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Financial Planning Month-October

October is Financial Planning Month

1 min read

Register for NAIFA Live: Y[our] Work Matters

By NAIFA on 9/9/20 10:43 AM

Dave Resseguie, the founder and chief shepherd of The Resseguie Group, will be the featured presenter at the September NAIFA Live event, tomorrow, Sept. 10, at 2 PM Eastern. His presentation, “Y[our] Work Matters,” will inspire financial professionals to “connect with the fact that what they do is important and it’s valuable.” He will also give practical tips on how agents and advisors can emphasize the importance of their work to make real connections with prospects.

Topics: NAIFA Live Prospecting
2 min read

Behind the Screen: Dawn Wolfgram Previews Her NAIFA Live Presentation

By NAIFA on 8/5/20 4:59 PM

Dawn Wolfgram, CLF, is regional managing director at Principal Financial and the national president of Women in Insurance & Financial Services (WIFS), a key industry partner of NAIFA. She will also be the featured presenter at the August NAIFA Live event.

Topics: NAIFA Live Practice Management

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