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Financial Planning Month-October

October is Financial Planning Month

Last week, E4 Insurance Services hosted NAIFA’s Vice President of Marketing and Communications, Suzanne Carawan on the weekly BREW to discuss what's new with NAIFA.

Dan Peterson, President of E4 Insurance welcomed Suzanne and attendees and shared “The important part of financial advisors measuring up is the support of your industry. We have partnered up with NAIFA to support advocacy and by sponsoring advisor's membership dues with NAIFA.  We are proud to have Suzanne on today and thank you for allowing us to partner with NAIFA.”


Suzanne spoke to financial professionals about what NAIFA is currently doing for members and to improve financial literacy and access for everyone.  Suzanne reviewed the challenges financial advisors may face and how members benefit from advocacy work NAIFA offers.  In addition, she reviewed the consumer site, financialsecurity.org, and the resources available including Find an Advisor where all NAIFA members are listed as a resource.

Watch On-Demand

 

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