1st Annual Pickleball Tournament
Join us for the 1st Annual Pickleball Tournament
Get ready to serve, volley, and smash your way to victory in the most exciting Financial Services Pickleball tournament of the year! Grab a teammate and compete to win! For those who are not players, we welcome you to join us as a spectator!
SCHEDULE OF EVENTS:
2:00 pm - 2:30 pm: Registration
2:30 pm - 5:30 pm: Tournament Games
5:30 pm - 6:00 pm: Awards Presentations
REGISTRATION COSTS:
Team of 2: $80
Individual Player: $40
Spectator: $20
Membership Luncheon
Join us for a Membership Luncheon Meeting at The Briar Club
"Effects of A.I. on Your Practice"
Additional information coming soon!
Registration Cost:
NAIFA Houston Members: $20
Guests/Non-Members: $20
President's Cabinet Members: FREE
Membership Dinner
Join us for a Membership Dinner!
"Due Diligence"
Additional information coming soon!
Registration Cost:
NAIFA Houston Members: FREE
Guests/Non-Members: FREE
President's Cabinet Members: FREE
Joint Happy Hour with Houston Society of CPAs
Join us for Happy Hour with the Houston Society of CPAs at The Flight Club
Additional information coming soon!
Registration Cost:
NAIFA Houston Members: $25
Guests/Non-Members: $25
President's Cabinet Members: FREE
Lessons Learned from Legends and Leaders
Join us for our Annual Lessons Learned from Legends and Leaders Event!
Join NAIFA Houston Members and guest as we hear from industry Legends and Leaders in a panel discussion. Registration for this event includes appetizers and two drink tickets.
Additional information coming soon!
Registration Cost:
NAIFA Houston Members: $40
Guests/Non-Members: $50
President's Cabinet Members: FREE
Membership Luncheon with WIFS
Join us for a Membership Luncheon Meeting at the Houston Racquet Club with WIFS
"Practice Management & Succession Planning" panel discussion
Additional information coming soon!
Registration Cost:
NAIFA Houston Members: $40
Guests/Non-Members: $40
President's Cabinet Members: FREE
Annual Awards Dinner & Annual Meeting
Join us for our Annual Awards Dinner & Annual Meeting
Join us as we honor the 2024 recipients of the John N. Neighbors Award, Hall of Fame Award, Financial Planner of the Year Award, and Rising Star Award.
Additional information coming soon!
Registration Cost:
NAIFA Houston Members: $125
Guests/Non-Members: $125
President's Cabinet Members: FREE
Membership Luncheon
Join us for a Membership Luncheon Meeting at The Forest Club
"2025 Tax Strategies for Insurance and Financial Advisors" presented by Lee Daniels, The XPO Partners
During this presentation, Lee Daniels will discuss the 2025 Tax Law Changes, the Most Common Tax Return Errors, and How to Optimize your Taxes as an Insurance or Financial Professional.
Lee Daniels is the Managing Partner and co-founder of The XPO Partners, which provides accounting & tax services and legal strategies for individuals, families, and small business owners.
Prior to founding The XPO Partners, he served as a leader with Fortune 500 companies such as Waddell & Reed, Thrivent Financial and US Bank. During this time, he served independent financial advisors supporting them as they worked with their clients.
Lee has earned an MBA in Finance from the University of St. Thomas, in Saint Paul, Minnesota, as well as a Master of Jurisprudence from the Texas A&M School of Law. In addition, Lee is a Certified Financial Planner,(CFP), Certified Exit Planner,(CeXP) and an Enrolled Agent candidate with the Internal Revenue Service.
REGISTRATION COSTS:
NAIFA Houston Members: $40
Guests/Non-Members: $50
President's Cabinet Members: FREE
NAIFA-Texas Centennial State Conference
Join NAIFA-Texas as we celebrate our 100 year anniversary along with our Day at the Capitol event in Austin, Texas. You don't want to miss this Once-in-a-Lifetime-Event!
Join us for our upcoming conference, where industry leaders and expert speakers will gather to share insights and strategies tailored for insurance and financial advisors. This is a unique opportunity to enhance your skills, expand your network, and stay informed on the latest trends impacting our profession.
