Leaders Blog

On June 18th at 6 pm eastern, you are invited to join all of NAIFA Nation for a Virtual Happy Hour to honor the founding of our incredible association 134 years ago. Take a look back with us on NAIFA through the years, enjoy some camaraderie with your fellow members, hear about some exciting things in store throughout the summer and the rest of 2024, and toast to the next 134 years!

In the ever-evolving landscape of retirement planning, Social Security remains a critical source of income for most Americans. The annual release of the Trust Fund Report, issued in May, sparked widespread media coverage and client concern. Questions such as "Will Social Security still be there?" and "Is it going broke?" continue to circulate. Join us for a webinar on Wednesday, June 26, 2024, from 12:00 pm to 1:00 pm Eastern, sponsored by Security Mutual Life which can help you deal with the concerns that clients may have. 

NAIFA-Illinois was recently spotted recognizing a new member, Bryan Zic, on LinkedIn! 

We are thankful for our loyal members! NAIFA recognizes our members who are celebrating an NAIFA milestone anniversary this month. Congratulations on your choice to belong to the community that cares. We are moving the needle on #financialliteracy and increasing #financialsecurity in #MainStreetUSA because of your commitment. We are honored that you belong to us and today, we honor you.

The last week of May, while shortened, was very good for new membership growth! 

NAIFA members are invited to the Q3 State of NAIFA webinar at 12 pm Eastern, June 27, 2024. Hear updates on NAIFA's advocacy efforts, professional development programs and other membership activities designed to enhance your professional growth.

Don't miss your opportunity to shine! All award submissions will close at 11:59 pm eastern on Friday, May 31st. NAIFA's awards provide an opportunity for our members to differentiate themselves from the crowd and receive national recognition for their contributions. 

I am happy to announce that we are beginning to create the Investment, Retirement, and Estate Planning Center (IREP) that will serve as a new thought leadership hub for members and industry partners. The new Center will be created using the same blueprint that has served the Limited & Extended Care Planning Center well for more than six years. The IREP will: 

• grow membership and non-dues revenue through creating a dynamic workgroup space for individuals, firms, and companies to come together in a study-group format
• showcase and include partners that offer solutions in the IREP space
• provide  content in the form of articles, sessions, events, and Impact Days
• include a Legislative Working Group to serve as a sounding board to NAIFA's Government Relations' committees and staff 
• offer opportunities for members to work together to advance initiatives in the IREP space
• offer opportunities for members to stand out and be recognized for their work and volunteer service

Keep Growing this Summer

Positive Moves to Make this Summer to Keep You Growing

In case you missed our pre-Memorial Day email, we've got a whole list of things to keep our membership engaged and growing this summer. Check out all we have to offer you this summer!

We were thrilled to have so many of our volunteer leaders participating in the 2024 Congressional Conference in Washington, D.C. These leaders were recognized on the big digital board, on the main stage screens, and in the event signage.