Upcoming Events

Get the latest insights on retirement planning strategies in this power-packed 2-hour session with Kelsey Corwell & Jim Colby:

9:00 AM – Small Business Retirement Plans

This course offers a comprehensive overview of small business structures and the retirement plan options available to them. Advisors will gain insights into employer-sponsored IRAs, qualified retirement plans, and the tax rules that shape benefits for small businesses. Participants will leave with a clearer understanding of how to guide small business clients in selecting and implementing effective retirement strategies.

10:00 AM – Retirement Planning After SECURE 2.0

This course provides advisors with a practical guide to the retirement planning process, focusing on the five-step retirement planning process and critical risk factors. Participants will explore the primary sources of retirement income, the rules surrounding plan distributions, and key planning considerations under the SECURE Act 2.0.

In addition, participants will have an opportunity to complete an exam at the completion of our course, earning additional CE credits. You will need to attend the live course in order to learn how to earn these credits.

Stay current, boost your expertise, and earn CE credit—all from the convenience of Zoom!

Registration Rate:

Members: No Charge
Non-Members: $50

Non-members, become a member of NAIFA today and receive Member Pricing to attend this presentation!

SAVE THE DATE!

November is LTC Awareness Month—the perfect time to renew your knowledge!

Join Chris Barnthouse for a 5-hour LTC Re-Certification Course, covering the latest updates and best practices in long-term care planning. Stay compliant, sharpen your expertise, and earn CE credit.

Location
Northwestern Mutual
600 East 96th Street, Ste 100
Indianapolis, IN

More information and registration coming soon!

Big changes are coming with the 2025 sunset provisions—are you ready?

Join Don Densborne for a timely session on the latest estate planning updates and what they mean for you and your clients. Don’t miss this chance to stay ahead and earn one hour of CE credit! 

More information and registration coming soon!

We welcome you to join NAIFA-Indiana for this year's Annual Meeting and Reception, we'll be hosting this year's festivities at the Woodland Country Club in Carmel.

We'll be offering an opportunity to earn CE credit, followed by our annual meeting and reception. As part of this year's Reception festivities, we'll be honoring the many years Sandy, Mary and Sherman dedicated to NAIFA-Indiana. We will also honor our 2025 Jack Peckinpaugh Award Winner, Gary Woolman. We hope you'll join us to recognize these terrific individuals for their service to our association.

Agenda
2pm - Arrival
2:15-3:15pm - CE presentation
3:30-5pm - Annual Meeting
5:30-7:00 Reception

Location
Woodland Country Club
100 Woodland Ln
Carmel, IN 46032

We hope you'll join us for this year's Annual Meeting as we install our Leaders for 2026, report on the association, meet our new Executive Director, recognize and honor service to NAIFA-Indiana.

Join us for a 3-Hour Ethics CE course, presented by Beth Peckinpaugh Beasley, on Thursday, September 18th. This course meets your 2-year Ethics licensing requirement.

Watch this video as Beth discusses how she developed her Ethics CE Course.

Whether you can join us in person, or via zoom, we look forward to your joining us!

Non-members, become a member of NAIFA today and receive Member Pricing to attend this presentation!

Registration Rate
No Charge for Members
$45.00 for Non-Members 

Location
Please select one during registration:

• Zoom
• 900 East 96th Street, Ste 300 (Training Room), Indianapolis, IN 46240