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
NAIFA-Wisconsin Power Summit & Legislative Day
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
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.
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.
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
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
Topics: LILI #NAIFA-Wisconsin
1 min read
Webinar: Social Security Unlocked
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
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
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
1 min read
April NAIFA Live Watch Party
April NAIFA Live Watch Party
Jonathan Seif
April 17, 2025
11:00 AM - 1:00 PM
Want to connect in person with your Wisconsin colleagues? Join us at D-2 Sports Pub for a NAIFA Live Watch Party on Thursday, April 17th beginning at 11:00 am!
This month's NAIFA Live event will feature Leveraging AI and Data to Drive Growth in Financial Services with Jonathan Seif.
So that we may have a headcount for the restaurant, please register below.
D-2 Sports Pub Stadium District
788 Armed Forces Dr
Ashwaubenon, WI 54301
AI is changing the business landscape by the day and NAIFA is here to keep you current.
Join Jon Seif as he shows how forward-thinking firms are using data and AI to establish relationships and address the needs of their clients. During the webinar you’ll also see how Catchlight (built in Fidelity Labs) is helping advisors cultivate deeper relationships while cross-selling more of their insurance clients into wealth management.
Topics: NAIFA Live #NAIFA-Wisconsin
3 min read
A Message from President Richard Balch, CFP, CLU, RICP
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.
Upcoming Events & Opportunities
