NAIFA PA Events

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.

Extend the vision from October's Keynote in this interactive follow-up with Marques Ogden.

What you’ll gain:

• A planning framework to set goals that drive growth and retention

• How to apply lessons from advocacy to strengthen your client relationships

• Daily disciplines that build toward long-term success

• Accountability tools you can use with your team immediately

In a world where algorithms are learning to manage portfolios faster than you can say “fiduciary,” financial advisors face a stark truth—adapt or become obsolete. AI is here. It’s efficient, tireless, and already replacing routine financial tasks. But there’s one thing it will never master: the human connection. In Be Irreplaceable, keynote speaker and communication expert Matt Halloran delivers a jolt of reality—and a roadmap to relevance. Through bold storytelling and actionable strategies, Matt challenges advisors to stop hiding behind scripts and start mastering the one skill no machine can replicate: engaged, empathetic, deeply personal communication.

Learn how to build trust faster, influence deeper, and connect on a level that turns clients into lifelong advocates—because in the age of AI, being human is your last competitive edge.

After completing this training, you will be able to:

1. Admit that AI can do a lot of what you have historically done for clients

2. Learn how AI can actually help you be irreplaceable

3. Learn how the Atomic Content Method works and how it can help you make the connections needed to grow your business organically

 Choose How to Attend:

📌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

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.

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.

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

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