National Financial Alliance prides itself on hosting a regular series of events ranging from in person conferences, educational webinars, and commentaries hosted by our CEO Reagan Wagner and COO Kristen Wagner. This is a differentiator for NFA as we aim to help our advisors and agents grow their businesses, stay abreast of industry trends, and idea sharing amongst our team.
More events are on the way! Check back soon for more information.
October 1, 2022
8:00a - 10:00a
OLLU (Our Lady of the Lake University)
The Purple Run 5k
October is National Domestic Violence Awareness month. Nationally 1 in 4 females will be affected by domestic violence in their lifetimes. 74% of all Texans have experienced some form of domestic violence or have a friend or family member who has experienced it. Bexar County has the HIGHEST rate of reported domestic violence per capita in Texas, along with one of the highest in the nation.
August 9, 2022
2:00p - 2:15p
Never A Better Time to Discuss Income
Zac Williamson with Eagle Life is hosting a 7 minute call to cover a 12% income rider roll up that is launching on August 10th which includes a doubling of the income of client with health care issues (no underwriting).
June 15 - June 16, 2022
4:00p - 6:00p
The Golden Nugget
NFA Mid-Year Conference
The National Financial Alliance Mid-Year Conference is swiftly approaching. We love seeing our advisors and agents gather with us to break bread, experience the fellowship of being together, and learning something new. Please join us!
June 7, 2022
4:00p - 5:00p
Build Your Business Webinar with First Trust Advisors
Bryce Gill with First Trust Advisors is going to be hosting our next Build Your Business Webinar. Bryce is on FT Advisors' award-winning economics team and he’ll deliver a market update and outlook and be open for Q&A after his commentary. He will cover a myriad of topics to help you ideate around taking care of your clients during these volatile times. Please mark your calendars and join us. The session will be June 7th at 4pm Eastern.
May 26, 2022
3:00p - 3:30p
Economic Update with MD & CIO of FS Investments
Ryan Caldwell, Managing Director and CIO of FS Investments will join us on a webinar for an economic update and a little overview of fund that can be helpful during the current state of things. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Strategic Financial Concepts, LLC, a Registered Investment Advisor. Strategic Financial Concepts, LLC and NFA Wealth Management are separate entities from LPL Financial. ADVISOR USE ONLY
May 24, 2022
11:30a - 1:00p
National Financial Alliance Home Office
Lunch and Learn with Mike Ronaghan of Delaware Life
Mike Ronaghan of Delaware Life will be visiting the NFA home office for a lunch and learn. Please mark your calendar and plan to attend 11:30am on May 24th. Here's what Mike is going to be covering four solutions to help with your clients: - Three reasons to use a QDRO with married couples - Delaware Life Accelerator Prime® Variable Annuity - Accelerator Prime® with Income BoostSM GLWB - Accelerator Prime® with Income ControlSM GLWB
March 24, 2022
4:00p - 5:00p
Build Your Business with FS Investments
We were happy to host FS Investments on this edition of the Build Your Business series. Brian Boulerice and Beth Anne Byrne shared with us a Multi-Strategy Alternatives Fund - designed to be a solution for today’s challenging rate environment.
January 12 - January 14, 2022
5:00p - 1:00p
J.W Marriott San Antonio Hill Country Resort & Spa
National Financial Alliance January 2022 Kick-Off Conference
Providing our advisors, agents and staff with key sponsors that help our team set the industry standard. Our theme this year was "Tee-ing Up Fore Excellence." Our conference featured speakers like Bill Bachrach and Ryan Dietrich (LPL), and other speakers and small breakout sessions to help you build your business.
September 7, 2021
10:00a - 11:00a
What's Working Webinar
Please join us Tuesday, September 7, 2021, at 10 am CST for our What's Working Webinar with Bart Stevens.
August 18, 2021
3:00p - 4:00p
Goldman Sachs Webinar: Redefining Your "Centers of Influence (COI)" Strategy
Please join us Wednesday, August 18, 2021 at 3pm for our second Business Strategy Workshop with Vince Tiseo, business coach with Goldman Sachs!