NAIFA - PA's LILI Class enrollment is open!
For more information, please reach out to our LILI Co-Moderators
Steve Petrungaro: steve.petrungaro@hubinternational.com
Carina Hatfield: chatfield@weignerinsurance.com
NAIFA-PA looks forward to returning to Scranton for its Legislative Breakfast, to be held at the Scranton Radisson Lackawanna Station Hotel, in March of 2025. Moderated by the indefatigable Walter Mitchell, the Breakfast has proven to be entertaining and informative for legislators and NAIFA members alike. Don't miss it!
Join us to learn from and celebrate our Rising Stars.
Join Jon Seif for an exclusive session on how financial firms are using AI and data-driven strategies to strengthen client relationships and drive business growth. This event will showcase Catchlight, developed in Fidelity Labs, and how it helps advisors engage clients and cross-sell insurance to wealth management.
What You’ll Learn:
✅ Insights on wealth transfer & organic growth strategies
✅ How AI identifies, prioritizes & engages clients
✅ A live Catchlight platform demo to see AI in action
Choose How to Attend:
📍 In-Person Locations:
📢 FREE for NAIFA Members & Non-Members!
📌 CoActive Wealth Strategists, LLC – Sinking Spring, PA
➡️ Space is Limited! Register
📌 URL Insurance Group – Harrisburg, PA
➡️ Register
💻 Virtual Option:
📢 To register for NAIFA Live, please go through the Member Portal
Interested in Hosting a Future Event?
We’re always looking for great locations! If you’d like to host a future NAIFA event, please contact:
📩 Trish May, NAIFA – PA Programs Chairperson at pmay@weignerinsurance.com
Join your fellow financial professions for a Lunch and Learn and gain one-hour of PA Insurance CE. Mike Cherewka, Esq. presents "Succession and Exit Planning." Gain insights into strategic exit plans, business valuation, tax considerations, legal due diligence, shareholder value, succession planning and smooth transitions. Learn the importance of early planning and collaborating with professionals to implement the right strategy for your business.
Join your fellow NAIFA members in Harrisburg for our Day on the Hill, President's Dinner and LILI Graduation.
Join your fellow NAIFA members for another episode of our Quarterly Coffee Chat.
Stay tuned for details on the 2025 presentations.
Join local NAIFA PA members at a Watch Party near you! If you're interested in hosting a future Watch Party, email jhartman@naifa-pa.org.
