Upcoming Events

Join fellow NAIFA members for NAIFA Live, our monthly program!

To register for NAIFA Live, please go through the Member Portal. Once you have signed into the member portal, hover over the Educate tab and click on NAIFA Live to register.

NAIFA Live is a virtual event available to NAIFA members. Please register in advance. If you are not yet a member, please join us to take advantage of all the benefits NAIFA has to offer.

Help amplify the voice of our industry, and your clients, in Trenton during NAIFA-New Jersey's 2026 Legislative Day on June 8. We are honored to have our sponsor partner ACLI in attendance!

State Legislative Days are crucial to our grassroots advocacy strategy. The event brings insurance professionals and financial advisors together as a critical mass to advocate on behalf of their businesses, clients, consumers, and the industry.

The Chapter will arrange all meetings with your Senator and Assembly representatives. You just need to register in advance! If you've never met your elected officials, please attend for the first time! Our lobbyists will provide training about talking points to discuss with your lawmakers. And you can be partnered with a NAIFA-NJ board member who has extensive experience and can accompany you to meetings.

Free for Members!

Your president, Joseph Stephens, CFP, understands how difficult it can be to connect across a geographically large state. That’s why he is launching Quarterly Virtual Town Halls — an easy way to stay connected, informed, and heard.

What to expect:

• Casual conversation — no formal presentation

• Updates on key legislation

• Association news and initiatives

• Open Q&A — ask anything

• A chance to share your perspective on changes in the industry

Think of it as a virtual coffee chat ☕ — join for a few minutes or stay the whole time.

The Masterminds series is a collaborative learning experience built around the power of peer expertise. Spark practical conversation, meaningful connections, and actionable takeaways. Each month, members explore a focused topic through open discussion, shared best practices, and real-life use cases designed to help advisors grow, innovate, and succeed together.

On June 12 - bring your best practices and use cases about leadership book recommendations, podcast favorites and other management training resources. Learn from your peers and share ideas in just 30-minutes!

 For more information, please contact us at info@naifa-nj.org. 

New Jersey is all about EXPERIENCE! Let's get social this fall and just have fun! Meet at Source Farmhouse Brewery for happy hour and networking with advisors.

Make It Stick. You won’t remember another webinar. But you’ll remember the moment something clicked—the idea, the conversation, or the connection you had with fellow NAIFA members.

That’s what happens when learning is experienced in person.

Join us for happy hour and an event built around Experience—real people, real moments, real impact. There is no event registration fee, but we ask you register so we know to look for you on the day of the event.

Free for members!

We are excited to invite each of you to our signature event of the year! What started as an idea several years ago has become one of NAIFA-NJ's exceptional annual events, representing the best our industry has to offer—a spirit of camaraderie, personal and professional development, career networking, sales ideas, motivation and inspiration. All held right here in our own backyard!

Over the years, the programs have changed, but our goal remains steadfast—to bring tremendous value to you as a member of the National Association of Insurance and Financial Advisors. For 130 years, through advocacy efforts at all levels, NAIFA has protected and promoted the businesses of our members, and the promises we make to our clients each day. You should be proud to be a NAIFA member!

$30 Members | $50 Non-Members

Bell Works Conference Center
101 Crawfords Corner Rd
Holmdel, NJ 07733

Join us 11 am ET on May 27 for webinar: Why You Should Discuss Payroll w/Your Business Owner Clients. 

The Masterminds series is a collaborative learning experience built around the power of peer expertise. Spark practical conversation, meaningful connections, and actionable takeaways. Each month, members explore a focused topic through open discussion, shared best practices, and real-life use cases designed to help advisors grow, innovate, and succeed together.

On May 22 - bring your best practices and use cases about leadership book recommendations, podcast favorites and other management training resources. Learn from your peers and share ideas in just 30-minutes!

 Join us 11 am ET on May 13 for webinar on Rate Certainty In An Uncertain Market: A New FIA Opportunity.

Hosted by NAIFA-NJ. 

Join us virtually April 29 at 11amEST for a CE class on social security income planning - the missing link in insurance and financial advice taught by Mitchell Stein, National Association of Registered Social Security Analysts. 

The Social Security claiming decision seems so simple to most Americans. They feel they can understand what they will receive at a given age and claiming age is all they need to consider.

Professionals who recognize the underutilized leverage that Social Security income planning provides will differentiate themselves in the longevity economy.

As insurance and financial advisors, NAIFA members are positioned to unlock the power of Social Security for their clients, discover other services and products retirees need, and start them on the path to a financially secure retirement.

For more information, please contact us at info@naifa-nj.org.

NAIFA-NJ President Joseph Stephens, CFP understands how difficult it can be to connect across a geographically large state. That’s why he is launching Quarterly Virtual Town Halls — an easy way to stay connected, informed, and heard.

What to expect:

• Casual conversation — no formal presentation

• Updates on key legislation impacting your business

• Association news and initiatives

• Open Q&A — ask anything

• A chance to share your perspective from your office - what is driving you?

Think of it as a virtual coffee chat! Join for a few minutes or stay the whole time.

📅 Date: April 8, 2026
⏰ Time: 2:00 PM ET
💻 Location: Zoom

Your voice helps shape the direction of NAIFA-New Jersey. We hope you’ll join us.