NAIFA Advisor Today
JANUARY 23, 2025
Mark Willis, CFP , is a dedicated financial professional and the founder of Lake Growth Financial Services , located in St. Since entering the financial services industry, Mark has been driven by a deep passion to help individuals and families achieve their financial goals and create lasting security.
NAIFA Advisor Today
AUGUST 9, 2022
The National Association of Insurance and Financial Advisors (NAIFA) is proud to announce its participation in The American College of Financial Services' sixteenth annual Conference of African American Financial Professionals. The event is being held at the Omni Shoreham Hotel in Washington, D.C.
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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.
SEI
AUGUST 16, 2022
Strategic planning. Kevin is a Financial Services Sales Executive with a proven track record of establishing and cultivating strategic partnerships in the investment, insurance, trust, legal, and accounting communities. Kevin Kline SEI Sphere. IT Professionals (ITS). IT professionals (US). Business development.
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. Rachel Pearson, founder of Engage , was the guest speaker at the dinner held in the Barbara Mikulski room of the U.S.
SEI
SEPTEMBER 6, 2022
Financial services organizations are at an inflection point as we usher in a new era of cybersecurity—one requiring a holistic approach. The US Department of Justice set a three-year strategic plan to bolster its cybersecurity posture and prioritized other improvements to its IT skills, systems, and processes.
WiserAdvisor
NOVEMBER 14, 2023
To conclude The essence of retirement planning lies in its ability to provide senior citizens with a blueprint for achieving financial stability, ensuring adequate healthcare, and realizing lifelong aspirations, ultimately leading to a comfortable retirement.
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