By NAIFA - August 28, 2019
Professional Development Offerings at NAIFA P+P
Deciding what sessions to attend while you're at Performance + Purpose? We can help! We've organized the breakout sessions by professional development track based on the topic(s) being covered. The 5 tracks are: Business Performance, Products and Services, Talent Development Center, Limited & Extended Care Planning Center, and Advanced Practice Center. To see the schedule of sessions categorized by professional development track, visit https://conference.naifa.org/tracks.
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
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 NAIFA - 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.
