Leaders Blog

Chapter Staff and Chapter Leaders from across NAIFA Nation met on July 10th, for the July Chapter Leaders Webinar. Attendees were able to hear the latest NAIFA updates and announcements! This month's Chapter Leaders Webinar featured:

Open to all financial professionals! At NAIFA, we take our duty of service to the industry seriously. Some issues are so important that they need to be shared with everyone for the betterment of the profession. That is why we are offering this critical element to all financial professionals.

Elevate your client discussions with our focused webinar on the now-enacted HR 1! Designed for financial professionals, this session will equip you with the insights to confidently guide clients through the new tax and retirement planning landscape. What you'll learn on Thursday, July 24 @ Noon Eastern: 

NAIFA-Wisconsin was recently spotted for their upcoming Charity Golf Tournament on September 29th - a meaningful event dedicated to giving back to those who gave everything. Proceeds from the tournament will benefit The Highground Veterans Memorial.

Are you a 2026 President, President-Elect, Membership Chair, Advocacy Chair, IFAPAC Chair, Grassroots Chair or Chapter Executive? If so, the National Leadership Conference is a limited opportunity event for you! In order to assist in your planning and preparation for a successful 2026 leadership year, we have put together a robust one-day conference so that you can achieve the best possible outcome in your leadership role.

NAIFA-Georgia was recently spotted for their New Member Spotlight post on LinkedIn! 

Join us on July 24 at 4 p.m. Eastern for "How to Leverage Social Media for Your Chapter in Two Hours a Week or Less" with Social Media Manager, Julianne Battista!

At NAIFA, we believe strong Chapters start with strong leaders. That’s why we offer the Empowering Chapter Leaders Program, designed to equip our volunteer leaders with the tools, resources and confidence to drive success at the State and Local level.

Whether you're a seasoned leader or stepping into a new role, this program will walk through:

We’re excited to share that NAIFA is getting ready to launch a new 6-part onboarding email series designed to welcome and engage new members. This upcoming national initiative will ensure that every member receives consistent, timely communication that highlights the value of their NAIFA membership and connects them to their Chapter from the start.

Once launched, new members will begin receiving the onboarding series on the Monday or Thursday immediately following their join date, depending on when they joined. This first message will kick off a sequence of emails delivered over the following weeks and months, providing consistent touchpoints to keep members engaged and connected as they settle into their NAIFA membership.

Whether you’re just starting out, or a seasoned professional, mentorship can be a game-changer. That’s why NAIFA is proud to offer our Mentorloop Program — an exclusive FREE benefit designed to help members grow, connect and thrive. With Mentorloop, you can:

NAIFA-Virginia was recently spotted for Celebrating John Duni's 50 Years of Excellence in Financial Services. John has trained generations of advisors, built top-performing teams, and never stopped giving back through his active involvement in NAIFA and the broader financial services community.