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.
Get ready to elevate your game at the 2025 NAIFA-Louisiana Advanced Planning Roadshow! Join us at the renowned Chateau Golf and Country Club in Kenner, LA, for a high-energy, all-day event on April 3rd from 8:00 AM to 4:00 PM.
This isn’t your typical financial planning seminar—it’s where the next wave of financial professionals comes to connect, innovate, and thrive. Featuring dynamic presentations from game-changers like Cheryl Canzanella, Corey Anderson, Scott Flowers, and former NBA star turned inspirational speaker Walter Bond*, you’ll dive into fresh strategies, bold ideas, and cutting-edge approaches to growing your business and making a bigger impact.
Bring your energy, your ideas, and your drive to connect with top leaders in the industry. This is your chance to level up, tap into the future of financial services, and expand your network in ways that truly matter.
Additional Speakers:
John D. Richardson, RICP, LACP
Corey Anderson, DIA
Registration:
$25 members
$35 non-members
Location:
Chateau Golf & Country Club
3600 Chateau Blvd
Kenner, LA 70065
Don’t miss out—register today and join the movement shaping the future of financial planning!
Join us on June 4th from 10:30 am - 1:00 pm at the American Cancer Society Hope Lodge Volunteer Center for Maximizing the Value of Life Insurance - An Innovative Approach to Charitable Giving presented by Jamie Mendelsohn, Executive Vice President of Asher Group.
Life insurance is a mainstay in planning. As circumstances change, advisors and their charitable clients can appropriately value and potentially monetize policies for more than their cash surrender value. The valuation of existing policies is used by fiduciaries to protect clients’ best interests and uncover value to help solve other planning needs.
Join us in New Orleans at the American Cancer Society Hope Lodge Volunteer Center for an afternoon filled with networking with local members, education, discussion, and lunch provided by ACME Oyster House! CE Credit Available.
In this timely and important program Marty Shenkman, JD, CPA, MBA, PFS, AEP, a respected authority in estate planning and personal finance, will present his insights on recent developments in estate planning for 2024. This session will benefit estate planners, attorneys, trust officers, accountants, insurance advisors and wealth management professionals.
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.
Join NAIFA-Louisiana for Conversations & Cocktails on Monday, November 6th! Come on out to Louisiana's Old State Capitol from 6:00 - 8:00 pm. The event is a celebration of LA’s adoption of personal finance education for high school students (HB 103). We're also thanking Rep. Graves for his common sense approach to financial policy including his support of the Main Street Certainty Act.
Louisiana's Old State Capitol
100 North Blvd
Baton Rouge, LA 70801
Join NAIFA-Louisiana for a NEW Ethics Training course coming to you July 11th from 11:30 am - 3:00 pm! 3 Hours of Ethics CE available.
Come on out to Brennan's in New Orleans for a delicious lunch and this great educational opportunity - it's FREE to attend. We can't wait to see you!
Brennan's Restaurant
417 Royal Street
New Orleans, LA 70130
Join NAIFA-Louisiana for a NEW Ethics Training course coming to you June 21st from 11:30 am - 3:00 pm! 3 Hours of Ethics CE available.
Come on out to Abacus in Lafayette for this great opportunity.
FREE to attend. We can't wait to see you!
Abacus
530 W Pinhook Road
Lafayette, LA 70503
Gateway Financial has extended an invitation to all NAIFA-Louisiana members and prospective members to join them for a Happy Hour event in New Orleans at NO cost! Come out to Latrobes in the French Quarter Wednesday, May 10th from 5:00 - 7:00 pm. Drinks and heavy appetizers will be included. See you there!
Latrobes
403 Royal Street
New Orleans, LA 70130
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600 State Street, Suite A
Cedar Falls, IA 50613
Phone: 504-273-0003
Fax: 703-770-8224
info@naifa-la.org
