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.
Join NAIFA-Maryland on Thurs. May 15 from 4pm - 7pm for a fun evening of brews, bites, and networking! Held at RAR Brewing - Chessie's Wharf in Annapolis, our lobbyist, Brett Lininger, Esq., will update you about legislative issues such as the Governor's Longevity Ready Initiative, and how AI and chatGPT are being used by insurance agents to train their sales team. We can't wait to see you there!
Join NAIFA-Maryland on Thursday, August 21 from 4pm - 7pm for a fun evening of brews, bites, and networking! Come out to Independent Brewery in Bel Air. Discussions will focus on long term care issues, reform of 529Plans, and the impact of AI and chatGPT in insurance industry.
The 2nd Annual "Stuff the Train" Toy Drive returns to Union Brewery!
Join NAIFA-Maryland on Thursday, November 20 from 4pm - 7pm at Union Brewery in Baltimore for a fun evening of brews, bites, and networking with those in the financial services industry!
NAIFA-MD announces a partnership with the Greater Chesapeake Foundation to support charitable giving initiatives for both associations. Members from both groups will party at Union Craft Brewery on Nov. 20! NAIFA-MD is accepting canned food donations for the local food pantry. And GCF is accepting toy donations for their "Stuff the Train" toy drive.
Register to tell us your coming and bring your charitable donations!
Union Brewery
1700 W. 41st St.
Baltimore, MD 21211
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The NAIFA-Maryland Board of Directors will host a leadership meeting in partnership with the IIA-Maryland Board to discuss opportunities for partnership and legislative support.
Agenda:
5:30 pm - Cocktails
6:00 pm - Dinner
Location:
Carpaccio Tuscan Kitchen
1 Park Place
Annapolis, MD
Free for Members!
Register now for the April NAIFA Live, our monthly webinar offered on Thursday, April 17th at 12 pm EST.
NAIFA Live is a virtual event available to NAIFA members. Please register in advance to receive the webinar link and instructions. This is a members only event.
AI is changing the business landscape by the day and NAIFA is here to keep you current.
Join Jon Seif as he shows how forward-thinking firms are using data and AI to establish relationships and address the needs of their clients. During the webinar you’ll also see how Catchlight (built in Fidelity Labs) is helping advisors cultivate deeper relationships while cross-selling more of their insurance clients into wealth management.
During Leveraging AI you will:
Learn key insights about the great wealth transfer and organic growth
Hear how modern firms are using data and AI to identify, prioritize, and engage with clients
See a demo of the Catchlight platform (built in Fidelity Investments’ tech incubator, Fidelity Labs)
Join NAIFA-Maryland on Thursday, March 20 from 4pm - 7pm for a fun evening of brews, bites, and networking! Come out to Sapwood Cellars in Columbia, MD. and hear a comprehensive report of legislation being proposed by our lobbyist, Brett Lininger, Esq., Kress Hammen.
Legislation has been introduced this year in a fast and furious manner, targeting all of these critical issues impacting the insurance/finance industry:
Direct your questions to Brett and advise how these bills will change how you do business. We welcome the chance to hear your stories, of your clients, whose needs are not being met because of over-burdensome regulations affecting our industry.
Sapwood Cellars Brewery
8980 MD-108 Ste MNO
Columbia, MD 21045
Register now for the March NAIFA Live, our monthly webinar offered on Thursday, March 20th at 12 pm EST.
Nearly half of Americans know someone struggling with addiction, making substance use disorders a reality that financial professionals can’t afford to ignore. As the opioid epidemic continues to devastate families, its financial impact extends beyond personal hardship—costing the U.S. economy over $1 trillion annually and directly affecting careers, retirement plans, estates, and marriages. The responsibility of financial advisors goes beyond traditional wealth management. Addiction can drain financial resources, create estate planning complications, and leave loved ones vulnerable to long-term financial distress. This course equips financial professionals with the knowledge and tools to identify financial red flags, understand the legal and planning challenges posed by addiction, and implement proactive strategies to safeguard their clients’ financial futures. By integrating personal narratives, case studies, and financial planning solutions, this session provides actionable steps to help clients navigate the financial fallout of substance abuse—while ensuring advisors are prepared for the difficult conversations that come with it.
