NAIFA Oregon

Join us May 18–19, 2026 in Washington, D.C. for NAIFA’s Congressional Conference, the premier advocacy event for financial professionals. Members from all 50 states will come together at the Capital Hilton for two powerful days of training, policy briefings, and meetings on Capitol Hill.

Your voice matters. Your clients depend on strong representation. Be there. Register today.

https://hubs.ly/Q045S9Qw0

What does the future of NAIFA look like for members?

In the latest issue of the NAIFA Community magazine, President Christopher Gandy shares his vision for strengthening the NAIFA experience and building a more connected and energized community of financial professionals. His journey from professional athlete to industry leader offers powerful lessons in resilience, leadership, and service.

Read the full story in the NAIFA Community magazine.
https://hubs.ly/Q045MMwQ0

2026 NAIFA Community Report The NAIFA Community report profiles NAIFA President Christopher Gandy and spotlights members whose NAIFA experiences illustrate the NAIFA membership promise to Advocate, Educate, and Differentiate.

We are just a week away from our "Comprehensive Estate Planning: Your Competitive Edge for 2026" webinar. Learn the latest insights on tax developments, trusts, inherited IRAs, and planning strategies for married and divorced clients. Strengthen your client relationships and position yourself as a trusted resource in a changing landscape. Register now!



https://hubs.ly/Q045pszV0

Join NAIFA’s IREAP Center on February 4 for a live webinar focused on new developments and advanced planning ideas across investment, retirement, estate, and tax planning. An experienced lineup of speakers will walk through recent legal and regulatory changes and what they mean for practical planning strategies. This live event is free for members and non members.

https://hubs.ly/Q040zk6w0

NAIFA’s Medicare Collective Impact Day features leading voices from across the Medicare ecosystem sharing practical insights on the forces reshaping the Medicare market. Presentations will include the importance of quality in consumer engagement, product deserts, and the 2027 CMS Proposed Rule. Designed for financial professionals, this free live virtual event offers clear direction on where the Medicare market is headed. Sign up today.
https://hubs.ly/Q03-Q9lw0

The 2026 FSP Institute delivers advanced planning education across every stage of the client journey. From retirement income, Social Security, and housing wealth strategies to executive compensation, college planning, aging, and market outlooks, the agenda is designed to sharpen how you think and plan. Join us February 17 to 20 in Orlando for an immersive learning experience built for today’s complex planning environment.
https://hubs.ly/Q03-Qb6P0

The Holiday sale for NAIFA’s LUTCF designation brings the biggest savings of the year. It is an ideal time to strengthen your skills or help someone on your team grow. Learn more about the special pricing and why this designation stands out.
https://hubs.ly/Q03XVfbR0

One week from today, NAIFA will host a rare and exclusive interview with top advisor Mark Curtis.

NAIFA will present an exclusive live webinar featuring Mark Curtis, Managing Director at Morgan Stanley’s Graystone Consulting and one of the most consistently top ranked financial advisors in the country (with estimated AUM at 490 billion dollars).

Known for his decades of excellence and leadership in wealth management, Curtis rarely makes public appearances. Thanks to the efforts of NAIFA trustee Jesse Dogillo, NAIFA members and guests will have the rare opportunity to hear his perspective in a candid fireside style conversation.

This live event will not be recorded. Register today.

https://hubs.ly/Q03XV9Fv0

The 2026 FSP Institute returns February 17 to 20 as it celebrates 80 years of elevating financial professionals. This is more than a conference. It is an advanced planning experience that brings clarity to complex topics and helps you learn alongside top faculty. Register today and join us in Orlando.
https://hubs.ly/Q03X3BRz0

Roth IRAs can be powerful tools for tax efficient retirement planning. Join us on December 9 for a webinar featuring Jim Foster as he breaks down the future tax environment, advanced Roth conversion strategies, and why Roth assets matter for long term planning.
https://hubs.ly/Q03WTLtH0

The Black Friday sale for NAIFA’s LUTCF designation brings the biggest savings of the year. It is an ideal time to strengthen your skills or help someone on your team grow. Learn more about the special pricing and why this designation stands out.

https://hubs.ly/Q03Vg6y30