme Court's 2024 decision in Connelly v. U.S. upended buy-sell planning for every business owner potentially facing an estate tax. In this presentation, we will examine the tax, legal and practical implications of this decision, and provide […]
Meeting of the Executive Board, Committee Chairs and Affiliate Volunteer Leaders Joining instructions and meeting documents will be sent by email prior to the meeting