Calendar of Events & Programs
Calendar of Events & Programs
WED
July
15
Adviser Armor: Detecting and Preventing Financial Exploitation and Mastering Powers of Attorney - Joe Antonakakis, Stark & Stark
4:15 PM - 5:15 PM
AI is no longer just a buzzword—it’s transforming how we work, invest, and compete. In this high-impact webinar, Dr. Merav Ozair will cut through the hype to share what AI can (and can’t) do, and how you can leverage it to sharpen your edge.
THU
July
16
Financial Planning Mastermind
4:15 PM - 5:15 PM
A monthly online Round Table for Financial Planners and Investment Managers. Free to attend, and open to members and non-members. Bring your best ideas to share. Note: Recordings and materials will be available exclusively to NAAIM members.
MON
October
26
27
Outlook 2026
Join us this fall for an unparalleled opportunity to connect with industry peers. Gain insights from top financial analysts on market forecasts, network with active management professionals, and explore IDEAS to elevate your
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