Don’t miss out on this opportunity to grow both personally and professionally. Mark your calendars and prepare to connect with fellow advisors who share your commitment to excellence in service and ethical practice. Join us and take your career to the next level!
Learn more at: tx.naifa.org/2025-centennial-state-conference
NAIFA Houston Membership Committee Meeting
Looking to get more involved with NAIFA Houston? Join us for our monthly Membership Committee Meeting where we discuss recruitment and retention strategies for the Houston Chapter.
Contact our Executive Director, Renae Davies at exec@naifahouston.com or 713-526-5331 for more information!
NAIFA Live
Save the date and get ready for NAIFA Live!
Stay tuned for session and registration information. Learn more
Annual Awards Dinner / Annual Meeting
Join us as we honor the 2024 recipients of the Hall of Fame Award, Financial Planner of the Year Award, and Rising Star Award.
Sponsorship opportunities are available. Please contact NAIFA Houston Executive Director, Renae Davies at exec@naifahouston.com for additional details.
NAIFA Houston Membership Committee Meeting
Looking to get more involved with NAIFA Houston? Join us for our monthly Membership Committee Meeting where we discuss recruitment and retention strategies for the Houston Chapter.
We meet the first Thursday of each month at 10:00 AM Central. Contact our Executive Director, Renae Davies at exec@naifahouston.com or 713-526-5331 for more information!
NAIFA-Texas Long Term Care Webinar
Save the Date. Additional details forthcoming.
This event is subject to change or cancellation
NAIFA Live
Save the date and get ready for NAIFA Live!
Stay tuned for session and registration information. Learn more
Future NAIFA-Live Dates
November 21, 2024
NAIFA Houston Virtual Event
NAIFA Houston presents "Taxing Exercises Beyond Shaking Hands and Kissing Babies" with Diane R. Boyle
Please join us for a FREE Virtual Meeting with NAIFA's Diane R. Boyle! 2025 will be a year of enormous risk in the tax policy debate needed to address expiring tax provisions, government spending and the federal debt. The scope of potential adverse changes will certainly include tax rules governing life and health insurance, annuities, retirement savings, and employer-provided benefits. Explore how to shape the legislative outcomes to benefit your business and clients regardless of the election results.
About Diane R. Boyle
Diane R. Boyle is the senior vice president of government relations for the National Association of Insurance and Financial Advisors. Her responsibilities include developing and implementing NAIFA's comprehensive state, interstate, and federal legislative and regulatory strategies and daily executing association activities to provide advocacy services for insurance and financial professionals to support a private, competitive insurance marketplace. She serves as NAIFA’s chief federal lobbyist specializing in tax legislation focused on life and health insurance products, workplace benefits, pensions, and small business issues. Boyle is a proud Capitol-level contributor to IFAPAC and works closely with the political affairs team to develop strategies and programs to maximize NAIFA’s grassroots efforts around the country.
Boyle is an expert NAIFA spokesman on legislative issues with national and trade media outlets. She is a frequent contributor to many NAIFA publications and internet forums. She also represents NAIFA on various industry coalitions and panels and is a regular speaker during NAIFA’s signature events. Read More
Q4 State of NAIFA
Join us for the Q2 "State of NAIFA" 2024 webinar featuring:
Tom Cothron, NAIFA President
Kevin Mayeux, NAIFA CEO
Diane Boyle, NAIFA SVP of Government Relations
NAIFA leaders will provide an update on where NAIFA is as an association and highlight advocacy work to be done this year. They will also provide an update on NAIFA programs and, most importantly, provide information to help you get the most out of NAIFA.
NAIFA Houston Membership Committee Meeting
Looking to get more involved with NAIFA Houston? Join us for our monthly Membership Committee Meeting where we discuss recruitment and retention strategies for the Houston Chapter.
We meet the first Thursday of each month at 10:00 AM Central. Contact our Executive Director, Renae Davies at exec@naifahouston.com or 713-526-5331 for more information!
