Leaders Blog

Discover how to seamlessly combine charitable giving with retirement income strategies in our upcoming webinar Bridging Charitable Planning with Retirement Income on Tuesday December 10, 2024, from 12:00 to 1:00 pm Eastern. This session is a must-attend for financial professionals looking to provide their clients with innovative, efficient, and impactful planning solutions.

New to the Chapter Playbook this week, additional Chapter programming materials! Resources include:

NAIFA-Minnesota was recently spotted for their upcoming Holiday Social. Join NAIFA-Minnesota for their annual Holiday Social at Surly Brewing on Thursday, December 5, from 4:00 PM - 6:00 PM. This will be a fun and relaxed event with networking, great food, and, of course, Surly's craft beers in a festive atmosphere.

NAIFA's MentorLoop is designed to foster professional development, enhance skill-building and create a supportive network within our membership. Whether members are looking to mentor someone, or seek guidance themselves, this platform provides a structured framework to facilitate these valuable connections.

Here are a few key features of NAIFA’s MentorLoop:

NAIFA-Vermont was recently spotted for their upcoming Holiday Dinner! For a perfect kick off to the Holiday Season this event will be held on December 11th, at the Windjammer. 

NAIFA's Life Happens Community will debut a new Real Life Story at 10 AM eastern on November 25. The production features NAIFA Secretary Chris Gandy, LACP, and his clients, the Saban family. Debuting during Long-Term Care Awareness Month, the educational story showcases how long-term care insurance gave a couple what they valued most: choice. Their planning safeguarded the assets they had worked a lifetime to build, ensuring their financial legacy could be passed down to their children and grandchildren.

First held in 1946, the FSP Institute brings together experts and professionals serving high-net-worth clients. It provides attendees the unique opportunity to network directly with our main-stage presenters and others who have made their mark on the industry. Now that FSP is a NAIFA Community, an even wider array of professionals will join the conversation and enhance opportunities for professional growth. At the FSP Institute, attendees will gain the latest insights into: 

New to the Chapter Playbook this week - the 2025 Chapter Services Team Calendar! Calendar includes reporting dates, Chapter Leaders Webinars, quarterly Certified Leadership Board training, quarterly training opportunities and Chapter Executive Directors meetings.

Then join the Chapter Services Team on November 21 @ 3 p.m. Eastern! We will be conducting our Q4 training webinar, “Creating Local Engagement for the Expanded NAIFA.” The webinar will expand on topics discussed at the National Leadership Conference, including:

During this month of giving thanks, we want to thank you for belonging to your professional home. Your commitment to NAIFA is what makes us strong, united, and effective. We are grateful for the expertise, passion, and dedication you bring to our association.  Discover new ways to lead, inspire, and give back as we grow our NAIFA family together.