Join fellow NAIFA members for NAIFA Live, our monthly program!
To register for NAIFA Live, please go through the Member Portal. Once you have signed into the member portal, hover over the Educate tab and click on NAIFA Live to register.
NAIFA Live is a virtual event available to NAIFA members. Please register in advance. If you are not yet a member, please join us to take advantage of all the benefits NAIFA has to offer.
.png)
Come out to D2 Sports Pub Stadium District or E4 Insurance Services for a NAIFA Live Watch Party on Thursday, September 18th, beginning at 11:00 am Central.
This month's NAIFA Live event will feature Celebrating Life Insurance Awareness Month.
We hope you will join us for this phenomenal event!
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
Join NAIFA Board Member Barb Pietrangelo as she provides you with new information, insights, and resources to empower you to have the life insurance discussion with your clients.
Highlighting the vital work of Life Happens you will:
Discover the groundbreaking results of the 2025 Insurance Barometer Study and the impact on the industry and your practice.
Meet the newest Real Life Story recipient, Racquel Pleasants, as Barb hosts a compelling Q&A with Racquel who will share her family’s emotional journey. Racquel and her husband Ryan, a firefighter and nurse, never imagined they’d need the life insurance they purchased early on. But when Ryan passed away unexpectedly at 41, that coverage became a vital “security blanket” for Racquel and their children.
Learn how to leverage Life Happens resources that are exclusive to NAIFA members.
Understand how to move clients to action as you inspire and educate through real-life examples.
This webinar offers a moving look at why life insurance matters, how it can provide stability during life’s most difficult moments, and the real-life impact it has on families like the Pleasants.
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
See you at the Bullseye!
Bullseye Golf Club
2800 Ridgewood Trail
Wisconsin Rapids, WI 54494
Come out to D2 Sports Pub Stadium District or E4 Insurance Services for a NAIFA Live Watch Party on Thursday, September 18th, beginning at 11:00 am Central.
This month's NAIFA Live event will feature Celebrating Life Insurance Awareness Month.
We hope you will join us for this phenomenal event!
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
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 completing this training, you will be able to:
1. Admit that AI can do a lot of what you have historically done for clients
2. Learn how AI can actually help you be irreplaceable
3. Learn how the Atomic Content Method works and how it can help you make the connections needed to grow your business organically
Want to connect in person with your Wisconsin colleagues? Join us at D-2 Sports Pub for a NAIFA Live Watch Party on Thursday, August 21st beginning at 11:00 am!
This month's NAIFA Live event will feature Combating Elder Financial Abuse with John Schwartz.
NAIFA-Wisconsin Book Club
12:00 PM (immediately following NAIFA Live)
Hillbilly Elegy
Hillbilly Elegy recounts Vice President J.D. Vance's powerful origin story...
From a former marine and Yale Law School graduate now serving as the Vice President of the United States, an incisive account of growing up in a poor Rust Belt town that offers a broader, probing look at the struggles of America's white working class.
Click here for the “Hillbilly Elegy- JD Vance” book club discussion questions.
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
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
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.
Martha Shedden, RSSA, CRPC, is the President and Co-founder of the National Association of Registered Social Security Analysts (NARSSA). A Chartered Retirement Planning Counselor (CRPC), she hosts the popular podcast Social Security: Answers from the Experts. Martha is the author of numerous white papers, seminar presentations, and articles on Social Security and retirement planning. Her published books include Avoiding Social InSecurity, The Retirement You Desire, and The Social Security You've Earned.
This presentation focuses on the Social Security rules and claiming decision considerations that are most often overlooked and least understood.
This course is pending one hour of insurance continuing education, one hour of CFP credit, and one hour of CPE credit.
Members & Non-Members: $15
PLEASE COMPLETE BOTH STEPS OF REGISTRATION!
Step One:
Please complete the required affidavit and review the virtual attendee procedures to ensure your eligibility for continuing education (CE) credit for this course.
Step Two:
Complete your full registration and submit your registration fee by clicking below.
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.
