NAIFA Massachusetts

Upcoming events

    • Wednesday, November 06, 2019
    • 12:30 PM - 5:30 PM
    • Springdale Barrel Room, 102 Clinton St #6748, Framingham, MA 01702
    Register


    Location:  Springdale Barrel Room, 102 Clinton St #6748, Framingham, MA 01702


    Tentative Schedule

    12:30p-1:30p 
    Annual Meeting: Only Open to NAIFA Members

    1:30p-2:00p 
    Registration

    2:00p-3:15p
    How Daily Lifestyle Practices Influence Your Health and Performance
    Matthew Kansey, RD CPT Optimizing Mental & Physical Performance
    Learn how to recognize and overcome the major pitfalls of our modern-day environment. Identifying unhealthy habits and replacing them with ones that will allow you to feel and perform at your best. Develop daily practices that will enable you to thrive in this competitive world rather than merely survive. All the while paving the way towards optimal health, performance and longevity.

    3:30-4:45p
    Financial Planning & Ethics
    Todd Gruverman, Senior Vice President, Pohs Institute of Insurance
    This course is designed to educate producers in the financial planning process. Finding the right balance of insurance and financial products for their client is essential. It will also educate the insurance producer and financial advisor on their legal, ethical and fiduciary responsibilities to their client(s). Detailed explanations and analysis in all areas of the financial plan help to guide the producer through the process of understanding the importance of ethics.  *Course matierials will be sent directly from the instructor.*

    4:45-5:30p
    Networking, Cocktails & Appetizers


    Massachusetts Credits

    INSURANCE- 24 CE Credits (includes 6 Ethics)
    CFP- 15 CE Credits (General Only)
    PACE- 24 CE Credits (CLU®, ChFC®, RICP®, CLF®, CASL®, CAP® , ChSNC® and FSCP®)
    IWI - 7 CE Credits (CIMA®, CIMC®, or CPWA®)
    CFFP- 15 CE Credits (AAMS®, ADPA®, APMA®, AWMA®, CMFC®, CRPC®, CRPS®, MPAS® and RP®)


    • Thursday, November 21, 2019
    • 1:00 PM - 2:00 PM
    • Virtual

    Understanding the Broadening Options for Extended and Long Term Care Planning


    WITH CAROLL GOLDEN

    • Tuesday, May 19, 2020
    • Wednesday, May 20, 2020
    • Washington, DC


    • Thursday, October 01, 2020
    • Sunday, October 04, 2020
    • Boston, Massachusetts


Past events

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

CONTACT US

National Association of Insurance and
Financial Advisors of Massachusetts

2400 Post Road, Warwick, RI 02886

Phone: 401-732-2400 | Email: hello@naifama.org

© 2019 NAIFA Massachusetts, All Rights Reserved.


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