Upcoming Events for NAIFA

Thursday, April 23, 9 am: Town Hall featuring Wade Pfau
"Impact of Current Events on Retirement Income Planning"

Monday, April 27, 9 am: Town Hall featuring Joe Jordan
"Don't Waste This Crisis"

Wednesday, April 29, 10 am: NAIFA-California State of the Union
More information coming soon!

Thursday, April 30, 9 am: Town Hall featuring Scott Brennan
"It's a Wonderful Life"

Monday, May 4, 9 am: Town Hall featuring David McKnight
"How COVID-19 Just Accelerated the Tax Freight Train (and what you can do about it)"

Wednesday, May 6, 2020
YAT Event

Thursday, May 14, 11 am: NAIFA Live featuring Marcus Henderson

This session will spend time clarifying and exacting what distinguishable talents and unique abilities you as an individual advisor bring to your team and/or firm. In many cases, advisor teams have the wrong person, in the wrong place, doing the wrong thing. This formula often delivers inconsistent production and lack luster firm engagement. 


May 19-21: NAIFA Nation Impact Week

Impact Week will feature a Diversity Symposium, Advocacy in Action Day and a Leadership Day! 

Wednesday, August 19-20, 2020

NAIFA Career Advancement Conference

Wednesday, August 26, 2020

YAT Event

Friday, September 18, 2020

General Meeting

Monday, October 19th, 2020
YAT Event


T: (925) 778-1165

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