Opportunity to Be a Part of the Creation of the Investment, Retirement, and Estate Planning Center

I am happy to announce that we are beginning to create the Investment, Retirement, and Estate Planning Center (IREP) that will serve as a new thought leadership hub for members and industry partners. The new Center will be created using the same blueprint that has served the Limited & Extended Care Planning Center well for more than six years. The IREP will: 

• grow membership and non-dues revenue through creating a dynamic workgroup space for individuals, firms, and companies to come together in a study-group format
• showcase and include partners that offer solutions in the IREP space
• provide  content in the form of articles, sessions, events, and Impact Days
• include a Legislative Working Group to serve as a sounding board to NAIFA's Government Relations' committees and staff 
• offer opportunities for members to work together to advance initiatives in the IREP space
• offer opportunities for members to stand out and be recognized for their work and volunteer service

To begin the conversation, we are starting with a series of Roundtables to serve as focus groups. The first IREP Roundtable will happen this Friday, May 31st in Columbus, Ohio. I intend to hold more focus groups over the summer to hear directly from our members as to what we should--and shouldn't--include in our IREP Center. If you are interested in being included in one of the upcoming Roundtables, please reach out and let me know. I would appreciate it if you would also push this opportunity out to those in your local communities to let them know of our Centers of Excellence.

Thank you in advance!
Carroll