Financial Services Insurance Strategic Planning 
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.
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.
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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. IT Professionals (ITS). IT professionals (US). Business development. kkline@seic.com.
Harness Wealth
APRIL 17, 2025
The Actual Expense Method opens up possibilities for larger deductions, particularly for newer or luxury vehicles, by allowing you to deduct the business percentage of real costs, including fuel, maintenance, insurance, and depreciation. To maximize these benefits, it is essential to understand what qualifies as deductible travel.
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.
Good Financial Cents
DECEMBER 14, 2022
After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. They also have experience working in the financial industry, usually at a senior level. Insurance Advisor. Financial Decision-Making Skills. Average salary: $89,295 per year.
SEI
SEPTEMBER 6, 2022
Insurance companies. Financial services organizations are at an inflection point as we usher in a new era of cybersecurity—one requiring a holistic approach. Cybersecurity. Broker-dealers. Independent broker-dealer advisors. Independent trust companies. IT professionals (ITS). Nonprofits and healthcare organizations.
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