NAIFA Massachusetts

Upcoming events

    • Thursday, June 24, 2021
    • 9:00 AM (EDT)
    • Virtual

    2021 ETHICS CLASS | 
    June 24 | 9-12

    Join Jim and Chris for a brief discussion of ethics in general, examples of both ethical and unethical behavior, conflicts of interest, and some of the real-world ethical failures that have made headlines in recent years. They will challenge participants to think about ethical decision-making with case studies on various ethical dilemmas encountered in insurance. 

    About the Speakers

    Christopher B. Weldon, Esq.
    Keidel, Weldon & Cunningham, LLP.

    Christopher Weldon started his legal career in 1990 working as an Assistant District Attorney for the Office of the Westchester County District Attorney. After leaving the District Attorney’s office in 1992, Chris continued to be actively involved in litigation and began his pursuit of handling malpractice lawsuits and other types of litigated actions, from personal injury through complicated contract and corporate matters. In 1999, Chris joined the law firm of Lustig & Brown, LLP and helped establish the firm’s Connecticut office with partner James Keidel.

    Since 1999, Chris has focused his career in primarily handling professional liability claims and lawsuits involving insurance agents and brokers. In addition, Chris has handled a myriad of other matters ranging from insurance coverage disputes, personal injury lawsuits and general commercial litigation. In December 2001, Chris became the resident partner of the Connecticut office of Lustig & Brown.

    In August 2008, Chris, along with James Keidel and Stephen Cunningham, opened the law firm, Keidel, Weldon & Cunningham, LLP. The law firm focuses its work on defending insurance agents and brokers in errors and omissions claims and lawsuits. In addition, the firm represents insurance agents and brokers in a myriad of other matters including regulatory issues, agency contracts, producer agreements, general corporate matters, insurance coverage opinions and insurance coverage litigation.

    James C. Keidel, Esq.
    Keidel, Weldon & Cunningham, LLP.

    James Keidel started his legal career working as an in-house attorney for Metropolitan Life Insurance Company. After several years of handling life insurance related litigation nation wide, he joined the law firm of Lustig & Brown, LLP in 1990, and at that time helped establish the firm’s New York City office. In 1999, he established the firm’s Connecticut office.

    Since 1990 Jim has exclusively handled professional liability claims and lawsuits involving insurance agents and brokers. Jim became a managing partner of the law firm of Lustig & Brown in 1999, heading up the firm’s professional liability practice. In August 2008, Jim and two other senior partners left Lustig & Brown and opened their own firm, Keidel, Weldon & Cunningham, LLP. Jim continues to focus his practice exclusively on the defense of professional liability claims and lawsuits involving insurance agents and brokers and E & O loss control education.

    Jim has spent his entire legal career handling large exposure, complex lawsuits involving claims against insurance agents and brokers, insurance coverage litigation and counseling insurance agents and brokers on E&O loss prevention techniques. During the past twenty years, Jim has handled, managed and supervised over 6,000 E & O claims and lawsuits involving insurance agents and brokers.

    • Wednesday, July 14, 2021
    • 2:00 PM (EDT)

    Wednesday, July 14, 2021: 2 PM eastern

    Join NAIFA President, Tom Michel; NAIFA Treasurer, Brock Jolly; and NAIFA Board Members, Connie Golleher, and Evelyn Gellar, as they share their time-tested wisdom and experience in an engaging panel discussion.

    This webinar is for anyone who would like a better understanding of how successful insurance and financial services practices are created, what it takes to get to the top, and how to stay there. Our panelists will also discuss the role that NAIFA has played in their success and the importance of giving back through service to NAIFA.

    • Thursday, September 16, 2021
    • (EDT)



