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Upcoming Events

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NAIFA Live

June 20, 2024
July 18, 2024
August 15, 2024
September 19, 2024
October 17, 2024
November 21, 2024

11:00 aM CT

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.


Roger Seip Overcoming th Five Dysfunctions of a Team

June NAIFA Live Watch Party & LILI 7 Book Study

Roger Seip

June 20, 2024

11:00 AM - 3:00 PM

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.

NAIFA Live - Train your Brain for Success
presented by Roger Seip

“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.

Through that process, Roger Seip will cover:
  • 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.

Book Study - Overcoming the Five Dysfunctions of a Team, by Patrick Lencioni.

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

REGISTER HERE

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July NAIFA Live Watch Party

July 18, 2024

11:00 AM - 1:00 PM

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.

So that we may have a headcount for the restaurant, please register.

REGISTER HERE


Meeting Conference Panel Discussion

August NAIFA Live Watch Party

August 15, 2024

11:00 AM - 1:00 PM

Come enjoy a casual lunch with colleagues and share in this engaging NAIFA Live presentation. 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

REGISTER HERE


Meeting Conference

September NAIFA Live Watch Party

September 19, 2024

11:00 AM - 1:00 PM

LIVE from Apex in Phoenix, Arizona - NAIFA Live. Join us for this exciting presentation. 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

REGISTER HERE


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This Event Brought to You By
WI Golf Outing Sponsors

Annual Golf Outing

September 30, 2024

11:00 AM - 7:00 PM

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!

Lunch is on your own, but available on the course.

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

REGISTER HERE


Meeting Conference Panel Discussion

October NAIFA Live Watch Party

October 17, 2024

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, October 17th beginning at 11:00 am!

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

REGISTER HERE


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November NAIFA Live Watch Party

November 21, 2024

11:00 AM - 1:00 PM

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.

We hope you will join us for this phenomenal event!

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

REGISTER HERE


Past Events

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This Event is brought to you by
NAIFA_WI_Affiliate

Northeast Affiliate NAIFA Live Archive

Ross Bernstein

May 16, 2024

11:00 AM - 1:00 PM

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

REGISTER HERE


2024 WI Power Summit Advocacy Day Graphic

Power Summit and Advocacy Day

Andy Neary
John J. Grande, MSFS, AEP, ChFC, CLU
George Ermert | Public Affairs Advisor
Erik Vandermause

April 16-17, 2024

1:30 pm

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!


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March NAIFA Live Watch Party

March 21, 2024

11:00 am - 1:00 pm

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


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Brews & Bites

March 14, 2024

4:00 - 6:00 pm

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!


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February NAIFA Live Watch Party

February 16, 2024

11:00 am - 1:00 pm

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


Fearless Success

NAIFA Live Watch Party & LILI 7 Book Study

January 18, 2024

11:00 am - 3:00 pm

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


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Holiday Party

December 14, 2023

4:00 - 8:00 pm

Join your fellow NAIFA-Wisconsin members on December 14th for a Holiday Party! We can't wait to see 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


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NAIFA Live

February 16, 2023; March 16, 2023; April 20, 2023
June 15, 2023; July 19, 2023; August 17, 2023
September 21, 2023; October 19, 2023; November 16, 2023

1:00 pm CT

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. 


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November NAIFA Live Watch Party

J.K. McAndrews, CLU
President & CEO | MassMutual Greater Houston
Lena Allouche
Chief Growth Officer | MassMutual Greater Houston

November 16, 2023

12:00 pm

Join us in person at D-2 Sports Pub Stadium District for a NAIFA Live Watch Party on November 16th beginning at 12:00 pm! 

Loyal NAIFA member since 1982 and President & CEO of MassMutual Greater Houston, J.K. McAndrews, CLU, along with NAIFA-Houston President and Chief Growth Officer of MassMutual Greater Houston, Lena Allouche, will present during a special NAIFA Live this month.

Join our expert panel as they will help you with your business' year-end planning as 2023 winds down. Close out the year and start off 2024 with all the tools you need to succeed.

Lunch cost on your own.

D-2 Sports Pub Stadium District
788 Armed Forces Drive
Ashwaubenon, WI 54304


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October NAIFA Live Watch Party
& LILI 7 Book Study

October 19, 2023

NAIFA Live & Book Study: Noon - 4:00 pm
Cocktails & Dinner: 4:30 - 7:00 pm

Gather with your fellow NAIFA-Wisconsin colleagues on Thursday, October 19th from noon until 4:00 PM at D2 Sports Pub for another great NAIFA Live event and an exciting book study of "The Carpenter" by Jon Gordon. Afterward, we will have a casual gathering at Lambeau Field's 1919 Kitchen and Tap.

