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Upcoming Events

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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

REGISTER HERE


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Legislative Meeting

August 2023

Join NAIFA-Memphis/West TN for a Legislative Meeting coming to you August 2023.

More information & official registration coming soon.


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September YAT Event

September 7, 2023

Join NAIFA-Memphis/West TN on September 7th for a YAT event! More information and official registration coming soon.


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NAIFA-Memphis/West TN
October Member Meeting

October 23, 2023

Join NAIFA-Memphis/West TN for a Member Meeting on October 23rd. More information & official registration coming soon!


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November YAT Event

November 9, 2023

Join NAIFA-Memphis/West TN on November 9th for a YAT event! More information and official registration coming soon.


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Holiday Social

December 2023

Join NAIFA-Memphis/West TN for a Holiday Social coming to you December 2023. More information & official registration coming soon!


 

Past Events

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This event is sponsored by
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Overview of Secure 2.0
April Member Meeting

Drew Fairley, CPA
Regional Vice President, Retirement Plans - Ameritas
Wendell Stallings, CFP, CLU, ChFC, RICP
Sales Director, Advances Solutions & Design - Ameritas

April 13, 2023

11:00 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


March Prospecting Madness (1)

March Prospecting Madness
YAT Event

March 9, 2023

5:00 - 7:00 pm

Join us for March Prospecting Madness - YAT Event at Brookhaven Pub. We will hear from Todd Miller who has grown his business in the past 5 years to over $8 million in organic business. Enjoy appetizers and a drink on us, network, and hear some great fresh ideas & strategies.

Brookhaven Pub
695 W Brookhaven Cir
Memphis, TN 38117


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Holiday Gathering

December 20, 2022

5:00 - 6:30 pm

Please join NAIFA-Memphis/West Tennessee for our annual Holiday Gathering coming to you Tuesday, December 20th from 5:00 - 6:30 pm at Salsa in the Regalia Shopping Center. Appetizers and a drink ticket will be provided! No cost to attend.

We look forward to seeing you soon!

Salsa
(located in Regalia Shopping Center)
6150 Poplar Avenue
Memphis, TN 38119


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Charity Golf Tournament

November 11, 2022

Shotgun start 8:00 am

Join your fellow NAIFA-Memphis/West TN members for a Golf Outing on November 11th! Come on out to Galloway Golf Course for a day of friends, fun, and golf - we can't wait to see you there! 

Galloway Golf Course
3815 Walnut Grove Rd
Memphis, TN 38111

7:00 am Registration Opens
8:00 am Shotgun Start


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NAIFA-Tennessee Fall Conference

October 26, 2022

Join NAIFA-Tennessee in person for our 2022 Fall Conference!


March 30, 2022

Member Social

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Member Social

March 30, 2022

Thank you to all who attended!

April 5, 2022

NAIFA-Tennessee Legislative Day

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NAIFA-Tennessee Legislative Day

April 5, 2022

Thank you to all who attended!

April 6, 2022

NAIFA-Tennessee Sales Summit

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NAIFA-Tennessee Sales Summit

April 6, 2022

Thank you to all who attended!

May 25, 2022

Member Social

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Member Social

May 25, 2022

Thank you to all who attended!

June 16, 2022

YAT Meet & Greet

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YAT Meet & Greet

June 16, 2022

Thank you to all who attended!

August 23, 2022

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August 23, 2022

Thank you to all who attended!

August 30, 2022

NAIFA-Tennessee Virtual Road Show

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NAIFA-Tennessee Virtual Road Show

August 30, 2022

Thank you to all who attended!

September 28, 2022

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September 28, 2022

Join NAIFA-Memphis/West TN on September 28th from 8:30 - 10:30 am to hear from Andrew Rinn, JD, CFP, CLU, ChFC  with "Securing Financial Independence." We will also hear from Delvin Joyce, CLU, ChFC, RICP with "Elevate Your Impact - Transitioning to Fee-Based Financial Planning." We can't wait to see you at the DoubleTree in Memphis for this great event.

Andrews course will cover:

  • Considering the Macro-Economic Factors that Threaten a Client's Financial Independence
  • Exploring the Unique Role of Today's Financial Professional
  • Positioning the Strategies and Solutions that Help Clients Secure their Aspirations

Delvin's course will cover:

  • Going From Football To Financial Services
  • The Value of Comprehensive Financial Planning
  • Practical Steps to Positively Impacting Your Client's Life

DoubleTree
5900 Sanderlin Ave
Memphis, TN 38117

Register Here

October 6, 2022

Golf Outing

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Golf Outing

October 6, 2022

Join your fellow NAIFA-Memphis/West TN members for a Golf Outing on October 6th! Come on out to Galloway Golf Course for a day of friends, fun, and golf - we can't wait to see you there! 

Galloway Golf Course
3815 Walnut Grove Rd
Memphis, TN 38111

7:00 am Registration Opens
8:00 am Shotgun Start

Learn More & Register

October 26, 2022

NAIFA-Tennessee Fall Conference

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NAIFA-Tennessee Fall Conference

October 26, 2022

More details and registration coming soon.

December 2022

Legislative Meeting

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Legislative Meeting

December 2022

More details and registration coming soon.