Leaders Blog

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!

NAIFA-Cincinnati was recently spotted for recognizing a new member!

During Super CE Day, Kyle Lepper was officially welcomed to NAIFA-Cincinnati with a membership pin presented by Chapter President Anne Conway. 

Chapter Staff and Chapter Leaders from across NAIFA Nation met on June 5th, for the June Chapter Leaders Webinar. Attendees were able to hear the latest NAIFA updates and announcements! This month's Chapter Leaders Webinar featured: