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By Tara Laptew - August 12, 2019

Global Financial Navigation – Understanding, Appreciating and Engaging across Country Borders

Consumed with his vision to understand, appreciate and engage financial advisors from the differing disciplines of insurance, investment, banking, tax and the law, NAIFA workshop presenter Stephen Kagawa is purposefully connecting this worldwide expertise to better guide multi-national people and companies through their cross-border realities together with The Pacific Bridge Companies, an organization comprised of multiple international interdependent financial planning and wealth management related firms spanning the United States, Japan, and Hong Kong.  

By Tara Laptew - August 07, 2019

You Don't Want to Miss This Year's Keynote Speakers

NAIFA has secured an excellent lineup of keynote speakers for this year's Performance + Purpose Conference! The conference kicks off with Thursday's General Session featuring Scott Mann. Scott is a former Green Beret (U.S. Army Special Forces) and current author, speaker, and trainer. As a Green Beret in the United States Army, Scott Mann forged bonds and solved problems using values that moved people around the world to stand up for themselves. His secret? He was able to restore trust and create human connections in places where that didn’t seem possible. Scott teaches corporate leaders and their teams the relationship-building techniques that drive so many of his successful combat operations.

By Tara Laptew - August 07, 2019

Protecting a Client’s Most Valuable Asset, Their Income

Brian Martin is another highly accomplished workshop presenter leading Friday's breakout session, "Protecting a Client's Most Valuable Asset, Their Income". Brian's session will cover how he positions disability income protection with his clients as an important strategy in the overall financial planning process. 

By Tara Laptew - July 29, 2019

What Sessions are You Attending?

The upcoming NAIFA Performance + Purpose Conference is THE educational conference for financial service professionals that serve #MainStreetUSA. This year's conference brings even more top producers who have insights and tips you need to help American families and businesses achieve financial security.

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