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.
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
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
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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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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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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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
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
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!
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
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
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.
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.
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!
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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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
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!
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
Copyright © NAIFA-Wisconsin
600 State Street, Suite A
Cedar Falls, IA 50613
Phone: 608-455-6674
Fax: 703-770-8224
info@naifawisconsin.org
