Leaders Blog

Chapter Staff and Chapter Leaders from across NAIFA Nation met on August 1st, for the Chapter Leaders Webinar! Attendees were able to hear the latest NAIFA updates and announcements! This month's Chapter Leaders Webinar featured:

New to the Chapter Playbook this week, updated succession planning resources! Resources include:

This year, the National Leadership Conference and Belong awards gala have been combined with NAIFA's Apex to create an extraordinary three-day event. As always, the NLC and Belong will celebrate NAIFA's leaders and recognize extraordinary members. Please join us and encourage all NAIFA members to come as well so that we may properly honor our 2024 award recipients, including:

• John Newton Russell Memorial Award recipient Matthew Tassey of NAIFA-Maine
•  Terry Headley Lifetime Defender recipient John Ruckel of NAIFA-Texas
• NAIFA Young Advisor Team Leader of the Year Kathleen Owings of NAIFA-Colorado

NAIFA Webinar: A Conversation About the Courts
August 8 | 12 pm eastern

A federal court has granted a stay in the lawsuit NAIFA, several NAIFA chapters, ACLI, and other partners filed to stop the Department of Labor from implementing its fiduciary-only rule. The stay means the DOL rule will not go into effect in September, giving the court more time to consider NAIFA's lawsuit. Furthermore, the court stated that NAIFA's lawsuit is "virtually certain to succeed on the merits." 

Join us for an important webinar that will explain what the stay means for financial professionals and your clients. Our panelists will also discuss other recent court rulings, including Supreme Court decisions overturning the Chevron Doctrine (Loper v. Raimondo), sidestepping the constitutionality of taxing unrealized income (Moore v. US), and narrowing buy-sell agreement tax benefits (Connelly v. United States). 

It's Week Four of the Summer Membership Challenge! Congratulations to the following chapters showing growth since June 1st: Arkansas (+3), Greater Washington, D.C.(+14), Georgia (+1), Hawaii (+2), Idaho (+1), Illinois (+1), Kansas (+2), Montana (+2), Nevada(+1), North Dakota (+2), Rhode Island (+1), South Carolina (+3), South Dakota (+4), Tennessee (+1), and Wisconsin (+7).

IFAPAC turns 58 on August 18th! All 2024 contributors are invited to celebrate our standard-setting, industry-leading PAC's birthday a few days early on Thursday, August 15th at 4 pm Eastern. During the event, IFAPAC will raffle off birthday gifts to three lucky IFAPAC contributors. The gifts are $100 Visa Gift Card, $100 for Starbucks, and $100 for Dunkin Donuts gift cards.   

The Trifecta Team comprised of Membership, Grassroots, and IFAPAC, is pleased to announce the Q2 2024 Hard Hat Winners. Membership, Corrado Gugliotta, Grassroots, Joseph Pearl, and IFAPAC Timothy Johnson. These gentlemen went above and beyond during the second quarter to move the needle in each respective area. We are #NAIFAproud of their efforts!

NAIFA’s Committee on Governance has nominated John Wheeler, CFP, CLU, ChFC, CRPC, LACP, CLTC, LUTCF, Executive Senior Partner at Totus Wealth Management LLC in Houston, Texas, to be the 2025 NAIFA Secretary. Wheeler, who currently serves on NAIFA’s National Government Relations and IFAPAC Committees, is a past NAIFA-National Trustee and Past President of NAIFA-Illinois. He has been a loyal NAIFA member since 1973. As incoming Secretary, Wheeler will be in line to serve as President-Elect in 2026 and President in 2027.

NAIFA-Memphis/West Tennessee was recently spotted for their 1st Annual Pickleball Tournament, benefitting Camp Good Grief. The tournament will be on September 6th from 8:30 am - 2:00 pm (matches start at 9:00 am). 

Come on out to the brand new Pickleball901 facility in Collierville for a day of friends, fun, and a great inaugural event, including lunch, refreshments, snacks, a commemorative tournament T-shirt, and a day full of excitement.