Leaders Blog

Acclaimed finance speaker and author, Joe Jordan, has spoken to legions of financial professionals around the world. His latest presentation, Purpose Driven Retirement Planning, has thrilled audiences with an informative and inspirational outlook for their business, outlining how clients need help both planning for their financial future and preparing to have meaning and purpose in retirement.

Advisors will learn why financial planning is becoming more like life coaching, something that AI alone can’t do. He’ll explain the defining issue of the 21st century (the aging population) and the six retirement risks clients need help to address. The risks include: longevity/depleting assets, market volatility, safe withdrawal rate, sequence of returns, inflation, and health. These positive trends and Joe’s powerful presentation will equip advisors with the tools they need to prosper in today's golden age of advice!

Headed to Congressional Conference? Join us one day early for a live, one-day SkillSet powered by Trustworthy Selling® experience, taking place Sunday, May 17 from 10 a.m.-4:30 p.m. at NAIFA Headquarters in Arlington, VA, prior to Congressional Conference!

New to the Chapter Playbook this week, a refreshed Membership Chairs page! The Membership Chairs page is the one-stop shop for all things membership, including: 

New to the Chapter Playbook this week, the 2026 NAIFA Membership Action Plan! Contained in the plan are:

We want to hear from our members! As we continue to work toward invigorating NAIFA membership, we recognize the value of including members as part of the process to provide proof of concept for the value of NAIFA membership.

NAIFA members now have a new way to represent their profession with the launch of the NAIFA Store. The online store features a variety of NAIFA-branded merchandise designed for financial professionals who want to show their pride in the association and the work they do every day.

Headed to Congressional Conference? Join us one day early for a live, one-day SkillSet powered by Trustworthy Selling® experience, taking place Sunday, May 17 from 10 a.m.-4:30 p.m. at NAIFA Headquarters in Arlington, VA, prior to Congressional Conference.

New to the Chapter Playbook this week, NAIFA's Building a Successful Membership Program webinar recording! The webinar covers:

The 2025-2026 State of Advocacy report details the achievements in 2025 and outlines what lies ahead in 2026. You can click here to view the report online or download! Additionally, the 2025 State Wins and 2025 Federal Wins are available for download. 

If not, then join NAIFA's Chapter Management Director, Tom Ashley, on March 19! 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.