<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=319290&amp;fmt=gif">
conferenceWI-1

Brews & Bites

By NAIFA-Wisconsin on 3/5/24 6:16 PM

MARCH 14, 2024

4:00 - 6:00 PM

Join fellow NAIFA-Wisconsin members and non-members alike at the Muskellounge for an informal social mixer from 4:00 - 6:00 pm! No fee to attend. Drinks, food, and games on your own. 

Muskellounge & Sporting Club
4102 Monona Drive
Madison, WI 53716

We can't wait to see you there!

Learn More & Register

Topics: #NAIFAProud Wisconsin naifa-wi

NAIFA Live Watch Party

By NAIFA-Wisconsin on 3/5/24 6:10 PM

MARCH 21, 2024

11:00 AM - 1:00 PM

Gather with your fellow NAIFA-Wisconsin colleagues on Thursday, March 21st from 11:00 am - 1:00 pm Central at D2 Sports Pub for another great NAIFA Live event.

Lunch costs will be on your own. We can't wait to see you!

D-2 Sports Pub Stadium District
788 Armed Forces Drive
Ashwaubenon, WI 54304

Learn More & Register

Topics: #NAIFAProud Wisconsin naifa-wi

NAIFA-Wisconsin Power Summit & Advocacy Day

By NAIFA-Wisconsin on 3/5/24 5:56 PM

Activating Technology for Value in Insurance - Using AI to Simplify Your Firm's Ability to Grow, Remove Bottlenecks, and Build Scale

Erik Vandermause is the vice president of applied intelligence at M3 Insurance. In this role, he is responsible for the overall direction, strategy, and performance of M3's data, analytics, digital, and CRM capabilities. M3.ai combines these capabilities with human ingenuity to deliver new levels of value for its current and future clients, employees, and partners.

Topics: #NAIFAProud Wisconsin
1 min read

NAIFA-Wisconsin Power Summit & Advocacy Day

By NAIFA-Wisconsin on 2/20/24 6:19 PM

NAIFA-Wisconsin is bringing you an exciting lineup of speakers ready to Advocate, Educate, and Differentiate! We are excited to welcome you to Madison on April 16-17, 2024. 

Learn More & Register

Topics: #NAIFAProud Wisconsin
1 min read

NAIFA Live Watch Party

By NAIFA-Wisconsin on 2/2/24 1:34 PM

February NAIFA Live Watch Party

FEBRUARY 16, 2024

11:00 AM - 1:00 PM

Gather with your fellow NAIFA-Wisconsin colleagues on Friday, February 16th from 11:00 am - 1:00 pm at D2 Sports Pub for another great NAIFA Live event.

This month's NAIFA Live, NAIFA's Competitive Edge, is an interactive panel discussion from NAIFA Secretary and former NBA basketball player Christopher Gandy; NAIFA Trustee and marathon runner Carina Hatfield; Former MLB pitcher Jacob Turner; and West Point Graduate and U.S. Army Veteran Kathleen Owings.

Our panelists will discuss the habits of discipline that have got them to the top and how they continue to stay motivated to live their dreams. You will not want to miss this!

Lunch costs will be on your own. We can't wait to see you!

D-2 Sports Pub Stadium District
788 Armed Forces Drive
Ashwaubenon, WI 54304

Register

 

Topics: #NAIFAProud NAIFA Live

Southwest Affiliate Hosts Brews & Bites

By NAIFA-Wisconsin on 2/2/24 1:02 PM

Brews & Bites

MARCH 14, 2024

4:00 - 6:00 PM

Join fellow NAIFA-Wisconsin members and non-members alike at the Muskellounge for an informal social mixer from 4:00 - 6:00 pm! No fee to attend. Drinks, food, and games on your own. 

Muskellounge & Sporting Club
4102 Monona Drive
Madison, WI 53716

We can't wait to see you there!

Topics: #NAIFAProud Wisconsin
1 min read

A message from President Chris Henderson

By Chris Henderson, CLU on 1/16/24 2:24 PM

Welcome to 2024! It is my pleasure to serve as President of NAIFA-Wisconsin this year. As you renew your members this year, and recruit your colleagues as new members, remember that advocacy is a central part of what we do. Without a strong industry advocate, legislators and regulators can implement policies that harm our business. No other topic highlights this better than NAIFA's opposition to the Department of Labor's rehashed Fiduciary Rule. This reintroduced proposal will eliminate consumer choice and put at risk the ability of middle-class Americans to access financial advice. NAIFA will continue to lead the fight against this proposal.

Topics: #NAIFAProud

NAIFA-Wisconsin 2024 Board of Directors

By NAIFA-Wisconsin on 12/27/23 5:39 PM

The Board of Directors for the Wisconsin chapter of the National Association of Insurance and Financial Advisors (NAIFA) has been announced.

2 min read

A Fond Farewell and Congratulations to Laura DeGolier on Her Retirement

By NAIFA-Wisconsin on 12/22/23 4:32 PM

As the curtain closes on the year 2023, so does a remarkable chapter in the career of an exceptional individual - Laura P. DeGolier, CLU, LUTCF, FSS, RICP. A loyal member of the National Association of Insurance and Financial Advisors (NAIFA) since 1980, Laura bids adieu to a distinguished career as she enters the well-deserved realm of retirement.

Topics: #NAIFAProud
1 min read

President Lindsley Farewell Message

By Heather Lindsley, LUTCF, LACP, RICP, NAIFA-Wisconsin President on 12/22/23 3:01 PM

Hello NAIFA-Wisconsin! As my year as President comes to an end, I thought we could reflect on the many accomplishments NAIFA-Wisconsin has achieved in 2023:

Topics: #NAIFAProud

Featured