Your role as a financial advisor is more than managing money—it’s about protecting financial legacies. Gain the knowledge to help clients before it’s too late.
NAIFA Live is a virtual event available to NAIFA members. Please register in advance to receive the webinar link and instructions. This is a members only event.
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Help amplify the voice of our industry, and your clients, in Annapolis during NAIFA-Maryland's 2025 Legislative Day on February 27th.
State Legislative Days are crucial to our grassroots advocacy strategy. The event brings insurance professionals and financial advisors together as a critical mass to advocate on behalf of their businesses, clients, consumers, and the industry.
The Chapter will arrange all meetings with your Senator and Assembly representatives. You just need to register in advance! If you've never met your elected officials, please attend for the first time! Our lobbyists will provide training about talking points to discuss with your lawmakers. And you can be partnered with a NAIFA-MD board member who has extensive experience and can accompany you to meetings.
Join us for an unparalleled experience where industry leaders, advocates, and professionals converge to champion the future of the insurance and financial services sector. This dynamic event promises a day of impactful discussions, strategic networking, and direct engagement with policymakers.
Strategic Advocacy: Elevate your voice as we navigate the evolving legislative landscape together. Dive into crucial discussions on policy changes, industry trends, and the impact on insurance professionals and clients.
Networking Opportunities: Forge connections with like-minded professionals, industry leaders, and policymakers. Expand your professional network and collaborate with those driving positive change in the insurance and financial services arena.
Capitol Hill Engagement: Experience the unique opportunity to engage directly with legislators and policymakers in Albany. Advocate for your clients, industry, and profession, leaving a lasting impact on the decisions shaping our future.
Free for Members!
Historic Inns of Annapolis
Duke of Gloucester Room
58 State Circle
Annapolis, MD 21401
Join fellow NAIFA members for NAIFA Live, our monthly program! Our monthly NAIFA Live webinar is Thursday, February 20th at 12 pm EST!
NAIFA Live is a free virtual event available to NAIFA members. Please register in advance to receive the webinar link and instructions. This is a members only event.
SPEAKER:
Raised in the American Southwest amidst family financial challenges, Carson channeled the entrepreneurial spirit he saw in his father into a myriad of successful ventures. From auto repair enterprises to leading national sales for top life insurance carriers, his journey through the business landscape has been expansive.
Today, Carson stands at the helm as the founder & Chief Visionary of one of the world's leading masterminds of honest, authentic, and ethical insurance agents. Beyond this, he's co-created a specialized insurance CRM, offers mentorship to a broad spectrum of professionals, and continues to manage his own firm.
Carson specializes in wealth management principles as a Cash Value Life Insurance expert and industry Influencer. His training regarding these topics is highly sought after by top Life Insurance Providers, Firms, and Organizations. In the upcoming month he is publishing two expert books "IUL The Right Way" & "The Wealth Lever" which are the most comprehensive consumer guides to effectively selecting, purchasing, and utilizing Indexed Universal Life Insurance as a wealth leveraging tool.
A riveting public speaker, panelist, and podcast guest; Carson's core mission is empowering others to become the most elite entrepreneur and agent that they can possibly be. Invite Carson for an unforgettable blend of Industry expertise, business insights, and genuine inspiration.
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Join NAIFA-Maryland on Thursday, November 21 from 4:00 - 7:00 pm at Union Brewery for a fun evening of brews, bites, and networking with those in the financial services industry!
NAIFA-MD announces partnership with the Greater Chesapeake Foundation to support charitable giving initiatives for both associations. Members from both groups will party at Union Craft Brewery on Nov. 21 from 4pm - 7pm. NAIFA-Maryland is accepting canned food donations for the local food pantry. And GCF is accepting toy donations for their "Stuff the Train" toy drive. Register to tell us your coming and bring your charitable donations!
Union Brewery
1700 W. 41st St
Baltimore, MD 21211
Unfortunately this event has been cancelled.
