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NAIFA Colorado State Conference 2024

June 3, 2024 - June 4, 2024

11:00 AM MST

Omni Interlocken Hotel
500 Interlocken Blvd, Broomfield, CO 80021
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Join your fellow industry professionals at the Omni Interlocken Hotel in Broomfield for our annual state conference that promises unparalleled networking opportunities. Engage with national speakers sharing invaluable insights in a stunning location. Elevate your expertise amidst the scenic beauty, creating an unforgettable experience for professionals in the heart of finance. We cannot wait to see you there!

Sign up here!

See our ever growing list of Sponsors Here!


Member Meeting

September Member Meeting & Luncheon

September 19, 2024

11:30 AM MST - 1:30 PM MST

Location: TBD

 

Register Today!


Naifa Meeting held at Cherry Hills Country Club

NAIFA Colorado Member Meeting

April 18, 2024

11:30 AM MST - 1:30 PM MST

Cherry Hills Country Club
4125 S University Blvd,, Cherry Hills Village, CO 80113
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Our Member meeting at Cherry Hills Country Club is set to be an informative and collaborative event for financial advisors. Attendees can expect a gathering of industry professionals, fostering networking opportunities and the exchange of insights. With the prestigious venue of Cherry Hills Country Club, the event aims to provide a conducive environment for learning and professional development. Additionally, a catered lunch will be provided, offering attendees a chance to network in a relaxed setting.

Register here!


Naifa Colorado Day on the Hill Capitol Building

This event is sponsored by ACLI
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2024 Day on the Hill

February 15, 2024

10 AM MST

The 2024 Legislative Day on the Hill 
 
Your participation provides valuable support to our our lobbyist, Fofi Mendez, and her year-round work of meeting with members of the Legislature to protect our industry and our pocketbooks. 
Hear from top legislative and regulatory leaders in Colorado. 
Be informed about the latest bills coming before the Legislature in 2024.
 
Agenda

10:00 AM - Members arrive and light refreshments
10:35 AM - Welcome and Pledge of Allegiance - Brent Jones, Chair Government Relations Committee
10:40-11:15 AM - Business Meeting
Introductions
State Issues and NAIFA Colorado Focus For Session - Fofi Mendez, NAIFA Colorado Lobbyist
Federal Issues - Dan Pacheco, Chair, Federal Grassroots Involvement
Producer Advisory Council - Alan Jensen, PAC Chairman
ACLI Overview - Melissa Young, Regional Vice President, ACLI (Sponsor)
11:15-11:45 AM - Legislative Training
11:45-12:30 AM - HARD START for Lunch with Legislators
12:30-1:10 AM - Session
Introductions - Fofi Mendez, NAIFA Colorado Lobbyist
Majority and Minority Legislator - Hot Topics 2024 Session
Commissioner Conway - Hot Topics/Insurance
Commissioner Chan - Hot Topics/Securities
1:30pm - Closing Comments & End - Brent Jones, Chair, Government Relations Committee
 

Register here!!

Sponsored by ACLI



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Continuing Education

CE Course: What the HECK is a HECM?

December 12th, 2023

8:30 AM MST

Our very own Reverse Mortgage Specialist, George Bain will be teaching a CE Course on the details of the HECM. As well as, how reverse mortgages operate. This is a free course for members and you will receive one hour of CE Credit! Breakfast will also be provided.

Location: COUNTRY Financial®, 7979 E. Tufts Ave., Suite 100, Denver, CO 80237

GRAB YOUR SEAT NOW AS THEY WILL BE LIMITED!!!




Holiday-Red

Second Annual Holiday Party: Grace, Gratitude, and Appreciation

December 7th, 2023

6:30 PM MST

NAIFA-Colorado's second annual Holiday Party Open House! Let's all get together at Maggianos for a relaxing, fun evening to celebrate the season and enjoy each other's company. This party is for our members and sponsors and their "Plus 1's". Also, any additional guests you would like to introduce to NAIFA and its benefits. Looking forward to seeing you!

LOCATION: Maggiano's inverness



Sue Karaja - Mass Mutual

NAIFA - CO Member Meeting: Unlocking the Future: Technology Impacts on Your Insurance Practice

November 16, 2023

11:30 AM MST

Ever wondered about the buzzwords like Metaverse, Web3 and Blockchain? It's time to demystify the tech trends that are reshaping our world and altering the course of your business. Join us for an insightful journey into the forces reshaping your industry and discover how to not just survive but thrive amidst rapid technological change. Sue Karaja, Insurtech SME, loT Researcher and Technical Writer.
 
LOCATION:  Cherry Hills Country Club
 
Register Today! Spots are limited!
 