During Leveraging AI you will:
Learn key insights about the great wealth transfer and organic growth
Hear how modern firms are using data and AI to identify, prioritize, and engage with clients
See a demo of the Catchlight platform (built in Fidelity Investments’ tech incubator, Fidelity Labs)
Want to connect in person with your Wisconsin colleagues? Join us at D-2 Sports Pub for a NAIFA Live Watch Party on Thursday, March 20th beginning at 11:00 am!
Nearly half of Americans know someone struggling with addiction, making substance use disorders a reality that financial professionals can’t afford to ignore. As the opioid epidemic continues to devastate families, its financial impact extends beyond personal hardship—costing the U.S. economy over $1 trillion annually and directly affecting careers, retirement plans, estates, and marriages. The responsibility of financial advisors goes beyond traditional wealth management. Addiction can drain financial resources, create estate planning complications, and leave loved ones vulnerable to long-term financial distress. This course equips financial professionals with the knowledge and tools to identify financial red flags, understand the legal and planning challenges posed by addiction, and implement proactive strategies to safeguard their clients’ financial futures. By integrating personal narratives, case studies, and financial planning solutions, this session provides actionable steps to help clients navigate the financial fallout of substance abuse—while ensuring advisors are prepared for the difficult conversations that come with it.
Your role as a financial advisor is more than managing money—it’s about protecting financial legacies. Gain the knowledge to help clients before it’s too late.
This month's NAIFA Live event will feature Life or Death Planning: Guiding Clients Through the Opioid Crisis with Cheryl Canzanella.
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
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!
Systematizing Your Life & Annuity Success with Carson Porter
The first time Carson Porter became a top 3 Cash Value life and Annuity producer on a national level was his 2nd year in the business. He was rewarded with an invite to a retreat to for those who were on track for club level achievements. While he was sitting on the beach in Coronado, another long-time top producer said “Congratulations Mr. Porter but can you do it again? The real trick is to not be a one time or a one trick pony.” Since then, Carson has spent the last decade studying, understanding, and implementing the systems, tools, and processes that ensure that he can guarantee his desired effective outcome year in and year out.
Join Carson Porter as he shows you how to systemize your success in term and cash value life insurance production, and annuities. Then go beyond to the next level as Carson reveals how you can build and scale a profitable and ethical agency that is always relevant.
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
Come out to D-2 Sports Pub for a NAIFA Live Watch Party on Thursday, January 16th beginning at 11:00 am.
Join digital transformation and internet marketing pioneer Panos Leledakis and uncover how simple and powerful AI tools can be when someone shows you exactly how to use them. In this session, Panos will show you more than 20 innovative ways to harness AI and advanced technologies to boost your productivity, save time, deliver exceptional customer experiences, and build an extraordinary brand. From crafting effective prompts for ChatGPT and other unique AI models to designing cutting-edge solutions like NFC cards and virtual reality, you’ll learn how these tools can transform your daily practice. Creating 24/7 chatbots, enhancing your social media strategy, and producing engaging content will feel effortless after this session. You’re going to be amazed by how accessible and impactful these technologies are—and Panos will make it easy for you.
You will learn to:
Craft prompts for AI to sound like you, ensuring every interaction feels personal and authentic. Learn how to customize AI communication to reflect your tone and style, elevating the way you connect with clients.
Build chatbots and AI-powered clones that can serve your clients 24/7, providing consistent and reliable support even when you’re unavailable. Imagine having your virtual avatar handle inquiries, onboard new clients, or sell products while you focus on building deeper relationships.
Incorporate virtual reality into your practice to elevate the customer experience. Whether it’s immersive presentations or unique onboarding processes, VR can help you stand out and build client loyalty.
Use AI to effortlessly create engaging content, from videos to blogs and social media posts. These tools will help you attract and retain clients, strengthen your online presence, and save hours of effort each week.
Identify and engage with new prospects using AI tools designed to find and qualify leads for you. This allows you to focus your energy on high-value opportunities and grow your business faster.
Design a seamless client journey by combining various AI tools to ensure every interaction feels personalized and impactful. This unique approach will enhance client satisfaction and keep them coming back.
And many more ideas that will leave you speechless and ready to conquer 2025 with technology as your ultimate ally. Prepare to transform your practice, streamline your work, and create unforgettable client experiences—all with the power of AI and cutting-edge innovation at your side.
We hope you will join us for this phenomenal event!
