NAIFA Rhode Island

Join us at our next event

    • Wednesday, January 26, 2022
    • 9:00 AM - 11:00 AM
    • WEBINAR
    Register

    Join us as we look at the retirement income challenge and social security, the impact of health care costs on retirement income and how to create a plan to address these costs.  

    Approved for 2 CE credits for RI and MA.

    ABOUT THE SPEAKER

    Steven M. Calandra
    Vice President,
    Nationwide Retirement Institute

    Steven M. Calandra, CLTC, RCC, CHSA, joined Nationwide in January 2015 with more than 15 years of financial industry experience. As a Vice President for the Nationwide Retirement Institute, Steven is dedicated to educating financial professionals, clients, plan sponsors and plan participants about the latest in retirement income planning trends. He focuses on implementing practical and comprehensive retirement income solutions as well as stimulating the thinking and actions of professionals as they navigate the changing world of retirement.

    Steven annually addresses thousands of financial professionals, clients and plan participants, carefully customizing his sessions to meet the needs of each group. His areas of focus include Social Security benefits, Medicare coverage, long-term care and retirement income planning. Steven's polished style, engaging message and proven ability as a consummate business professional assures a top-notch engagement every time.

    Prior to Nationwide, Steven worked as a Consultant and Regional Wholesaler for Terra Capital Markets in the Mid-Atlantic region and worked as a Regional Marketing Director for AIG SunAmerica in its independent broker-dealer channel covering the Northeast. Earlier in his career, he was groomed at American Skandia, where he distributed variable annuities, mutual funds, qualified plans and variable life insurance. He has vast experience managing, coaching and motivating teams and has helped develop core product marketing.


    Special thanks to our sponsor:






    • Thursday, February 17, 2022
    • 3:00 PM
    • WEBINAR

    THE CHAMPION’S CODE: BUILDING RELATIONSHIPS THROUGH LIFE LESSONS OF INTEGRITY AND ACCOUNTABILITY FROM THE SPORTS WORLD TO THE BUSINESS WORLD
    Thursday, February 17, 2022: 3 PM Eastern


    The best-selling author of nearly 50 sports books, Ross Bernstein is an award-winning peak performance hall of fame business speaker who's keynoted conferences for Fortune 500 companies on all seven continents and has been featured on CNN, ESPN, Fox News, and “CBS This Morning,” as well as in the Wall Street Journal, New York Times and USA Today.

    Ross' program is all about the DNA of what makes champions in sports so unique and how that relates to business. It’s based on a series of books he wrote in which he was able to interview more than 1,000 professional athletes and coaches that all had one thing in common — they were all members of championship teams. In his research, he concluded that the same metrics and characteristics that were common among champions in sports were also common among peak performers in the business. There are reasons certain teams win consistently, whereas others don't... and Ross explains why. It's based largely on the "Good to Great" concept of how the best companies are able to separate themselves from the rest of the pack through servant leadership, by creating a culture of excellence, by developing deeper relationships, and by giving extraordinary customer service. Ross weaves sports stories, about the DNA of champions, along with stories of companies with whom he has worked around the world — and shares best practice ideas on ways to overcome disruption, while ultimately building stronger relationships. At the core of his message is the simple fact that we like to do business with people whom we trust, whom we like, and who just “get it” —CHAMPIONS.


    What You'll Learn...

    In an engaging, provocative, and visually entertaining style, Ross will use inspirational stories and poignant life lessons from the world of sports to show attendees how to:

    • Create a “culture of excellence” by giving extraordinary customer service...
    • Generate momentum by utilizing the "currency of karma"...
    • Follow their moral compasses to win "the right way," with respect, ethics, and integrity...
    • Be better leaders and create more "buy-in" by embracing change and failure...
    • Evolve from "order takers" to "trusted partners" by enhancing the quality of their relationships.


    • Wednesday, March 16, 2022
    • 3:00 PM
    • WEBINAR


    DIGITAL MARKETING - TACTICS AND TIPS FOR RESULTS YOU NEVER THOUGHT POSSIBLE 

    Wednesday, March 16, 2022: 3 PM Eastern


    Join Sheryl Hickerson, CEO at Females and Finance, LLC for the latest digital marketing insights that you can implement immediately. 



