Investment, Retirement, Estate and Advanced Planning (IREAP) Center Impact Day

Many Americans believe estate planning is only for the wealthy, but families of all income levels need a plan to protect their assets and loved ones. Misconceptions and confusion often prevent people from taking action, which can lead to costly consequences.

Join NAIFA’s Investment, Retirement, Estate, and Advanced Planning (IREAP) Center for an Impact Day webinar, “Extraordinary Estate Planning for Ordinary People,” on Thursday, November 6, 2025, from 12:00 to 1:30 pm Eastern. This event is free for members and non-members.

Moderated by Mat Powers, CFA, AIF, AIFA, Vice President of Strategic Retirement Solutions at Commonwealth Financial Network, the panel will feature Troy Branch, JD, CLU, ChFC, 2nd Vice President of Advanced Planning at Ameritas Financial, and Andrew Rinn, JD, CFP, CLU, ChFC, Assistant Vice President of Advanced Strategies at Sammons Financial Group. These experts will help financial professionals simplify estate planning conversations and show clients how to take meaningful steps toward protecting their legacy.

Participants will learn:

• Common misconceptions about estate planning
• Key components of a basic estate plan
• How financial professionals can guide clients through the process

Help your clients see that estate planning is not about wealth but about care, clarity, and control. Register today to gain practical tools and insights that will help every client prepare for the future.