Join us for a NAIFA Live Watch Party on Thursday, March 19 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 also be available virtually for those who prefer to join online. Please reach out to NAIFA-Wisconsin for the virtual link.

This month’s NAIFA Live features Matt Halloran presentingBe Irreplaceable: What AI Can’t Replace in the Age of Automation.

About this Session:
In a world where algorithms are learning to manage portfolios faster than you can say “fiduciary,” financial advisors face a stark truth—adapt or become obsolete. AI is here. It’s efficient, tireless, and already replacing routine financial tasks. But there’s one thing it will never master: the human connection. In Be Irreplaceable, keynote speaker and communication expert Matt Halloran delivers a jolt of reality—and a roadmap to relevance. Through bold storytelling and actionable strategies, Matt challenges advisors to stop hiding behind scripts and start mastering the one skill no machine can replicate: engaged, empathetic, deeply personal communication. Learn how to build trust faster, influence deeper, and connect on a level that turns clients into lifelong advocates—because in the age of AI, being human is your last competitive edge.

After attending this webinar, you will be able to:

• Admit that AI can do a lot of what you have historically done for clients
• Learn how AI can actually help you be irreplaceable
• Learn how the Atomic Content Method works and how it can help you make the connections needed to grow your business organically

About Book Club:
The lack of personal accountability is a problem that has resulted in an epidemic of blame, victim thinking, complaining, and procrastination. No organization—or individual—can successfully compete in the marketplace, achieve goals and objectives, provide outstanding service, engage in exceptional teamwork, or develop people without personal accountability.

John G. Miller believes that the troubles that plague organizations cannot be solved by pointing fingers and blaming others. Rather, the real solutions are found when each of us recognizes the power of personal accountability. In QBQ! The Question Behind the Question®️, Miller explains how negative, ill-focused questions like “Why do we have to go through all this change?” and “Who dropped the ball?” represent a lack of personal accountability. Conversely, when we ask better questions—QBQs—such as “What can I do to contribute?” or “How can I help solve the problem?” our lives and our organizations are transformed.

Locations:
D-2 Sports Pub Stadium District
(Book Club at this location only)
788 Armed Forces Dr
Ashwaubenon, WI 54301

or

E4 Insurance Services
951 Kimball Lane Suite 206
Verona, WI 53593

No fee - but lunch is on your own.

This webinar will review recent changes and updates in the law (including case law, Treasury Regulations, and IRS pronouncements) and provide attendees with practical planning ideas resulting from them.

Topics scheduled to be discussed include:

-OBBBA: the New 2/37th Rule for Itemized Deductions; Charitable Contributions; $15M Lifetime Exemption

-Wealth Planning in a World of Concentration, Higher Bond Yields, and Hidden Tax Drag

-Kyle Busch et al vs. Pacific Life Insurance Company et al

-Business Ownership and Entity Choice: Section 1202 (QSBS); S-Corp vs C-Corp Considerations

-Long-Term Care Planning

SAVE THE DATE for NAIFA-Wisconsin's Power Summit - Empowering Advisors in Any Climate.

Tundra Lodge
865 Lombardi Ave
Green Bay, WI 54304

Watch your inbox for additional details.

The lack of personal accountability is a problem that has resulted in an epidemic of blame, victim thinking, complaining, and procrastination. No organization—or individual—can successfully compete in the marketplace, achieve goals and objectives, provide outstanding service, engage in exceptional teamwork, or develop people without personal accountability.

John G. Miller believes that the troubles that plague organizations cannot be solved by pointing fingers and blaming others. Rather, the real solutions are found when each of us recognizes the power of personal accountability. In QBQ! The Question Behind the Question®️, Miller explains how negative, ill-focused questions like “Why do we have to go through all this change?” and “Who dropped the ball?” represent a lack of personal accountability. Conversely, when we ask better questions—QBQs—such as “What can I do to contribute?” or “How can I help solve the problem?” our lives and our organizations are transformed.

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

No fee - but lunch is on your own.

Come out to D2 Sports Pub Stadium District or E4 Insurance Services for a NAIFA Live Watch Party on Thursday, February 19 , beginning at 11:00 am Central.

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

OR

E4 Insurance Services
951 Kimball Lane Suite 206
Verona, WI 53593

Talk So Clients Listen: The Art of Connection That Drives Your Success
Presented by Ellen Rogin, CPA, CFP

Technical knowledge builds credibility, but communication builds connection, and connection drives business success. In this engaging webinar, Ellen Rogin, CPA, CFP, and New York Times bestselling author, shares how top advisors use communication as their competitive edge. You will discover how to build trust faster, listen for what is really being said, and make every conversation more meaningful and effective.

You will walk away with:

• The one word that can instantly boost client buy-in and trust

• How to ask questions that open deeper, more productive conversations

• The body language cues that make your communication more confident and compelling