Learn from custom high-net-worth strategist City National Rochdale how they can partner with you to win and retain high-net-worth clients. This webinar will provide an overview of CNR, their investment approach and philosophy, and how it can help you move up-market. CNR’s Private Wealth Solutions offering, notably the comprehensive wealth assessment and business owner advisory services, will also be highlighted. These resources are designed to support the advanced planning needs of UHNW clients and also to provide strategic guidance to business owners as they prepare for a transition or exit event.
SPEAKERS
Leks Gerlak CFA, CFP, CPWA - Senior Investment Consultant
Mr. Gerlak joined City National Rochdale in 2022 and has over 10 years of experience in the financial services industry. Based in Maryland, he is responsible for cultivating relationships with financial professionals and their clients in MD, DC, VA, WV and KY.
Prior to joining CNR, Mr. Gerlak spent 7 years at ProShares, one of the leading providers of ETFs. He served as an Investment Strategist, most recently leading Investment Strategy efforts for the firm’s Tactical ETFs. In this position, he was responsible for portfolio analysis, education, product research and development, and presenting investment strategies using the company’s Tactical ETFs. Prior to ProShares, Mr. Gerlak worked at J.P. Morgan Private Bank, serving high-net-worth families with wealth management solutions.
Mr. Gerlak majored in Economics at Haverford College. He lives in Bethesda, MD with his wife, Pia, and their daughter, Ellora. In his time-off, he enjoys being outdoors - cycling, hiking, and exploring Virginia’s wine country. Having grown up in Baltimore, he thoroughly enjoys a good crab cake and watching Baltimore Ravens football.
John Dwyer, CPA/PFS, CFP, CEPA - Director, Senior Wealth Strategist
John joined City National Rochdale in 2022 with 15 years of Income Tax, Estate, and Financial Planning experience. He partners with financial advisors and their clients to deliver Comprehensive Wealth Assessment (CWA) services that identify opportunities to enhance financial well-being across investment planning, asset protection and risk management, income tax mitigation, philanthropy, and estate and legacy planning.
Previously, John was a Financial Planner for First Republic Bank. In this role he supported the advanced planning needs of ultra high net worth clients across Southern California and the New York Tri-State area. Prior to this, he held several positions at Ernst & Young LLP, PricewaterhouseCoopers LLP, JPMorgan Chase, and Citibank.
John earned a Bachelor of Science in Accounting and a Master of Science in Professional Accounting (MSPA) from Seton Hall University. John and his wife live in New Jersey and enjoy cooking, road trips, and spending time at the Jersey shore.
COST:
Free for members
$35/non-members
Join NAIFA-Maryland on Thursday, October 17 from 4:00pm - 7:00pm for a fun evening of brews, bites, and networking! Come out to Hopkins Farm Brewery in Havre de Grace.
Hopkins Farm Brewery
3833 Rider Ln
Havre de Grace, MD 21078
Join NAIFA-Maryland on Thursday, September 26 from 4:00pm - 7:00pm for a fun evening of brews, bites, and networking! Come out to Independent Brewing in Bel Air. Discussions will focus on long term care issues, reform of 529Plans, and the impact of AI and chatGPT in insurance industry.
Independent Brewery
418 N. Main St
Bel Air, MD 21014
Join NAIFA-Maryland on Thursday, August 22nd from 4:00 - 7:00 pm for a fun evening of brews, bites, and networking! Held at RAR Brewing - Chessie's Wharf in Annapolis, our lobbyist, Brett Lininger, Esq., will update you about legislative issues such as the Governor's Longevity Ready Initiative, and how AI and chatGPT are being used by insurance agents to train their sales team. We can't wait to see you there!
RAR Brewing – Chessie’s Warf
609 Melvin Ave
Annapolis MD 21401
Join NAIFA-South Carolina virtually on June 13th for a Critical Illness and Disability Planning Webinar presented by Rick Weston, CLU, ChFC, CPCU, LUTCF, FSS!
FREE for Members | $15.00 Non-Members
Experiencing a critical illness is a life-altering event. The mental, physical, financial and emotional tolls taken can devastate a family. Illnesses formerly considered terminal now are often survivable. Unfortunately, the aftermath of a critical illness can be difficult. This is where critical illness insurance and disability income insurance can save the day. With proper planning, and truly understanding what is at stake for your family, a plan of action can be prepared before this type of life event occurs. This course discusses what critical illness insurance is, and is not. We thoroughly cover what disability income insurance is, and is not. Understanding the differences in these products is important to properly plan a family’s sound financial future.
