The Dates for the Monthly NAIFA Live Events are:
January 16th
February 20th
March 20th
APRIL - NAIFA-CO Member Meeting
May 15th
June 19th
July 17th
August 21st
September 18th
October 16th
November 20th
December 18th
Nearly half of Americans know someone struggling with addiction, making substance use disorders a reality that financial professionals can’t afford to ignore. As the opioid epidemic continues to devastate families, its financial impact extends beyond personal hardship—costing the U.S. economy over $1 trillion annually and directly affecting careers, retirement plans, estates, and marriages. The responsibility of financial advisors goes beyond traditional wealth management. Addiction can drain financial resources, create estate planning complications, and leave loved ones vulnerable to long-term financial distress. This course equips financial professionals with the knowledge and tools to identify financial red flags, understand the legal and planning challenges posed by addiction, and implement proactive strategies to safeguard their clients’ financial futures. By integrating personal narratives, case studies, and financial planning solutions, this session provides actionable steps to help clients navigate the financial fallout of substance abuse—while ensuring advisors are prepared for the difficult conversations that come with it.
Your role as a financial advisor is more than managing money—it’s about protecting financial legacies. Gain the knowledge to help clients before it’s too late.
Kevin Knebl CMEC, HCC is an International Speaker, Author, Trainer and Executive Coach whose clients include individuals and small, medium and Fortune 500 companies. He's an in-demand, leading authority on Success, Resilience, Clarity, Social Selling, Relationship Marketing, LinkedIn and Twitter/X with a healthy dose of Inspiration, Transformational Insight, and Humor blended in for conferences, conventions, company trainings, and many other events.
Kevin is the coauthor of "The Social Media Sales Revolution: The New Rules for Finding Customers, Building Relationships, and Closing More Sales Through Online Networking" (McGraw-Hill). Kevin is also a contributing author of "Learn Marketing with Social Media in Seven Days" (Wiley). Kevin’s background includes being the top salesperson for four separate companies in four different industries including being the top salesperson in the world for an international consulting company with over 300 salespeople in 15 countries. He has trained hundreds of organizations and tens of thousands of professionals on the most profitable uses of LinkedIn, Social Selling and Relationship Marketing since 2004.
Kevin also has the most individually hand-written client Recommendations (1835+) on his LinkedIn profile among over 1,000,000,000 LinkedIn users worldwide. And he has a face for radio. He can be reached at www.kevinknebl.com
Members and guests have the opportunity to have a picnic at the Ballpark and attend the Rockies game on Thursday, June 26th.
Details for the day Coming Soon!
Day Conference - Monday, August 4th
Golf Outing - Sunday, August 3rd
Lone Tree Golf Club & Hotel.
We will have a day full of
* Speakers
* Legislative Panel Discussion
* Networking Opportunities
The day includes breakfast and lunch and an end of day Happy Hour.
Please Register NOW so we can start to plan appropriately!
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!
NAIFA-Colorado's 3rd Annual Holiday Party! Let's all get together at Maggianos for a relaxing, fun evening to celebrate the season and enjoy each other's company. Bring your "Plus 1" and any colleagues you would love to introduce to our NAIFA Colorado family.
LOCATION: Maggiano's DTC, 7401 S. Clinton St., Englewood, Colorado, 80112-3655
Location: Omni Interlocken Hotel Broomfield, CO
Keali Jo French will be discussing the nuances of the recent Supreme Court Case, Connelly, on buy-sell agreements funded by life insurance. If time permits, we will also discuss the upcoming sunset of the Tax Cuts and Jobs Act by discussing some of what the upcoming sunset may entail and how it will impact taxpayers.
Designations/Licenses: Juris Doctor (J.D.), Master of Professional Accountancy (MPAcc)
Education: Juris Doctor from the University of Nebraska Law; Master of Professional Accountancy from the University of Nebraska – Lincoln; and Bachelor of Science in Business Administration (Major: Accounting; Minor: Finance) from the University of Nebraska - Lincoln
Experience: Keali Jo's journey in financial and legal services began with roles in Accounting and Finance, where she excelled in tax preparation and budget management for a prominent state entity. Fueled by her passion for Estate Planning, Contracts, Tax law and Business Planning, she pursued a legal education, specializing in these fields during her tenure at law school.
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!
See our ever growing list of Sponsors Here!
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.
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
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
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.
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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.
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 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!
Learn more about Van Mueller...
Registration is closed. This event has already been held.
Copyright © 2020 NAIFA Colorado
PO Box 630845
Littleton CO, 80163-0845
Phone: 720.515.1512
info@naifacolorado.org
