NAIFA Advisor Today

JULY 28, 2022

NAIFA CEO Kevin Mayeux, CAE , who has overseen the rebirth and transformation of NAIFA under the NAIFA 20/20 and now the NAIFA 2025 Strategic Plans knows his stuff when it comes to association management.

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NAIFA Advisor Today

AUGUST 9, 2022

NAIFA's 2025 Strategic Plan includes both a focus on DEI initiatives , as well as an emphasis to support programs that develop the next generation of financial security professionals. Gandy and Johnson were able to meet at the event and connect with several additional NAIFA members.

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NAIFA Advisor Today

OCTOBER 21, 2022

He was also a member of the NAIFA 2025 Strategic Planning Committee, which developed the NAIFA 2025 strategic plan with a goal of increasing DEI in the association and industry.

Strategic Planning 59

Strategic Planning Financial Services Insurance Planning 59

Trade Brains

AUGUST 1, 2024

Edited excerpts: The company expanded its operation across the Middle East and Russia last year, are there any specific markets or regions where Sealmatic plans to expand its presence in the coming years? We are on track with our growth prospect of 20% for the FY 2025. We are well placed to double our turnover in the next three years.

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Planning Manufacturing Investing Investments 59

Brown Advisory

NOVEMBER 1, 2019

2019 Year-End Planning Letter. Each year, we send a letter to clients to help guide year-end planning discussions and to offer ideas for them to consider with their other advisors. Market conditions may be volatile, but our planning efforts are, as always, focused on stability and consistency. Fri, 11/01/2019 - 13:44.

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Planning Taxes Clients Estate Planning 52

Brown Advisory

NOVEMBER 5, 2021

2021 Year-End Planning Letter. Without downplaying the importance of appropriate action around year-end tax planning, our purpose in this letter is to encourage clients to step back, take a breath and consider using this time to focus on the long term. How does all of this impact your thoughts on longer term planning and even legacy?

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Planning Tax Planning Taxes Clients 52

NAIFA Advisor Today

MARCH 30, 2023

The series of events was created as part of NAIFA’s participation in Women’s History Month and to deliver on several aspects of its Diversity, Equity, and Inclusion initiative that is part of its 2025 Strategic Plan.

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