Upcoming Events

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. 

Making a smart Social Security claiming decision is more complex than many retirees and financial professionals may realize. Retirees can miss out on hundreds of thousands of dollars over their lifetimes.

Martha Shedden, RSSA, CRPC, is the President and Co-founder of the National Association of Registered Social Security Analysts (NARSSA). A Chartered Retirement Planning Counselor (CRPC), she hosts the popular podcast Social Security: Answers from the Experts. Martha is the author of numerous white papers, seminar presentations, and articles on Social Security and retirement planning. Her published books include Avoiding Social InSecurity, The Retirement You Desire, and The Social Security You've Earned.

This presentation focuses on the Social Security rules and claiming decision considerations that are most often overlooked and least understood.

This course has been approved for one hour of CE by the Vermont Department of Financial Regulation, it is also approved for one hour of both CFP credit and CPE credit.

Members & Non-Members: $15

Kick off the holiday season with NAIFA-Vermont members at The Windjammer Restaurant for a relaxed dinner with friends. We hope you'll join us for this opportunity to come together, catch up with old friends, swap stories and enjoy a fantastic meal.

Realizing this time of year pulls all of us away from our families, we would love for you to invite your significant other to join us.

Our event will be hosted in the Garden Room and will include your first drink, choice of salad, entrée, side and dessert. Dinner will be provided by NAIFA-Vermont.

Please RSVP early to save your seat and help us with coordinating with The Windjammer.

Free for Members and their Significant Other.

Non-Members: $50
Join now!

We hope you'll join us for what has become a wonderful holiday tradition in NAIFA-Vermont.

The Windjammer Restaurant
1076 Williston Rd
South Burlington, VT 05403

We hope you will join fellow NAIFA-Vermont members as we celebrate the holiday season together. This will be a terrific opportunity to get together with one another, catch up with old friends, make new connections, hear from your NAIFA-Vermont Board members about what is happening with NAIFA and enjoy a wonderful evening together. Dinner will be provided by NAIFA-Vermont.

Please be sure to RSVP early to save your seat for this event as space will be limited!

FREE for members
Non-Members: $50.00 (Join NAIFA now!)

The Windjammer Restaurant
1076 Williston Rd
South Burlington, VT 05403

Join fellow NAIFA-Vermonters on November 16th from 2:00 - 3:00 pm to view this month's NAIFA Live Program together. Bring a snack to enjoy while we hear from industry experts on timely topics each month!

Loyal NAIFA member since 1982 and President & CEO of MassMutual Greater Houston, J.K. McAndrews, CLU, along with NAIFA-Houston President and Chief Growth Officer of MassMutual Greater Houston, Lena Allouche, will present during a special NAIFA Live this month. Join our expert panel as they will help you with your business' year-end planning as 2023 winds down. Close out the year and start off 2024 with all the tools you need to succeed.

Don't miss this great opportunity to connect with other NAIFA-Vermont Members face-to-face while enjoying this great member benefit. We hope to see you there!

New York Life Office
105 West View Road, Suite 201
Colchester, VT 05446

Join fellow NAIFA-Vermonters to view this month's NAIFA Live Program together. Bring a snack to enjoy while we hear from industry experts on timely topics each month!

Joey Davenport, CLU, CLF, President & Co-Founder of Hoopis Performance Network will present Practice Growth and Success. During this session, you'll receive language, tools, and techniques to apply to your sales process to differentiate practice in the market. We begin with insights into today’s consumer mindset that creates procrastination: lack of trust, fear, and confusion. You’ll learn field-tested practices to enhance your process for business development, collaborative discovery, applying behavioral economics techniques, and increasing the efficiency of your practice. 

Don't miss this great opportunity to connect with other NAIFA-Vermont Members face-to-face while enjoying this great member benefit! We hope to see you there!

New York Life Office
105 West View Road, Suite 201
Colchester, VT 05446

Join fellow NAIFA-Vermonters on October 19th from 2:00 - 3:00 pm to view this month's NAIFA Live Program together. Bring a snack to enjoy while we hear from industry experts on timely topics each month!

David O'Malley, President and CEO of Penn Mutual joins Howard Sharfman, Senior Managing Director at NFP Solutions, for his perspective as CEO on the outlook for the industry in 2024.

Don't miss this great opportunity to connect with other NAIFA-Vermont Members face-to-face while enjoying this great member benefit! We hope to see you there!

