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By NAIFA - September 04, 2019

Limited & Extended Care Planning Center Track at Performance + Purpose

Don't miss these two breakout sessions sponsored by NAIFA's Limited and Extended Care Planning Center. Thursday's session "Innovation in the Extended and Long Term Care Marketplace" starts at 2:45 pm and features experts from the following sponsoring companies: LegacyShield, Nationwide, Retirement Funding Solutions, a Mutual of Omaha Company, and OneAmerica.

By NAIFA - 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 NAIFA - 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 NAIFA - 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. 

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