The 118th Congress has a record number of women. Women now hold 28% of congressional seats. NAIFA, in partnership with Women in Insurance & Financial Services (WIFS), has created the inaugural Women's Financial Security Fly-In, which will take place March 29-30 in Washington, D.C. Through the support of New York Life, Northwestern Mutual, Guardian and Ameritas, the event will bring women advisors from across the country to meet with congressional leaders before making Capitol Hill visits. The historic fly-in will allow women to unify their voices to advocate on issues the specifically affect women's financial and economic security.
Insurance News Net Webinar | Women in Retirement: Outliving Security Webinar | March 8th | 1 pm eastern
Angie Ribuffo, CFP, ChFC, RICP, CDFA, CLTC, loyal member since 2013 joins Stephanie McCullough for a special webinar from Insurance News Net. As Americans live longer, they worry more about outliving their retirement savings. This is especially true for women, who typically live longer than men and, if married, often outlive their husbands. Angie and Stephanie will discuss special concerns women have about retirement security, the role that increased longevity and LTC challenges play, the challenges bringing women into the industry, specific recommendations for addressing women's retirement needs, and much more.
Get to the "YES!" – How to Increase Trust, Connection, and Likeability in 3 Minutes or Less
Thursday, March 16 at 2 pm eastern
Do you want to deepen relationships with current clients and quickly win new business? Do you have your sights set on retaining assets across multiple generations? If you answered yes, then this NAIFA Live is for you.
Founder of Crazy Good Talks, NAIFA member, and Coaches Circle founding member Deidre Van Nest will teach you how to leverage storytelling to grow your personal brand, attract more clients, and build a greater connection to your current ones.
8th Annual DEI Symposium
Monday, May 22, in Washington, D.C.
At NAIFA, Diversity, Equity, & Inclusion is a central part of our 2025 Strategic Plan, and we are proud to be hosting our 8th Annual DEI Symposium in Washington, D.C. on Monday, May 22.
Join us for the Symposium and stay for the Congressional Conference. The Symposium is free to attend as a give-back to the industry.
Access Discount Partner Sales in the NAIFA Marketplace
NAIFA members can save this month with discounts from Lenovo and GE Appliances. Lenovo's annual sale runs through Sunday, March 19, and GE Appliances' March Savings Sale begins Thursday, March 9, and ends Wednesday, March 29.
Members can access discounts from these partners and other exclusive savings all in one place in the NAIFA Marketplace.
NAIFA's State Advocacy Is Second to None
NAIFA state legislative days are a vital part of NAIFA's grassroots strategy. During the first quarter of 2023, 32 NAIFA chapters are holding legislative events including visits with state lawmakers. For information about state legislative days, visit the NAIFA website. Look for photos and reports from the events on the Advocacy in Action blog.
I Love NAIFA Issue of Advisor Today Is Online
NAIFA members have been mailed printed copies of the I Love NAIFA Month issue of Advisor Today magazine. The issue features a cover story on 2023 NAIFA President Bryon Holz, an advocacy report, updates from NAIFA's Centers of Excellence, and photos from the National Leadership Conference and Belong event.
The issue also has stories on NAIFA's 2022 national award recipients:
The John Newton Russell Memorial Award: Harry Hoopis
Terry Headley Lifetime Defender: Robert Miller
NAIFA Diversity Champion: Christopher Gandy
Advisor Today's 4 Under 40 Winnwers: Matthew Daley, Scott Blake, Eric Bottolfsen, and Brett Moore.
The electronic version of the issue is now available.
Taxation Needs Representation: We Need to Power the PAC
IFAPAC needs your help. Congress doesn't hold bake sales as fundraisers, they raise taxes. We need a strong PAC to mitigate risks to our businesses, industry, and consumers. Your contributions will also help your state meet its 2023 goals.
If you've never given, let's get started. Even $10 a month makes a huge difference. If you already give, thank you--you're helping to protect the profession that we all love.
Contributions to IFAPAC are voluntary and are used to contribute to campaigns of candidates for elected office. Your contributions will be divided between your state chapter’s IFAPAC and IFAPAC National if you have directed NAIFA to do so. You have the right to refuse to contribute without reprisal. The amount contributed will not benefit or disadvantage you in any way. Corporate contributions to IFAPAC’s political fund are prohibited. Contributions to IFAPAC are not deductible for federal income tax purposes. For NAIFA-Massachusetts members, the division of funds will be 60%/40% up to the state limit of $500 per calendar year. For NAIFA-New York members, a contribution on an LLC account will be retained 100% by the IFAPAC administrative fund due to state campaign finance rules.
Updated "Find an Advisor" Search
Is your public-facing profile updated? Remember, your profile is shown to consumers on FinancialSecurity.org. Make sure it's the one you want! To update it, go to our online community at www.naifaconnect.org.
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