Leaders Blog

NAIFA-Florida was recently spotted for its successful Miami-Dade Affiliate Event — a 4-Hour Law and Ethics CE Course led by Donald Brown, CLU, ChFC, LUTCF. The session delivered valuable insights, sparked engaging discussions, and provided participants with continuing education credit.

The event was offered in a hybrid format, with attendees joining both in person at the 94th Aero Squadron and virtually via Zoom.

NAIFA-Wisconsin was recently spotted for their Q3 Membership Power Hour where the focus was on making care calls to thank members and share event invitations.

Special recognition goes to Lobbyist George Ermert, who wasn’t expected to stay on the call but insisted on participating. He jumped right in, personally thanking those for their membership and encouraging them to attend the upcoming Power Summit and Legislative Day.

Chapter Staff and Chapter Leaders from across NAIFA Nation met on August 7th, for the August Chapter Leaders Webinar. Attendees were able to hear the latest NAIFA updates and announcements! This month's Chapter Leaders Webinar featured:

NAIFA Member Jose D. Rodriguez Jr. was recently Spotted highlighting the importance of NAIFA's Mentor Loop Program. 

“The right connection isn’t just life-changing — it’s mission-defining. NAIFA Mentor Loop to align with purpose-driven professionals who lead with heart, ethics, and legacy in mind. This is more than mentorship — it’s a call to share, grow, and elevate the next generation of financial advocates. Let’s build something that lasts. Together.”

NAIFA Member Thomas Palmeri was Spotted for his ongoing efforts to share NAIFA content on LinkedIn. His posts serve as a great example of how simple actions on social media can have a big impact in raising awareness about NAIFA and the work we do. When members like Thomas engage online, it not only strengthens our brand but also encourages others in the industry to take notice and get involved. 

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:

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.

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

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.

NAIFA-Northeast Florida was recently spotted for their Young Advisor Team (YAT) Happy Hour taking place on June 19th from 5-7 PM Eastern!

Whether you’re a YAT member or just young at heart, NAIFA-Northeast Florida welcomes all members to come out. It’s a great chance to connect with fellow advisors, share ideas, and enjoy some drinks and appetizers in a laid-back, fun atmosphere. Feel free to bring along a non-member—they’ll get a great taste of what the NAIFA community is all about!