Lunch costs are on your own. 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
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.
And in the interest of spreading even more cheer, we will be collecting warm hats, scarves, and mittens/gloves as well as non-perishable food items. These will be delivered to a local shelter.
PJ's at SentryWorld
601 Michigan Avenue N
Stevens Point, WI 54481
Member & Non-Member Fees:
$40
Time for our final NAIFA Live Watch Party of the year! Come out to D-2 Sports Pub for a NAIFA Live Watch Party on Thursday, November 21st beginning at 11:00 am.
In this presentation, we'll explore how life insurance policies can be a powerful tool in creating tax-free cash flow for clients during retirement. We'll dive into advanced strategies like utilizing life insurance loans. By using assets as collateral, clients can access funds without selling investments or disrupting long-term growth plans. Join us to learn how you can help clients make informed decisions and achieve secure, flexible retirements, with life insurance and collateral-based strategies as key components that:
are not subject to political influence
are not subject to stock market volatility
are guaranteed to grow in value
will not show up on an income tax return
Tom Love, CEO and financial coach with 47 years of experience, is a two-time MDRT speaker and founder of The Breakaway League. His mission is to educate advisors on leveraging the tax code to build wealth. Starting his career at Mutual of New York and later leading sales at Ohio National, Tom now has over $3 billion in client assets. Based in Nashville, TN, he’s also an accomplished author and mentor, passionate about sharing his insights through his book Turning Clients into Advocates, The Life Insurance Owner’s Manual, and numerous speaking engagements.
We hope you will join us for this phenomenal event!
Lunch costs are on your own. 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
Want to connect in person with your Wisconsin colleagues? Join us at D-2 Sports Pub for a NAIFA Live Watch Party on Thursday, October 17th beginning at 11:00 am!
Learn how to leverage the power of planning and follow-through. Walter uses thrilling anecdotes and personal experience to guide attendees through the steps all peak performers must master: vision, venture, and well-planned execution.
Discover how to strive for greatness, excellence, and perfection in every performance, and give them the essential principles that will make the journey more fulfilling!
About the Presenter
When Walter steps onto the stage, you can’t miss him. It could be because he’s 6’5 and stands out in a crowd, but it could also be because on the stage is where he feels at home. As a nationally recognized public speaker, he commands the stage. He makes the entire audience, whether it’s a small board room or a large conference venue, feel seen. People walk out of Walter’s talks changed, motivated, and inspired. His principles are simple but powerful, his delivery is smooth, and he combines humor, tough love, and experience in a way that changes people.
Walter’s third and most recently released book Swim!, has picked up speed since its debut in July, and has become a staple for business people and students across the country. His easy-to-read professional development book combines lovable characters, relatable life lessons, and hard truths that help readers understand the power of leadership, mentoring, and next-level success.
Walter travels the country speaking, coaching, teaching, and inspiring companies across a wide range of industries, from financial services to agriculture and franchising to real estate and many more in between. At any given time, you can find Walter leading a mastermind class, offering one on one professional development, hosting book talks, and coaching hungry business leaders and entrepreneurs towards success.
While many know Walter Bond as a former NBA player, more and more people know Walter as a passionate and motivated speaker, author, and business coach with one goal: to help people see their full potential. Walter graduated from the University of Minnesota and has been married to his wife and business partner Antoinette for 30 years. They have three adult children.
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
We have ordered a perfect fall day for our annual NAIFA-Wisconsin Golf Outing. Northern Bay Resort has created a masterpiece replica course inspired by some of golf's most celebrated holes! Bring a guest and register today!
Registration: Members/Non-Members: $65
Lunch is on your own, but will be available on the course.
Cash contributions will be accepted and forwarded to the Second Harvest Food Bank of Southern Wisconsin.
Thank you to our Platinum Partner, Osaic, and Gold Partner, IFC National Marketing. Swag Bags are sponsored by GBU Life, thank you!
Northern Bay Resort
1844 20th Ave
Arkdale, WI
This session of NAIFA Live will be broadcast from Apex at the Arizona Biltmore. Please note the adjusted start time of the September session.
Join us for this exciting presentation. Lunch costs are on your own.
