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. 

Making a smart Social Security claiming decision is more complex than many retirees and financial professionals may realize. Retirees can miss out on hundreds of thousands of dollars over their lifetimes.

Martha Shedden, RSSA, CRPC, is the President and Co-founder of the National Association of Registered Social Security Analysts (NARSSA). A Chartered Retirement Planning Counselor (CRPC), she hosts the popular podcast Social Security: Answers from the Experts. Martha is the author of numerous white papers, seminar presentations, and articles on Social Security and retirement planning. Her published books include Avoiding Social InSecurity, The Retirement You Desire, and The Social Security You've Earned.

This presentation focuses on the Social Security rules and claiming decision considerations that are most often overlooked and least understood.

This course is pending one hour of insurance continuing education, one hour of CFP credit, and one hour of CPE credit.

Members & Non-Members: $15

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. 

Join fellow NAIFA-Maine members at Bruno's Restaurant & Tavern for our
J. Putnam Stevens Award Dinner on Tuesday, October 24th beginning at 5:30 pm.

J. Putnam Stevens was appointed General Agent of the Massachusetts Mutual Life Insurance Company on September 1, 1887. Throughout his more than 46 years of service, he was intensely loyal to his fellow associates, the industry, and to his company.

NAIFA-Maine recognizes one Agent/Advisor each year who epitomizes the qualities of “Put” Stevens. 

5:30 pm:   Happy Hour and IFAPAC Fundraiser
6:30 pm:   Dinner
7:15 pm:   Legislative Updates - Dan Bernier
7:30 pm:   J. Putnam Stevens Award Presentation

Bruno's Restaurant & Tavern
33 Allen Avenue
Portland, ME 04103

Looking to connect in person with fellow NAIFA-Maine members?

Join us in Presque Isle on Thursday, February 16th for a NAIFA Live Watch Party! Come on out to F.A. Peabody Insurance from 2:00 - 3:30 pm to spend time with fellow members.

We will hear from Kari Gillenwater, Founder and CEO of the Gillenwater Consulting Group, as she shares proven strategies that high-performing teams use to collaborate more effectively, find and retain the right-fit talent, and get more done in less time.

FREE for members. Bring a guest with you! Guests attend free the first time.

F.A. Peabody Insurance
758 Main Street
Presque Isle, ME 04769

Join your colleagues virtually on Zoom Tuesday, February 7th
from 10:00 - 11:00 am for education, networking, and advocacy.

10:00 am EST:
Dan Bernier, NAIFA-Maine Lobbyist - State Legislative Updates

10:30 am EST:
Diane Boyle, NAIFA Senior Vice President Government Relations - Federal Legislative Updates

Dan will update us with the most recent action on legislation that is important to advisors and their clients. Diane will present the current state of affairs on the federal legislative front.