Calendar of Events & Programs
Calendar of Events & Programs
THU
January
15
NAAIM 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.
WED
February
11
Webinar - Learn to Talk to ChatGPT the Right Way: Sean Bailey, Editor in Chief, Horsesmouth
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.
MON
April
27
29
Uncommon Knowledge 2026
7:30 AM - 5:00 PM
April 27-28 at the Westin Tampa Waterside in sunny Florida!
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