Leaders Blog

You're invited to participate in NAIFA’s Blueprint Chapter Leadership Training, designed to equip our Chapter leaders with the tools, strategies and support needed to lead with purpose and confidence. Whether you’re new to your role or a seasoned leader, the program provides a comprehensive roadmap for successful Chapter management, member engagement and impactful programming. This dynamic program includes:

Summer is the perfect time to invest in yourself and your professional growth. Whether you're looking to sharpen your leadership skills, expand your industry knowledge or explore new areas of interest, we’ve got you covered!

Take advantage of our summer training opportunities, including:

Social Security remains one of the most important and often misunderstood components of retirement income planning. For financial professionals, helping clients navigate the complex claiming rules and optimize their benefits can make a meaningful difference in their long-term financial security.

Join us on Wednesday, August 6, 2025, from 12:00 to 1:00 pm Eastern for a webinar with Martha Shedden, RSSA, CRPC, President and Co-founder of the National Association of Registered Social Security Analysts. This webinar is free for both members and non-members, thanks to co-sponsorship by RSSA.

Chapter Staff and Chapter Leaders from across NAIFA Nation met on July 10th, for the July Chapter Leaders Webinar. Attendees were able to hear the latest NAIFA updates and announcements! This month's Chapter Leaders Webinar featured:

Open to all financial professionals! At NAIFA, we take our duty of service to the industry seriously. Some issues are so important that they need to be shared with everyone for the betterment of the profession. That is why we are offering this critical element to all financial professionals.

Elevate your client discussions with our focused webinar on the now-enacted HR 1! Designed for financial professionals, this session will equip you with the insights to confidently guide clients through the new tax and retirement planning landscape. What you'll learn on Thursday, July 24 @ Noon Eastern: 

NAIFA-Wisconsin was recently spotted for their upcoming Charity Golf Tournament on September 29th - a meaningful event dedicated to giving back to those who gave everything. Proceeds from the tournament will benefit The Highground Veterans Memorial.

Are you a 2026 President, President-Elect, Membership Chair, Advocacy Chair, IFAPAC Chair, Grassroots Chair or Chapter Executive? If so, the National Leadership Conference is a limited opportunity event for you! In order to assist in your planning and preparation for a successful 2026 leadership year, we have put together a robust one-day conference so that you can achieve the best possible outcome in your leadership role.

NAIFA-Georgia was recently spotted for their New Member Spotlight post on LinkedIn! 

Join us on July 24 at 4 p.m. Eastern for "How to Leverage Social Media for Your Chapter in Two Hours a Week or Less" with Social Media Manager, Julianne Battista!

At NAIFA, we believe strong Chapters start with strong leaders. That’s why we offer the Empowering Chapter Leaders Program, designed to equip our volunteer leaders with the tools, resources and confidence to drive success at the State and Local level.

Whether you're a seasoned leader or stepping into a new role, this program will walk through: