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NAIFA Members Provide Financial Independence

NAIFA members, mark your calendars! The Q3 State of NAIFA webinar is scheduled for July 11th at 12 pm eastern. This third update of the year is an integral part of our commitment to keep you informed about our progress and the direction we're heading.

Over a concise 30-minute program, we will be reviewing our recent work as an association and highlighting key milestones achieved under the 2023 Business Implementation Plan. This is an opportunity for us to demonstrate the value your membership provides and our ongoing efforts to strengthen and expand the financial services industry.

The webinar will be led by our NAIFA President, Bryon Holz, CLU, ChFC, LUTCF, LACP; NAIFA CEO Kevin Mayeux, CAE; and Diane Boyle, NAIFA SVP of Government Relations. Each will provide valuable insights into our progress and future objectives, with updates on our dedicated advocacy work.

For those unable to attend live, rest assured. Simply register for the event and we'll send a recording, allowing you to catch up on the latest at your convenience.

What can you expect from the webinar?

Our aim is to provide a comprehensive update on our current position and future plans. This involves keeping our members, partners, and prospective members informed about our accomplishments, challenges, and strategies in the ever-evolving financial services landscape.

NAIFA President, Bryon Holz, will initiate the session by discussing our recent activities, triumphs, and obstacles. This will include an overview of our advocacy work and its impact on our industry. CEO Kevin Mayeux will then deliver a report on the products and services we've implemented, sharing future plans under our 2023 Business Implementation Plan.

Finally, Diane Boyle will offer a summary of NAIFA's key advocacy victories and provide a briefing on the state and federal advocacy challenges currently confronting financial professionals and the Main Street Americans they serve.

Why should you attend?

These quarterly webinars serve as a platform to enhance your understanding of NAIFA's objectives and how you can leverage your membership to elevate your professional journey. We highly encourage all NAIFA members to attend this Q3 update. It's an occasion for us as an association to chart our progress, outline our future vision, and establish accountability.

By maintaining transparency through these webinars, we strive to ensure we're continually meeting and exceeding the expectations of our members and stakeholders. So, join us on July 11th, stay informed, and play a part in shaping the future of the financial services industry. Let's work together to make the next quarter even more successful!



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