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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

11:00 AM CT

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.


Past Events

marty shenkman

This Webinar is brought to you by
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FSP NAIFA-LA ACS Webinar Watch Party & Luncheon

February 27, 2024

10:30 AM - 1:00 PM

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.

Date: February 27th, 2024
Cost: Free!
Location: American Cancer Society Hope Lodge Volunteer Center
(2609 River Road, New Orleans, LA)
 
Agenda:
10:30am - Meet & Greet
11:00am - Virtual Webinar
12:00pm - Lunch, provided by ACME Oyster House
1:00pm - Hope Lodge Tours, by request
 

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.

Expect to come away from this important program with current, practical planning tips and ideas that will enable you to deliver valuable guidance to your high-net-worth as well as your more modest clients. Given the current unpredictable economic and legal environment it is critical that advisors stay up-to-date on all developments. 
 

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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

1:00 pm CT

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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Conversations & Cocktails

November 6, 2023

6:00 - 8:00 pm

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


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NEWLY APPROVED Ethics Training - NOLA

Ron Henderson & Charles Hansberry

July 11, 2023

11:30 am - 3:00 pm

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


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NEWLY APPROVED Ethics Training - Lafayette

Ron Henderson & Charles Hansberry

June 21, 2023

11:30 am - 3:00 pm

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


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This event is brought to you by
Gateway F

Happy Hour with Gateway Financial

May 10, 2023

5:00 - 7:00 pm

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