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
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
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.
