<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=319290&amp;fmt=gif">
2 min read

Do Well by Doing Good: Making an Impact During Financial Literacy Month

By White Glove on 4/4/23 1:30 PM

It’s no secret that financial education is critical to preparing people to make good choices for their futures. 78% of financial professionals strongly agree that financial literacy is an issue in America, and almost 90% have encountered financial literacy issues among their clients.

April is National Financial Literacy Month, which provides you with a powerful opportunity to share your wealth of knowledge to help people understand what they don’t know. In these uncertain economic times — your insights are more important than ever.

Topics: Marketing Sales & Marketing Financial Wellness Financial Literacy Business Performance Center NAIFA Partner
1 min read

Watch 'Exploring Money Mountaineering' Webinar On-Demand

By NAIFA on 11/18/21 3:52 PM

Exploring Money Mountaineering with Harlan Accola, National Reverse Mortgage Director at Fairway, and Peter Neuwirth, Senior Consulting Actuary at CapAcuity, is now available on demand!

The webinar explains Neuwirth's six foundational principles of Holistic Financial Wellness, teaching how to create a framework to make sound financial decisions and how to prepare psychologically for a changing landscape.

Watch On-Demand

Topics: Financial Planning Webinar Financial Wellness Financial Literacy Business Performance Center
1 min read

Exploring Money Mountaineering With Harlan Accola and Peter Neuwirth

By NAIFA on 10/22/21 8:00 AM

On November 12, author and Senior Consulting Actuary Peter Neuwirth, FSA, will join Harlan Accola, CRMP, CSA, (loyal NAIFA since 2015) National Reverse Mortgage Director of Fairway Independent Mortgage Corporation, to present "Exploring Money Mountaineering."

This webinar will focus on Neuwirth's six foundational principles of Holistic Financial Wellness. Neuwirth and Accola will discuss how the lessons learned from the Covid-19 crisis can help us prepare, psychologically and financially, for the uncertainty of the future.

The event will take place on Friday, November 12, at 2 pm eastern.


Fairway Independent Mortgage Corporation is an Educational Partner to NAIFA.  For members, you can learn more about Fairway and how to partner within the Member Portal.  

Topics: Financial Planning Financial Wellness Financial Literacy Business Performance Center
1 min read

NAIFA and Carefull Announce Educational Partnership

By NAIFA on 10/7/21 5:15 PM

The National Association of Insurance and Financial Advisors (NAIFA) and Carefull have completed an educational partnership agreement to advance thought leadership and consumer education and promote professional cooperation between the two organizations. Under the partnership, Carefull will provide preferred access to the Carefull monitoring technology for NAIFA members, content for NAIFA blog posts and social media platforms, as well as articles around protecting and managing older adult's finances for NAIFA’s Advisor Today

Topics: Long-Term Care Financial Wellness Press Release Potential Partners for Advisors