New York Life Office
105 West View Road, Suite 201
Colchester, VT 05446

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.

In looking for a way to give back within the community, NAIFA-Vermont felt it was important to identify a cause that was related to our industry, local to Vermont and one where we could do more than simply make a donation. This event checks all those boxes, as our members can take part in the days activities, show support for those affected and bring our families/kids out as well!

Please join fellow NAIFA-Vermont members in participating in this family-friendly 5k event. Whether you are competitive or enjoy a casual pace, all are welcome to take part in this community event, benefiting a local Vermont Organization, Empty Arms Vermont. The route is flat and scenic, starting and finishing at the Oakledge Park along the Burlington Bike Path.

There are two ways our members can get involved with this event!

1. Run or Walk the course (register at www.emptyarmsvermont.org/5krun). At 11am there will be awards, live music, a Ben & Jerry's ice cream truck and a Circus performer!
2. Cheer others on who are running. (email chelsea@emptyarmsvermont.org and indicate you're with NAIFA-Vermont, they'll supply tables, chairs, music, noise makers, and snacks for kids! Just bring your spirit and fun!!

The run proceeds benefit peer support for pregnancy and infant loss.

For additional information regarding Empty Arms Vermont, please visit their website: https://www.emptyarmsvermont.org/

Join fellow NAIFA-Vermont members and guests at Burlington Beer Company to reconnect, network, and enjoy some great company. Drinks and appetizers will be provided by NAIFA-Vermont. Can't stay the whole time? Come anytime between 4:30 and 6:30 pm! We hope you'll join us for as long as you're able.

For members, make sure to register for and attend the virtual June NAIFA-Live earlier in the day (2:00 pm, June 15th) and we can compare notes on how we can be better Advocates for our clients and profession while we're together! Members can attend the NAIFA Live and earn their Financial Security Advocate Badge, before joining us for some socializing and fun.

Please register so we have an idea of how many to expect and we'll look forward to seeing you at BBCO!

Burlington Beer Company
180 Flynn Avenue
Burlington, VT 05401

Join fellow NAIFA-Vermont members and guests at Burlington Beer Company to reconnect, network, and enjoy some great company. Drinks and snacks will be provided by NAIFA-Vermont. Can't stay the whole time? Come anytime between 5:00 and 7:00 pm! We hope you'll join us for as long as you're able as we move past tax season and welcome in spring. 

Burlington Beer Company
180 Flynn Avenue
Burlington, VT 05401

Join NAIFA-Vermont for our Annual Meeting to connect with fellow members, hear from industry professionals, and announce our 2023 Board of Directors! Lunch will be provided.

FREE for members and non-members!

The Great Room at Main Street Landing Performing Arts Center
60 Lake Street
Burlington, VT 05401

Please be sure to use the above address, as there are two Main Street Landing locations in Burlington.

Join NAIFA-Vermont and your colleagues for a Member Lunch on September 21st! Come out to Main Street Landing from 11:30 am - 1:30 pm as we get together to connect with fellow industry professionals, socialize, and hear what's happening with NAIFA-Vermont. Lunch will be provided!

Please join us as we hear from Paula Cope, President of Cope & Associates, Inc., as she shares how her disability impacted her and her family.

How a New York State Rest Stop Made Me Appreciate Disability Insurance.

-  What happens if your clients don’t die?
-  What happens if your clients can’t work until retirement?
-  What happens to you and your client if you don’t bring up and solve their disability insurance need.

Paula will talk about how playing tag changed her life. You will also learn about disability insurance solutions and Social Security disability.

We will also hear from Josh Potvin, DIA, DIF from Principal. Principal provides a comprehensive portfolio of risk protection products to help individuals and small businesses construct a plan to protect against the financial devastation of suffering a Long Term Disability. Josh will discuss product updates, underwriting programs, and sales ideas that can be used to reach more customers. 

NAIFA-Vermont members can bring a non-member industry professional as their guest, at no charge. Please register guest(s) prior to September 21st to help with our count.

We look forward to seeing you September 21st from 11:30 am - 1:30 pm ET at:

Great Room at Main Street Landing Performing Arts Center
60 Lake Street
Burlington, VT 05401

Please be sure to use the above address, as there are two Main Street Landing locations in Burlington.

Are you or your business interested in sponsoring a future meeting? Please visit our sponsorship page to find all available opportunities to partner with NAIFA-Vermont.