Upcoming Events

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.

In 2022, Maryland passed the Time to Care Act, creating one of the state's most significant new employee benefit programs in decades.

Then...the rollout was delayed.

And delayed again.

Many financial advisors assume it's still years away.

It's not. The next phase begins September 1. 2026.

Employers have a limited window—from September 1 through November 15—to obtain quotes and file a Declaration of Intent if they are considering opting out of the State Plan in favor of an approved private plan. Payroll contributions are scheduled to begin January 1, 2027, and paid leave benefits become available to employees on January 3, 2028.

If you advise business owners, now is the time to understand what the law requires and how to help your clients prepare.

Join us August 24 for this practical webinar and learn:

• Why the Time to Care Act is back on every Maryland employer's radar

• The September 1–November 15 private plan decision window

• Case studies of actual clients and the savings realized in their employee plans

• Evaluating a private plan vs the State Plan

• Timelines for payroll contribution and implementation

• How to confidently answer your clients' questions and help them prepare Qualified Letters to Opt-Out

The Invitation to Experience NAIFA-MD! Some things are better experienced together. Ideas land differently when you’re in the actual event room. Learning is richer when it’s shared with NAIFA-MD members. Energy builds when people show up fully. That’s what Experience looks like at NAIFA-MD’s Brews & Bites on Thur. Sept 17th from 4pm - 7pm, 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.

Drive to Success 2026 brings together leading experts in economics, public policy, wealth management, technology, and practice management to help you stay ahead of the curve. Whether you're navigating economic uncertainty, preparing for regulatory changes, exploring AI opportunities, or seeking new ways to grow, you'll gain practical insights and proven strategies you can put to work immediately.

Through expert-led sessions and highly interactive breakouts, you'll leave better prepared to serve clients, grow your practice, and succeed in a rapidly evolving marketplace.

Why is this Event Valuable?

• Gain practical insights on the economy, inflation, interest rates, and the issues driving client conversations today.

• Explore practical AI and technology solutions that can improve efficiency and profitability.

• Receive a Washington insider's update on federal legislation, independent contractor rules, retirement policy, and emerging regulatory developments.

• Choose from specialized breakout sessions covering estate planning, tax-efficient fiduciary strategies, technology, AI, and affluent client acquisition.

• Discover how successful advisors are leveraging technology and AI while remaining compliant and client-focused.

• Learn proven strategies for attracting and serving high-net-worth clients.

• Understand the economic forces shaping client decisions in 2026

Over the years programs come and go, and its the spirit of networking and sharing ideas that provides the true membership value of NAIFA-Maryland.

More than just a conference, this event serves as a hub where technology, ideas, and partnerships converge to revolutionize client service and business growth.

Location

Samuel Riggs Alumni Center, Univ. of Maryland
7801 Alumni Drive
College Park, MD 20742

Registration

Member - $55
Non-Member: $75

The Invitation. Some things are better experienced together. Ideas land differently when you’re in the actual event room. Learning is richer when it’s shared with NAIFA-MD members. Energy builds when people show up fully. That’s what Experience looks like at NAIFA-MD’s Quarterly Coffee Meet-up

Free for Members!

The 3rd Annual "Stuff the Train" Toy Drive returns to Union Brewery!

Join NAIFA-Maryland on Thursday, November 19 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! 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!

Join NAIFA-Maryland on Thurs. May 28 from 4pm - 6pm for a fun evening of brews, bites, and networking! Held at BabyCat Brewery in Kensington - new location! Our lobbyist, Brett Lininger, Esq., will discuss the results of this year's Legislative Session and the impact several bills will have on the insurance industry.

Free for members!

BabyCat Brewery

10241 Kensington Parkway

Kensington, MD 20895

Part One - Economic Reality Check: State of the State Update.

Session Description:

Maryland stands at a pivotal economic crossroads. With mounting fiscal strain and limited resources to support new laws and initiatives, state leaders face difficult choices that will directly impact taxpayers, employers, and families.

In this first segment, a “State of the State” briefing, attendees will gain a clear-eyed assessment of Maryland’s budget realities, the feasibility of proposed legislation, and the downstream implications for financial planning. From potential tax changes and funding shortfalls to long-term economic competitiveness, this session will unpack what advisors need to understand now — and how to translate these developments into meaningful conversations with clients.

This is more than a legislative update. It is an economic reality check.

Part Two - Economic Reality Check: Federal Challenges on the Horizon

Session Description:

Just three days before joining us at this event, Craig Ritter will return from Medicarians 2026 — the country’s premier gathering of Medicare leaders, policymakers, carriers, and compliance experts. He’ll bring the latest updates and insider intelligence directly from this nationally recognized conference to our Maryland audience.

Medicare is under mounting financial and legislative pressure, with ripple effects for carriers, regulators, employers, and the clients you serve. From funding sustainability to regulatory shifts and market stability, the landscape is changing quickly.

In this fast-paced briefing, Craig will translate national developments into practical insight for advisors — highlighting what’s changing, what’s coming next, and how to prepare for the impact.

This isn’t yesterday’s update. It’s what’s happening now — and what it means for your business and your clients.

Historic Inns of Annapolis,

Duke of Gloucester Room

58 State Circle

Annapolis, MD 21401

Registration Rates:

$35/members or $55/non-members

Join NAIFA-Maryland on Thursday, March 19 from 4pm - 6pm 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:

• Tax on services, including financial services

• Professional employer organizations

• Genetic testing in underwriting/review

• Income tax credit for Long Term Care premiums

• Consumer protection - consumer contracts limitations periods

Direct your questions to Brett and learn 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.

Free for Members!

Sapwood Cellars Brewery
8980 MD-108 Ste MNO
Columbia, MD 21045

Make It Stick. You won’t remember another webinar. But you’ll remember the moment something clicked—the idea, the conversation, and the connection you made. That’s what happens when learning is experienced in person.

Join NAIFA-Maryland for a quarterly coffee get together built around Experience—real people, real moments, real impact.

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:

Tax on services, including financial services

Professional employer organizations

Genetic testing in underwriting/review

Income tax credit for Long Term Care premiums

Consumer protection - consumer contracts limitations periods

Direct your questions to Brett and learn 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.

Free for Members!

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

Click here to view Event Flyer

Reach your peak potential by attending NAIFA-Maryland's signature event of the year! Drive to Success with us at Turf Valley Resort on September 18! We are excited to invite each of you to join us as we merge a half-day of classes with an optional afternoon of fun!

During the morning Symposium you will learn how to:

• Decipher investor behavior and create a compelling client experience

• Blueprint your business, attract top talent and scale your firm for growth

• Incorporate the 3 types of business stories successful advisors use

• Leverage technology to serve clients of all generations

• Avoid the biggest “sales killing” mistake most advisors make

Over the years programs come and go, and its the spirit of networking together and sharing ideas, problem-solving techniques and new business opportunities that provides the true membership value of NAIFA-Maryland.

More than just a conference, this event serves as a hub where technology, ideas, and partnerships converge to revolutionize client service and business growth.

Need assistance registering? Call our Member Experience Team at 877-866-2432.

Registration Rates: 

$10 Members
$25 Non-Members

Location:
Turf Valley Resort
2700 Turf Valley Road
Ellicott City, MD 21042

NAIFA Live is a virtual event available to NAIFA members. Please register in advance to receive the webinar link and instructions. This is a free members only event.

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.

NAIFA Live is a virtual event available to NAIFA members. Please register in advance to receive the webinar link and instructions. This is a free members only event.