Summer has arrived in Wisconsin - and as always, it will fly by! Whether you’re golfing, fishing, camping, or just enjoying time outdoors, I hope you're making the most of it. Like many of you, I take this time in the office to slow down a bit, catch up on projects, and reflect on the year ahead for NAIFA-WI
Richard Balch, CFP, CLU, RICP
Recent posts by Richard Balch, CFP, CLU, RICP
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NAIFA-Wisconsin - Summer 2025
By Richard Balch, CFP, CLU, RICP on 6/20/25 4:57 PM
Topics: #NAIFAProud #NAIFA-Wisconsin
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A Message from President Richard Balch, CFP, CLU, RICP
By Richard Balch, CFP, CLU, RICP on 4/1/25 7:09 PM
Happy April, NAIFA-Wisconsin!
As your Wisconsin Chapter President, I’m excited to share what our chapter has in store for 2025. The Board has been hard at work, and I’d like to highlight some key updates.
Since taking office in January, we approved a balanced budget and renewed our contract with Schreiber Government Relations Group for another two years to align with Wisconsin’s biannual budget cycle. In February, we welcomed ten new members—if you’re one of them, welcome to NAIFA-WI! We’re thrilled to have you on board.
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