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1 min read

August 14 Is National Financial Awareness Day

By NAIFA on 8/14/22 10:00 AM

National Financial Awareness Day is the perfect time to talk to your clients about financial literacy. 

Did you know?

  • Only 32% of American families maintain a monthly budget.
  • Half of American households live paycheck to paycheck.
  • 58% of Americans have less than $1,000 saved.
Topics: Financial Planning Financial Literacy Financial Security
1 min read

Upcoming Webinar: Compliance & Home Equity Conversion Mortgages

By NAIFA on 4/21/22 10:00 AM

Join us on April 29, 2022, at 2 pm eastern for the special webinar "Compliance & Home Equity Conversion Mortgages."

NAIFA Trustee Jamie Hopkins Esq., LLM, CFP, ChFC, CLU, RICP, Managing Partner of Wealth Solutions at Carson Group, and Harlan Accola, CRMP, National Reverse Mortgage Director of Fairway Independent Mortgage Corporation, will discuss how reverse mortgage loans are being used as a financial planning tool to maximize cash flow, reduce taxes, and minimize risks.

Topics: Financial Planning Planning in Advance Reverse Mortgages Potential Partners for Advisors
1 min read

Upcoming Webinar: What Everyone Should Know About Estate Planning

By NAIFA on 4/13/22 1:58 PM

What happens if you die without a will? Who needs a trust? What other important documents should you consider?

Join us on Tuesday, April 19, 2022, at 2 pm eastern to learn the answers to these questions and more in the special webinar "What Everyone Should Know About Estate Planning."

Topics: Financial Planning Planning in Advance Talent Development Center Estate Planning Webinar

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