NAIFA PA Events

John Schwartz, the Founder and President of the Center For Combating Elder Financial Abuse, will give a presentation on how to detect and stop financial predators from stealing seniors' life savings.  The Center For Combating Elder Financial Abuse takes a unique approach in detecting and combating elder financial abuse - we look at the crime through the eyes of the financial predators. Mr. Schwartz will explain how financial predators deliberately target, groom, and take control of seniors' life savings. He will also share strategies that seniors can use immediately to protect themselves and their savings.

 Choose How to Attend:

📍 In-Person Locations:

📢 FREE for NAIFA Members & Non-Members!

📌Musuneggi Financial Group – Canonsburg, PA
➡️ Register Today!

💻 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

Harris’ brand-new 4-hour course gives you more than just great ideas—it also helps you stay compliant

Meets the State-required 4-hour LTC CE Refresher Course requirement

OR qualifies for 4 hours of General CE credit

No test required!

To sell Hybrid Life/LTC or traditional stand-alone LTC policies, you must complete the initial 8-hour LTC training and then a 4-hour LTC Refresher every two years. This session checks that box!

Walk away with fresh strategies to grow your LTCi sales—even if you’re not selling much now. Harris will share how to reach business owners, professionals, and key decision-makers. His insights on the tax-deductibility of LTCi in the business market have been featured in NAIFA’s Advisor Today, assisting clients in using pre-tax dollars for premium payments.

NAIFA Member $10

Non-NAIFA Member $25

➡️ Register for Pittsburgh Today

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 us for an afternoon of networking, swing practice, and social fun at The Fringe Golf Club in Red Lion. Enjoy indoor golf simulator play that’s perfect for both beginners and seasoned golfers looking for a casual, entertaining experience. Savor delicious bites and sips curated by Franklin Street Social, Red Lion’s vibrant food hall featuring 13 local vendors offering everything from tacos and BBQ to sushi.

Enjoy:

• Indoor golf simulator play — great for both beginners and seasoned golfers at fun, casual skill levels. 
• Delicious bites & sips curated and provided by Franklin Street Social, Red Lion's vibrant food hall featuring 13 local vendors like taquerias, BBQ, sushi, and more. 
• Modern, social atmosphere—a revitalized, historic factory venue with a central bar, games, music, and relaxed mingling zones. 

The pace of innovation is accelerating—and finance and insurance professionals are uniquely positioned to harness the power of artificial intelligence to drive growth, boost efficiency, and better protect their clients. Cyber Day is your chance to explore what’s next with the guidance of industry experts, technologists, and peers who are already putting AI into action.

This one-day, in-person event will feature insightful presentations, real-world tech demos, and a chance to connect with others navigating similar challenges in security, compliance, and customer service.

Dr. Shannon Sauer Zavala is an author, speaker, clinical psychologist, & scientific researcher. She specializes in helping people make intentional shifts to their personality traits to improve career performance, relationships, and mental health. Her research confirms what she saw in her own development and in her patients: People can intentionally shape the traits they need to be successful in the lives they want.

Participants will be asked to complete a Personality Compass Assessment in advance of the workshop and be prepared to discuss:

• How to start moving forward even if you don't know exactly where you're headed
• How self-limiting beliefs keep you stuck in a personality-type box
• How to embrace the person you want to be by ACTING like the person you want to be
• How to celebrate strong wins to keep yourself motivated

Join NAIFA Pennsylvania for a powerful two-day event that blends inspiration, education, advocacy, and celebration. Day on the Hill & President’s Dinner (October 6–7, 2025) brings together professionals from across the insurance and financial services industries to engage with legislative leaders, elevate their advocacy impact, and refuel with purpose.

This event will occur live during our State Meeting October 7-8th. Reminders and specifics will be emailed to registrants.

🌟 Why Attend?

• Emotional Intelligence & Client Interactions: Learn how understanding emotions can enhance your approach to client relations, improving communication and trust in the insurance process.
• Navigating Change & Adaptation: Just like Riley’s emotional landscape evolves in Inside Out 2, the insurance industry constantly changes. Explore how emotional resilience and adaptability are crucial for both clients and professionals in this fast-paced market.
• Risk & Decision Making: Understand the emotional triggers that influence decision-making, especially when it comes to purchasing insurance or navigating claims. Insight into these emotional drivers can help refine your strategies.

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.

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