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1 min read

2026 New Developments and Planning Ideas

By NAIFA-Wyoming on 2/3/26 5:42 PM

Investment, Retirement, Estate and Advanced Planning (IREAP) Center Webinar

This webinar will review recent changes and updates in the law (including case law, Treasury Regulations, and IRS pronouncements) and provide attendees with practical planning ideas resulting from them.

Topics scheduled to be discussed include:

-OBBBA: the New 2/37th Rule for Itemized Deductions; Charitable Contributions; $15M Lifetime Exemption

-Wealth Planning in a World of Concentration, Higher Bond Yields, and Hidden Tax Drag

-Kyle Busch et al vs. Pacific Life Insurance Company et al

-Business Ownership and Entity Choice: Section 1202 (QSBS); S-Corp vs C-Corp Considerations

-Long-Term Care Planning

Learn More & Register

Topics: NAIFA-WY
1 min read

NAIFA-WY & AWIA Legislative Day & Shrimp Bash

By NAIFA-Wyoming on 2/3/26 5:38 PM

AWIA/NAIFA Legislative Day Shrimp Bash

February 10, 2026

1:00 PM - 9:00 PM MT

You are invited to join members of AWIA and NAIFA for AWIA's Annual Winter Shrimp Bash.

  • 1:00 - 5:00 PM Continuing Education with:

    • Cyber by the Byte, an In-Depth Dive into Cyber (3 hrs.)  Victoria Dearing, Breckenridge

    • DOI Update (1 hr.) Lela Ladd, Wyoming Department of Insurance

  • 5:00 PM Legislative Briefing

  • 6:00 PM Reception and Shrimp Dinner

Location:
Little America Hotel and Resort
2800 W Lincolnway
Cheyenne, WY 82009

There is no registration fee, but RSVP so that we can plan appropriately.

RSVP

Topics: Advocacy NAIFA-WY
1 min read

NAIFA's Congressional Conference

By NAIFA-Wyoming on 2/3/26 4:59 PM

The Premier Advocacy Event for Financial Professionals

May 18-19, 2026 | Capital Hilton | Washington, D.C.

About the Event

Every year, NAIFA members from all 50 states come together in Washington, D.C., for the Congressional Conference, the signature advocacy event for the financial service profession.

This is your opportunity to stand united with fellow advisors, tell your story directly to lawmakers, and help shape the policies that affect your practice, your clients, and Main Street families across the country.

Through your presence on Capitol Hill, you represent the trusted advisors who ensure Americans can save, plan, protect, and retire with dignity. Your voice is essential and policymakers want to hear it.

Two Powerful Days

Day One (May 18): Training, Messaging & Mission Alignment

Our first day equips every attendee, from returning advocates to first-timers, with the clarity, confidence, and unified message needed to make a real impact. You’ll receive in-depth policy briefings, advocacy training, and expert insights.

Day Two (May 19): Day on the Hill

This is when your training becomes action. NAIFA members meet with senators, representatives, and congressional staff to advocate for policies that protect consumers, support small businesses, and strengthen the work you do every day as a trusted financial professional.

Learn More

Topics: Advocacy Congressional Conference NAIFA-WY

NAIFA-WY & AWIA Partner for Legislative Day Shrimp Bash

By NAIFA-Wyoming on 1/20/26 7:04 PM

AWIA/NAIFA 2026 Shrimp Bash

February 10, 2026

Little America Hotel & Resort

2800 W Lincolnway

Cheyenne, WY 82009

You are invited to join members of AWIA and NAIFA for AWIA's Annual Winter Shrimp Bash.

1:00 PM - 4:00 PM Continuing Education offered

  • Victoria Dearing, Breckenridge
  • Lela Ladd, Wyoming Department of Insurance

4:30 PM Legislative Briefing

6:00 PM Reception and Shrimp Dinner

There is no registration fee, but RSVP so that we can plan appropriately. 

RSVP TODAY

Topics: NAIFA-WY
2 min read

The One Big Beautiful Bill; Several Big Beautiful(?) Tax Law Changes

By NAIFA-Wyoming on 11/11/25 6:04 PM

Join us for a concise and essential presentation summarizing the significant tax law changes introduced by the One Big Beautiful Bill. We'll focus on the specific provisions that impact estate planning and charitable giving, analyzing what they mean for you and your clients. Gain clarity on the new rules and get insights into their potential longevity.

You will learn:

  • What changes in the OBBA will affect estate planners?
  • What OBBA changes will affect charitable giving?
  • Will these changes last?

REGISTER

This Webinar is Sponsored by

American Cancer Society

 

Topics: NAIFA-WY
1 min read

Find Your #Finfluence: Using Video to Build Authority + Grow Your Business

By NAIFA-Wyoming on 11/11/25 5:46 PM

 
This Webinar is brought to you by

NAIFA Live

Laura Garfield
Co-Founder of Idea Decanter

November 20, 2025

12:00 PM - 1:00 PM

Can video really be a magnet to bring more prospects to your business? Laura Garfield, co-founder of Idea Decanter, introduces you to top #Finfluencers who use video to engage their audiences and win new clients. These advisors are getting real ROI from video – from 100k+ views on videos to dozens of new “right fit” clients a year. Dive into real-world examples of success and learn the #Finfluencer secrets to engage your audience. With insights from advisors who are succeeding with video, this session is packed with practical strategies, social media platform insights, and the inspiration you need to record more high-ROI videos today!

After attending this webinar, financial professionals will be able to:

  1. Learn the “anatomy” of a Real #Finfluencer, what it takes to find success with video

  2. Watch video clips from real advisors who have grown their practices and built authority with video

  3. Get the framework and inspiration you need to find your own #Finfluence

Learn More & Register

Topics: NAIFA-WY

LIAM & Life Happens

By NAIFA-Wyoming on 9/12/25 3:54 PM

It’s Life Insurance Awareness Month! Successfully market LIAM to your clients by watching this short video walkthrough.

Watch Video

Then log in with your NAIFA credentials to find LIAM Marketing Content, exclusive to NAIFA members!

Access Marketing Content

Topics: Life Insurance Awareness Month NAIFA-WY

Happy Independence Day NAIFA-Wyoming!

By NAIFA-Wyoming on 7/1/25 6:43 PM

As we celebrate the birth of our nation, NAIFA extends warm wishes to you and your families for a joyful and safe Fourth of July.

This day reminds us of the power of freedom, the strength of community, and the importance of service — values we proudly uphold in our work and in our lives.

Enjoy the fireworks, celebrate with loved ones, and take a moment to reflect on the opportunities we share as Americans.

Topics: NAIFA-WY
2 min read

Lead the Way: NAIFA-Wyoming Board Opportunities Now Open

By NAIFA-Wyoming on 7/1/25 6:12 PM

Are you passionate about shaping the future of our profession? Do you want to make a meaningful impact within your NAIFA community? Here’s your chance.

NAIFA-Wyoming is currently seeking dedicated, forward-thinking members to serve as board officers and directors for 2026. This is an incredible opportunity to lead, grow, and give back to the organization that supports your career and advocates for your success.

Why Serve?

Topics: NAIFA-WY
2 min read

Celebrate NAIFA-Wyoming's History

By NAIFA-Wyoming on 6/19/25 12:00 PM

June 26th marks the official day when NAIFA-Wyoming was born. While the Articles of Incorporation weren’t filed until 1979, we know that Insurance and Financial Advisors in Wyoming met as the Wyoming Association of Life Underwriters (WALU) decades before.

The original purpose for forming the association is as relevant today as it was decades ago, take a look:

Topics: NAIFA-WY

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