Leaders Blog

If not, join these 24 NAIFA Certified Leadership Boards on December 11! The NAIFA Certified Leadership Board designation is awarded to NAIFA Chapters upon completion of a live presentation of NAIFA’s 90-minute training program entitled “Empowering Chapter Leaders” by the President, President-Elect, and at least 80% of the Chapter’s Board.

Chapter Staff and Chapter Leaders from across NAIFA Nation met on November 6th, for the November Chapter Leaders Webinar. Attendees were able to hear the latest NAIFA updates and announcements! This month's Chapter Leaders Webinar featured:

New to the Chapter Playbook this week - 2026 Blackout Dates! As a reminder, Chapter programming is prohibited around Congressional Conference, the FSP Institute, the National Leadership Conference, Protectors and NAIFA Live. Exceptions include LILI classes, NAIFA Live watch parties, study groups, LUTCF classes, LACP exam prep classes and advocacy meetings.

NAIFA will present an exclusive live webinar featuring Mark Curtis, Managing Director at Morgan Stanley’s Graystone Consulting and one of the most consistently top-ranked financial advisors in the country (with estimated AUM at $490 billion).

We are calling for nominations for the 2025 Kenneth Black Leadership Award. If you know someone who demonstrates exemplary leadership qualities and has made a significant contribution toward fulfilling the core values of relationships, education, and ethics, please nominate this individual for the Ken Black Leadership Award. The recipient will be chosen by a selection panel in early December. Note that all recipients must be members of NAIFA and current national Board members are not eligible.

New to the Chapter Playbook this week, Leveraging LinkedIn for Your Chapter webinar recording! The webinar covers:

We’re excited to announce that materials from NAIFA’s 2025 National Leadership Conference are now available! Whether you joined us in person or are looking to catch up on the valuable insights shared, you can now access presentation decks from this year’s event.

Investment, Retirement, Estate and Advanced Planning (IREAP) Center Impact Day

Many Americans believe estate planning is only for the wealthy, but families of all income levels need a plan to protect their assets and loved ones. Misconceptions and confusion often prevent people from taking action, which can lead to costly consequences.

Recent tax law updates are reshaping the way financial professionals approach estate planning and charitable giving. Join NAIFA for “The One Big Beautiful Bill; Several Big Beautiful(?) Tax Law Changes” on Wednesday, November 12, 2025, from 3:00 to 4:00 pm Eastern for a clear overview of the key provisions introduced by this major legislation and what they mean for your clients.

Join these 24 NAIFA Certified Leadership Boards on December 11!

The NAIFA Certified Leadership Board designation is awarded to NAIFA Chapters upon completion of a live presentation of NAIFA’s 90-minute training program entitled “Empowering Chapter Leaders” by the President, President-Elect, and at least 80% of the Chapter’s Board.