NAIFA PLATINUM ACHIEVER: JACK E. BOBO AWARD OF EXCELLENCE RECIPIENT!
JOIN NAIFA / RENEW YOUR MEMBERSHIP • UPDATE YOUR MEMBER PROFILE
Find a Professional Insurance and Financial Advisor! Welcome to the official website of the National Association of Insurance and Financial Advisors - Richmond, VA. If you need an exceptional local professional - somebody who adheres to a strict code of ethics and works with legislators on a state and national level to protect your wealth - click HERE to find a NAIFA member by zip code.
SAVE THE DATE! NAIFA-RICHMOND MEMBERSHIP BREAKFAST MEETING:
Friday, November 22, 2019
Willow Oaks Country Club, 8:00 - 10:00 AM
6228 FOREST HILL AVE, RICHMOND, VA 23225 - map
FEATURING GUEST SPEAKER:
Judi A. Carsrud
NAIFA Assistant Vice President of Federal Government Relations
"Important Compliance Regulation Effective June, 2020" Judi will provide a brief overview of the Securities and Exchange Commission's 1,400-page Regulation Best Interest (Reg BI) and more in-depth NAIFA resources for financial professionals wanting to know what the regulation means for you and your clients.
There is NO CHARGE for NAIFA-Richmond Members.
CLICK HERE TO REGISTER ONLINE!
PLEASE NOTE: Registration due by 12:00 Noon on Tues, November 19th. If you RSVP and do not attend, or attend the meeting without prior reservation, a charge of $15.00 will be billed.
Invite a Non-Member to Breakfast! As always, a non-member can attend our Membership Breakfast Meetings twice during the membership year (September through June) as a NAIFA guest, with an additional $35.00 charge payable at the door. If the non-member joins NAIFA during that membership year, the $70.00 charge will be applied toward their dues!
For more information, please contact Association Executive Marie Mercer at (804) 747- 6020 x. 101 or email firstname.lastname@example.org.
NAIFA-Richmond Represented in Washington, DC!
Special Thanks to our NAIFA-Richmond Members who participated in the NAIFA Congressional Conference & Day on the Hill on May 15, 2019. Meeting with Senator Mark Warner, from left to right: Michael Andrews, Jay Denny, Bob Basham, Tim Westerman, John Duni, and Paul Martin.
Thank you to our NAIFA-Richmond volunteers for your time and expertise!
NAIFA-Richmond members teamed up with Junior Acheivement for its Finance Park outreach program on April 17th!
CLICK HERE FOR DETAILS!
NAIFA FOOD DRIVE FOR FEEDMORE TO
BENEFIT THE CENTRAL VIRGINIA FOOD BANK!
We are asking members and their respective agencies to have a little healthy competition to help 'Restock the Shelves' and feed the hungry! We have collection boxes available at the NAIFA-Richmond office at 3108 N. Parham Road, Suite 100A, Henrico, VA 23294.
For every dollar donated to the Central Virginia Food Bank, FeedMore can provide 5 meals to the hungry. NAIFA has added the ability to accept monetary contributions both at the office as well as the membership meeting, so if you'd rather help by reaching into your pocket for a few $ you have that option. Monetary donations are tax-deductible and can be made in three ways:
- Checks made payable to “FeedMore” noting the NAIFA food drive in the memo section.
- Cash donations (accompanied by the donor’s name & amount donated if an acknowledgement for tax purposes is needed)
- Online donations at www.feedmore.org and noting the NAIFA Food Drive under “credit this food drive”.
Don’t forget Matching Gifts, if your company offers them, and double your gift!
For more information, please contact Association Executive Marie Mercer at (804) 747-6020 x. 101 or email email@example.com.
CAUGHT ON CAMERA!
NAIFA-Richmond members attending a breakfast for Congressman Dave Brat on Friday, May 4th, 2018 at the Marriott in Richmond, VA.
NAIFA-Virginia protects your business and helps you grow your business!
OUR EVENTS ARE NOT TO BE MISSED!
NAIFA-Richmond provides and encourages continuing education and a forum for fostering strategic alliances between complementary financial service professionals to enhance their ability to better serve the public. NAIFA-Richmond continues to provide the best networking and CE opportunties to our members!
IT'S SMART TO BELONG!
3108 N. Parham Road, Suite 100A, Henrico, VA 23294-4415
Association Executive Marie T. Mercer, LUTCF
Phone: (804) 747-6020 Ext. 101 | Fax: (804) 965-0823
Email: firstname.lastname@example.org | Website: www.naifarichmond.org