NAIFA/WIFS/NABIP CO-EVENT


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Continuing Education

CE Course: Why 529s Contributions & Distributions

November 15th, 2023

12:00 PM MST

Our very own NAIFA President and 529 Specialist, Joseph Giulitto will be teaching a CE Course on the ins and outs of 529 plans. As well as, the tax benefits of contributions and distributions. This is a free course for members and you will receive one hour of CE Credit. Lunch will also be provided!

LOCATION: Summit Financial Solutions: 370 Interlocken Blvd #600 Broomfield, CO 80021

Sign up today as seats are limited!



CollegeInvest-Logo Continuing Education

CE Course: Why 529s Estate & Gift Tax Planning

October, 25, 2023

11:30 AM MST

Our very own NAIFA President and 529 Specialist, Joseph Giulitto will be teaching a CE Course on the ins and outs of 529 plans. As well as, how you can use a 529 plan for Estate & Gift Tax Planning. This is a free course for members and you will receive one hour of CE Credit. Lunch will also be provided!

LOCATION: COUNTRY Financial®, 7979 E. Tufts Ave., Suite 100, Denver, CO 80237

SIGN UP TODAY AS SEATS WILL BE LIMITED




Happy Hour Meet Up
October Happy Hour wooden sign with a beach on background

NAIFA-CO Happy Hour at My Neighbor Felix LoHi

October 19, 2023

4:30 - 6:30 PM MST

We're hosting a NAIFA-CO social gathering in LoHi Denver. The event will be taking place at My Neighbor Felix. Come meet other local members and enjoy a relaxing get-together! Guests welcome. Please register below. There is no charge for this event.


NAIFA Live Graphics October 2023 - Facebook Events (552x288 px)-1

This Webinar is brought to you by
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Looking Forward to 2024: A CEO Perspective

OCTOBER 19, 2023

2:00 PM EST

David O'Malley
President & CEO | Penn Mutual
Howard Sharfman
Senior Managing Director | NFP Solutions

This month's NAIFA Live features a discussion between David O'Malley, Penn Mutual's President and CEO, and Howard Sharfman, Senior Managing Director at NFP Solutions, on the 2024 industry outlook. O'Malley, ascending to CEO in 2022 following a tenure beginning in 1994, will share his CEO perspective, while Sharfman, noted as a Forbes’ 2021 Top Financial Security Professional, will moderate the session. 

Log Into the NAIFA Member Portal to Register.



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September Meeting - Life Insurance Awareness Month

September 28th, 2023

11:30 AM MST

Our first fall member meeting! At a new venue, The Cherry Hills Country Club, we will be hosting our lunch and learn in honor of life insurance month. Please join your fellow industry leaders for an amazing life insurance speaker. Lunch will also be provided!
 

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NAIFA Live

1:00 PM CST

AUGUST 17, 2023
SEPTEMBER 21, 2023
OCTOBER 19, 2023
NOVEMBER 16, 2023

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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Pop Up Social at Topgolf - Colorado Springs

May 25th, 2023

4:30pm - 6:30pm

Join us for a FREE Pre-Launch Party of the State Conference! We are hosting a NAIFA-CO social gathering at Topgolf - Colorado Springs. Join us for appetizers, drinks and golf to start the spring season off right with your NAIFA friends.

We will also have a raffle to win prizes for the upcoming State Conference. Inviting all pro's and duffer's! 

CLICK HERE TO REGISTER - LIMITED SPOTS!

We will also have events in Centennial and Thornton!


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Pop-Up Social at Topgolf-Centennial

May 18th, 2023

430pm - 6:30pm

Join us for a FREE Pre-Launch Party of the State Conference! We are hosting a NAIFA-CO social gathering at Topgolf - Centennial. Join us for appetizers, drinks and golf to start the spring season off right with your NAIFA friends.

We will also have a raffle to win prizes for the upcoming State Conference. Inviting all pro's and duffer's! 

CLICK HERE TO REGISTER - LIMITED SPOTS!

We will also have events in Thornton and Colorado Springs!


Topgolf

Pop-Up Social at Topgolf - Thornton!

May 10, 2023

4:30pm -6:30pm

Join us for a FREE Pre-Launch Party of the State Conference! We are hosting a NAIFA-CO social gathering at Topgolf - Thornton. Join us for appetizers, drinks and golf to start the spring season off right with your NAIFA friends.

We will also have a raffle to win prizes for the upcoming State Conference. Inviting all pro's and duffer's! 

CLICK HERE TO REGISTER - LIMITED SPOTS!

We will also have events in Centennial and Colorado Springs!