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


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This event is sponsored by:
WIsponsors2023

Q3 Golf Outing

October 2, 2023

11:00 am - 5:00 pm

Join NAIFA-Wisconsin on Monday, October 2nd beginning at 11:00 am for our 2023 Golf Outing! Come on out to the Wisconsin River Golf Club for a game of golf and to support a great cause, Camp Hope for Kids. Your cost for lunch will be: sidewalk chalk, construction paper, board games, water bottles, sunscreen, or a cash donation to Camp Hope for Kids.

We can't wait to see you there!

Wisconsin River Golf Club
705 W River Drive
Stevens Point, WI 54481


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September NAIFA Live Watch Party

Joey Davenport, CLU, CLF
President & Co-Founder | Hoopis Performance Network

September 21, 2023

12:00 pm

Join us in person at D-2 Sports Pub Stadium District for a NAIFA Live Watch Party on September 21st beginning at 12:00 pm! 

Joey Davenport, CLU, CLF, President & Co-Founder of Hoopis Performance Network will present Practice Growth and Success. During this session, you'll receive language, tools, and techniques to apply to your sales process to differentiate practice in the market. We begin with insights into today’s consumer mindset that creates procrastination: lack of trust, fear, and confusion. You’ll learn field-tested practices to enhance your process for business development, collaborative discovery, applying behavioral economics techniques, and increasing the efficiency of your practice. You will not want to miss this!

Lunch cost on your own.

D-2 Sports Pub Stadium District
788 Armed Forces Drive
Ashwaubenon, WI 54304


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This event is brought to you by
NAIFA Wisconsin & WIFS

NAIFA & WIFS Joint Coffee Social

September 20, 2023

7:00 - 9:30 am

Join Melissa Stitz, CLF & Heather Lindsley, LUTCF, LACP, RICP, from 7:00 - 9:30 am at The Exchange Coffee House for a joint WIFS & NAIFA Coffee Social.

This event promises to be a great opportunity for networking, idea exchange, and building valuable connections in our community. We can't wait to see you there!

The Exchange Coffee House
317 Main Avenue
De Pere, WI 54115

No RSVP Needed!


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August NAIFA Live Watch Party

Brock Jolly, CFP, CLU, LACP, ChFC, CLTC, CASL, RICP

August 17, 2023

12:00 pm

Join us in person at D-2 Sports Pub Stadium District for a NAIFA Live Watch Party on August 17th beginning at 12:00 pm! 

NAIFA Treasurer Brock Jolly, CFP, CLU, LACP, ChFC, CLTC, CASL, RICP, is the Founder of The College Funding Coach® a program designed to help families develop informed strategies to prepare for paying for college.

Paying for college, whether by drawing from savings or taking student loans, can have a profound impact on parents' or students' financial security and retirement preparations. Early preparation is key, and college planning services can help advisors establish connections with parents and younger professionals.

Brock will discuss how advisors can work with clients on these and other college-funding challenges. His presentation makes a complex and seemingly dry topic simple and surprisingly interesting.

Come join your fellow members at this NAIFA Live Watch Party!
Lunch cost on your own.

D-2 Sports Pub Stadium District
788 Armed Forces Drive
Ashwaubenon, WI 54304


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June NAIFA Live Watch Party

Andrew Holt, Suzanne Carawan, Diane Boyle

June 15, 2023

12:00 pm

Join us in person at D-2 Sports Pub Stadium District for a NAIFA Live Watch Party on June 15th beginning at 12:00 pm! June's NAIFA Live is exclusive to NAIFA members to give them the opportunity to learn more about the Financial Security Advocate badge together and go through the training as a group instead of taking the course programs on their own. It is the perfect chance for those who thrive in a group environment to learn and complete the FSA program!

After attending this NAIFA Live, members will have earned their FSA badge, which will be issued to them following the event to proudly post on social media and use in their marketing.

Come join the FSA Class of June 2023 at this NAIFA Live Watch Party!
Lunch cost on your own.

D-2 Sports Pub Stadium District
788 Armed Forces Drive
Ashwaubenon, WI 54304


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the Power Summit

May 3, 2023

NAIFA-Wisconsin presents: the Power Summit. Join us on May 3, 2023 at the Delafield Hotel!

