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.
NAIFA Live is a virtual event available to NAIFA members. Please register in advance to receive the webinar link and instructions. This is a free members only event.
Join the Helping Hands Society for our Jay Bell Memorial Golf Tournament on Thursday, September 25th. We can't wait to see you!
For over 20 years, the Helping Hands Society of Greater Washington hosts an annual golf tournament that brings together golf enthusiasts and community supporters for a day of fun, networking, and fundraising.
Proceeds from the tournament directly support our charitable initiatives, helping us make a lasting impact in the lives of those we serve.
Silent Auction:
Donate Gifts, Win Big Prizes, Make a Difference
During our annual golf tournament, we hold a silent auction to raise additional funds for charity organizations in the DC, Maryland, and Virginia areas. We rely on the generosity of our members and supporters to make this auction a success.
Please consider donating an item to the silent auction. Items can be contributed by you, your employer, family, or friends. Donations can be brought to the tournament or mailed to NAIFA headquarters, or we can arrange for pickup.
Remembering Jay A. Bell:
A Legacy of Leadership and Service
The Helping Hands Society's golf tournament is named in honor of our late friend and leader, Jay A. Bell. As president of both the DC Association of Insurance & Financial Advisors and the Greater Washington Foundation of Insurance and Financial Advisors (GWFIFA), Jay's dedication to community service and his constant reminder to take the Society "to the next level" continue to inspire our efforts.
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
Reach your peak potential by attending NAIFA-Greater Washington DC's signature event of the year!
This day represents the best our industry has to offer—a spirit of camaraderie, personal and professional development, career networking, sales ideas, motivation and inspiration right here in our own back yard! We can't wait to see you there.
Doubletree by Hilton McLean Tysons
1960 Chain Bridge Road
McLean, VA 22102
NAIFA-GWDC joins NAIFA National at the annual Congressional Conference as their chapter Legislative Day. The event brings members together as a critical mass to advocate on behalf of their businesses, clients, consumers, and the insurance and financial services industry.
BUILDING RELATIONSHIPS
The personal stories of insurance and financial professionals profoundly illustrate how public policies impact their clients. These are stories lawmakers want and need to hear. No one can tell them better than NAIFA members, and the Congressional Conference is our best vehicle for reaching a large, captive audience of policymakers.
NAIFA-GWDC's Legislative Day at Congressional Conference offers a great opportunity to get more NAIFA-GWDC members to participate. Register today, and encourage your colleagues to join you.
The greater our numbers, the louder and more influential our voice!
Registration coming soon!
NAIFA Live is a virtual event available to NAIFA members. Please register in advance to receive the webinar link and instructions. This is a free members only event.
Let's get social this summer and just have fun with NAIFA-GWDC! Meet at the O Museum in the Mansion for a scavenger hunt tour, cocktails on the patio and networking with financial advisors across Metro DC.
There is no event registration fee, but we ask that you register so we know to look for you on the day of the event. Members will purchase tickets directly from the Museum that afternoon. It's expected a group tour will be planned for an hour, then the group will walk to one of the many area bars/restaurants to enjoy light food and summer cocktails.
Conveniently located less than a block from embassy row and the Dupont Circle Metro Red Line - South Exit. We recommend you go green and use public transportation when you visit.
O Museum in the Mansion
2020 O Street NW
Washington, DC 20036
Directions:
Take the Metro Red Line to Dupont Circle
Take the Dupont Circle/South exit
At the top of the escalator turn right and carefully cross 19th Street, NW
Walk between the two buildings in front of you and then carefully cross New Hampshire Avenue, NW
Walk left and you'll see signage for 20th & O Streets, NW
Carefully cross 20th Street and come on down O Street to 2020 on your left. Welcome to the O Museum!
Free for members!
Leaders have a vision that inspires confidence in themselves and others. Join NAIFA leaders Jesse Dogillo, Kathleen Owings, and John D. Richardson as they share the vision that drove them to the top of the industry and now fuels their own flywheels of success. Be inspired as our peer panel discusses how they move beyond meeting their business goals to living a life of purpose, meaning, and service.
NAIFA Live is a virtual event available to NAIFA members. Please register in advance to receive the webinar link and instructions. This is a free members only event.
She Invests, She Decides - the Future of Finance is Female according to two recent studies that show that women are increasingly making the financial investment decisions for their family. How does that change the playing field for financial advisors?
This panel discussion will feature four leading women NAIFA advisors who will discuss their perspectives, observations and challenges when addressing the following discussion topics:
Challenges advisors face in attracting the female investor.
Trends in financial decision-making among women.
Understanding unique financial needs of women.
Early Financial education and advice
Engaging younger women.
Tailored communication and engagement.
Building confidence in financial decision-making.
The Rise of Female Investors: The document titled "the-new-face-of-wealth-the-rise-of-the-female-investor" discusses the increasing control of investable wealth by women. It highlights the social, economic, demographic, and cultural trends driving this shift and the challenges wealth managers face in attracting and retaining female clients.
Women's Growing Financial Power: The document "Building Wealth Insights on Women’s Aspirations Growing Financial Power" explores how women are increasingly taking control of their financial well-being. It discusses their growing role in household financial decision-making, higher labor force participation rates, and higher educational attainment compared to men.
Registration Rates:
$40 member, $60 non member
Location:
Columbia Country Club
7900 Connecticut Ave
Chevy Chase, MD 20815
NAIFA Live is a virtual event available to NAIFA members. Please register in advance to receive the webinar link and instructions. This is a free members only event.
