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NAIFA-PA Members Lobby Congress

By Jan T. Hartman on 5/26/23 11:43 AM

NAIFA-PA fielded a delegation of 25 to the 2023 Congressional Conference in DC. Led by NAIFA-PA President Tracy Russo-Keesey, they held numerous meetings with Congressional Members and staff, lobbying on financial security issues. Thanks to all of our members who attended: Drew Shumski, Brian Worrell, Adam Bykowski, Randy Kaufmann, Carina Hatfield, Trish May, Bob DiCola, Christine Pikutis-Musuneggi, Chris Musuneggi, Paul Valerio, Bronwyn Martin, Steve Petrungaro, Brad Small, Sherrie Coburn, Tom O'Neill, Gregory Fat, John Fauzey, Georgia Chletcos, Greg Dexter, Yemi Alo-Faleye and Edward Boksan. Picture: Steve Petrungaro and Congressman Mike Kelly.

Topics: #NAIFAProud

NAIFA-PA Golf Outing Held in Harrisburg

By Jan T. Hartman on 5/17/23 10:45 AM

NAIFA-Pennsylvania recently held its Annual Golf Outing in Harrisburg. The weather was great for a super turnout of over 120 golfers, numerous sponsors and friends. Thanks to all of the organizers including Steve Clemens, Craig Ritter, Gerry Wevodau and Rose Snow and thanks to all of our great sponsors!

Topics: #NAIFAProud

Membership Team Visits New York Life in Harrisburg

By Jan T. Hartman on 5/10/23 10:18 AM

NAIFA National Trustee and Membership Chair Carina Hatfield, NAIFA-PA Membership Co-Chair Jim Boyd and State Executive Jan Hartman recently visited the New York Life Office in Harrisburg to take the membership message to potential members. Thank you to Rahim Solehdin, Managing Partner, for his assistance with the visit.

Topics: #NAIFAProud MembershipPays

NAIFA-Pennsylvania Leadership in Life Institute class begins

By Jan T. Hartman on 4/22/23 2:36 PM

NAIFA-PA has begun its 2023 Leadership in Life Institute (LILI) Class. Led by moderator Carina Hatfield and co-moderator Lou Pettinato, the class has seven participants. They are: Scott Gola, Truist Investment Services, Jason Kreider, KinG Brokerage/Kreider Insurance Group, Bronwyn Martin, Martin's Financial Consulting Group, Joseph LoStracco, Flagship Financial LLC, Lesley Mann, GBU Life, Paul Szkotak, New York Life and Adam Schopp, Kaufmann Financial Group/Pruco Securities. LILI is a six-month leadership development program devoted to advancing personal growth and professional success.

Topics: #NAIFAProud LILI


By Jan T. Hartman on 4/21/23 4:56 PM

NAIFA-GREATER PHILADELPHIA recently honored its Rising Stars for 2023. These up-and-comers are selected by a committee intent on recognizing the best characteristics of advisors in the industry. The honorees are from left, Greg Dexter, New York Life, moderator, Dawn Grandstrom, New York Life, Adam Bykowski, Mass Mutual Eastern PA, Tim Price, Mass Mutual Greater Philadelphia, Brian Walls, Northwestern Mutual, Anthony Correra, MBA, CLTC, and Natalie Petrongola, New York Life. Congratulations to all of the Rising Stars for 2023.

Topics: #NAIFAProud