Leaders Blog

February 17-20
Lake Nona Wave Hotel
Orlando, Fla.

The FSP Institute is an advanced planning experience designed for financial professionals looking to elevate their practices to new heights. It is a high-impact, collaborative event that features some of the leading experts as instructors facilitating conversations and sharing their knowledge and insights. Sessions will focus on such topics as advanced tax strategies, the impact of new legislation on college-funding strategies, financial ramifications of elder care, and many others all led by leaders in their fields. Registration is now open. 

NAIFA-Dallas was recently spotted for coming together as a group to complete the NAIFA Certified Leadership Board Training with a live watch party!

In today’s fast-paced and ever-evolving professional landscape, strong leadership is more important than ever. Whether you're stepping into a leadership role for the first time or looking to refine your existing skills, having the right tools and insights is essential to driving success — both for yourself and your Chapter.

Chapter Staff and Chapter Leaders from across NAIFA Nation met on December 4th, for the December Chapter Leaders Webinar. Attendees were able to hear the latest NAIFA updates and announcements! This month's Chapter Leaders Webinar featured:

NAIFA- Massachusetts was recently spotted for celebrating Matt B Morgovsky's 2nd Anniversary!

Become a NAIFA Certified Leadership Board on December 11 and join these 24 Chapters! 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.

New to the Chapter Playbook this week - a new member letter template! As studies have shown that successfully orienting members as to how to utilize the benefits of membership is the single greatest indicator of whether they will continue their membership in the future, Chapters are strongly encouraged to develop a process to welcome their new members.

Give the Gift of Growth This Season: Earn Your LUTCF® at the Best Prices of the Year 

We are calling for nominations for the 2025 Kenneth Black Leadership Award. If you know someone who demonstrates exemplary leadership qualities and has made a significant contribution toward fulfilling the core values of relationships, education, and ethics, please nominate this individual for the Ken Black Leadership Award. The recipient will be chosen by a selection panel in early December. Note that all recipients must be members of NAIFA and current national Board members are not eligible.