NAAIM Confidential - Live Stream

1:00 PM - 1:30 PM

Join NAAIM the 1st and 3rd Friday of the month for a live stream interview highlighting NAAIM members, their thoughts on the weekly market, and how they invest and manage their clients portfolios. Subscribe to the NAAIM YouTube Channel: @naaimofficial

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.

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. 

NAAIM Exchange - Share Your Love of Charts!

4:15 PM - 5:15 PM

Start with sharing your favorite charts. Per the usual, our discussion may morph to other topics such as the current market, what's new with your business, etc. This is a free, MEMBERS ONLY, open mic, informal gathering. Please register to receive a ...

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