NAIFA-Upstate
NAIFA is the National Association of Insurance and Financial Advisors. NAIFA-Upstate is the local chapter.
Get Out From Behind the Desk!
Join your NAIFA Peers on Tuesday March 21, 2023
For our Quarterly NAIFA - Upstate Member meeting
Poinsett Club
807 East Washington Street, Greenville SC 29601
8:30-11:30 AM Kicking off with Networking and Continental Breakfast
Speakers include Beth Brotherton, Bailey Parker, and Johanna Ballesteros
https://socials.naifaupstatesc.org/march21
See you soon! NAIFA Upstate Meeting November 11th, 9-11:30 - https://mailchi.mp/db678678feb2/naifa-upstate-member-meeting-join-us-august-26th-kathy-carlay-liz-parker-and-rep-jason-elliott-6118881
Please RSVP - NAIFA Upstate Meeting November 11th, 9-11:30 - https://mailchi.mp/6fd5125e7637/naifa-upstate-member-meeting-join-us-august-26th-kathy-carlay-liz-parker-and-rep-jason-elliott-6118693
This Friday at the Poinsett Club; NAIFA Upstate Meeting November 11th, 9-11:30 - https://mailchi.mp/684786e895a0/naifa-upstate-member-meeting-join-us-august-26th-kathy-carlay-liz-parker-and-rep-jason-elliott-6118169
Speaker Added! NAIFA Upstate Meeting Friday, November 11th, 9-11:30 - https://mailchi.mp/c3ffa80f2801/naifa-upstate-member-meeting-join-us-august-26th-kathy-carlay-liz-parker-and-rep-jason-elliott-6115561
NAIFA Upstate Meeting Friday, November 11th, 9-11:30 - https://mailchi.mp/0afa48e8387f/naifa-upstate-member-meeting-join-us-august-26th-kathy-carlay-liz-parker-and-rep-jason-elliott-6114901
We had a tremendous meeting on August 26th
Jason Elliott of Jason Elliottt Law Firm and SC State Representative for District 22 gave an update on state government matters
Liz Parker - Performance Coach and Founder of LT Consutlants Inc Presented “Tame the Chaos”
Kathy Carlay - Founder/Owner of Built Brave Marketing presented “3 Tools to Get Results in Marketing and Advertising That Work Every Time… and Stay in Compliance”
Past President David Lloyd presented the 2022 YAT Award to 0svaldo “Ozzie” Gutierrez 🎉
Our next Meeting is schedule for November 4th with more great speakers.
NAIFA Upstate - Topgolf Today - There are still spots left - Join Us! - https://mailchi.mp/b25a6833b4f3/naifa-upstate-member-meeting-join-us-august-26th-kathy-carlay-liz-parker-and-rep-jason-elliott-6109193
NAIFA Upstate - Top Golf This Thursday - RSVP Now! - https://mailchi.mp/426b3ed18307/naifa-upstate-member-meeting-join-us-august-26th-kathy-carlay-liz-parker-and-rep-jason-elliott-6108649
NAIFA Upstate Meeting this Friday - Poinsett Club - Kathy Carlay, Liz Parker, and Rep. Jason Elliott - https://mailchi.mp/0361443ee0ab/naifa-upstate-member-meeting-join-us-august-26th-kathy-carlay-liz-parker-and-rep-jason-elliott-6106041
NAIFA Upstate Anderson Block Party - This Thursday - https://mailchi.mp/b7d40280c350/naifa-upstate-member-meeting-join-us-august-26th-kathy-carlay-liz-parker-and-rep-jason-elliott-6105025
NAIFA Upstate - Top Golf & Free Legacy Book Order Deadline Monday - https://mailchi.mp/d447223b6bd4/naifa-upstate-member-meeting-join-us-august-26th-kathy-carlay-liz-parker-and-rep-jason-elliott-6104881
NAIFA Upstate Member Meeting - Join us August 26th - Kathy Carlay, Liz Parker, and Rep. Jason Elliott - https://mailchi.mp/b0ef77b3f50f/naifa-upstate-member-meeting-join-us-august-26th-kathy-carlay-liz-parker-and-rep-jason-elliott-6104193
NAIFA Upstate Member Meeting - Join us August 26th - Kathy Carlay, Liz Parker, and Rep. Jason Elliott - https://mailchi.mp/deb1912d5947/naifa-upstate-member-meeting-join-us-august-26th-kathy-carlay-liz-parker-and-rep-jason-elliott
The American people need our help.