In this presentation, David McKnight discusses how to position cash value life insurance and annuities in a balanced, comprehensive approach to tax-free retirement. He also discusses how to counteract the negativity your prospects are likely to get from financial gurus when they research your recommendations online.
About the Presenter
David McKnight graduated from Brigham Young University with Honors in 1997. He has been featured in Forbes, USA Today, The New York Times, Fox Business, Bloomberg Radio, MarketWatch, CBS Radio, CNBC, Yahoo Finance, Nasdaq.com, Reuters, Investor’s Business Daily, Kiplinger’s and numerous other national publications. David was a Focus Speaker at the worldwide annual meeting of MDRT in Toronto, Canada and is a multiple Top of the Table qualifier. His bestselling book The Power of Zero has sold over 400,000 copies and the updated and revised version was published by Penguin Random House in 2018. This book was recently made into a full-length documentary film entitled The Power of Zero: The Tax Train Is Coming. When his follow-up book Tax-Free Income for Life launched in November of 2020, it finished the week as the #3 most-sold business book in the world. He and his wife Felice have seven children.
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
.png)
Come enjoy a casual lunch with colleagues and share in this engaging NAIFA Live presentation. Lunch costs are on your own.
As a fellow special needs parent, Kacy Seitz, Wealth Management Advisor knows the importance of crafting a whole story plan that considers the complexity of each family's unique situation. In 2013, she created her wealth management practice, Whole Story Planning, devoted to helping Special Needs families across the country. In this short workshop, Kacy will provide learning on how to better understand the planning any child or adult child with a disability (or long-term dependency) during each stage of life.
During this NAIFA Live broadcast, you will learn:
So that we may have a headcount for the restaurant, please register below.
D-2 Sports Pub Stadium District
788 Armed Forces Drive
Ashwaubenon, WI 54304
.png)
Want to connect in-person with your colleagues in the Green Bay area? Join us for an exciting NAIFA Live presentation and enjoy a casual lunch together. Lunch costs are on your own.
FinTech, AI & the Future of Insurance
Artificial Intelligence, its potential impact has been compared to that of the printing press and electricity.
What impact with AI truly have on your business and your future? Join us for a fascinating and highly entertaining discussion with Kenneth Leibow, Founder and Chief Executive Officer at InsurTech Express. Ken brings more than 36 years of insurance industry experience to the discussion, with an extensive background in insurance technology for distribution and back-office systems.
How AI is being used in sales and marketing as well as life insurance underwriting
The future of AI and how it can potentially transform sales and underwriting
What you need to know to stay ahead of the AI curve
The current state of digital advisor dashboards offered by distributors for selling life insurance.
Lunch costs will be on your own. So that we may have a headcount for the restaurant, please register.
Location:
D-2 Sports Pub Stadium District
788 Armed Forces Drive
Ashwaubenon, WI 54304
Gather with your fellow NAIFA-Wisconsin colleagues on Thursday, June 20th from 11:00 AM to 3:00 PM pm at D2 Sports Pub for another great NAIFA Live event and an exciting book study of Overcoming the Five Dysfunctions of a Team, by Patrick Lencioni.
“Your brain is the single biggest driver of your energy, your focus, and the results you get in every area of life. Your career, your finances, your physical health, your relationships- all of them are constantly created and influenced by your thinking. Unfortunately, your brain didn’t come with an owner’s manual … until now.
In Train Your Brain For Success, you will learn to harness the incredible creative capacity of your mind and achieve your personal best – professionally, financially, and personally.
The ways in which your brain literally creates your experience — and your results. Every day, we’re creating our lives with our mind — and it’s enlightening to see how.
Your brain’s extremely UNhelpful “default settings” –- We now know that all of us have brains that come “pre-programmed” with some really strong patterns that will actually hold you back –- keep you stuck in place –- if not understood and dealt with.
How to overcome these default settings, and put you in charge of your brain and your results. The good news is that there are simple and effective strategies for making your brain work FOR you instead of AGAINST you.
So we’ll wrap up our session by providing a game plan for ongoing improvement.
Based on the best-selling book, Train Your Brain For Success is extremely interactive, incredibly eye-opening, and a lot of fun! Participants will definitely gain insights that will make them more effective immediately, and come away with a plan for making that improvement last.