NAIFA Live
Save the date and get ready for NAIFA Live!
How to Super-Charge Your Tax-Free Planning Approach with Cash Value Life Insurance and Annuities
David McKnight | Live from Apex
September 19, 2024 | 12:45 pm Central (1:45 pm Eastern)
This session of NAIFA Live will be broadcast from Apex at the Arizona Biltmore. Please note the adjusted start time of the September session.
In this presentation, David McKnight discusses how to position cash value life insurance and annuities in a balanced, comprehensive approach to tax-free retirement. He also discusses how to counteract the negativity your prospects are likely to get from financial gurus when they research your recommendations online.
Stay tuned for session and registration information. Learn more
Future NAIFA-Live Dates
October 17, 2024
November 21, 2024
Lessons Learned from Legends and Leaders
Join NAIFA Houston members and guests to hear from industry Legends and Leaders in a panel discussion event.
Steve Guerra will serve as the Moderator for this year’s event with Ann Baker Ronn, Sammy Salek, and Adam Smith serving as Panelists!
Registration includes light appetizers and two drink tickets per person.
Sponsorship opportunities are available. Contact the NAIFA Houston Executive Director, Renae Davies, to learn more: exec@naifahouston.com
NAIFA-Texas Performance Workshop Webinar - Shark Mindset, presented by Walter Bond
NAIFA-Texas is proud to welcome guest speaker and NAIFA member, Walter Bond. Discover how to elevate your sales game and dominate the competition during this FREE session. Adopt the Shark Mindset to develop mental toughness, resilience, and a relentless drive for success. Learn how to stay focused, motivated, and ready to tackle any sales challenge. Discover how to navigate the complexities of today's sales environment with ease and precision.
NAIFA Houston Membership Committee Meeting
Looking to get more involved with NAIFA Houston? Join us for our monthly Membership Committee Meeting where we discuss recruitment and retention strategies for the Houston Chapter.
We meet the first Thursday of each month at 10:00 AM Central. Contact our Executive Director, Renae Davies at exec@naifahouston.com or 713-526-5331 for more information!
Networking Happy Hour
Join us for a Networking Happy Hour at the Puttery in Houston!
Registration includes (1) Round of Mini Golf per person, 3-Hours of Dedicated Space for Networking, Pizza and Chips/Dip, and Non-Alcoholic Beverages (Any alcoholic beverages to be paid by the individual).
Members: $25
Non-Members/Guests: $35
NAIFA Live
Save the date and get ready for NAIFA Live!
Stay tuned for session and registration information. Learn more
Future NAIFA-Live Dates
September 19, 2024
October 17, 2024
November 21, 2024
NAIFA Houston Membership Committee Meeting
Looking to get more involved with NAIFA Houston? Join us for our monthly Membership Committee Meeting where we discuss recruitment and retention strategies for the Houston Chapter.
We meet the first Thursday of each month at 10:00 AM Central. Contact our Executive Director, Renae Davies at exec@naifahouston.com or 713-526-5331 for more information!
NAIFA Live
Save the date and get ready for NAIFA Live!
Stay tuned for session and registration information. Learn more
Future NAIFA-Live Dates
August 15, 2024
September 19, 2024
October 17, 2024
November 21, 2024
NAIFA-Texas Study Group
You are invited to join NAIFA-Texas and Books Made Easy for a collaborative virtual study group!
The Study Group schedule will be as follows:
Introduction Session | July 9, 2024 | 10:00 AM - 10:30 AM (Central Time)
Session #1 | July 16, 2024 | 10:00 AM - 11:00 (Central Time)
Session #2 | July 23, 2024 | 10:00 AM - 11:00 (Central Time)
Session #3 | July 30, 2024 |10:00 AM - 11:00 (Central Time)
Session #4 | August 6, 2024 | 10:00 AM - 11:00 (Central Time)
Session #5 | August 13, 2024 | 10:00 AM - 11:00 (Central Time)
About Our Book
The book we will be reading is “The Psychology of Money” by Morgan Housel, Chris Hill, et al. Please purchase or rent the book prior to the introductory session.
