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Upcoming Events

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Bi-Weekly Educational Webinar Series

John O'Hara

July 17, 2024

11:00 - 11:45 am

Join us virtually on July 17th from 11:00 - 11:45 am for an opportunity unique to NAIFA-New Jersey members! Free, bi-weekly programming on the latest topics - this time we will have guest speaker John O'Hara joining us. We can't wait to see you on Zoom!

John O'Hara is a licensed NJ Life and Health Insurance Producer, and the President and Owner of NJ Life and Health Insurance Group LLC in Toms River NJ. After leaving the scientific research field and spending time in the Medicare industry, he and his brother William recognized a need for unbiased insurance education not motivated by sales commissions. With that, they started NJ Life and Health in March of 2018 and strive to help educate clients every day.

REGISTER HERE


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NAIFA Live

July 18, 2024
August 15, 2024
September 19, 2024
October 17, 2024
November 21, 2024

2:00 pm ET

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.


Past Events

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Bi-Weekly Educational Webinar Series

Cristine Lapinski

June 19, 2024

11:00 - 11:45 am

Join us virtually on June 19th from 11:00 - 11:45 am for an opportunity unique to NAIFA-New Jersey members! Free, bi-weekly programming on the latest topics - this time we will have guest speaker Cristine Lapinski joining us. We can't wait to see you on Zoom!


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Educational Webinar Series

Bill Schatz
Regional Sales Manager | Allianz

June 5, 2025

11:00 - 11:45 am

Join us virtually on June 5th from 11:00 - 11:45 am for an opportunity unique to NAIFA-New Jersey members! Free, bi-weekly programming on the latest topics - this time we will have guest speaker Bill Schatz joining us. We can't wait to see you on Zoom!


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2024 Legislative Day

June 3, 2024

9:00 am - 2:00 pm

Join NAIFA-New Jersey on June 3rd from 9:00 am - approximately 2:00 pm for our 2024 Legislative Day! 

The Annual NAIFA-NJ Legislative day allows members an opportunity to represent NAIFA in Trenton while seeing state government firsthand. In addition to meeting with legislators on the latest issues, attendees will sit in on committee meetings of interest as well as participate in brief hallway introductions with legislators when possible. We can't wait to see you!

New Jersey State House
125 W State St
Trenton, NJ 08608


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Educational Webinar Series

May 22, 2024

11:00 - 11:45 am

Hear presentations on the latest industry trends and topics - free to NAIFA members! This month we will hear Tom Connelly. We can't wait to have you join us virtually on Zoom May 22nd from 11:00 - 11:45 am. 


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Educational Webinar Series

James Steidel

May 8, 2024

11:00 am - 12:00 pm

Join us virtually on May 8th for an opportunity unique to NAIFA-New Jersey members! Free, bi-weekly programming on the latest topics - this time we will have guest speaker James Steidel joining us. We can't wait to see you on Zoom!


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Educational Webinar Series

Lisa Diaram

April 24, 2024

11:00 AM - 12:00 pm EST

NAIFA NJ's bi-weekly educational series is free to members and a great way to learn about industry trends, product information, you name it!

In this installment, join Lisa Diaram, Senior Enterprise Human Capital Management at Paychex Inc.


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Educational Webinar Series

April 10, 2024

11:00 AM - Noon EST

NAIFA New Jersey's Educational Series is a member-only benefit, providing two opportunities a month to learn about the latest trends, topics and products.

In this installment, Chris Stahowick, Senior Internal Wholesaler with Fidelity & Guaranty Life, will talk annuities!

REGISTER HERE


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Educational Webinar Series -
A National Life Annuity Discussion

Lee Revels
National Life Group
Affiliated Annuity Director

March 27, 2024

11:00 am - 12:00 pm

Join NAIFA-New Jersey for a webinar event on March 27th from 11:00 am - 12:00 pm - a National Life Annuity Discussion with Lee Revels. 

Lee is a graduate of Baylor University and a thirty-year veteran in the financial services industry. He is securities licensed since 1993 with a 65, 7, 8, & 24; and has held a Life & Health insurance license since 1997.

Lee joined National Life Group as the NLFA Annuity Director in August of 2021, having worked as an annuity and mutual fund wholesaler with Kemper, MFS/SunLife, Prudential, Nationwide, Lincoln and Symetra. Lee has extensive experience with all types of annuities and benefit riders, case design, and the competitive landscape. He specializes in building relationships with advisors and partnering with them to maximize annuity production.


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March NAIFA Live Watch Party

James S. Aussem, JD, AEP

March 21, 2024

12:00 - 2:00 pm

Join NAIFA-New Jersey for our March NAIFA Live Watch Party coming to you Thursday, March 21st! 

