Agenda 11:00 am. - Continuing Education Course - Tax and Estate Planning Under a New President Administration, #6000182822 Discussion of how advisors & planned giving professionals should approach clients in light of changing economic conditions, possible changes to the tax system, uncertain interest rates and aging population 12:00 Noon - Lunch, Networking and Keynote Speakers
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 a.m. - Continuing Education webinar - Maximizing Wealth: The Importance of Coordinating Financial Assets with the Estate Plan. #6000171043 Approved for 1-hour of General CE Credit. The webinar will delve into the intricate relationship between financial assets and estate planning. Working with clients to effective coordinate financial assets can assure that value is […]
Join us for our first meeting of 2025! There'll be an educational course; networking, guest speakers and lunch will be served. Agenda 10:30 AM - Webinar entitled "Tax & Estate Planning Under A New Presidential Administration", #6000182822. This course is approved for 1-hour of Producer General credit and will address the following: How professional advisers and planned […]
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
Join us for our February 19, 2025, meeting. There'll be an educational course, networking, guest speaker and lunch will be served. Agenda 11:00 am - Webinar entitled "Cash Balance Plans - Turbo Charging Efficiency and Deductibility", #6000178390. This course is approved for 1-hour Producer General Credit and will focus on what a cash balance is, how it […]
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
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
Meet with your lawmakers Learn to be an effective advocate Influence policies that impact your business and clients
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
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
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. […]