Registration Costs
NAIFA Members: $10.00 (plus cost of the assigned book)
Non-Members: $20.00 (plus cost of the assigned book)
NEW NAIFA Members: FREE (plus cost of the assigned book)
Please email us at support@naifa-texas.org and provide proof of membership to receive complimentary registration for this event. This offer is only good for those who have joined since January 1, 2024
A Message from Our Host
We specialize in professional book clubs. We utilize the top-rated professional development books as a tool to enhance skills, collaboration, and team culture. Our book clubs are results driven and tailored to each organization we partner with.
Additional information about Books Made Easy can be found at booksmadeeasynow.com.
Q3 State of NAIFA
Join us for the Q2 "State of NAIFA" 2024 webinar featuring:
Tom Cothron, NAIFA President
Kevin Mayeux, NAIFA CEO
Diane Boyle, NAIFA SVP of Government Relations
NAIFA leaders will provide an update on where NAIFA is as an association and highlight advocacy work to be done this year. They will also provide an update on NAIFA programs and, most importantly, provide information to help you get the most out of NAIFA.
NAIFA Live
Save the date and get ready for NAIFA Live!
Stay tuned for session and registration information. Learn more
Future NAIFA-Live Dates
July 18, 2024
August 15, 2024
September 19, 2024
October 17, 2024
November 21, 2024
Membership Luncheon Meeting
Join your fellow NAIFA Houston members for a Membership Luncheon Meeting! Registration will include lunch and non-alcoholic beverages. We will be joined by guest speaker, Russ Newton, Senior Fiduciary Strategist with Comerica Bank.
During the presentation, Russ will discuss the 12 common mistakes in Estate Planning including procrastinating, DIY, failure to plan, failure to ensure will and beneficiary designations, confusing probate assets with non-probate assets, living trust issues, testamentary trusts, tangible assets, children, not following the plan, and charitable gifts.
Thank you to our event sponsor!
NAIFA Houston Membership Committee Meeting
Looking to get more involved with NAIFA Houston? Join us for our monthly Membership Committee Meeting where we discuss recruitment and retention strategies for the Houston Chapter.
Contact our Executive Director, Renae Davies at exec@naifahouston.com or 713-526-5331 for more information!
NAIFA National Congressional Conference
NAIFA's Signature Grassroots Advocacy Event
NAIFA’s annual Congressional Conference is crucial to our grassroots advocacy strategy. The event brings NAIFA members together as a critical mass to advocate on behalf of their businesses, clients, consumers, and the insurance and financial services industry. It provides targeted advocacy training with briefings on specific legislative issues, best practices for conducting congressional meetings, and tips for developing impactful long-term relationships with legislators.
Networking / Happy Hour Event
Join your fellow NAIFA Houston members for a Networking Happy Hour in May!
Registration includes two (2) Hours of Darts in a dedicated space for networking, Appetizers, and Non-Alcoholic Beverages (Any alcoholic beverages to be paid for by the individual).
NAIFA Members: $25 | Non-Members: $40
Membership Luncheon Meeting
Join your fellow NAIFA Houston members for a Membership Luncheon Meeting!
Registration includes lunch and non-alcoholic beverages. We will be joined by guest speaker, Roman Samuels, Regional Director at Russell Investments Advisor and Intermediary Solutions. Roman will be presenting an “Economic & Market Update”.
NAIFA-Texas PAC/Advocacy Webinar
Please join us for a PAC/Advocacy Webinar on Tuesday, April 23, 2024
During the webinar, NAIFA-Texas members will learn about the importance of PAC and building relationships with legislators, the process of contributing to the PAC, IFAPAC guidelines at the Federal Level, and Legislative wins in 2023!
This webinar is exclusive to NAIFA-Texas members only. Please contact support@naifa-texas.org for additional information and to register.
NAIFA Live
Save the date and get ready for NAIFA Live!
Stay tuned for session and registration information. Learn more
Future NAIFA-Live Dates
June 20, 2024
July 18, 2024
August 15, 2024
September 19, 2024
October 17, 2024
November 21, 2024