Join NAIFA-Maryland for our 2024 Race to Success event on June 7th! We can't wait to see you at Maryland Jockey Club at Laurel Park.
Members of NAIFA-MD who might be impacted by proposed statutory changes to professional employer organizations offering health coverage plans to small employer groups should attend our webinar Tuesday, June 4 beginning at 11am EST. We are seeking direct input from members as to how this proposed bill would impact your agency.
The Maryland Insurance Department is holding a meeting in mid-June to examine all sides of this issue. NAIFA-MD needs your input so we can develop a written position statement that communicates critical points from all sides. NAIFA-Maryland is actively engaged in this through our legislative representative, Brett Lininger, Esq. with Kress Hammen, who will be in attendance at this meeting, chaired by Senator Pam Beidle.
This year, Senate bill 821 (H.827) was introduced and requires the Maryland Insurance Administration to study professional employer organizations to review regulations, history, health plans, membership requirements, regulatory structures in other states, and determine the potential impact of proposed statutory changes relating to the offering of health coverage by professional employer organizations on the small group market in the State.
This bill was referred to committee for a hearing, where NAIFA-Maryland was represented and shared our concerns with lawmakers. We expect more dialogue to take place throughout the summer as a final study, and recommendation, is presented to the Legislature.
Join NAIFA-Maryland on Thursday, May 16 from 4:00pm - 7:00pm for a fun evening of brews, bites, and networking! Come out to Idiom Brewing Co in Frederick, MD. Our lobbyist, Brett Lininger, Esq., will be on hand to discuss the results of this year's Legislative Session and the impact several bills will have on the insurance industry.
Idiom Brewing Co.
340 E. Patrick St
Frederick, MD 21701
Join NAIFA-Maryland on Thursday, April 18 from 4:00pm - 7:00pm for a fun evening of brews, bites, and networking! Come out to Sapwood Cellars in Columbia, MD. Our lobbyist, Brett Lininger, Esq., will be on hand to discuss current legislation, including the Secretary of the Aging's Longevity Ready Initiative, signed by the Governor in January, to address the real-life challenges facing older generations in Maryland.
Sapwood Cellars Brewery
8980 MD-108 - Suite MNO
Columbia, MD 21045
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Join NAIFA-Maryland on Thursday, March 21 from 4:00pm - 7:00pm for a fun evening of brews, bites, and networking! Come out to Abbey's Burger Bistro in Fells Point.
Our lobbyist, Brett Lininger, Esq., will be on hand to discuss current legislation, including the Secretary of the Aging's Longevity Ready Initiative, signed by the Governor in January, to address the real-life challenges facing older generations in Maryland. See you there!
Legislation has been introduced this year in a fast and furious manner, targeting all of these critical issues impacting the insurance/finance industry:
- pre-licensing mandates
- professional employer organizations
- genetic testing and life/disability/long term care
- online data privacy act
- consumer reporting agencies
- Governor's new Longevity Ready Initiative, and its impact on long term care.
We're hosting a one-time webinar with our lobbyist, Brett Lininger, Esq. to bring you a snapshot of how these bills, and others, will directly impact your business and your clients.
This is your chance to direct your questions to Brett about how these bills will change how you do business. Also, we welcome the chance to hear your stories, of your clients, whose needs are not being met because of over-burdensome regulations affecting our industry. See you virtually on March 18th!
NAIFA-Maryland is pleased to present you with a continuing education opportunity conducted by Career Insurance, Inc. Join us for a Understanding the Business Owner Policy CE Webinar Event presented by Rick Weston! Tune in virtually from 9:00 am - 12:00 pm on Friday, March 8, 2024 for this great event offering. 3 Hours of CE Credit.
The “BOP” is a pre-packaged business policy purchased by many small, low-risk businesses to insure their commercial risks and needs. The course offers a thorough walk-through of the coverages offered and excluded, and a discussion of businesses eligible and not eligible for a BOP.
Members: FREE | Non-Members: $15.00
Join NAIFA-Maryland and ACLI for our 2024 Legislative Day on Wednesday, February 28th!