Did you know...New Feature Launched on NAIFA's Consumer Directory
NAIFA's Find an Advisor search on our consumer site, FinancialSecurity.org, has gotten an upgrade. Individuals who have completed the Financial Security Advocate Course or received a 2021 NAIFA Quality Award will be recognized with a badge on their profile. Be sure that your profile is up-to-date through the NAIFAConnect online community.
This is a great tool for the public to find you and know you are a credible provider for their financial needs.
Here are some quick facts on the benefits of belonging to NAIFA!
💲 One fee covers membership at the local, state, and national levels.
🏛Opportunties to meet & represent NAIFA with your state & federal policymakers with full training provided.
🎯Listed & promoted to consumers with opportunities to be profiled directly to consumers.
📣Opportunties to speak, write & volunteer at the local, state, and national levels
Membership is important to us. Who do you know that would benefit from the opportunities that NAIFA offers. Send me an email at [email protected]. I would be happy to reach out to them.
Bonus: You get in a drawing to win $150.
Want a $150 gift card to your favorite restaurant. Refer 5 new members for your chance to win.
Last Call! -NAIFA Upstate for a Greenville Drive Game- Space limited - https://mailchi.mp/abb1908141ab/naifa-upstate-member-meeting-with-coach-brad-scott-digital-marketing-advisor-aaron-rupe-monday-june-3rd-6047381
Join NAIFA Upstate for a Greenville Drive Game- Space limited - https://mailchi.mp/648e432bc5fb/naifa-upstate-member-meeting-with-coach-brad-scott-digital-marketing-advisor-aaron-rupe-monday-june-3rd-6047037
Join NAIFA Upstate for a Greenville Drive Game- Space limited
Join NAIFA Upstate for a Greenville Drive Game- Space limited - https://mailchi.mp/3858e5c388ef/naifa-upstate-member-meeting-with-coach-brad-scott-digital-marketing-advisor-aaron-rupe-monday-june-3rd-6042721
Join NAIFA Upstate for a Greenville Drive Game- Space limited
Have you RSVP'd for this Friday's NAIFA Upstate Meeting? Space is limited - https://mailchi.mp/60bd76ba2e75/naifa-upstate-member-meeting-with-coach-brad-scott-digital-marketing-advisor-aaron-rupe-monday-june-3rd-5761005
Have you RSVP'd for this Friday's NAIFA Upstate Meeting? Space is limited
Have you RSVP'd for this Friday's NAIFA Upstate Meeting? Space is limited - https://mailchi.mp/4c482dfdda73/naifa-upstate-member-meeting-with-coach-brad-scott-digital-marketing-advisor-aaron-rupe-monday-june-3rd-5760825
Have you RSVP'd for this Friday's NAIFA Upstate Meeting? Space is limited
Seating is limited- Register NOW: NAIFA in person meeting, Friday 4-22-22 - https://mailchi.mp/9ade3dde5e6b/naifa-upstate-member-meeting-with-coach-brad-scott-digital-marketing-advisor-aaron-rupe-monday-june-3rd-5760333
Seating is limited- Register NOW: NAIFA in person meeting, Friday 4-22-22
Register, NAIFA in person meeting, Friday, April 22nd! - https://mailchi.mp/367423e8cf0b/naifa-upstate-member-meeting-with-coach-brad-scott-digital-marketing-advisor-aaron-rupe-monday-june-3rd-5759325
NAIFA Upstate - Greenville Drive Game Information and Last Chance to Register! - https://mailchi.mp/62d7e551e028/naifa-upstate-greenville-drive-game-the-one-thing-june-15th-4911277
NAIFA Upstate - Greenville Drive Game Information and Last Chance to Register!
NAIFA Upstate - Greenville Drive Game & The One Thing -June 15th - https://mailchi.mp/0bec1952034e/naifa-upstate-greenville-drive-game-the-one-thing-june-15th-4907253
NAIFA Upstate - Greenville Drive Game & The One Thing -June 15th
NAIFA Upstate - Greenville Drive Game & The One Thing June 15th - https://mailchi.mp/e4450913b106/naifa-upstate-greenville-drive-game-the-one-thing-june-15th
NAIFA Upstate - Greenville Drive Game & The One Thing -June 15th
NAIFA Upstate - Senator Tim Scott - Congressional Conference May 25th-26th - https://mailchi.mp/78366e3d11f6/naifa-upstate-senator-tim-scott-congressional-conference-may-25th-26th
NAIFA Upstate - Last Chance to RSVP for Topgolf Outing April 22nd - https://mailchi.mp/6758ab4c9600/naifa-upstate-topgolf-outing-april-22nd-rsvp-today-4882877
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