Leaders Blog

SECURE 2.0 is here, but what does that mean for your clients' retirement and estate planning? On Tuesday, May 9, from 12 pm to 3 pm eastern, join NAIFA and the Society of Financial Service Professionals for an Advanced Practice Center live virtual event, as three industry experts discuss the impact of SECURE 2.0, what it means for your clients, and why now is the best time to prepare.

We are pleased to announce the return of the NAIFA-FSP Advanced Practice Symposia for 2022! This in-person event series will kick off next month. The first event will be held on April 28th in Indianapolis followed by a second on June 9th in Phoenix, and closing with a third offering on September 29th in Philadelphia. The new collaborative relationship was announced to the media yesterday.

This year's agenda is stacked with premier thought leaders in the field of advanced financial planning. Speakers for this event include NAIFA-Alabama's Mark Massey, Vice President of SMA Services, Inc; NAIFA-Georgia's Steve Broadbent, who serves as Senior Vice President of Retirement at Fulcrum Partners; Vice President of Retirement at Fulcrum Partners, Sam Roberts; and NAIFA-Nebraska's Andrew Rinn, JD, CFP, CLU, ChFC, Vice President of Advanced Markets & Competition and Case Design at Ameritas.

Registration is open for the 2021 Advanced Practice Week.  October, 19th - 21st, NAIFA and the Society of FSP are bringing together thought leaders for three days of high-impact presentations by financial planning thought leaders. Experts will provide valuable takeaways focused on succession planning, life insurance strategies for business owners, employee stock ownership plans, and more.