Did you know - last year 45 legislators were in attendance, greeting our members personally, and answering member's direct questions. If you didn't attend, you missed a key business opportunity to bring your personal business concerns to your state senator/delegate. Don't miss this chance for a one-on-one session with your representative!
Join NAIFA-Northern Virginia for a Holiday Mixer!
Date: Wednesday, December 20, 2023
Time: 4:30 pm - 6:30 pm
Location: Caboose Commons, 3rd Floor, 2918 Eskridge Rd, Fairfax, VA 22031
Cost: There is no registration fee, but a $10 voluntary donation is suggested to Shepherd's Center of Northern Virginia (assisting older adults with aging in place through services, companionships, and community.)
We look forward to seeing friendly faces and new faces!
Join NAIFA-Maryland on Thursday, November 30th from 4:00 - 700 pm for a fun evening of brews, bites, and networking with those in the financial services industry! Come out to JailBreak Brewing Company and spend the evening mingling with the best and brightest insurance and financial advisors.
Vanessa Atterbeary, Chair, House Ways & Means Committee, will be joining us! Discussions will focus on long term care related legislation and other issues important to the profession.
JailBreak Brewing Co.
9445 Washington Blvd North
Laurel, MD 20723
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.
Join NAIFA-Maryland on Thursday, November 9th from 4:00 - 700 pm for a fun evening of brews, bites, and networking with those in the financial services industry! Come out to Union Brewery and spend the evening mingling with the best and brightest insurance and financial advisors.
Union Brewery
1700 W 41st Street
Baltimore, MD 21211
Join NAIFA-Maryland on Wednesday, October 18th from 4:00 - 700 pm for a fun evening of brews, bites, and networking with those in the financial services industry! Come out to Hopkins Farm Brewery and spend the evening mingling with the best and brightest insurance and financial advisors.
Hopkins Farm Brewery
3833 Rider Lane
Havre De Grace, MD 21078
Join NAIFA-Maryland on Thursday, September 28th from 4:00 - 700 pm for a fun evening of brews, bites, and networking with those in the financial services industry! Come out to Independent Brewery and spend the evening mingling with the best and brightest insurance and financial advisors.
Independent Brewery
418 N. Main Street
Bel Air, MD 21014
Building on the success of last year's event, we are pleased to announce that we will again feature our Race to Success event on June 16th. We hope you will join us at Maryland Jockey Club for this fantastic (and FREE!) event.
The day will begin at 8:00 a.m. with breakfast, followed by our program.
Then, spend the afternoon enjoying live horse racing and reconnecting with your fellow members.
Join NAIFA-Maryland for a fun evening of brews, bites, and networking with those in the financial services industry! We can't wait to see you Thursday, April 27th from 4:00 - 7:00 pm.
BC Brewery
10950 Gilroy Road, Suite F
Hunt Valley, MD 21031
NAIFA-Maryland will be getting together again THIS Thursday for another Brews & Bites event! Come out to Idiom Brewing Co. on March 16th from 4:00 - 7:00 pm for a fun evening of brews, bites, and networking with those in the financial services industry. We can't wait to see you!
Join NAIFA-Maryland for a fun evening of brews, bites, and networking with those in the financial services industry! We can't wait to see you March 2nd from 4:00 - 7:00 pm.
Sapwood Cellars Brewery
8980 MD-108, Suite MNO
Columbia, MD 21045
Join NAIFA-Maryland for our 2023 Legislative Day coming to you February 14th from 8:00 am - 1:00 pm!
We'll begin our day with breakfast with legislators at the Governor Calvert House from 8:00 - 10:00 am sponsored by ACLI. We'll then make our way to the State House for additional meetings with legislators, committee meetings, and more.
Location: Governor Calvert House, 58 State Circle, Annapolis, MD 21401 from 8:00 - 10:00 am ET.
State House, 100 State Circle, from 10:00 am - 1:00 pm.
Copyright © 2022 NAIFA-Maryland
600 State Street, Suite A
Cedar Falls, IA 50613
Phone: 301-701-6880
Fax: 703-770-8224
info@naifa-maryland.org
