NAIFA’s Investment, Retirement, Estate, and Advanced Planning Center will host a free live webinar, 2026 New Developments and Planning Ideas, on Wednesday, February 4, 2026, from 12:00 noon to 2:00 pm Eastern. This webinar is open to everyone and is designed for financial professionals who want a clear, practical review of recent legal and regulatory changes and how those developments translate into real planning opportunities for clients.

NAIFA’s Medicare Collective will host "Navigating Disruption and Market Contraction in Medicare Business in 2026 and Beyond" as part of Medicare Collective Impact Day on Thursday, January 29, 2026, from 11:00 am to 2:00 pm Eastern. This free live virtual event for both NAIFA members and nonmembers brings together professionals who work directly in the Medicare market to discuss the real challenges that financial professionals are facing as the landscape continues to change.

February 17-20
Lake Nona Wave Hotel
Orlando, Fla.

The FSP Institute is an advanced planning experience designed for financial professionals looking to elevate their practices to new heights. It is a high-impact, collaborative event that features some of the leading experts as instructors facilitating conversations and sharing their knowledge and insights. Sessions will focus on such topics as advanced tax strategies, the impact of new legislation on college-funding strategies, financial ramifications of elder care, and many others all led by leaders in their fields. Register today. 

On January 29, NAIFA’s Medicare Collective will bring together leading voices from across the Medicare ecosystem for focused, solutions-driven conversations about the forces reshaping the Medicare market. Sessions during this live virtual event will be hosted by members of the NAIFA Medicare Collective, seasoned professionals working on the front lines of Medicare.

NAIFA's Carroll Golden recently shared a striking insight that should give every financial professional pause. According to new Pew Research, Americans are three times more likely to say they would prefer to live in the past rather than the future. Only 14% chose the future.

The FSP Institute returns February 17–20, 2026, marking its 80th anniversary of bringing advanced financial planning experts together to push thinking forward and strengthen the profession. This milestone year will be hosted at the Lake Nona Wave Hotel in Orlando, Florida. Early registration is now open through January 3.

Gilbert Mares, MPA, LUTCF, LILI, is profiled in the November issue of California Broker magazine, where he credits his decades of active service and leadership within NAIFA as the foundation of his professional success. In the feature, Mares explains that NAIFA has been central to every stage of his career, from his early days in the business to his longtime role as an educator, advocate, and mentor in the financial service community.

National Association of Insurance and Financial Advisors (NAIFA) President Doug Massey, LUTCF, CLU, ChFC, CRES, FSS, has announced the appointment of Josh O’Gara, CLU, ChFC, CFP, a Partner and Co-Founder at Prism Benefits, PBC, in Woburn, Mass., to serve on the NAIFA Board of Trustees effective immediately.

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