Upcoming Webinars


Working and Schooling from Home

AUGUST 18, 2020

9:00am PST

Summer is coming to an end and the air smells of pencils and paper. This a sure sign that school is about to start. As districts are determining their return to school practices, how are you preparing to balance your own return to work plans into your children's virtual learning? Explore tips and tricks to balance work and school from home.

The Certified Long Term Care Designation

Offered through our partnership with special pricing for NAIFA members.

CLTC is one of the founding sponsors of our Limited & Extended Care Planning Center (LECP). Our partnership allows NAIFA members to study for and sit for the CLTC designation at a preferred price. Additionally, the CLTC pairs wonderfully with the LACP to create an advisor who is the most well-versed on how to best fund long term care needs balanced with retirement and personal goals.

If you're a member, visit the member event calendar to get your discount codes. If you are not a member, consider joining NAIFA.


On-Demand Webinars:


Missed a NAIFA Live broadcast? Catch up through the NAIFA Live On-Demand Archives.

"The New Economy Advisor" 
Bill Bishop, CEO, The BIG Ideas Company

In today’s fast-changing marketplace, you need to think differently about the future of your financial service business. You need to adopt the “new factory thinking” used by companies like Google, Amazon, and Apple. You need to create and package BIG Ideas, free subscriber packages, fee-based membership programs and integrated value hubs.

In this thought-provoking webinar, business coach Bill Bishop, CEO of The BIG Idea Company, and author of The New Economy Advisor, explains how to use this new way of thinking to differentiate yourself from the competition, attract more high-quality clients, and significantly increase your profit margins.  

Register for On-Demand