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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
3 min read

NAIFA-Wisconsin - Summer 2025

By Richard Balch, CFP, CLU, RICP on 6/20/25 4:57 PM

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

Topics: #NAIFAProud #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
2 min read

Crawford Secures Win in the Nation's Most Expensive Court Race

By George Ermert on 4/2/25 11:27 AM

Dane County Judge Susan Crawford secured an open seat on the Wisconsin Supreme Court, solidifying liberal control for at least another three years.  With 98% of the vote in, Crawford was at 55%, while conservative Waukesha County Judge Brad Schimel was at 45%, according to unofficial returns. The money and national spotlight on this race were unprecedented.  The Tesla CEO and top aide to President Trump and his PAC spent more than $24 Million on this race.  Schimel underperformed in numerous areas around the state as Crawford easily exceeded the numbers that Democratic nominee Kamala Harris put up in the November election in losing to Donald Trump.  Crawford also won Brown, Outagamie, and Winnebago counties after Trump took all three last fall.  Turnout in the Supreme Court race has topped 2.3 million, with some precincts still out. That’s roughly a 26% increase statewide compared to 2023.

Key numbers include:

Topics: Advocacy #NAIFA-Wisconsin

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