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NAIFA-Wisconsin


Recent posts by NAIFA-Wisconsin

1 min read

NAIFA Members Meet With Congressman Tony Wied

By NAIFA-Wisconsin on 7/29/25 7:47 PM

Earlier this month, NAIFA members had the opportunity to meet with Congressman Tony Wied, who is currently serving his first term representing Wisconsin’s 8th Congressional District. The meeting included time for personal introductions, as well as an overview of NAIFA—our mission, membership, and the clients we serve.

We also presented Congressman Wied with our issue brief highlighting bipartisan legislation supported by NAIFA and encouraged him to consider co-sponsoring these important bills.

It was a productive and engaging conversation, and we look forward to building a strong working relationship with Congressman Wied and his team.

 

Pictured from left to right: Justin Manning, Todd Gerbig, Congressman Wied, Patrick Mongin, & Richard Balch.

Topics: Advocacy #NAIFA-Wisconsin
1 min read

August NAIFA Live Watch Party & Book Club

By NAIFA-Wisconsin on 7/22/25 8:54 PM

August 21, 2025

11:00 AM - 1:00 PM

Want to connect in person with your Wisconsin colleagues? Join us at D-2 Sports Pub for a NAIFA Live Watch Party on Thursday, August 21st beginning at 11:00 am!

This month's NAIFA Live event will feature Combating Elder Financial Abuse with John Schwartz. 

 NAIFA-Wisconsin Book Club

12:00 PM (immediately following NAIFA Live)

Hillbilly Elegy

Hillbilly Elegy recounts Vice President J.D. Vance's powerful origin story...

From a former marine and Yale Law School graduate now serving as the Vice President of the United States, an incisive account of growing up in a poor Rust Belt town that offers a broader, probing look at the struggles of America's white working class.

Click here for the “Hillbilly Elegy- JD Vance” book club discussion questions.

So that we may have a headcount for the restaurant, please register below.

D-2 Sports Pub Stadium District
788 Armed Forces Dr
Ashwaubenon, WI 54301

Register Today!

Topics: #NAIFA-Wisconsin

Happy Independence Day NAIFA-Wisconsin!

By NAIFA-Wisconsin on 7/1/25 6:40 PM

As we celebrate the birth of our nation, NAIFA extends warm wishes to you and your families for a joyful and safe Fourth of July.

This day reminds us of the power of freedom, the strength of community, and the importance of service — values we proudly uphold in our work and in our lives.

Enjoy the fireworks, celebrate with loved ones, and take a moment to reflect on the opportunities we share as Americans.

Topics: #NAIFA-Wisconsin
2 min read

Lead the Way: NAIFA-Wisconsin Board Opportunities Now Open

By NAIFA-Wisconsin on 7/1/25 6:01 PM

Are you passionate about shaping the future of our profession? Do you want to make a meaningful impact within your NAIFA community? Here’s your chance.

NAIFA-Wisconsin is currently seeking dedicated, forward-thinking members to serve as board officers and directors in 2026. This is an incredible opportunity to lead, grow, and give back to the organization that supports your career and advocates for your success.

Why Serve?

Topics: #NAIFA-Wisconsin

NAIFA-Wisconsin Power Summit & Legislative Day

By NAIFA-Wisconsin on 6/20/25 4:17 PM

September 15-16, 2025
The Park Hotel - Madison, Wisconsin

22 S Carroll St, Madison, WI 53703

Topics: #NAIFAProud #NAIFA-Wisconsin
1 min read

NAIFA-Wisconsin's First Annual Charity Golf & Cornhole Tournament

By NAIFA-Wisconsin on 6/20/25 3:53 PM

Join your NAIFA-Wisconsin Colleagues at Bullseye Golf Club on September 29th!
 
Sign up now for NAIFA-Wisconsin's Charity Golf Outing coming to you September 29th at Bullseye Golf Club!
 
The proceeds from this year's tournament will benefit   The Highground Veterans Memorial. We look forward to a successful event and getting to know more about The Highground.

We will host a corn hole tournament for you non-golfers out there later in the afternoon.
And of course, no tournament would be complete without beverages and bragging rights at the social afterwards.
Topics: #NAIFAProud #NAIFA-Wisconsin

NAIFA-Wisconsin Represents in Washington, D.C.

By NAIFA-Wisconsin on 5/20/25 6:51 PM

Ten dedicated members from all over Wisconsin traveled to our Nation's Capital on May 20-21 to advocate for their clients and industry. Connections were established, conversations were had, and a difference was made. YOU are invited to join us for NAIFA's 2026 Congressional Conference, where you, too, will make a difference.

Topics: Advocacy #NAIFA-Wisconsin
1 min read

NAIFA-Wisconsin LILI Book Club

By NAIFA-Wisconsin on 4/29/25 6:41 PM

May 29, 2025

11:00 AM - 1:00 PM

NAIFA-Wisconsin Book Club - The Let Them Theory

What if the secret to peace... is letting them?

Join us in-person or by Zoom for an eye-opening discussion on The Let Them Theory - a book that's sparking conversations everywhere about boundaries, self-worth, and emotional freedom.

In this book club discussion, we will unpack the powerful concept that sometimes the best response is no response at all. Learn how "letting them" - be it in relationships, work, or life - can actually be the most empowering move you make.

Let's talk boundaries, Let's talk peace. Let's talk The Let Them Theory.

Hybrid Event: Please join us on Zoom or at D-2 Sports Pub Stadium District. 

D-2 Sports Pub Stadium District
788 Armed Forces Dr
Ashwaubenon, WI 54301

Register Here

Topics: LILI #NAIFA-Wisconsin
1 min read

Webinar: Social Security Unlocked

By NAIFA-Wisconsin on 4/8/25 4:22 PM

Social Security Unlocked: Maximizing Benefits & Guiding Your Clients - Webinar

 

May 15, 2025

1:00 - 2:00 PM CST

Making a smart Social Security claiming decision is more complex than many retirees and financial professionals may realize. Retirees can miss out on hundreds of thousands of dollars over their lifetimes.

Topics: Continuing Education Webinar #NAIFA-Wisconsin

Welcome New and Returning Members

By NAIFA-Wisconsin on 4/3/25 12:53 PM

NAIFA-Wisconsin is thrilled to welcome our new and returning members for the first quarter of 2025! We’re excited to connect with you at upcoming events and look forward to getting to know you better. Click below to meet our newest members.

Topics: #NAIFAProud Membership new members #NAIFA-Wisconsin

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