Leaders Blog

Estate planning continues to evolve, and 2026 is shaping up to bring important developments that financial professionals cannot afford to overlook. From tax updates to shifting rules around inherited retirement accounts, staying current is essential to delivering meaningful value to clients.

NAIFA’s upcoming webinar, "Social Security Literacy and Income Planning: The Missing Link in Insurance and Financial Advice", focuses on one of the most influential yet frequently oversimplified components of retirement planning.

NAIFA’s Investment, Retirement, Estate, and Advanced Planning Center will host a free live webinar, 2026 New Developments and Planning Ideas, on Wednesday, February 4, 2026, from 12:00 noon to 2:00 pm Eastern. This webinar is open to everyone and is designed for financial professionals who want a clear, practical review of recent legal and regulatory changes and how those developments translate into real planning opportunities for clients.

February 17-20
Lake Nona Wave Hotel
Orlando, Florida

We are just about a month away from the FSP Institute in Orlando, Florida, and it's not too late to be a part of this extraordinary professional learning experience. Mike McGlothlin is a multi-year attendee, and he says that on top of cutting-edge educational sessions, the Institute offers unmatched opportunities to create and extend relationships with highly successful professionals. "There's no other place where you can have a CPA, estate planner, asset manager, financial planner, all in the same room .. and talking about how we improve outcomes for clients."

NAIFA’s Medicare Collective will host "Navigating Disruption and Market Contraction in Medicare Business in 2026 and Beyond" as part of Medicare Collective Impact Day on Thursday, January 29, 2026, from 11:00 am to 2:00 pm Eastern. This free live virtual event for both NAIFA members and nonmembers brings together professionals who work directly in the Medicare market to discuss the real challenges that financial professionals are facing as the landscape continues to change.

February 17-20
Lake Nona Wave Hotel
Orlando, Fla.

The FSP Institute is an advanced planning experience designed for financial professionals looking to elevate their practices to new heights. It is a high-impact, collaborative event that features some of the leading experts as instructors facilitating conversations and sharing their knowledge and insights. Sessions will focus on such topics as advanced tax strategies, the impact of new legislation on college-funding strategies, financial ramifications of elder care, and many others all led by leaders in their fields. Registration is now open. 

Give the Gift of Growth This Season: Earn Your LUTCF® at the Best Prices of the Year 

Life and disability insurance are powerful tools in business planning, helping to protect companies, retain key employees, and facilitate ownership transitions. Join NAIFA on Wednesday, December 3, 2025, from 12:00 to 1:00 pm Eastern for “Business Planning with Life and Disability Insurance,” a program designed to help financial professionals strengthen their understanding of how these products support long-term business success.

Limited and Extended Care Planning (LECP) Collective Impact Day

Caregiving is not only a personal responsibility but an emerging economic force reshaping how advisors and agents approach financial planning, longevity, and multigenerational wealth. Join NAIFA’s Limited and Extended Care Planning (LECP) Collective for an engaging virtual Impact Day, “The Care Economy: Where Compassion Meets Capital,” on Wednesday, November 19, 2025, from 11:00 am to 1:30 pm Eastern.

NAIFA will present an exclusive live webinar featuring Mark Curtis, Managing Director at Morgan Stanley’s Graystone Consulting and one of the most consistently top-ranked financial advisors in the country (with estimated AUM at $490 billion).