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NAIFA PA Events

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Leadership In Life Institute

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

 

REGISTER TODAY!


scranton leg 2025

Scranton Legislative Breakfast

Radisson Lackawanna Station Hotel

March 28, 2025

8:30am - 10:00am

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!

Register Today!


MWTRS 2025

A View from the Top & Morning with the Rising Stars

April 8, 2025
8:00 AM - 12:00 PM
Bluestone Country Club
711 Boehms Church Rd, Blue Bell, PA 19422

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.

Register Today!




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April LIVE Webinar

April 17, 2025 | Webinar begins at noon

Leveraging AI and Data to Drive Growth in Financial Services

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


Lunch and Learn 04-23-25

Lunch & Learn: Succession Planning

URL Insurance Group
500 Nationwide Dr, Harrisburg, PA 17110
April 23, 2025

12:00 PM - 1:30 PM EST

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.

 

Register Today!



LILI Inside Out Movie Discussion
This Webinar is brought to you by
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NAIFA-PA LILI Alumni Virtual Movie Discussion: Inside Out

June 13, 2025 | 12:30 - 1:30 PM EST

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?

  • Understanding Client Emotions: Just as Inside Out showcases how emotions shape behavior, you’ll gain insights into how emotions drive clients’ insurance decisions and reactions. Enhance your ability to connect with clients on a deeper level, building trust and fostering loyalty.
  • Risk Assessment & Emotional Drivers: Emotions are a key factor in risk perception. Inside Out gives us a fun, animated view of how emotions can impact decisions—understanding this can help you better assess risks and communicate effectively with clients.
  • Managing Change & Adaptation: As Riley’s emotions evolve in the movie, so does the insurance landscape. Learn how understanding emotional shifts can aid in navigating industry changes and adapting your strategies for success.

Register Today!



Be Who You Want Workshop 09-12-25
This Workshop is brought to you by
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NAIFA-PA LILI Alumni Workshop

Be Who You Want:
Using Personality Science to Build the Traits for Success

with Dr. Shannon - Sauer Zavala

September 12, 2025 | 12:30 - 2:00 PM EST

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

Register Today!



LILI Inside Out 2 Movie Discussion
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Movie discussion: Inside Out 2

To be Held in person at our State Meeting October 6-7

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.

Register Today!


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NAIFA - PA Day on the Hill & President's Dinner

October 6 & 7, 2025

Harrisburg

Join your fellow NAIFA members in Harrisburg for our Day on the Hill, President's Dinner and LILI Graduation. 

Registration Coming Soon!


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12:00 PM EST

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.

Host Locations Needed!


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Virtual Coffee Chat

Next Date TBD

8:30 - 9:30 AM EST

Join your fellow NAIFA members for another episode of our Quarterly Coffee Chat. 

Register Today!