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!
This exciting event brings together some of the top Rising Stars in the financial services and insurance industry—high-achieving professionals who have quickly made a name for themselves. Hear firsthand how they’ve navigated the early years of their careers, overcome challenges, and positioned themselves for long-term success. They’ll share insider strategies, best practices, and actionable insights to help you grow and thrive in the industry.
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
📌 Musuneggi Financial Group – Canonsburg, 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 us for a captivating movie discussion on Inside Out, where we explore the role emotions play in decision-making, behavior, and customer interactions—critical elements in the insurance industry!
🌟 Why Attend?
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:
This event will occur live during our State Meeting October 7-8th. Reminders and specifics will be emailed to registrants.
🌟 Why Attend?
Join your fellow NAIFA members in Harrisburg for our Day on the Hill, President's Dinner and LILI Graduation.
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 your fellow NAIFA members for another episode of our Quarterly Coffee Chat.