Join us for our monthly Education Webinars! Held every 2nd Wednesday at 2 PM ET, unless otherwise noted below. These 1-hour sessions are great opportunities to learn, engage and connect with professionals in the industry. Unless otherwise noted, all webinars are open for anyone interested in learning more about the topic or WIFS. We encourage you to join - and bring a friend! 

August - Financial Literacy + Wealth Management

August 19, 2026 - ***NOTE: This webinar is scheduled for 1:00PM EST***

Join WIFS and FINSECA, in partnership, for an advanced Social Security planning session designed specifically for high income and high net worth clients. Led by a real Social Security expert who spent over 6 years inside the Social Security Administration, this webinar will break down the unique complexities affluent households face when making claiming decisions. We’ll explore sophisticated strategies that integrate benefit timing, taxation, IRMAA exposure, coordination with other income sources, and survivor benefit considerations, all within the broader context of longevity risk and portfolio planning. Attendees will gain practical frameworks and analysis techniques to help deliver informed, objective guidance and more confident outcomes for individuals and couples navigating Social Security as part of a comprehensive retirement strategy.
Speaker, Stephanie Beckwith, is on Securian Financial's Advanced Sales Team, providing expertise in business succession, estate planning, retirement strategies, using life insurance, long term care, and annuity products. 

 

September - Financial Literacy + Wealth Management

September 9, 2026

NAIFA Cares, Financial Literacy & the Opportunity of 530A Accounts

Join WIFS and Diane Boyle for an informative discussion on NAIFA Cares, financial literacy initiatives, and the emerging role of 530A Accounts ("Trump Accounts") in helping families build long-term financial security. Created to provide eligible children with a head start on investing, 530A Accounts present a unique opportunity for financial professionals to educate families, foster financial confidence, and create meaningful multigenerational planning conversations.

Attendees will gain insights into how advisors can leverage these new accounts to support clients, strengthen community outreach efforts, and advance financial literacy through the NAIFA Cares initiative.

REGISTER HERE NOW!

October -  Innovation + Technology

October 14, 2026

November -  Innovation + Technology

November 11, 2026

December - Innovation + Technology

December 9, 2026