NAIFA-National

Join us on July 8th at 12 PM Eastern for the Q3 State of NAIFA webinar. Hear updates from Christopher L. Gandy, Kevin Mayeux, and Diane Boyle on advocacy priorities, key programs, and how to get the most out of your NAIFA membership this year.

https://hubs.ly/Q04m9-fF0

High-net-worth business clients don't just need standard estate planning—they need sophisticated executive benefits strategies to retain top talent and plan for succession. If you want to expand your practice in advanced planning, join NAIFA’s upcoming free webinar on Tuesday, June 23, at 12 PM ET: "Executive Benefits Strategies Every Estate Planner Must Know," sponsored by the American Cancer Society. Expert speaker Kathleen Bilderback, JD, LLM, AEP, will break down critical legal, tax, and charitable planning frameworks. Plus, CE credits (CFP, CLE, CPE) are available! Register here: https://hubs.ly/Q04lT1_t0

NAIFA is proud to collaborate with Mediaplanet on its Women in Finance campaign, featuring NAIFA Secretary Carina Hatfield. The campaign spotlights the women, leaders, and organizations working to advance opportunity across financial services and highlights the role of mentorship, education, and inclusive leadership in building a stronger future for the profession.
Read Carina’s article here:

A Woman’s Guide to Careers in Insurance and Financial Advising A historic wealth transfer is putting trillions in women’s hands, yet women remain vastly underrepresented among financial advisors.

NAIFA is proud to collaborate with Mediaplanet on its Women in Finance campaign, featuring NAIFA Trustee Kathleen Bilderback. The campaign highlights the women and organizations helping to expand leadership opportunities, strengthen financial confidence, and create a more inclusive future across financial services.
Read Kathleen’s article here:

What It Takes to Lead in Finance Our panel of experts reflects on the pivotal moments and overlooked barriers that shaped their rise to leadership in finance.