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.
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.
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.
Trade Brains
AUGUST 1, 2024
We are on track with our growth prospect of 20% for the FY 2025. Is the company planning any capital expenditures (capex) in the next 3 to 5 years? Does the company have any plans to establish a unit in other countries? Could you provide insights into your strategic plans and anticipated milestones?
Brown Advisory
NOVEMBER 1, 2019
Because that sunset doesn’t occur until the end of 2025—six years from now—some clients may not feel an urgency to engage in significant planning right now, but there are a variety of planning actions related to the new tax law that merit attention in the near term, and in some cases before the end of the calendar year.
Brown Advisory
NOVEMBER 5, 2021
Formulating a plan to take the first incremental steps and assessing regularly are critical. We have created a streamlined process to guiding these discussions and developing a family strategic plan.
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