Leaders Blog

NAIFA-Arkansas was recently spotted for their upcoming Affiliate Holiday Social. Join the Central Arkansas Affiliate on December 12th for bowling, video games, and more while networking with NAIFA friends and colleagues!

Chapter Staff and Chapter Leaders from across NAIFA Nation met on December 5th, for the Chapter Leaders Webinar! Attendees were able to hear the latest NAIFA updates and announcements! This month's Chapter Leaders Webinar featured:

Is your Chapter a certified Leadership Board? If not, sign-up to become one today! 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.

Life Happens has unveiled a new set of assets for Insure Your Love Month (February 2025) specially curated as a benefit for NAIFA members. Please spread the word in your chapter that these resources are available so members can begin planning to use them in February.

Are you looking for industry insights, inspiring stories, and actionable advice to elevate your career in financial services? Look no further than NAIFA’s Advisor Today podcast series! Hosted by NAIFA 2026 President, Christopher Gandy, LACP and NAIFA VP of Membership, Suzanne Carawan, this engaging podcast brings you conversations with some of the brightest minds and most accomplished professionals in the financial services industry. Our latest episode features John Davidson, LUTCF, FSS, who shares insights on leadership, mentorship, and balancing personal and professional life.

John's remarkable 44-year career in the financial services industry is a testament to the power of perseverance, passion, and purpose. As a US Army veteran, past national president of NAIFA, and the 2023 recipient of NAIFA’s prestigious Terry Headley Lifetime Defender Award, John has left an indelible mark on the industry. His journey, deeply intertwined with personal values and a commitment to financial planning, serves as an inspiration to both seasoned professionals and those just starting their careers.

NAIFA-Ohio was recently spotted recognizing a new member on LinkedIn! 

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: