The Society of Financial Service Professionals' annual Institute is January 28-31 in Jacksonville, FL. This is one of the premier professional development events in the financial service industry and NAIFA members are invited to attend. Registration includes high-impact educational sessions and opportunities to earn CE credit. The Institute features opportunities for productive networking and offers a unique environment that inspires collaborative learning.
The program agenda includes:
- Best Practices in Buy-Sell Planning (especially after Connelly)
- Tax and Estate Planning for Art and Other Collectibles
- Navigating the Complex Issues of Affluent Families and Closely Held Businesses:
A View from a Collaborative Team - Alternative Investments and Portfolio Construction: A Risk-Based Framework
- The Impact of SECURE 2.0 Act on Employers
- Tax Mitigation and the Cash Balance Plan
- Midlife Wealthy Divorce and Blended Next Families
- Planning Ideas to Kick Off 2024 and Beyond
- Getting to Know Medicare
NAIFA members receive a discounted registration using the code NAIFAinst24. Here is a downloadable one-page flyer you may use to promote the Institute to NAIFA members. This is just one of the expanded member benefits NAIFA and FSP members enjoy under our newly united association.