This month's NAIFA Live Watch Party will be held at Certified Financial Services in Paramus.

In this dynamic session, attendees will explore the many facets of financial services exit planning in today’s environment.

Using the case study format, James S. Aussem, JD, AEP will lead the discussion of exit planning for three different types of financial practices, these include a Financial Planning practice, a Financial Planning and Insurance practice, and a practice specializing in Life Insurance, Long Term Care Insurance, and Disability Income. The goal will be to provide exit planning guidance and solutions through a discussion that will include current issues, key issues universal to a transaction, trigger events, and structure of a transaction.

NAIFA Live will begin at 12:00 pm Eastern. We can't wait to see you!

Certified Financial Services
52 Forest Avenue
Paramus, NJ 07052


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Educational Webinar Series

John Asfar, CLU, ChFC, FALU, CFP, CPWA

March 13, 2024

11:00 am - 12:00 pm

Join NAIFA-New Jersey virtually for a bi-weekly webinar series offering members a FREE opportunity to stay up to date with the latest trends and products. This week's speaker is John Asfar. We can't wait to see you!


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Educational Webinar Series

Clark Ostvig

February 28, 2024

11:00 am - 12:00 pm

Join NAIFA-New Jersey virtually for a bi-weekly webinar series offering members a FREE opportunity to stay up to date with the latest trends and products. This week's speaker is Clark Ostvig. We can't wait to see you!


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February YAT Happy Hour

February 23, 2024

4:00 - 6:00 pm

Join NAIFA-New Jersey on Friday, February 23rd for a YAT Event! If you're new to the industry, come meet other fellow members and prospective members for happy hour. Casual networking and FREE to attend!

Light fair and snacks included. Beverages available for purchase on-site. We can't wait to see you there!

Muckley Eye Spirits
NJ-34
Colts Neck, NJ 07722


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February NAIFA Live Watch Parties

February 16, 2024

12:00 - 2:00 pm

Join NAIFA-New Jersey for our February NAIFA Live Watch Parties coming to you Friday, February 16th!

Join us at one of TWO locations - Certified Financial Services OR The Fortis Agency for another great watch party event at NO charge! We will have light refreshments and chat about NAIFA-New Jersey after the NAIFA Live presentation.

NAIFA Live will begin at 12:00 pm Eastern. We can't wait to see you!

Certified Financial Services
52 Forest Avenue
Paramus, NJ 07052

The Fortis Agency
101 Crawfords Corner Road, Suite 4125
Holmdel, NJ 07733


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NAIFA Live Watch Party

January 18, 2024

12:00 - 2:00 pm

Join NAIFA-New Jersey for a January NAIFA Live Watch Party coming to you Thursday, January 18, 2024! Join us at one of TWO locations - Certified Financial Services OR The Fortis Agency for another great watch party event. NAIFA Live will begin at 12:00 pm Eastern. We can't wait to see you!

Certified Financial Services
52 Forest Avenue
Paramus, NJ 07052

The Fortis Agency
101 Crawfords Corner Road, Suite 4125
Holmdel, NJ 07733


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Lincoln Financial Group Annuity Basics

Craig Geiger

January 17, 2024

11:00 am

Join NAIFA-New Jersey virtually on January 17th beginning at 11:00 am for our Bi-Weekly NAIFA-New Jersey Educational Webinar Series! This month will be Lincoln Financial Group Annuity Basics with Craig Geiser. We can't wait to see you there!


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NAIFA Live

February 16, 2023; March 16, 2023; April 20, 2023
June 15, 2023; July 19, 2023; August 17, 2023
September 21, 2023; October 19, 2023; November 16, 2023

2:00 pm ET

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. 


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Triple Play Virtual Event

September 28, 2023

8:45 am - 12:15 pm

Sign up now for NAIFA-New Jersey's 2023 Triple Play Day! Tune in virtually on Zoom Thursday, September 28th for this fantastic Virtual Event.


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Indoor Golf Event

September 8, 2023

2:00 - 4:00 pm

Join NAIFA-New Jersey for a chance to swing loose, hang out with your fellow YAT members, AND have a chance to win four tickets to the Yankees/Blue Jay's game on September 21st at 7:05 p.m.! We can't wait to see you there. Light beverages and snacks will be served.

FREE for YAT Members & Non-Members

Swing Loose at Bell Works
101 Crawford's Corner Road - First Floor
Holmdel, NJ 07733


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July NAIFA Live Watch Party

Howard Sharfman; Ryan Barradas, CLU
Julian Movsesian, MBA; Dan Munroe

July 19, 2023

2:00 - 4:00 pm

Looking to connect in person with fellow NAIFA-New Jersey members?