Please be sure to read the book in advance and come ready to discuss!
Lunch costs will be on your own. We can't wait to see you there!
D-2 Sports Pub Stadium District
788 Armed Forces Drive
Ashwaubenon, WI 54304
Gather with your fellow NAIFA-Wisconsin colleagues on Thursday, May 16th from 11am-1pm at D2 Sports Pub for another great NAIFA event.
We will view the archived NAIFA Live webinar featuring Ross Bernstein. Inspired by the “Good to Great” concept of how the best companies are able to separate themselves from the rest of the pack through servant leadership, by creating a culture of excellence, and by giving extraordinary customer service, Ross weaves poignant stories from the world of sports, along with fascinating case studies of companies who he has worked with – and then shares best practice ideas on ways to increase sales, overcome disruption, harness creativity, generate momentum, and ultimately build stronger relationships.
Come view this with your fellow comrades and enjoy a casual lunch together. Lunch costs will be on your own.
We can't wait to see you!
Thursday, May 16 from 11:00am - 1:00pm
D-2 Sports Pub Stadium District
788 Armed Forces Drive
Ashwaubenon, WI
Sign up now for NAIFA-Wisconsin's Power Summit and Advocacy Day coming to you April 16-17th at The Madison Concourse Hotel!
The Madison Concourse Hotel, A Level 1
W Dayton Street
Madison, WI 53703
Members: $150.00 | Non-Members: $175.00
Check out the the full agenda, additional details, & get your registration in by clicking the button below!
Gather with your fellow NAIFA-Wisconsin colleagues on Thursday, March 21st from 11:00 am - 1:00 pm at D2 Sports Pub for another great NAIFA Live event.
In this dynamic session, attendees will explore the many facets of financial services exit planning in today’s environment.
Using the case study format, James S. Aussem, JD, AEP will lead the discussion of exit planning for three different types of financial practices, these include a Financial Planning practice, a Financial Planning and Insurance practice, and a practice specializing in Life Insurance, Long Term Care Insurance, and Disability Income. The goal will be to provide exit planning guidance and solutions through a discussion that will include current issues, key issues universal to a transaction, trigger events, and structure of a transaction.
Lunch costs will be on your own. We can't wait to see you!
D-2 Sports Pub Stadium District
788 Armed Forces Drive
Ashwaubenon, WI 54304
Join fellow NAIFA-Wisconsin members and non-members alike at the Muskellounge for an informal social mixer from 4:00 - 6:00 pm! No fee to attend. Drinks, food, and games on your own.
Muskellounge & Sporting Club
4102 Monona Drive
Madison, WI 53716
We can't wait to see you there!
Gather with your fellow NAIFA-Wisconsin colleagues on Friday, February 16th from 11:00 am - 1:00 pm at D2 Sports Pub for another great NAIFA Live event.
This month's NAIFA Live, NAIFA's Competitive Edge, is an interactive panel discussion from NAIFA Secretary and former NBA basketball player Christopher Gandy; NAIFA Trustee and marathon runner Carina Hatfield; Former MLB pitcher Jacob Turner; and West Point Graduate and U.S. Army Veteran Kathleen Owings.
Our panelists will discuss the habits of discipline that have got them to the top and how they continue to stay motivated to live their dreams. You will not want to miss this!
Lunch costs will be on your own. We can't wait to see you!
D-2 Sports Pub Stadium District
788 Armed Forces Drive
Ashwaubenon, WI 54304
Gather with your fellow NAIFA-Wisconsin colleagues on Thursday, January 18th from Noon until 4:00 pm at D2 Sports Pub for another great NAIFA Live event and an exciting book study of "Fearless Success" by John Foley. Fearless Success will change your outlook on business and on life. Up we go!
Please be sure to read the book in advance and come ready to discuss! Lunch and dinner costs will be on your own. We can't wait to see you there!
D-2 Sports Pub Stadium District
788 Armed Forces Drive
Ashwaubenon, WI 54304
Copyright © NAIFA-Wisconsin
600 State Street, Suite A
Cedar Falls, IA 50613
Phone: 608-455-6674
Fax: 703-770-8224
info@naifawisconsin.org
