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Upcoming Events

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NAIFA Live

April 18, 2024
June 20, 2024
July 18, 2024
August 15, 2024
September 19, 2024
October 17, 2024
November 21, 2024

12:00 pm ET

Join fellow NAIFA members for NAIFA Live, our monthly program!

To register for NAIFA Live, please go through the Member Portal. Once you have signed into the member portal, hover over the Educate tab and click on NAIFA Live to register.

NAIFA Live is a virtual event available to NAIFA members. Please register in advance. If you are not yet a member, please join us to take advantage of all the benefits NAIFA has to offer.


2024 GWDC Helping Hands Legacy Luncheon NEW Graphic

This event is brought to you by
helping hands gwdc

13th Annual Legacy Awards Luncheon

May 2, 2024

11:30 am - 2:00 pm

Join  The Helping Hands Society of Greater Washington and NAIFA-Greater Washington, D.C. on May 2nd for our 13th Annual Legacy Luncheon to honor our charity partners and the recipient of the Legacy Award. Announcing our NEW location - Washington Golf and Country Club!

11:30 am | Registration and Seating

11:45 am - 2:00 pm | Program -
Charity Partner Recognition
Legacy Award Presentation

FREE for Members | $65.00 Non-Members

NEW Location:
Washington Golf and Country Club
3017 N. Glebe Road
Arlington, VA 22207

REGISTER HERE


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helping hands gwdc

2024 Jay Bell Memorial Golf Tournament

September 11, 2024

11:30 am - 7:00 pm

Join the Helping Hands Society for our Jay Bell Memorial Golf Tournament on Wednesday, September 11th. We can't wait to see you!

Agenda:
11:30 am Golf Registration and Lunch
1:15 pm Tournament Begins—Shotgun Start
6:00 pm Reception, Dinner, Live Auction

Non-golfers should plan to arrive at 6:00 pm.

Pricing:
$1,000 - Round of Golf—Includes pre- and post-round chair massage, box lunch, reception, dinner gifts, prizes and ability to bid on auction items

$100 - Auction Evening Ticket—Includes chair massage, reception, dinner and ability to bid on auction items

Location:
Westfields Golf Club
13940 Balmoral Greens Ave
Clifton, VA 20124

REGISTER HERE


Past Events

Meeting Conference Male

Business Expo, Greater Washington Hispanic Chamber of Commerce

March 28, 2024

9:00 am - 5:00 pm

In past years the NAIFA-GWDC has partnered with the Greater Washington Hispanic Chamber of Commerce to host collaborative learning programs. Now you have a chance to attend their annual Business Expo at the Walter E. Washington Convention Center! Join some of your NAIFA-GWDC colleagues who will be attending and exhibiting.

This is a great chance to network with key business leaders and attend a leadership class. We can't wait to see you!

Walter Washington Convention Center
801 Allen Y. Lew Place NW
Washington, DC 20001


Anirban Basu speaker

The Good, The Bad and The Ugly -
The Year 2024

Anirban Basu, PhD
Chairman & CEO | Sage Policy Group, Inc.

February 8, 2024

11:30 am - 1:30 pm

Has the Federal Reserve successfully engineered a soft landing? Or, is the confluence of geopolitical conflict, a presidential election, rising consumer debt levels, and still high interest rates conspiring to produce economic downturn in 2024? It is difficult to know whether 2024 will be a good year – but one thing is clear – it will be a very interesting one. This presentation will supply in-depth analysis of major factors shaping economic outcomes, including interest rates, global conflict, wage dynamics, business confidence, and demographics. It will then turn toward a forecast for the coming year, highlighting the major risks that economic stakeholders will likely encounter.

While registration is free, please use this weblink to tell us you're coming so we can save you a seat!

Congressional Country Club
8500 River Road
Bethesda, MD 20817


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Heckerling Institute on Estate Planning Breakfast

Coryn Rosenstock
Director of the Estate Law Practice Group | Altman and Associates

January 25, 2024

8:00 - 9:30 am

Join members of NAIFA and FSP for breakfast, with Coryn Rosenstock of The Heckerling Institute, on January 25 at The Tower Club in Tysons Corner!

The Heckerling Institute on Estate Planning is the nation’s leading conference for estate planning professionals, offering unparalleled educational and professional development opportunities for all members of the estate planning team. The Institute covers topics of timely interest to attorneys, trust officers, accountants, charitable giving professionals, elder law specialists, wealth management professionals, and nonprofit advisors. The 57th Heckerling Institute will provide the information and practical guidance you need to plan effectively in the currently evolving and unpredictable legal and economic environment. The Institute is also the home of the nation’s largest exhibit hall dedicated entirely to the estate planning industry.

While there is no registration fee, please use this weblink to confirm your attendance so we can save you a seat!

Tower Club - Tysons Corner
8000 Towers Crescent Drive, Suite 1700, Vienna, VA 22182


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Holiday Mixer

December 20, 2023

4:30 - 6:30 pm

Join NAIFA-Northern Virginia for a Holiday Mixer!