NAIFA-GWDC joins NAIFA National at the annual Congressional Conference as their chapter Legislative Day. The event brings members together as a critical mass to advocate on behalf of their businesses, clients, consumers, and the insurance and financial services industry.
BUILDING RELATIONSHIPS
The personal stories of insurance and financial professionals profoundly illustrate how public policies impact their clients. These are stories lawmakers want and need to hear. No one can tell them better than NAIFA members, and the Congressional Conference is our best vehicle for reaching a large, captive audience of policymakers.
NAIFA-GWDC's Legislative Day at Congressional Conference offers a great opportunity to get more NAIFA-GWDC members to participate. Register today, and encourage your colleagues to join you.
The greater our numbers, the louder and more influential our voice!
The 14th Annual Legacy Luncheon brings together the most prominent industry leaders in the insurance/financial industries to honor and celebrate our charity partners. This signature event also recognizes the most accomplished financial services professional through bestowing our annual Legacy Award.
The Helping Hands Society is Empowering Lives, While Building Futures For All. Working together for nearly 30 years, the Helping Hands Society and NAIFA-GWDC have forged a partnership that provides a direct and positive impact on the communities we represent through our work on financial literacy education, mentorships, and support services to families in need.
The Helping Hands Society is dedicated to positively impacting our community through various fundraising events and networking socials. Our Legacy Luncheon is our signature event that creates meaningful opportunities for our members and supporters to come together and make a difference that support our charity partners.
Register now for the April NAIFA Live, our monthly webinar offered on Thursday, April 17th at 12 pm EST.
NAIFA Live is a virtual event available to NAIFA members. Please register in advance to receive the webinar link and instructions. This is a members only event.
AI is changing the business landscape by the day and NAIFA is here to keep you current.
Join Jon Seif as he shows how forward-thinking firms are using data and AI to establish relationships and address the needs of their clients. During the webinar you’ll also see how Catchlight (built in Fidelity Labs) is helping advisors cultivate deeper relationships while cross-selling more of their insurance clients into wealth management.
During Leveraging AI you will:
Learn key insights about the great wealth transfer and organic growth
Hear how modern firms are using data and AI to identify, prioritize, and engage with clients
See a demo of the Catchlight platform (built in Fidelity Investments’ tech incubator, Fidelity Labs)
Register now for the March NAIFA Live, our monthly webinar offered on Thursday, March 20th at 12pmEST.
Nearly half of Americans know someone struggling with addiction, making substance use disorders a reality that financial professionals can’t afford to ignore. As the opioid epidemic continues to devastate families, its financial impact extends beyond personal hardship—costing the U.S. economy over $1 trillion annually and directly affecting careers, retirement plans, estates, and marriages. The responsibility of financial advisors goes beyond traditional wealth management. Addiction can drain financial resources, create estate planning complications, and leave loved ones vulnerable to long-term financial distress. This course equips financial professionals with the knowledge and tools to identify financial red flags, understand the legal and planning challenges posed by addiction, and implement proactive strategies to safeguard their clients’ financial futures. By integrating personal narratives, case studies, and financial planning solutions, this session provides actionable steps to help clients navigate the financial fallout of substance abuse—while ensuring advisors are prepared for the difficult conversations that come with it.
Your role as a financial advisor is more than managing money—it’s about protecting financial legacies. Gain the knowledge to help clients before it’s too late.
NAIFA Live is a virtual event available to NAIFA members. Please register in advance to receive the webinar link and instructions. This is a members only event.
Join fellow NAIFA members for NAIFA Live, our monthly program! Our monthly NAIFA Live webinar is Thursday, February 20th at 12 pm EST!
NAIFA Live is a free virtual event available to NAIFA members. Please register in advance to receive the webinar link and instructions. This is a members only event.
SPEAKER:
Raised in the American Southwest amidst family financial challenges, Carson channeled the entrepreneurial spirit he saw in his father into a myriad of successful ventures. From auto repair enterprises to leading national sales for top life insurance carriers, his journey through the business landscape has been expansive.
Today, Carson stands at the helm as the founder & Chief Visionary of one of the world's leading masterminds of honest, authentic, and ethical insurance agents. Beyond this, he's co-created a specialized insurance CRM, offers mentorship to a broad spectrum of professionals, and continues to manage his own firm.
Carson specializes in wealth management principles as a Cash Value Life Insurance expert and industry Influencer. His training regarding these topics is highly sought after by top Life Insurance Providers, Firms, and Organizations. In the upcoming month he is publishing two expert books "IUL The Right Way" & "The Wealth Lever" which are the most comprehensive consumer guides to effectively selecting, purchasing, and utilizing Indexed Universal Life Insurance as a wealth leveraging tool.
A riveting public speaker, panelist, and podcast guest; Carson's core mission is empowering others to become the most elite entrepreneur and agent that they can possibly be. Invite Carson for an unforgettable blend of Industry expertise, business insights, and genuine inspiration.
Reach your peak potential by attending NAIFA-Greater Washington DC's signature event of the year!
This day represents the best our industry has to offer—a spirit of camaraderie, personal and professional development, career networking, sales ideas, motivation and inspiration right here in our own back yard! We can't wait to see you there.
Doubletree by Hilton McLean Tysons
1960 Chain Bridge Road
McLean, VA 22102
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
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Copyright © 2020 NAIFA-Greater Washington, D.C.
600 State Street, Suite A
Cedar Falls, IA 50613
Phone: 844-717-2858
Fax: 703-770-8224
info@naifa-gwdc.org
