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Upcoming Events

Coffee Chat 6-1

Quarterly Coffee Chat

FinTech Roundtable
June 2, 2022 | 8:30 AM

This is a great opportunity to meet local NAIFA members in a virtual morning meeting.

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The webinar is brought to you by
NAIFA_PENNSYLVANIA

The Ultimate Guide to Annuities CE Event

June 9, 2022

2:00PM - 4:00PM EST

The Ultimate Guide to Annuities - Superior CE Seminar is a Continuing Education Program provided by Success Continuing Education.  This course is instructed by Patrick Scanlon and hosted by Jon Murr

Information Flyer

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Anthony Martinelli William Medico
Bob Bagonis
This event is brought to you by
NAIFA_PENNSYLVANIA

June NAIFA Live Watch Party

Anthony Martinelli, CLU CBEC
Wealth Advisor
Co-Founder
William F. Medico, III, CHFC
Wealth Advisor
Co-Founder
Bob Bagonis
Trivitum Private Wealth Strategies, LLC
Founding Partner

June 16th | 1:30 to 4:00 pm eastern

Pittsburgh

PREMIUM FINANCING - REVEALING THE SECRETS OF THIS POWERFUL ESTATE PLANNING TOOL

Your high net-worth clients and business owners rely on you. Have you considered incorporating premium financing into your estate planning services? Premium financing is an emerging and vital planning strategy, one your clients cannot afford to miss.

Join premium finance experts Anthony Martinelli, Bob Bagonis, and Bill Medico for our June NAIFA Live where we pull the veil off this fascinating and powerful estate planning strategy.

This NAIFA Live is intended for NAIFA Members who are involved in estate planning, advanced planning, or who want to learn more about this advanced planning topic.

REGISTRATION COMING SOON


Coffee Chat 9-1

Quarterly Coffee Chat

Life Insurance Awareness Month
September 1, 2022 | 8:30 AM

This is a great opportunity to meet local NAIFA members in a virtual morning meeting.

Registration coming soon.


NAIFA GP Golf Outing 2022

NAIFA - Greater Philadelphia Annual Charity Golf Outing

September 21, 2022
10:00 AM Registration, Complimentary Driving Range & Luncheon
1:00 PM Shotgun Start

The Bucks Club

INFORMATION BROCHURE

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Coffee Chat 12-1

Quarterly Coffee Chat

Year-End Planning
December 1, 2022 | 8:30 AM

This is a great opportunity to meet local NAIFA members in a virtual morning meeting.

Registration coming soon.