Educational Webinars

Because education is at the core of NAFA’s mission, our Education Committee meets monthly to continually improve the offerings provided to our members. Our monthly webinars are one of our most coveted resources, which address everything from industry trends and sales concepts to fixed annuity mechanics and advocacy updates. Register now for one of our upcoming events, or tap into our library of presentation archives at any time.

Upcoming Events

Webinars

Will Roth Accounts Run into Roadblocks?

Thursday, October 28, 2021
8:30 a.m. PT | 9:30 a.m. MT | 10:30 a.m. CT | 11:30 a.m. ET

The Roth IRA and its allure of tax-free income in retirement and no lifetime RMDs has long been one of the few strategic maneuvers to help ease the threat of tax risk in retirement. Qualified plans followed suit some years later by offering designated Roth accounts. Yet, a recent proposed tax bill could upend the playing field for some of your higher income clients and prospects by limiting conversions to lower income taxpayers, removing the back door Roth strategy, and forcing those with high qualified plan and IRA balances into RMD territory before age 72. Join Heather Schreiber, founder and president of HLS Retirement Consulting, as she discusses the benefits of Roth IRAs and strategies to consider as the availability of Roth IRAs stands to be threatened for some taxpayers.

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Member Spotlight Archives

Get to know more about NAFA’s extensive network of Affiliate Partners and the ways they support annuity distribution at every level through this series of exclusive live and on-demand webinars!

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Webinar Archives

Due to the current state of affairs, NAFA is providing our April – May 2020 webinar content to the public.  To access these replays and other relevant content, please visit our COVID-19 Response Gallery

As a NAFA member, you have instant access to our comprehensive library of webinar replays featuring information, insights and ideas from some of the best resources in the business. If you were unable to attend a live event or simply want to review the presentation again, here’s your chance!

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