Richard Dobson is a Certified Financial Planner (CFP) who strives to simplify communication between clients and financial advisors. As a keynote speaker, he has provided insurance and investment advice for over 40 years. Richard is the author of Make Simplicity Your Superpower! and The Trusted Professional. He is also a NAIFA member and has previously served as a former FINRA Broker Dealer Chief Compliance Officer (CCO).
Carroll Golden, Executive Director of NAIFA's Centers of Excellence and the Limited & Extended Care Planning Center (LECP), was recently interviewed by Bill Hortz to shed light on the often-overlooked realm of informal caregiving. With millions of Americans engaged in the care of loved ones, Golden reveals the economic and emotional challenges that persist in what she refers to as the "shadow" caregiving economy.
Golden, a best-selling author who recently released How Not to Pull Your Life Apart: Caregiving, highlights the staggering figures reported by AARP in their 2021 report, "Valuing the Invaluable," which estimates the economic value of informal caregiving at around $600 billion annually, contributed by some 38 million family caregivers. Despite such significant contributions, the financial and emotional tolls on caregivers are largely unrecognized in traditional financial planning. Golden stresses the urgent need for tools and resources to aid financial professionals in supporting caregivers to manage both the immediate and long-term challenges of caregiving.
Ensuring income protection is critical for your clients, particularly during their income-earning years. We invite you to join our upcoming webinar on Wednesday, May 8, 2024, from 12:00 pm to 1:00 pm Eastern. Sponsored by Ash Brokerage, this webinar is designed to arm financial professionals with the tools and techniques needed to effectively manage discussions around disability income plans and life insurance.
Congratulations to NAIFA Trustee Stephen Kagawa, LUTCF, FSS, on being named the 71st recipient of NAIFA-Los Angeles’s Will G. Farrell Public Service Award. The CEO and Chairman of the Board of The Pacific Bridge Companies has been a loyal NAIFA member since 1986.
NAIFA Trustee Barbara A. Pietrangelo, an accomplished Financial Planner and a loyal member of NAIFA since 1992, stands out as a beacon of expertise and commitment. Her career began in 1991 at the Prudential Insurance Company of America, where she has since ascended to become the Wealth Solutions Report Financial Planner of the Year as One of the Top Women Industry Leaders for 2024.
David McKnight is a renowned financial advisor and expert in zero-tax retirement planning, having assisted thousands of Americans in achieving the zero percent tax bracket. He has frequently appeared in numerous national publications, including Forbes, USA Today, the New York Times, Fox Business, CBS Radio, and Bloomberg Radio. With four #1 Amazon best-selling books to his credit, including The Power of Zero, Look Before You LIRP, The Volatility Shield, and Tax-Free Income for Life, David has established himself as a leading authority in retirement planning. In his acclaimed book, The Power of Zero, he presents a comprehensive guide on how to achieve a 0% tax bracket in retirement through a carefully crafted, step-by-step approach.
Understanding the intersection between financial assets and estate planning is extremely important for maximizing wealth and enhancing asset protection. Join us on Wednesday, May 1, 2024, from 12:00 pm to 1:00 pm Eastern for an in-depth webinar that focuses on aligning your clients' financial assets with their estate planning goals. This session is ideal for professionals looking to deepen their understanding of estate planning essentials like revocable trusts, wills, and powers of attorney, and how to effectively coordinate these with various financial assets, including investments, real estate, and retirement accounts.
NAIFA has redesigned and relaunched the Life Underwriting Training Council Fellow (LUTCF®) program, a three-course training series for one of the most sought-after designations in the insurance industry. Since 1984, NAIFA’s LUTCF has prepared more than 70,000 insurance and financial professionals to excel in the industry and is often the first designation successful agents and advisors earn.
The Foundation for Financial Service Professionals has announced the recipients of the Kenneth Black Jr. Journal Author Awards for articles published in the Journal of Financial Service Professionals in 2023. Since 1988, the Foundation has recognized the top three articles published in a specific volume (six issues within the same calendar year) with these annual awards.
In celebration of Financial Literacy Month, Life Happens has created a social media toolkit of posts and graphics available to all members who utilize their social media platforms to raise awareness of the importance of financial literacy. The images are co-branded with both the NAIFA and Life Happens logos.
