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.
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
Topics: #NAIFAProud #NAIFA-Wisconsin
1 min read
February NAIFA Live Watch Party
Carson Porter
February 20, 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, February 20th beginning at 11:00 am!
Topics: #NAIFAProud Networking NAIFA Live naifa-wi
1 min read
Kristin Alfheim Sworn in as Wisconsin State Senator
On January 6, 2025, NAIFA member Kristin Alfheim, CLTC, RICP, proudly took the oath of office as Wisconsin State Senator representing the 18th District in Appleton. Reflecting on her journey, Kristin shared, "I cut my teeth in advocacy with NAIFA, and I will always be grateful for the skills and friendships I've gained as a member."
A dedicated NAIFA member since 2004, Kristin has held numerous leadership roles at both local and state levels, including serving as NAIFA-Wisconsin President in 2019. As a graduate of the Leadership in Life Institute (LILI) and recipient of the Financial Security Advocate badge, Kristin has exemplified a commitment to professional growth and service.
We are incredibly proud to celebrate Senator Alfheim as one of NAIFA's own and are confident she will excel in representing her constituents and making a positive impact in the Wisconsin Legislature.
Topics: #NAIFAProud #NAIFA-Wisconsin
2 min read
January NAIFA Live Watch Party
Panos Leledakis
January 16, 2025
11:00 AM - 1:00 pm
Come out to D-2 Sports Pub for a NAIFA Live Watch Party on Thursday, January 16th beginning at 11:00 am.
Topics: #NAIFAProud Networking NAIFA Live naifa-wi
Breakfast with Representative Gwen Moore
NAIFA-Wisconsin members Tim Dwyer and Daniel Ward attended a breakfast hosted by Representative Gwen Moore, with special guest, House Minority Leader, Hakeem Jeffries.
Topics: #NAIFAProud #NAIFA-Wisconsin
Join NAIFA-Wisconsin's Holiday Cheer on December 5th
Join your fellow NAIFA-Wisconsin members on December 5th for some Holiday Cheer! We look forward to connecting with you at PJ's at SentryWorld for a great time filled with holiday cheer.
Topics: #NAIFAProud #NAIFA-Wisconsin
NAIFA-Wisconsin's Holiday Cheer
Join your fellow NAIFA-Wisconsin members on December 5th for some Holiday Cheer! We look forward to connecting with you at PJ's at SentryWorld for a great time filled with holiday cheer.
Topics: #NAIFAProud #NAIFA-Wisconsin
Congratulations Wisconsin SD18 Senator-elect Kristin M. Dassler-Alfheim, CLTC, RICP
It is with great pride that NAIFA-Wisconsin congratulates newly elected State Senator, Kris Alfheim. Kris works tirelessly for her clients, her industry, and her constituents. Kris previously served as District 11 Alderperson.
Topics: #NAIFAProud #NAIFA-Wisconsin
4 min read
NAIFA-Wisconsin Schreiber GR Group Election Update
SGR Election Update
Trump wins Wisconsin; Trump wins Presidency
Several polls over the weekend showed a neck-and-neck race for the presidency in Wisconsin, and both candidates spent a lot of time campaigning in the state over the past few weeks. With 99% of the vote in, Trump has a 29,000-vote lead over Harris in Wisconsin. With a sweeping set of victories across the battleground states, including Wisconsin, Trump declared victory in the presidential election early Wednesday morning.