Save the date state conference 2023

NAIFA Colorado State Conference 2023

June 19, 2023

1:00 pm MST

It's baaaack! The NAIFA-Colorado State Conference 2023 will be held in Colorado Springs, Colorado from June 19-20 2023! We are updating our website to include links to sign up and we will send that out shortly.
 
Download the itinerary Here
 
Sign up for Conference Here: 
 
Reserve your room at the Antlers hotel in Colorado Springs Here:

CO and Capitol

First Baptist Church, 1373 Grant St., Denver 80202

2023 Day on the Hill

February 15, 2023

8:30 AM - 1:30 PM MST

  • Your participation provides valuable support to our our lobbyist, Fofi Mendez, and her year-round work of meeting with members of the Legislature to protect our industry and our pocketbooks. 
  • Hear from top legislative and regulatory leaders in Colorado. 
  • Be informed about the latest bills coming before the Legislature in 2023.
  • Download tentative agenda
 
 Why attend?
"Advocacy is an important part of being a good NAIFA citizen and working in the best interests of our clients and our industry. Advocacy is about seeking good public policies and working to have them in place. Advocacy is about our livelihoods because our livelihoods are at stake." 
Brent Jones, 2023 Day on the Hill Chairman




Jon Caldara

Wellshire Inn 3333 S Colorado Blvd, Denver, CO 80222

January Meeting: "The Shift: Helping Clients to Navigate the New Political Climate in Colorado"

January 19, 2023

11:30 AM - 1:30 PM EST

Jon Caldara
Most of you know Jon* as he has long been on the Colorado political scene as a policy expert and advocate, writer of opinions, and a frequent radio and TV guest.
Among his many recognitions, 5280 Magazine twice named him one of the top 10 most influential men in Denver. Westword awarded Caldara Denver's Best Media Manipulator. The Denver Post put Caldara on their list of people to watch. The State Policy Network honored him with the Thomas Roe Award. The Colorado Jaycees named him Outstanding Young Coloradan. 
 
*And yes, he is Steve Caldara's brother. No resemblance, right?
 
Registration is closed. This event has already been held.

10.27.22 Secure Savings_Meeting Invite and Date

Virtual Event | Registration is closed. This event has already been held.

SecureSavings program (CSSP) Training | Virtual

October 27, 2022

11:30 AM - 12:30 PM MST

Colorado SecureSavings Program (CSSP)
What you need to know about this new 2023 state mandated program.
 
The Colorado State Treasurer's office is conducting this virtual training  for our members and all Colorado financial professionals.
You will learn how the program works, including the important compliance requirements. Your clients and business owners will have many questions about CSSP that this training will help prepare you to answer. 
 
Is this training different than  our November 10th Member Meeting  which will include CSSP as part of the Industry Roundtable discussion?
 
Yes, we encourage you to attend both. The October 27th training will be about the nuts and bolts of the program. Our November 10th roundtable will include industry experts and advisors and will focus on the impact of CSSP (and the Family Medical Leave Insurance program) on your clients and business owners and on retirement and disability planning.

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Wellshire Inn 3333 S Colorado Blvd, Denver, CO 80222

Van Mueller, LUTCF, LACP Registered Representative

September 28, 2022

11:30 AM - 12:30 PM EST

 
September Meeting and Luncheon
 
We're excited to have Van Mueller as our September speaker. 
 
Van continues his extraordinary 49-year career, including 32 years qualifying for MDRT Top of the Table. Van will inspire you with his wisdom and advice on how to achieve your sales goals.

 

Learn more about Van Mueller...


Registration is closed. This event has already been held.


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Brues Alehouse 120 Riverwalk Place, Pueblo, CO 81003

Join us for a Summer Social Event in Pueblo, Colorado

August 18, 2022

4:00 PM - 6:00 PM MST

We're hosting a happy hour. We'll supply the food and beverages.
 
Not a NAIFA member? This is a great opportunity to mingle with members and learn more about us in a relaxed setting. Guests are welcome!

 

Click here to learn more about Brues Alehouse in Pueblo, CO!


Deirdre Van Nest

Wellshire Inn 3333 S Colorado Blvd, Denver, CO 80222

How Increase Trust, Likeability, & Connection in 3 Minutes or Less

June 19, 2022

11:30 AM - 1:30 PM EST

We are excited to host Deirdre Van Nest who will teach us how to put away the complex charts, facts, and figures, ditch the industry jargon and show your clients, that you (and ONLY you) can make their financial dreams a reality. Stay for an extra bonus half hour (1:00-1:30) to explore concrete examples of putting Deirdre's methods to work.

Click here to connect with Deirdre

Registration is closed. This event has already been held.