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2 min read

Earn the Certified Home Equity Advisor (CHEA) Credential

By NAIFA-Wisconsin on 6/1/26 2:18 PM

 

George Bain, Fairway Home Mortgage

Virtual Class Dates - Two 4-Hour Sessions:
Session 1 - June 23, 2026
Session 2 - June 25, 2026

9:00 AM - 1:00 PM CT

8-Hour CE Program for Financial & Insurance Professionals

Expand your retirement planning expertise with the CHEA credential - an advanced CE program focused on the ethical integration of housing wealth into retirement strategies for clients 55+. Developed in collaboration with National Association of Insurance and Financial Advisors (NAIFA), this program equips you to more fully serve your older clients with confidence.

What You'll Gain

  • 8 hours of approved insurance and/or CFP© CE Credit
  • Training in reverse mortgage and housing wealth strategies
  • CHEA digital/print credential
  • Client education tools and scenario support resources

Who Should Attend

NAIFA members in good standing. (NAIFA membership required)

Designed for financial advisors, insurance professionals, CFP© practitioners, RIAs, and professionals serving clients age 55+.

Course Fee
$200

Not a NAIFA Member Yet?Join here.

REGISTER HERE

Topics: #NAIFA-Wisconsin
1 min read

NAIFA-Wisconsin on Capitol Hill

By NAIFA-Wisconsin on 5/20/26 12:40 PM

Every year, NAIFA members travel to Washington, D.C., for one of the most important events of the year - the Congressional Conference. They show up personally to advocate for the clients, communities, and small businesses they serve every day.

Topics: #NAIFA-Wisconsin
1 min read

2nd Annual Charity Golf Outing

By NAIFA-Wisconsin on 5/20/26 9:29 AM

September 28, 2026
11:00 AM Registration |12:00 PM Shotgun Start
Hilly Haven Golf Course, De Pere, WI 54115


Sign up now for NAIFA-Wisconsin's Charity Golf Outing coming to you September 28th at Hilly Haven Golf Course!
We can't wait to see you.

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.


And of course, no tournament would be complete without beverages and bragging rights at the social afterwards.

Registration Rates:

Single Golfer: $125 | Single + 1: $250
Team: $500 | Team + Hole Sponsor: $600

REGISTER HERE

Topics: #NAIFA-Wisconsin
1 min read

Welcome Members!

By NAIFA-Wisconsin on 5/18/26 1:30 PM

Welcome Our Newest Members to NAIFA-Wisconsin!

We are excited to extend a warm welcome to these incredible professionals who have recently joined NAIFA-Wisconsin. Each one brings a unique perspective, experience, and passion for serving clients in the financial services industry. Please join us in welcoming:

Topics: #NAIFAProud #NAIFA-Wisconsin
2 min read

NAIFA-Wisconsin NAIFA Live Watch Party & Book Club

By NAIFA-Wisconsin on 5/13/26 4:47 PM

June 18, 2026

11:00 AM - 1:00 PM

Join us for a NAIFA Live Watch Party on Thursday, June 18th at 11:00 AM CT, hosted atD2 Sports Pub Stadium DistrictorE4 Insurance Services.

After NAIFA Live, we'll continue the conversation with Book Club at our D2 Sports Pub Stadium District location. The Book Club portion will be available virtually (indicate virtual option in registration to get your link).

June's NAIFA Live features Joey Davenport, CLU, CLF, presenting:

Business Development and Generating Favorable Introductions in Today's Market

Topics: #NAIFA-Wisconsin
1 min read

Differentiate Yourself From The Crowd!

By NAIFA-Wisconsin on 5/12/26 5:50 PM

The 2026 nomination period for many of NAIFA’s national awards is officially underway, with applications being accepted through June 30.

These awards honor professionals who demonstrate excellence in leadership, advocacy, service, education, and professional achievement. Opportunities for recognition span a wide range of categories, including practice specialties, years of industry service, and volunteer leadership within NAIFA.

The awards differentiate NAIFA members with national recognition that not only highlights individual accomplishments but also showcases the strength, professionalism, and influence of NAIFA-Wisconsin members across our industry. 

We encourage you to nominate yourself or a deserving colleague and help us celebrate the outstanding work being done throughout the Badger State of Wisconsin!

To view the full list of awards and application links, visit the NAIFA Awards Page.

Topics: #NAIFA-Wisconsin
2 min read

Congratulations to the 2026 A. Jack Nussbaum Recipient

By NAIFA-Wisconsin on 4/29/26 11:41 AM

Honoring Legacy and Leadership: A. Jack Nussbaum and Romeo Raabe

The story of A. Jack Nussbaum is one of grit, opportunity, and lasting impact. Born in Glasgow, Scotland, he began working at age 12 and immigrated to the United States at 15. Within just a few years, earning $4 a week in a factory, he saved enough to bring his parents to America, setting the tone for a life defined by discipline and determination.

Topics: #NAIFA-Wisconsin
1 min read

NAIFA-Wisconsin Power Summit a Success!

By NAIFA-Wisconsin on 4/29/26 11:23 AM

NAIFA-WI Power Summit Recap: Built to Adapt. Positioned to Win.

Last week, NAIFA-Wisconsin brought together financial professionals from across the state for the 2026 Power Summit in Green Bay, a two-day event focused on helping advisors stay competitive, relevant, and resilient in a rapidly changing environment.

Held April 21–22 at the Tundra Lodge, this year’s theme,  “Empowering Advisors in Any Climate”  was more than a tagline. It showed up in every session, conversation, and connection throughout the event.

Topics: #NAIFA-Wisconsin

2026 Power Summit

By NAIFA-Wisconsin on 3/19/26 2:07 PM

Click below to hear NAIFA-WI President Benjamin Borchardt and Past President Richard Balch share why you should attend the 2026 Power Summit, April 21–22 at the Tundra Lodge in Green Bay.

Topics: #NAIFA-Wisconsin Conference
1 min read

All New NAIFA Store

By NAIFA-Wisconsin on 3/10/26 1:10 PM

Living in the Midwest, we’ve gotta be ready for all of the dozen or so seasons we experience in a calendar year, including but not limited to: 2nd winter, fake spring, mud-season, false summer; you live here, you know what we’re talking about!!

To help you look sharp, no matter what Mother Nature has in store, check out the newly launched NAIFA Store. It’s loaded with shirts, jackets, headgear, accessories, and drinkware to sport your NAIFA pride on clothing brands you know, trust, and love.

Differentiate yourself and show your NAIFA pride while traveling to NAIFA’s Congressional Conference in DC, attending a local watch party or lunch meeting, or while meeting with your clients. You’re bound to find a look that fits your style!

Check out the brand new NAIFA Store and see if something catches your eye!

Topics: #NAIFA-Wisconsin

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