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
📍 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
Featuring Sam Richter - award-winning speaker, author, and leading expert on AI-powered sales intelligence for financial and insurance professionals.
Hear the latest legislative updates straight from Harrisburg with State Representative Martina White.
At a time where information is abundant, but authenticity is scarce, knowing your prospects and clients and what matters to them is no longer just a strategy – it’s a decisive competitive advantage. How do you ensure your outreach stands out as genuine in a sea of AI-generated content? How do you connect with decision-makers in a way that resonates and gets results?
Join NAIFA Pennsylvania for a powerful two-day event that blends inspiration, education, advocacy, and celebration. Day on the Hill & President’s Dinner brings together professionals from across the insurance and financial services industries to engage with legislative leaders, elevate their advocacy impact, and refuel with purpose.
SPONSORS:
Please reach out to Trish May, pmay@weignerinsurance.com for more information.
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:
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.
SPONSORS:
Please reach out to Trish May, pmay@weignerinsurance.com for more information.
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:
