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Upcoming Events

Memphis June Event

NAIFA_TN_Affiliate

Memphis Member Meeting

June 5, 2024

8:30 AM - 11:00 AM EST

Join NAIFA-Memphis/West TN on June 5th for our June Meeting! Registration opens at 8:30 am and the meeting will begin at 9:00 am. We will have breakfast and gain valuable insights from Dan Baccarini as he presents 'Solving Your Client's Number One Question...Am I going to be okay financially' followed by 'Building a Scalable Business.' We can't wait to see you!

Hilton Garden Inn
6811 TraVure South
Germantown, TN 38138

REGISTER HERE


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NAIFA Live

June 20, 2024
July 18, 2024
August 15, 2024
September 19, 2024
October 17, 2024
November 21, 2024

11:00 am CT

Join fellow NAIFA members for NAIFA Live, our monthly program!

To register for NAIFA Live, please go through the Member Portal. Once you have signed into the member portal, hover over the Educate tab and click on NAIFA Live to register.

NAIFA Live is a virtual event available to NAIFA members. Please register in advance. If you are not yet a member, please join us to take advantage of all the benefits NAIFA has to offer.


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Clarksville Member Meetings

September 19, 2024
November 21, 2024

Check back for more details and official registration coming soon for these NAIFA-Tennessee Clarksville Affiliate Meetings!


Past Events

Rep Justin Lafferty Carter Lawrence

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Knoxville May Member Meeting

Representative Justin Lafferty
Commissioner Carter Lawrence

May 21, 2024

11:15 AM - 1:00 PM EST

Please join the Knoxville Affiliate as we welcome Carter Lawrence from the TN Department of Commerce & Insurance and Representative Justin Lafferty. They will provide updates on the latest legislative bills that directly impact our industry.

Bearden Banquet Hall
5806 Kingston Pike
Knoxville, TN 37919


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Memphis YAT Social Event

May 16, 2024

5:00 - 7:00 PM

Join us for a YAT Social on Rotolo's Craft & Crust Patio! We will provide drink tickets, appetizers, and a friendly game of cornhole.


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Clarksville May Member Meeting

John D. Richardson, RICP, LACP
Capital Planning Group

May 16, 2024

11:30 am - 1:00 pm

Please join us on May 16th from 11:30 am - 1:00 pm for our Clarksville Meeting where John D. Richardson will share Ten Timeless Life and Business Lessons from his NAIFA Family.

Lunch will be provided - we can't wait to see you there!

OfficeNOW- Cardinal Room
1860 Wilma Rudolph Blvd.
Clarksville, TN 37040


C. Stephen Smith

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Nashville May Member Meeting

C. Stephen Smith

May 9, 2024

7:30 am Coffee & Mingle | Meeting 8:00 - 9:00 am

Join NAIFA-Tennessee's Nashville Affiliate on May 9th to enjoy entertainment from our own C. Stephen Smith. "Music through the Decades - From Glen Campbell to Broadway to songs of Faith". Breakfast will be provided. We can't wait to see you!

Richland Country Club
1 Country Club Drive
Nashville, TN 37215


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Murfreesboro April Member Meeting

April 30, 2024

11:30 AM - 1:00 PM CST

Please join us on April 30th at Pinnacle Financial Partners (Learning Center 2nd Floor) to reunite with both familiar and new friends from NAIFA. During this gathering, we will provide an update on NAIFA-Tennessee and share the latest legislative developments. We look forward to your presence at this event!

Pinnacle Financial Partners
At the Learning Center on the 2nd Floor
214 W College St
Murfreesboro, TN 37130

REGISTER HERE


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Nashville April Member Meeting

Scott Harmening

April 11, 2024

7:30 am Coffee & Mingle | Meeting 8:00 - 9:00 am

Join NAIFA Tennessee's Nashville Affiliate on April 11th for an exclusive presentation titled "From Income to Legacy: Prepare with Protection - Trends in Life, Annuity, LTC" featuring the expertise of Scott Harmening. Breakfast will be provided. We can't wait to see you!

Richland Country Club
1 Country Club Drive
Nashville, TN 37215


Hallerin Hilton

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Knoxville April Member Meeting

Hallerin Hilton Hill

April 10, 2024

11:15 am - 1:00 pm

Join NAIFA-Tennessee's Knoxville Affiliate on April 10th at Bearden Banquet Hall for a member meeting featuring Hallerin Hilton Hill, a Renaissance Communicator who moves people with ideas. See you then!

Bearden Banquet Hall
5806 Kingston Pike
Knoxville, TN 37919


Wes Golden

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Clarksville March Meeting

Wes Golden

March 21, 2024

11:00 am - 1:00 pm

Join NAIFA-Tennessee's Clarksville affiliate for our March Meeting! Join us at OfficeNOW in the Cardinal Room as we hear from guest speaker Wes Golden. We can't wait to see you!

OfficeNOW - Cardinal Room
1860 Wilma Rudolph Blvd
Clarksville, TN 37040


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Planning Under an Uncertain Estate Tax Environment

Yining Eads

March 14, 2024

8:00 - 9:00 am

Join NAIFA-Tennessee's Nashville Affiliate for our March Member Meeting - Planning Under an Uncertain Estate Tax Environment on March 14th! Guest speaker Yining Eads will share valuable insights into the evolving landscape of estate planning, offering invaluable information for attendees seeking to stay abreast of these changes. Breakfast will be provided!

Please RSVP by March 8th to confirm your attendance and secure your spot for this informative session. Feel free to extend this invitation to any colleagues or contacts who may benefit from this presentation.

Richland Country Club
1 Country Club Drive
Nashville, TN 37215


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2024 Legislative Day

March 6, 2024

10:00 am

Join NAIFA-Tennessee in person at the Tennessee State Capitol for our 2024 Legislative Day.

We will start the day at 10:00 am with a speaker palooza in the Cordell Hull State Office Building. Lunch will be provided.  We will conclude the day with Individual Meetings with Members of the TN General Assembly!


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Castles & Moats
A Guide to Creating Better Financial Outcomes

Brian Carden
Insurance & Financial Advisor | Madison Avenue Securities, LLC

November 30, 2023; December 12, 2023

NAIFA-Tennessee is honored to have Brian Carden join us to share his expertise and insights. Brian comes to us with an impressive background in the Insurance & Financial Services Industry, and his accomplishments include “Castles and Moats: Insurance, Investment, and Life Planning Simply Explained,” published in 2022.

With Brian's deep understanding of the insurance & financial services industry, We are confident that his presentation will provide invaluable perspectives and ignite meaningful discussions.

FREE for Members | Non-Members: $15.00

Please choose a location below that you would like to attend:

Memphis (October 31st):
Hilton Garden Inn
6811 TraVure Drive E
Germantown, TN 38138

Clarksville (November 9th):
William O. Beach Civic Center
350 Peageant Lane, Suite 201
Clarksville, TN 37040

Knoxville (November 30th): *11:30 am*
Bearden Banquet Hall
5806 Kinston Pike
Knoxville, TN 37919

Nashville (December 12th): *8:30 am*
10 Cadillac Drive
Brentwood, TN 37027


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Nashville Affiliate Legislative Luncheon

U.S. Congressman Andy Ogles

November 17, 2023

11:30 am - 1:00 pm

Secure your spot today for the Nashville Affiliate Legislative Meeting with U.S. Congressman Andy Ogles on Friday, November 17th from 11:30 am - 1:00 pm at Mere Bulles. Lunch will be provided!

Members: $20.00
Non-Members: $40.00

Mere Bulles
5201 Maryland Way
Brentwood, TN 37027


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NAIFA Live

February 16, 2023; March 16, 2023; April 20, 2023
June 15, 2023; July 19, 2023; August 17, 2023
September 21, 2023; October 19, 2023; November 16, 2023

1:00 pm CT

Join fellow NAIFA members for NAIFA Live, our monthly program!

To register for NAIFA Live, please go through the Member Portal. Once you have signed into the member portal, hover over the Educate tab and click on NAIFA Live to register.

NAIFA Live is a virtual event available to NAIFA members. Please register in advance. If you are not yet a member, please join us to take advantage of all the benefits NAIFA has to offer. 


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NAIFA-Tennessee Chattanooga Meeting

November 8, 2023

11:30 am - 1:00 pm

Please join us on November 8th at the Mountain City Club to reunite with both familiar and new friends from NAIFA. During this gathering, we will provide an update on NAIFA-Tennessee and share the latest legislative developments. We look forward to your presence at this event!

The Mountain City Club
729 Chestnut Street
Chattanooga, TN 37402


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October NAIFA Live Watch Party

David O'Malley
President & CEO | Penn Mutual
Howard Sharfman
Senior Managing Director | NFP Solutions

October 19, 2023

12:30 pm

Join fellow NAIFA-Tennessee members for a NAIFA Live Watch Party! David O'Malley, President and CEO of Penn Mutual joins Howard Sharfman, Senior Managing Director at NFP Solutions, for his perspective as CEO on the outlook for the industry in 2024.

The Watch Party will be held at PS&G's Financial Partner's office on Thursday, October 19th at 12:30 pm Central Time. Lunch will be provided. Please be sure to RSVP so that we can have an accurate headcount.

PS&G Financial Partners
214 Overlook Circle, Suite 120
Brentwood, TN 37027


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Clarksville September Member Meeting

Marc Lewis | Farmer's Insurance

September 14, 2023

11:30 am - 1:00 pm

Join NAIFA-Tennessee's Clarksville Affiliate for a Member Meeting on September 14th! Join us in person at OfficeNow in the Frances Lee Room to hear from our guest speaker, Marc Lewis from Farmer's Insurance, a NAIFA-TN Past President. 

Marc Lewis will be discussing the importance of prospecting, his presentation is titled, “Prospect or Die.” Please plan on bringing a guest to see what we’re all about. It’s always great day to be a NAIFA member

OfficeNow - Frances Lee Room
1860 Wilma Rudolph Blvd
Clarksville, TN 37040


Golf Tournament

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Golf Tournament Three-Man Scramble

August 11, 2023

10:00 am

Join the NAIFA-Tennessee Clarksville affiliate for a Golf Tournament! Come on out to Swan Lake Golf Course on Friday, August 10th. We will begin at 10:00 am. 

$100.00/player

Swan Lake
581 Dunbar Cave Road
Clarksville, TN 37043


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Sales Idea Exchange

Thomas DuBose, LUTCF, CLTC
Rosalyn Wheless
Steve Baer
Chalmers Valentine, CLU, CAP

June 8, 2023

11:00 am - 12:30 pm

Join NAIFA Memphis/West TN on June 8th for our Sales Idea Exchange event. Registration will open at 11:00 am and the meeting will begin promptly at 11:30 am. We will have a sales idea panel featuring Thomas Dubose, LUTCF, CLTC, Rosalyn Wheless, Steve Baer, and Chalmers Valentine, CLU, CAP.

You will leave with new ideas whether you are new in the business or a seasoned professional. Lunch will be provided. See you then!

Members: $10.00 | Non-Members: $15.00

Hilton Garden Inn Memphis East Germantown
6811 TraVure Drive East
Germantown, TN 38138


Marcus Henderson

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Knoxville Luncheon

Marcus T. Henderson, Sr., RFP, AIF, MRFC
President & CEO - Henderson Financial Group, Inc.

May 18, 2023

11:15 am - 1:00 pm

Join NAIFA-Tennessee's Knoxville Affiliate for a Luncheon on May 18th at Bearden Banquet Hall featuring Marcus T. Henderson, Sr.! 

Perennial industry producer, Marcus T. Henderson, Sr., will share with the group ways to increase productivity, uncover your unique ability and account for precious lost time. Plan to depart this gathering with a better understanding of the proverbial adage,   "inspiration is fleeting, but motivation builds!" Be sure to bring your BEST writing pen to help capture your unique motivation within.

Bearden Banquet Hall
5806 Kingston Pike
Knoxville, TN 37919

Click the button below to email Peggy Smith and RSVP or call 865-803-2343.


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Clarksville May Member Meeting

May 11, 2023

11:30 am - 1:00 pm

Join the NAIFA-Tennessee Clarksville Affiliate for a Member Meeting on May 11th! Come on out to William O. Beach Civic Center beginning at 11:30 am to hear from our guest speaker.

William O. Beach Civic Center
350 Pageant Lane, Suite 201
Clarksville, TN 37040


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Tri-Cities Meet & Greet Brunch

May 9, 2023

10:00 - 11:30 am

NAIFA-Tennessee's Tri-Cities Affiliate would like to invite you to join us for a Meet & Greet Brunch with other insurance professionals.

This event is to offer the opportunity to network and share ideas with others in the industry. Please join us to learn about your professional association and important news that affects our insurance industry.

We look forward to seeing you there. Please feel free to invite other advisors as your guest!

Summit Leadership Foundation
3515 Bristol Highway
Johnson City, TN 37601


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Sales Summit & Legislative Day

April 18-19, 2023

Join us for NAIFA-Tennessee's 2023 Sales Summit & Legislative Day coming to you April 18th and 19th! Meet with your fellow colleagues Tuesday, April 18th for our Sales Summit, a day full of sales ideas, CE credit, networking, and a Top Golf social event. 
 
On Wednesday the 19th, we will visit our legislators at the Capitol! Check out additional details and the full agendas for both events on our website by clicking the buttons below. We can't wait to see you all there!
 

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NAIFA-Memphis/West TN
April Member Meeting

April 13, 2023

11:30 am - 1:00 pm

NAIFA Memphis/West TN invites you to join us on April 13th as we hear from Drew Fairley & Wendell Stallings on the Secure 2.0 Act. The meeting will begin at 11:00 am and we will conclude at 1:00 pm. Lunch will be provided! No charge for members or potential members.

Hilton Garden Inn Memphis East Germantown
6811 TraVure Drive East
Germantown, TN 38138


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Nashville Affiliate Member Meeting

Mark Neely
Mark Neely Team - CMG Home Loans

April 6, 2023

4:00 - 6:00 pm

Join the NAIFA-Tennessee Nashville Affiliate for a Member Meeting on April 6th! Come on out to CMG from 4:00 - 6:00 pm as we network with fellow members, local realtors, mortgage professionals, and hear from our guest speaker, Mark Neely.

Mark Neely will be sharing about a privately held, non-traditional loan from CMG Loans called the All in One loan. Rolled out in 2005, the All in One loan is a transformative financial tool which benefits clients greatly by reducing their balance significantly faster than a traditional home loan. Clients save time and money, but also remain liquid in the event they need access to their equity. Mark travels frequently sharing Masterminds, real estate brokerages, etc. on this topic.

CMG
810 Crescent Centre Drive, Suite 320
Franklin, TN 37067


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Knoxville Legislative Luncheon

March 17, 2023

11:15 am - 1:00 pm

Join NAIFA-Tennessee's Knoxville Affiliate for a Legislative Luncheon coming to you March 17th at Bearden Banquet Hall! We will have the Lt. Governor, Congressman Burchett, Senator Briggs, Senator Massey, 6 State Representatives, and our NAIFA-Tennessee Lobbyist, Steve Buttry, as honored guests. We can't wait to see you!

Bearden Banquet Hall
5806 Kingston Pike
Knoxville, TN 37919

Click the button below to email Peggy Smith and RSVP or call 865-803-2343.

RSVP 


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Clarksville March Member Meeting

James Crotter
Supervisory Intelligence Officer
State of TN Homeland Security

March 9, 2023

11:30 am - 1:00 pm

Join the NAIFA-Tennessee Clarksville Affiliate for a Member Meeting on March 9th! Come on out to William O. Beach Civic Center beginning at 11:30 am to hear from our guest speaker James Crotter, Supervisory Intelligence Officer with the State of TN Homeland Security.

He will be speaking on potential cyber security threats to our businesses, internet safety, and how we should be approaching protecting customer data. 

William O. Beach Civic Center
350 Pageant Lane, Suite 201
Clarksville, TN 37040


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Clarksville Membership Social

January 19, 2023

6:00 pm

Join fellow NAIFA-Tennessee Clarksville Affiliate Members for a Social at the Flip'N Axe on January 19th beginning at 6:00 pm. We can't wait to see you there!

2121 Wilma Rudolph Road
Clarksville, TN 37040


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Clarksville Membership Meeting

Wes Golden
Montgomery County Mayor

January 12, 2023

11:00 am - 12:30 pm

Join NAIFA-Tennessee's Clarksville Affiliate for our January Membership Meeting! Join us in person at OfficeNow in the Cardinal Room to hear from our guest speaker, Wes Golden, Montgomery County Mayor. See you on January 12th from 11:00 am - 12:30 pm!

OfficeNow - Cardinal Room
1860 Wilma Rudolph Blvd
Clarksville, TN 37040