Click the button below to check out additional details, the full agenda, and to get your registration in now.


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April NAIFA Live Watch Party

April 20, 2023

12:00 - 2:00 pm

Meet up with fellow NAIFA-Wisconsin members to catch up, enjoy lunch, and come together to hear from some of the best young industry talents and get a peek into their unique business concepts.

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

Lunch cost on your own. 


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2023 Legislative Day

March 7-8, 2023

Sign up now for NAIFA-Wisconsin's 2023 Legislative Day coming to you March 7-8, 2023! Get your registration in, check out additional information/the agenda, and book your hotel room by clicking the button below. We can't wait to see you!


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February NAIFA Live Watch Party

February 16, 2023

12:00 - 2:00 pm

Meet up with fellow NAIFA-Wisconsin members to catch up, enjoy lunch, and view NAIFA Live guest Kari Gillenwater sharing, "How to assess, hire, and retain the talent you need. Your team is your business."

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

Lunch cost on your own. 


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IFAPAC CE Day & Annual Business Meeting

Josh Kilty
Mortgage Planner - Fairway Mortgage
Jean Ausman
Director of Long Term Care Solutions - Stewardship Advisory Group
Mike Roberts
Founder, Managing Partner - CPT Create Protect Transfer Wealth

September 30, 2022

8:00 am - 3:30 pm CT

Join NAIFA-Wisconsin in person OR virtually for a day filled with CE and our 2022 Annual Business Meeting! Join us in person at Maple Bluff Country Club for 24 hours of CE credit beginning at 8:00 am. Want to join virtually? Join us on Zoom beginning at 8:00 am. Virtual offering will only be available for the 4 CE credit portion of our day from 8:00 to approximately 12:45 pm.

8:00 am: Peak Your Reverse Mortgage Knowledge - Josh Kilty
(2 hours CE approved)

10:00 am: First Steps Last Steps, Long-Term Care - Jean Ausman & Mike Roberts
(2 hours CE approved)

12:00 pm: Lunch & NAIFA-Wisconsin Annual Meeting

12:45 pm: Super CE - IN PERSON ONLY

The 20 hours of CE credit (Super CE) will only be offered in person at the Maple Bluff Country Club beginning at 1:00 pm. You must have your laptop with you to participate. Following the 1 hour of review, each participant will be required to pass the 50 minute test taken online with the proctor onsite.

Maple Bluff Country Club
500 Kensington Drive
Madison, WI 53704


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LILI 7 Book Study

September 29, 2022

1:30 - 4:00 pm CT

Do you see things the way they are and ask why?...
Leaders see things that never were and ask why not?...

Join Cindy Bong and Pat Mongin on September 29th from 1:30 - 4:00 pm in an exciting book study of Chop Wood Carry Water by Joshua Medcalf. Please read the book in advance of our meeting. Afterwards we will have a casual dinner gathering at Boulder Brewpub (cost on your own). 

Not a LILI grad but want to participate anyway? No problem, all are welcome to join in the fun!

Chop Wood Carry Water: How to Fall in Love with the Process of Becoming Great, by Joshua Medcalf (Purchase on Amazon)

Book Study Location:
E4 Insurance Services
951 Kimball Lane #206
Verona, WI 53593

Dinner Location: 
Boulder Brewpub
850 Kimball Lane
Verona, WI 53593

The Holiday Inn Express is just 2.5 miles down the road. A perfect pace to rest up and join us for the IFAPAC CE and NAIFA-WI Annual Meeting the next day in Madison! 


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The event is brought to you by
NAIFA_WI_Affiliate

Eau Claire CE Day

David Plumb, MBA, CLU, ChFC
Illinois Mutual
Regional Sales Manager
Richard Wicka
Wisconsin Office of the Commissioner of Insurance
Chief Counsel
Brent DeGroot
One America
Regional Sales Director

September 9, 2022

8:00 am - 3:30 pm CT

Join fellow NAIFA-Wisconsin Eau Claire members for a CE day on September 9th! Come on out to Eau Claire Golf and Country Club for networking, education, NAIFA updates, and more from our three great speakers! We can't wait to see you there. *6 Hours of CE Credit Pending. 

Members $20.00 | Non-Members $40.00

Eau Claire Golf and Country Club
828 Club View Lane
Altoona, WI 54720