NAIFA-Pennsylvania

06/05/2026

Proof of concept from a NAIFA member on the impact of NAIFA benefits on practice sustainability. Life Happens is but one of the many practical applications that, when employed and the course is stayed, being able to make it through the first 5 years in the indistry becomes an afterthought. Membership to NAIFA is well worth the investment, whether you're seeking professional development, marketing, building a network, or advocating on Capitol Hill.

Learn more by visiting https://hubs.ly/Q04khtrT0.

06/04/2026

Bob Moses gives impactful advice to advisors at this morning's NAIFA Morning with the Rising Stars meeting in Philadelphia.

06/01/2026

From Congressional Conference to National Leadership Conference and FSP Institute, NAIFA’s annual events connect you with world-class leaders in every sector of financial services. Beyond the marketing, advocacy, and continuing education benefits, which are abundant, NAIFA members have easy access to a network of peers who can provide counsel and best-practices on faculties that directly translate to practice sustainability.

It's part of the NAIFA experience, and you can learn more about NAIFA's events calendar and peer network by visiting https://hubs.ly/Q04jBsZS0.

05/28/2026

The first words matter.
The first impression matters.
The outcome depends on it.
At this year’s Morning with the Rising Stars + View from the Top, keynote speaker Bob Moses will share strategies to help you create stronger conversations, build immediate interest, and close more qualified opportunities.
This is not theory. It’s practical insight from someone who understands what separates top performers from everyone else.
If you want sharper communication, stronger appointments, and better results, this session is one you don’t want to miss.
Presidential Caterers
June 4, 2026
8:30 AM – 12:00 PM
Reserve your seat here:
https://lnkd.in/gHDXtFvt

05/28/2026

There is a life-size bronze giraffe standing along Main Street and somehow, it perfectly captures who Paul Szkotak is.

Paul’s path into financial services was not traditional. Before becoming an advisor, he had already built successful businesses, developed a large real estate portfolio and achieved significant professional success. Then life took an unexpected turn through personal hardship, business challenges and difficult lessons that changed everything.

Those experiences now shape the way he serves clients, advocates for the profession and leads within NAIFA as National Vice Chair of Membership.

His story is a powerful reminder that sometimes the best advisors are the ones who have lived through the challenges their clients face.

Read the full article here: https://hubs.ly/Q04hF5V30

05/22/2026

Thanks to our members who joined in the NAIFA Congressional Conference in Washington, DC this week! Carina Hatfield Steve Petrungaro Trish May Tracy Russo-Keesey Brad Small

05/19/2026

NAIFA-PA members get together this week at the NAIFA Congressional Conference in Washington DC. They will participate in numerous meetings with Members of Congress and their staffs while here in the nation's capital.

05/13/2026

Morning with the Rising Stars + View from the Top is back for 2026!

Join NAIFA Pennsylvania for a high-impact morning featuring emerging leaders, proven performers, and actionable strategies designed to help you grow in today’s competitive environment. This year’s event features keynote speaker Bob Moses presenting: “Own the Critical Moment That Decides Everything”
You’ll walk away with: • Practical strategies you can apply immediately • Fresh perspective from top professionals • Valuable networking opportunities • Renewed motivation and focus

Presidential Caterers | East Norriton, PA June 4, 2026 8:30 AM – 12:00 PM
Register today: https://lnkd.in/gHDXtFvt

05/08/2026

It's Flashback Friday! NAIFA-PA is 100 years old this year and we thought we'd share some great images from the past! It's the 1991 Annual Convention at Seven Springs-35 years ago! See any familiar faces?

01/17/2026