Date:  Wednesday, December 20, 2023           

Time: 4:30 pm - 6:30 pm

Location: Caboose Commons, 3rd Floor, 2918 Eskridge Rd, Fairfax, VA 22031

Cost: There is no registration fee, but a $10 voluntary donation is suggested to Shepherd's Center of Northern Virginia (assisting older adults with aging in place through services, companionships, and community.)

We look forward to seeing friendly faces and new faces! 


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LinkedIn Mixer Lunch
with the National Capital Chapter of FSP

December 7, 2023

11:30 am - 1:30 pm

Join members of NAIFA and FSP for lunch with Joshua Feinberg of JLT Consulting on December 7th at Wildfire Tyson's Corner!

Most people who are on LinkedIn are not sure how it is going to help them in business. This informative lunch will show how advisors are using LinkedIn to bring in new assets under management and how you can apply those same tactics for your business.

Josh Feinberg has over 23 years of experience working with over 2500 financial advisors across the United States. His clients include industry giants such as Merrill Lynch, Morgan Stanley, Amundi US, JP Morgan Securities, UBS, RBC Wealth Management, Wells Fargo Advisors, Raymond James, and Oppenheimer. The production range for his clients is $500,000 to $15,000,000 per year.

He excels at assisting financial advisors and branch managers to realistically identify and determine a course to reach their goals. Josh is committed to over-servicing his clients to achieve maximum results and goal attainment for each participant therefore maintaining an outstanding rate in client longevity. He uses a-hands-on-approach that includes role-playing and teaching his clients how to prepare for client and prospect communication. Josh graduated from Florida State University with a BS in communications and has worked in the sales/consulting/training field for more than 27 years.

Wildfire Tyson's Corner
2001 International Drive
McLean, VA 22102


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NAIFA Live

February 16, 2023; March 16, 2023; April 20, 2023
June 15, 2023; July 19, 2023; August 17, 2023
September 21, 2023; October 19, 2023; November 16, 2023

2:00 pm ET

Join fellow NAIFA members for NAIFA Live, our monthly program!

To register for NAIFA Live, please go through the Member Portal. Once you have signed into the member portal, hover over the Educate tab and click on NAIFA Live to register.

NAIFA Live is a virtual event available to NAIFA members. Please register in advance. If you are not yet a member, please join us to take advantage of all the benefits NAIFA has to offer. 


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Apex East

October 24, 2023

The popular NAIFA-Greater Washington, D.C. Success Summit has been absorbed into a regional apex conference called Apex East that is open to members and non-members! 

Launched in 2022, NAIFA's Apex conference was first held in August at the Arizona Biltmore to great success. Apex is designed to be a pure-play sales summit for producers and those in the financial services industry. The Apex design brings together producers with other industry professionals in estate planning law, accounting, technology, performance coaching, wellness, and more to create a dynamic event to take you to the top of your personal production. 

Get your registration in today for NAIFA-GWDC's Apex East event on October 24th - we can't wait to see you!


Jay Bell Memorial Golf TOurnament (8)

This event is brought to you by
helping hands gwdc

2023 Jay Bell Memorial Golf Tournament

September 21, 2023

11:30 am

Join the Helping Hands Society for our 2023 Jay Bell Memorial Golf Tournament on Thursday, September 21st beginning at 11:30 am! 

11:30 am Golf Registration and Lunch

1:15 pm Tournament Begins—Shotgun Start

6:00 pm Reception, Dinner, Live Auction

Non-golfers should plan to arrive at 6:00 pm.

$1,000 - Round of Golf—Includes pre- and post-round chair massage, box lunch, reception, dinner gifts, prizes and ability to bid on auction items

$100 - Auction Evening Ticket—Includes chair massage, reception, dinner and ability to bid on auction items

Westfields Golf Club
13940 Balmoral Greens Ave
Clifton, VA 20124


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12th Annual Legacy Luncheon

Johnny Holliday
American Radio & Television Sportscaster

April 26, 2023

11:30 am - 2:00 pm

Join us for our Twelfth Annual Legacy Luncheon to honor our charity partners and the recipient of the Legacy Award. We will hear from Johnny Holliday, American Radio & Television Newscaster. We can't wait to see you there!

11:30 am | Registration and Seating

11:45 am - 2:00 pm | Program
Charity Partner Recognition
Legacy Award Presentation

Congressional Country Club
8500 River Road
Bethesda, MD 20817


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Nationals Game with NAIFA-GWDC & FSP

April 19, 2023

7:05 - 10:00 pm

Join NAIFA-GWDC and the National Capital Chapter of the Society of Financial Service Professionals for a joint Nationals game! Come join us for an exciting game on April 19th as the Nationals take on the Orioles. We have a block of tickets reserved, so act quickly. $33.00 per ticket. Bring your family and friends too!

Nationals Park
1500 S Capitol St SE
Washington, DC 20003 


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Brews & Bites with the NAIFA-GWDC Board

March 15, 2023

5:30 - 7:00 pm

Join NAIFA-GWDC after work for a fun evening of brews and appetizers at O'Sullivan's with those in the insurance and financial services industry! Meet some of the 2023 NAIFA-GWDC Board members, grab a beer, and network with your peers. Bring your friends and colleagues!

O'Sullivan's Irish Pub
3207 Washington Blvd
Arlington, VA 22201