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Leaders Blog

2 min read

What SECURE 2.0 Means for Your Clients' Retirement and Estate Planning

By NAIFA on 4/20/23 11:00 AM

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.

Topics: Retirement Planning Advanced Planning Estate Planning Insurance SECURE 2.0 NAIFA Partner
1 min read

NAIFA-FSP Advanced Practice Symposia Return in 2022 with a New Collaborative Relationship Recently Announced

By Leslie Schiff on 3/31/22 7:15 PM

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.

Topics: Advanced Planning
2 min read

2021 Advanced Practice Impact Week, October 19th - 21st

By NAIFA on 10/8/21 2:15 PM

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.

Topics: Professional Development Advanced Planning

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