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Recent posts by NAIFA

2 min read

NAIFA and Society of FSP Collaborate to Offer Resources, Experience, and Expertise on Advanced Financial Planning

By NAIFA on Mar 30, 2022 10:55:02 AM

NAIFA and the Society of Financial Service Professionals (FSP) have entered into a new agreement to support the Advanced Practice Center (APC) as a resource for financial professionals and professionals from associated fields. The APC’s webinars, articles, special events, thought leadership content, and networking opportunities will focus on advanced markets topics and concepts, providing insights into complex cases.

Topics: Advanced Planning Press Release
3 min read

Watch APC Impact Week Sessions On Demand

By NAIFA on Nov 4, 2021 9:59:25 AM

If you missed this year’s Advanced Practice Center Impact Week, don’t worry! We have everything you need to know on-demand. Check out our 10, one-hour sessions with industry experts, including: 

Topics: Running Your Practice Grow Your Business
1 min read

Diane Boyle to Present during APC Impact week

By NAIFA on Oct 18, 2021 4:12:23 PM

NAIFA Senior Vice President for Government Relations, Diane Boyle will be joining us during the 2021 APC Impact Week. Just added to the agenda, Boyle will provide a legislative and regulatory update on Tuesday, October 19th.

Topics: Advocacy Professional Development Advanced Planning
2 min read

NAIFA and FSP Announce 2021 Advanced Practice Impact Week, October 19th - 21st

By NAIFA on Oct 1, 2021 1:39:27 PM

NAIFA and the Society of FSP are bringing together thought leaders for three days of high-impact presentations by financial planning thought leaders for the first Advanced Practice Impact Week October 19th - 21st.  Experts will provide valuable takeaways focused on succession planning, life insurance strategies for business owners, employee stock ownership plans, and more.

Topics: Professional Development Advanced Planning Press Release

Impact Week is Announced

By NAIFA on Sep 21, 2021 11:01:24 PM

We're excited to announce Impact Week will be held October 19-21, 2021. With a line-up of exceptional speakers, we are bringing you new topics and interesting insights on how to add additional value to your practice while solving complex cases through employing the right expert.