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NAIFA PA Events

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Ask an Expert: Special Needs Planning

Quarterly Virtual Coffee Chat

April 6, 2023

8:30 AM EST - 9:30 AM EST

NAIFA-PA is happy to host industry veteran Christine M. Brookins, Financial Advisor on Thursday, April 6th for the Quarterly Coffee Chat. Christine is an advisor and parent who is passionate about enhancing the lives of individuals with special needs.  In 2022, she launched Outspoken to give a voice to those who may not be heard. Through individual and group engagements, she provided education around, and advocacy for, members of the disability community. The interview format will invite members to Ask an Expert about Special Needs Planning.

Click here for more about Christine!

*Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc.

Oakbridge Advisor Group and Securities America are separate entities.

 www.oakbridgeadvisorgroup.com

 

Register Today!

Save the Date for future coffee chats on July 6 & October 5!


Morning with the Rising Stars

Morning with the Rising Stars

April 19, 2023

8:00 AM EST

Join NAIFA - Greater Philadelphia in celebrating and learning from our Rising Stars!

Register Today!


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NAIFA LIVE: Success in Abundance: Lessons from Today's Industry Phenoms

April 20, 2023

2:00 PM EST

Join local NAIFA PA members at a Watch Party near you! 

Hear from some of the best young industry talents and get a peek into their unique business concepts. You will be inspired by their stories and learn to implement the techniques our panel has cultivated as they show you how they made their impact on the industry in such a short time.

Our accomplished panel for this month's NAIFA Live includes Eryka MoreheadRobert Fenby, and Warren McGuire. Each of them will share business advice and innovative sales ideas to help you grow and succeed as an advisor. You will also learn how to use creative thinking and leverage an abundance mindset to problem solve and get ahead in the industry.

Moderated by Howard Sharfman, one of Forbes’ 2021 Top Financial Security Professionals, you won’t want to miss the next NAIFA Live.

If you're interested in hosting a future Watch Party, email jhartman@naifa-pa.org.

Host Locations Needed!

Register for Exton

Register for Pittsburgh

Register for Harrisburg


Golf Outing 2023

2023 NAIFA - Pennsylvania Golf Outing

Friday May 12th, 2023
Dauphin Highlands
650 S. Harrisburg St. Harrisburg, PA 17113
11:30 AM Lunch & Registration
1:00 PM Shotgun Start
6:00 PM Happy Hour & Awards

Join us for our Four-ball Scramble at Dauphin Highlands.  Special events include prizes for top gross scores, longest drive, closest to the pin and super putt!

Proceeds from the golf outing will help support the Bethesda Mission, Race for Will, and the Midwest Food Bank.

To view the Registration and Sponsor Brochure - Click Here!

Register online to Sponsor!

Register online to Golf!


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June NAIFA LIVE

June 15, 2023

2:00 PM EST

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!

Register for Harrisburg

Registration for Greater Philadelphia - Coming Soon!


cup coffee and sunny trees background

Quarterly Coffee Chat

July 13, 2023

8:30 AM EST - 9:30 AM EST

Join your fellow NAIFA-PA members for the third Coffee Chat of 2023! It's a great way to see your NAIFA-PA friends and pick up some timely information about various topics. We will review  NAIFA happenings so you can make a plan to get involved, all while sharpening your saw and building your business!

Register Today!

Save the Date for our final coffee chat of 2023 on October 5!


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July NAIFA LIVE

July 20, 2023

2:00 PM EST

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!

Register for Harrisburg

Register for Pittsburgh

Register for Horsham


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August NAIFA LIVE

August 17, 2023

2:00 PM EST

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!

Register for Pittsburgh

Register for Kennett Square

Register for Horsham


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September NAIFA LIVE

September 21, 2023

2:00 PM EST

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!

Register for Exton


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NAIFA - PA State Meeting & Day on the Hill

October 2, 2023 Welcome Reception
October 3, 2023 State Meeting & Day on the Hill
Harrisburg, PA

Save the date to join your fellow NAIFA - PA members for our State Meeting and Day on the Hill in Harrisburg this October!

Check back for more details and to register.

Registration Coming Soon!


Business papers and a cup of coffee on the table

Quarterly Coffee Chat

October 5, 2023

8:30 AM EST - 9:30 AM EST

Join your fellow NAIFA-PA members for the final Coffee Chat of 2023! It's a great way to see your NAIFA-PA friends and pick up some timely information about various topics. We will review  NAIFA happenings so you can make a plan to get involved, all while sharpening your saw and building your business!

Registration Coming Soon!


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October NAIFA LIVE

October 19, 2023

2:00 PM EST

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!

Registration for Pittsburgh - Coming Soon!


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November NAIFA LIVE

November 16, 2023

2:00 PM EST

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!

Registration for Pittsburgh - Coming Soon!