Leaders Blog

The NAIFA Certified Leadership Board designation is awarded to NAIFA Chapters upon completion of a live presentation of NAIFA’s 90-minute training program entitled “Empowering Chapter Leaders” by the President, President-Elect, and at least 80% of the Chapter’s Board.

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.

NAIFA-Tampa Bay was recently spotted on LinkedIn spreading holiday cheer by stopping by a few local agencies and dropping off gift baskets to say thank you and share the NAIFA Mission!

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.

The NAIFA Certified Leadership Board designation is awarded to NAIFA Chapters upon completion of a live presentation of NAIFA’s 90-minute training program entitled “Empowering Chapter Leaders” by the President, President-Elect, and at least 80% of the Chapter’s Board.

Back by popular demand, Corey Mathews, Vice President of Membership and Chapter Services, will be conducting our Q1 training webinar! Corey will present, “Building a Successful Membership Program,” on February 26 @ 4 p.m. Eastern. After the webinar, resources will be posted in the Chapter Playbook for Chapters to reference.

You're invited to participate in NAIFA’s Blueprint Chapter Leadership Training, designed to equip our Chapter leaders with the tools, strategies and support needed to lead with purpose and confidence. Whether you’re new to your role or a seasoned leader, the program provides a comprehensive roadmap for successful Chapter management, member engagement and impactful programming. This dynamic program includes:

Chapter Staff and Chapter Leaders from across NAIFA Nation met on January 8th, for the January Chapter Leaders Webinar. Attendees were able to hear the latest NAIFA updates and announcements! This month's Chapter Leaders Webinar featured:

NAIFA-Minnesota was recently spotted for coming together for the Feed My Starving Children Meal Packing Social on December 11th. Volunteers joined with other groups packed and incredible 206 boxes, providing 44,496 meals - enough to feed 122 children every day for an entire year!