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Upcoming Events

Step Up Your Game with NAIFA

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Step Up Your Game with NAIFA

March 21, 2023 | 11 am - 3 pm

Sunnyside Golf & Country Club, Waterloo

Join your industry peers for a half-day of education and networking! The day will start with NAIFA-Live featuring James Aussum (fresh off the main stage at the FSP Institute) presenting a case study on estate planning, and family businesses. (1 CFP credit, pending) Next, we'll provide an update on all the latest information happening at NAIFA, including the merger of FSP and Life Happens.

Dick Dobson will present, "Be Understood: Simplified Client Communications Concepts" (1 ethics CEC, pending). Help your clients easily understand basic economic and financial concepts in easily recalled ways to help reduce misunderstanding, dissatisfaction, and complaints. 

After our educational sessions, enjoy some basketball in the 19th Hole!

This is a fantastic opportunity to invite a non-member to join us...don't forget NAIFA's membership now includes CPAs and attorneys!

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NAIFA Iowa Legislative Reception & Day on the Hill

February 19th & 20th

Des Moines, IA

Join fellow NAIFA-Iowa members at the 2024 Legislative Reception and Advocacy Day to help lead the legislative efforts for the 2024 session! Together we can continue to get things done at the Capitol and beyond!

REGISTRATION IS NOW LIVE!



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Public Policy Issues to Monitor in 2024 and Beyond

February 28th

11:30 - 1:00 PM

Speakers:  Tyler Brown AVP and Head of Government Affairs, Sammons Financial Group, Des Moines

Tyler De Haan, Director -Advanced Sales, Sammons Institutional Group, Des Moines

The purpose of this one-hour seminar is to discuss public policy issues upcoming in 2024 and their impact on insurance and financial planning.

Registration Link https://events.r20.constantcontact.com/register/eventReg?oeidk=a07ek80yaek4e75c7db&oseq=&c=&ch= 

You must register to receive a Zoom link for the program.

 

Questions:  Email  fspexecia@gmail.com 


Chapter & Affiliate Events 

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