Join us on Wednesday, July 19th for a NAIFA Live Watch Party! Come on out to Certified Financial Services to spend time with your colleagues and come together for this month's NAIFA Live featuring Howard Sharfman, Senior Managing Director at NFP Solutions as he moderates a panel featuring top industry talent imparting their stories, advice, and strategies to help you bolster your business.

NAIFA Live will begin at 2:00 pm.

Certified Financial Services 
52 Forest Avenue
Paramus, NJ 07052


NAIFA Live - June 2023

NAIFA Live June Watch Party

Andrew Holt, Suzanne Carawan, Diane Boyle

June 15, 2023

2:00 - 4:00 pm

Looking to connect in person with fellow NAIFA-New Jersey members?

Join us on Thursday, June 15th for a NAIFA Live Watch Party! Come on out to Certified Financial Services to spend time with your colleagues and come together for an exclusive members only NAIFA Live opportunity to learn more about the Financial Security Advocate badge together and go through the training as a group. It is the perfect chance for those who thrive in a group environment to learn and complete the FSA program!

After attending this NAIFA Live, members will have earned their FSA badge, which will be issued to them following the event to proudly post on social media and use in their marketing.

NAIFA Live will begin at 2:00 pm.

Certified Financial Services 
52 Forrest Avenue
Paramus, NJ 07052


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April NAIFA Live Watch Party

April 20, 2023

2:00 - 4:00 pm

Looking to connect in person with fellow NAIFA-New Jersey members?

Join us on Thursday, April 20th for a NAIFA Live Watch Party! Come on out to Certified Financial Services to spend time with fellow members and come together to hear from some of the best young industry talents and get a peek into their unique business concepts.

NAIFA Live will begin at 2:00 pm.

Certified Financial Services 
52 Forrest Avenue
Paramus, NJ 07052


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March Madness YAT Event
& NAIFA Live Watch Party

March 16, 2023

1:00 - 4:00 pm

Join NAIFA-New Jersey for a March Madness YAT Event & NAIFA Live Watch Party coming to you Thursday, March 16th! Join us at Source Farmhouse Brewery  - the party will begin at 1:00 pm. Pizza will be provided! Cash bar. We can't wait to see you there! 

Source Farmhouse Brewery
300 Route 34
Colts Neck, NJ 07722


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March NAIFA Live Watch Party

March 16, 2023

2:00 - 4:00 pm

Looking to connect in person with fellow NAIFA-New Jersey members?

Join us on Thursday, March 16th for NAIFA Live Watch Party! Come on out to Certified Financial Services to spend time with fellow members and come together to hear from Deidre Van Nest, Founder of Crazy Good Talks.

NAIFA Live will begin at 2:00 pm.

Certified Financial Services 
52 Forrest Avenue
Paramus, NJ 07052


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2023 Legislative Day

March 9, 2023

8:30 am

Join us for NAIFA-New Jersey's 2023 Legislative Day on Thursday, March 9th! We can't wait to see you beginning at 8:30 am.

Meet up with your fellow members and venture to Trenton to talk with legislators about issues facing your clients.

After a briefing at Café NJ (located on the top level of the State House Complex parking garage), attendees will set out on their appointments.

The State House Annex
145 West State Street
Trenton, NJ 08608


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Networking with NAIFA

February 23, 2023

6-8 pm

Join NAIFA  for a networking event for professionals in financial services.

Head over to The Plank Pizza Company Beer Parlor in Saddle Brook, NJ to expand your network. This event is open to all financial service professionals who are looking to network and grow their business. Appetizers and 2 drink tickets will be provided.

This event is part of ILoveNAIFA Month.

 

The Plank Pizza Company Beer Parlor
383 Market Street, Building D
Saddle Brook, NJ 07663


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January NAIFA Live Watch Party

January 19, 2023

2:00 - 3:45 pm

Looking to connect in person with fellow NAIFA-New Jersey members?

Join us in Paramus on Thursday, January 19th for a NAIFA Live Watch Party! Come on out to Certified Financial Services from 2:00 - 3:45 pm to spend time with fellow members and come together to hear from Hunter Gimbel, Doug Grady, Caleb Guilliams, and Howard Sharfman with Transferable Sales Ideas from the Best in the Industry.

Attendance is limited to the first 30 who register, so sign up quick!

FREE for members. Bring a guest with you! Refreshments will be provided.

Certified Financial Services
52 Forrest Avenue
Paramus, NJ 07052