Leaders Blog

NAIFA-Missouri and NAIFA-Kansas were recently spotted for teaming up for a Joint State Convention at Top Golf! Mark your calendars for April 24 & 25 and get ready for an event filled with valuable insights, dynamic speakers, networking opportunities, and of course - plenty of fun!

Don't miss your chance to connect, learn, and swing into success!

Chapter Staff and Chapter Leaders from across NAIFA Nation met on April 3rd, for the April Chapter Leaders Webinar. Attendees were able to hear the latest NAIFA updates and announcements! This month's Chapter Leaders Webinar featured:

NAIFA-South Dakota was recently spotted for their upcoming Bites and Insights Affiliate Event! On May 12th, the Sioux Falls Affiliate will welcome Steve Parrish, JD, RICP, CLU, ChFC, AEP, and his presentation, "Merging Estate Planning into the Retirement Income Process". Participants will gain insights into optimizing asset location, leveraging government benefits, and addressing legacy concerns.

Topic announcement! Corey Mathews, Vice President of Membership and Chapter Services, will be conducting our Q2 training webinar, “Awards & Recognition - Utilizing NAIFA's New Universal Application Cycle,” on April 24 @ 4 p.m. Eastern. After the webinar, resources will be posted in the Chapter Playbook for Chapters to reference.
Chapter Executive Directors, Chapter Staff, Presidents, Programs Chairs, YAT Chairs and DAT Chairs have been invited, but if there are other Chapter Leaders you would like to attend, please feel free to send them the registration link above! 

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. Our next training is on May 29 @ 3 p.m. Eastern! 

Charitable giving plays a vital role in many clients’ financial plans, yet discussions often focus heavily on tax mitigation rather than the true philanthropic intent behind the gift. Selecting the right charitable planning tools ensures that clients maximize both their financial benefits and the lasting impact of their contributions.

Look no further! NAIFA's Speakers Bureau provides high-quality presenters and thought leaders for events across NAIFA Nation. Speakers who apply or who are referred to the Bureau are vetted by the NAIFA Virtual Learning Committee to ensure the speaker’s quality, as well as the relevance of the speaker’s presentations to NAIFA audiences.

Speakers who are selected for inclusion in the NAIFA Speakers Bureau are eligible for speaking slots in a variety of programs including events such as Apex and NAIFA Live. All NAIFA Chapters are encouraged to first look to the talent included in the NAIFA Speakers Bureau for experts to speak at future events.

All experts included in NAIFA’s Centers of Excellence are also included in the NAIFA Speakers Bureau.

New to the Chapter Playbook this week, an updated Guide to NAIFA Chapter Leaders & Executive Engagement Requests! The guide includes commitments to NAIFA, noting hours per month, for Presidents, Immediate Past Presidents, President-Elects, Secretary/Treasurers, Membership Chairs, YAT Chairs, DAT Chairs, Advocacy Chairs, IFAPAC Chairs, Grassroots Chairs, Programs Chairs, LILI Chairs, Chapter Executive Directors and Affiliate Leaders. 

NAIFA-Maryland was recently spotted for their upcoming Brews and Bites Event at Sapwood Cellars Brewery in Columbia! Join them at their monthly networking events, where they host State Lawmakers, their lobbyist from Kress Hammen, and Local Chapter leaders who will discuss topics such as reforming the 529Plans, long term care, consumer protection legislation, and pre-licensing mandates.

Charitable gift annuities (CGAs) offer a unique way for donors to achieve their philanthropic goals while securing a reliable income stream. Increasingly, nonprofits, donors, and financial professionals are leveraging CGAs to meet a variety of financial and charitable objectives with a single gift. Simple to establish and available in multiple formats, CGAs can even be funded through a qualified charitable distribution (QCD), making them a versatile tool for charitable planning.