Past events

Tuesday, May 25, 2021 NAIFA Virtual Congressional Conference
Thursday, May 13, 2021 Discussion with Massachusetts Insurance Commissioner
Tuesday, April 06, 2021 Attracting and Retaining Latinos To Your Practice
Tuesday, April 06, 2021 NAIFA Diversity, Equity & Inclusion Impact Week
Thursday, March 25, 2021 The Biggest Threat to a Client’s Retirement Portfolio – and 4 Ways to Protect against this Threat
Tuesday, February 23, 2021 Being a Minority in the Insurance Community
Wednesday, February 10, 2021 HOW TO DOUBLE YOUR PRACTICE IN 24 MONTHS
Thursday, January 28, 2021 2020 NAIFA MA Annual Meeting
Thursday, January 21, 2021 Freshman Legislator Breakfast
Friday, January 08, 2021 Western MA Legislative Breakfast
Thursday, January 07, 2021 New RMD Rules and IRA Trusts CE
Thursday, December 10, 2020 ETHICS 2020: Protecting Your Clients; Protecting Your Practice
Wednesday, December 09, 2020 Correcting Conventional Wisdom on Retirement Income Planning What You Make vs. What You Keep: Annuities and the Power of Asset Location
Tuesday, December 08, 2020 Thriving in a New Reality
Thursday, November 19, 2020 Long Term Care in America Study
Thursday, November 12, 2020 November NAIFA LIVE: Sticktoitiveness
Thursday, November 05, 2020 It's Not How You Start, But How You Finish - Ending 2020 on a Positive Note
Tuesday, October 06, 2020 Performance & Purpose
Wednesday, September 30, 2020 Quick Bytes: Decision Making
Wednesday, September 16, 2020 Quick Bytes: Using Reciprocity to Generate Revenue
Thursday, September 10, 2020 September NAIFA LIVE: Y[our] Work Matters
Thursday, August 27, 2020 4 Under 40
Thursday, August 13, 2020 August NAIFA LIVE Featuring Dawn Wolfgram, CLF
Wednesday, August 12, 2020 Quick Bytes: Prospecting for Opportunities
Thursday, July 30, 2020 Quick Bytes: Perception & Self-Awareness
Wednesday, June 24, 2020 Quick Bytes: Growing Your Sphere Of Influence
Thursday, June 11, 2020 Managing Your Stress in these Difficult Times
Wednesday, June 10, 2020 Quick Bytes: Follow-Up and Re-Engagement
Monday, June 01, 2020 Open Forum
Wednesday, May 20, 2020 Quick Bytes: I Object: How to Minimize and Overcome Objections
Tuesday, May 19, 2020 NAIFA Nation Impact Week
Monday, May 11, 2020 Q2 2020 Guide to the Markets
Wednesday, May 06, 2020 Quick Bytes: It’s Not Just What You Say, It’s How You Write It
Monday, May 04, 2020 Open Forum
Wednesday, April 22, 2020 Quick Bytes: It’s You they Buy – How to Differentiate Yourself
Monday, April 20, 2020 Open Forum
Wednesday, April 08, 2020 Quick Bytes: Out of Sight/Out of Mind
Monday, April 06, 2020 Bring Your Questions - Talk to Your State Board Via Zoom
Thursday, January 30, 2020 Fiduciary Regulation Update - Conference Call
Friday, January 10, 2020 Western MA Legislative Breakfast
Tuesday, January 07, 2020 Secretary Galvin's Hearing on Proposed Fiduciary Regulation
Thursday, November 21, 2019 NAIFA Live: Understanding the Broadening Options for Extended and Long Term Care Planning
Wednesday, November 06, 2019 Super CE Day
Thursday, October 10, 2019 NAIFA Live: The Power of Zero
Friday, September 13, 2019 NAIFA LIVE: How to Turn Your Successful Practice Into a Balanced Personal Life
Thursday, August 15, 2019 4 Under 40 Event
Thursday, June 20, 2019 Outplay, Outthink, Outperform the Competition: The Winner's Circle with Mark Altman
Thursday, June 13, 2019 NAIFA MA Board & Annual Meeting
Thursday, May 16, 2019 NAIFA MA Board Meeting
Thursday, May 16, 2019 Influence, Motivate and Inspire: The Winner's Circle with Mark Altman
Tuesday, May 14, 2019 Save the Date! NAIFA Congressional Conference
Tuesday, April 09, 2019 NAIFA MA Board Conference Call
Tuesday, March 12, 2019 NAIFA MA Board Meeting
Tuesday, February 12, 2019 NAIFA MA Board Conference Call
Wednesday, January 16, 2019 Freshman Legislators Breakfast
Friday, January 11, 2019 Western MA Legislative Breakfast
Monday, December 17, 2018 Volunteer with NAIFA MA at Rosie's Place
Thursday, October 04, 2018 Special Member Presentation: Greg Raines
Thursday, September 13, 2018 Performance + Purpose 2018 Annual Conference
Thursday, August 16, 2018 4 Under 40
Thursday, June 07, 2018 NAIFA MA Annual Meeting & Special Presentation with Devon Harris, Member of the First Jamaican Bobsled Team
Friday, March 23, 2018 Special Presentation: Climbing to the Peak of Performance
Friday, January 12, 2018 Western Massachusetts Legislative Breakfast
Tuesday, December 19, 2017 Holiday Gathering
Thursday, November 16, 2017 Super CE Event
Thursday, November 09, 2017 NAIFA MA Board Conference Call
Thursday, October 12, 2017 NAIFA MA Board Meeting
Thursday, August 10, 2017 4 Under 40 Event
Thursday, June 15, 2017 NAIFA MA Annual Meeting & Special Presentation with Col. Mark Tillman, Air Force One Pilot
Tuesday, May 23, 2017 NAIFA Congressional Conference
Wednesday, March 29, 2017 Day-on-the-Hill & Freshmen Legislator Breakfast
Thursday, March 09, 2017 Ethics Program
Friday, January 13, 2017 Western Massachusetts Legislative Breakfast
Thursday, December 08, 2016 NAIFA MA Holiday Get-together
Thursday, November 10, 2016 Post-Election 2016: The Impact on Insurance & Financial Services
Thursday, November 10, 2016 NAIFA MA Board Meeting
Thursday, November 03, 2016 Government Relations Committee Meeting
Friday, October 14, 2016 FP Transitions: "Job - Practice - Business - Firm"
Wednesday, September 07, 2016 FSP Boston - Member Exchange: The Current State of Life Insurance Premium Finance
Thursday, August 25, 2016 2016 NAIFA Massachusetts 4 Under 40
Thursday, June 23, 2016 2016 ANNUAL MEETING
Tuesday, May 24, 2016 NAIFA Congressional Conference
Wednesday, May 11, 2016 2016 NAIFA MA Day-on-the-Hill
Wednesday, March 23, 2016 REGISTRATION CLOSED: 20 Credit Super CE Day
Friday, January 08, 2016 Western Massachusetts Legislative Breakfast
Tuesday, January 05, 2016 Follow-up DOL Fiduciary Rule Advisor update webinar
Tuesday, December 15, 2015 Webinar on DOL Fiduciary Rule
Wednesday, October 28, 2015 2015 Fall Kickoff Event
Saturday, October 03, 2015 NAIFA 2015 Annual Conference
Thursday, August 13, 2015 2015 NAIFA Massachusetts Four Under Forty
Thursday, June 11, 2015 2015 NAIFA MA Annual Meeting
Tuesday, May 19, 2015 Congressional Conference 2015


National Association of Insurance and
Financial Advisors of Massachusetts

2400 Post Road, Warwick, RI 02886

Phone: 617-402-5001Email:

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