Tuesday, March 31, 2015

2015 March/April Convention


Wednesday to Friday, June 3-5, 2015

Best Western Tacoma Dome Hotel
2611 East E St.
Tacoma, Washington
Be there! Le May – America’s Car Museum

Have you been to the Le May Car Museum?  Whoa, Nellie!  This is the place for all you Car Guys and Gals!  And if you’re not one, you will be one when you get to see this fabulous tribute to America’s Love Affair with the Auto! 
What you will get:
Indie 500:  John F. Nichols on How to Make Top of the Table, be Involved in NAIFA, and still have Fun!
Under the Hood: Levi Edgecome on Social Security Strategies that Work
Fuel Injection:  Stephen Good on Why Our Networking Fails and What to do to Make it effective

Friday, March 20, 2015

2015 March/April IFAPAC

We talk a lot about the attacks on our noble profession by the government. Well, it doesn’t stop. That is why we urge all NAIFA members to contribute to IFAPAC regularly. NAIFA is the organization that fights for you and your clients every day in DC and in Olympia. Our NAIFA President, Julie McNeeley, made these remarks that address an urgent issue:

“President Obama said in a recent speech that some financial professionals are “selling snake oil” and bilking their retirement clients out of billions of dollars per year. By implication, he zeroed in on advisors who receive commissions as compensation. He said the financial services industry is not well regulated and that many of you and your colleagues are “like the gunslingers of the Wild West.” We at NAIFA know this is patently untrue.

Even more concerning is that beyond the rhetoric, the President has made imposing new layers of regulations on financial professionals a high priority, and your business could be in the crosshairs. Both the Department of Labor and the Securities and Exchange Commission may soon propose regulations that would create new fiduciary obligations for many advisors.