I ❤️ NAIFA Month is nearly over, but we want to be sure that we shine the spotlight this incredible member benefit. Keep reading to catch February on-demand and register for March!
On Friday, February 16th, NAIFA Live featured an all-star panel consisting of Christopher Gandy, Carina Hatfield, Jacob Turner, and Kathleen Owings discussing their habits and discipline that have got them to the top and how they continue to stay motivated to live their dreams.
If you couldn't attend live or would like to watch it on demand, the recording of this session is now available and you can watch it on YouTube below. While you're on YouTube, make sure to subscribe to our channel.
Join us as we explore a case study on March 21st at 12 pm eastern. Fresh off the main stage at the 2024 FSP Institute, James Aussem, JD, AEP, presents a case study of a family business and estate that have been passed to two children from a previous marriage with a second wife as beneficiary of the deferred-compensation agreement. You won't want to miss, "Navigating the Complex Issues of Affluent Families and Closely Held Businesses: A View from a Collaborative Team."