    Past events

    Thursday, January 20, 2022 NAIFA-LIVE: THE EVOLUTION OF CLIENT ACQUISITION: WEB SEARCH SECRETS TO IDENTIFY PROSPECT OPPORTUNITIES, ENSURE RELEVANCY, AND WIN MORE BUSINESS
    Wednesday, December 08, 2021 NAIFA-LIVE: THE GO-GIVER WAY TO ACCELERATING YOUR BUSINESS
    Wednesday, November 17, 2021 Long-Term Care Continuing Education Program
    Wednesday, November 10, 2021 NAIFA-LIVE: HOLIDAY CARDS AND COMMUNICATIONS WITH GRIEVING CLIENTS
    Thursday, October 21, 2021 Discussion with RI General Treasurer Seth Magaziner
    Wednesday, October 13, 2021 NAIFA-LIVE: DAWN OF THE NEW NORMAL
    Tuesday, October 12, 2021 2021 ETHICS - ETHICS & THE INSURANCE PROFESSIONAL
    Thursday, September 09, 2021 NAIFA-LIVE: Overcome It
    Monday, June 21, 2021 2021 Charitable Golf Tournament - Sponsorships
    Monday, June 21, 2021 2021 Charitable Golf Tournament - Register
    Tuesday, May 25, 2021 NAIFA Congressional Conference
    Thursday, May 20, 2021 RI Professional Day -- SAVE THE DATE
    Tuesday, April 06, 2021 Attracting and Retaining Latinos To Your Practice
    Tuesday, April 06, 2021 NAIFA Diversity, Equity & Inclusion Impact Week
    Thursday, March 25, 2021 The Biggest Threat to a Client’s Retirement Portfolio – and 4 Ways to Protect against this Threat
    Wednesday, March 10, 2021 THE POWER OF SYNERGY: CREATING A PROPERTY & CASUALTY STRATEGIC ALLIANCE
    Tuesday, February 23, 2021 Being a Minority in the Insurance Community
    Wednesday, February 10, 2021 HOW TO DOUBLE YOUR PRACTICE IN 24 MONTHS
    Thursday, January 07, 2021 New RMD Rules and IRA Trusts CE
    Wednesday, December 09, 2020 Correcting Conventional Wisdom on Retirement Income Planning What You Make vs. What You Keep: Annuities and the Power of Asset Location
    Tuesday, December 08, 2020 Thriving in a New Reality
    Thursday, November 19, 2020 Long Term Care in America Study
    Thursday, November 12, 2020 November NAIFA LIVE: Sticktoitiveness
    Thursday, November 05, 2020 “It’s Not How You Start, But How You Finish—Ending 2020 on a Positive Note”
    Wednesday, October 28, 2020 Ethics 2020: Protecting your Clients, Protecting Your Practice
    Tuesday, October 06, 2020 Performance & Purpose Conference
    Wednesday, September 30, 2020 Quick Bytes: Decision Making
    Wednesday, September 16, 2020 Quick Bytes: Using Reciprocity to Generate Revenue
    Thursday, September 10, 2020 September NAIFA LIVE: Y[our] Work Matters
    Thursday, August 13, 2020 AUGUST NAIFA LIVE FEATURING DAWN WOLFGRAM, CLF
    Wednesday, August 12, 2020 Quick Bytes: Prospecting for Opportunities
    Thursday, July 30, 2020 Quick Bytes: Perception & Self-Awareness
    Wednesday, June 24, 2020 Quick Bytes: Growing Your Sphere of Influence
    Tuesday, June 23, 2020 2020 Guide to Markets Webinar
    Wednesday, June 10, 2020 Quick Bytes: Follow up and Re-Engagement
    Wednesday, May 20, 2020 Quick Bytes: I Object: How to Minimize and Overcome Objections
    Tuesday, May 19, 2020 NAIFA Nation Impact Week
    Wednesday, May 06, 2020 Quick Bytes: It’s Not Just What You Say, It’s How You Write It
    Wednesday, April 22, 2020 Quick Bytes: It’s You they Buy – How to Differentiate Yourself
    Wednesday, April 08, 2020 Quick Bytes: Out of Sight/Out of Mind
    Monday, February 24, 2020 RI Life & Health Agent Qualification School
    Thursday, February 20, 2020 The Distribution Continuum
    Thursday, January 23, 2020 Advanced Retirement Distribution Strategies
    Thursday, November 14, 2019 NAIFA RI & FSP Networking Event
    Thursday, November 14, 2019 NAIFA RI Annual Meeting
    Tuesday, October 29, 2019 Ethics Class
    Thursday, October 10, 2019 NAIFA LIVE: The Power of Zero
    Friday, September 13, 2019 NAIFA Live: How to Turn Your Successful Practice Into a Balanced Personal Life
    Monday, May 13, 2019 2019 NAIFA-RI Charitable Golf Tournament
    Friday, May 10, 2019 RI Professional Day
    Monday, May 06, 2019 Life & Health Prep School
    Wednesday, April 03, 2019 NAIFA RI Board Meeting
    Tuesday, March 05, 2019 NAIFA RI Board Meeting
    Thursday, February 21, 2019 The Art of WOW
    Tuesday, February 05, 2019 NAIFA RI Board Meeting
    Tuesday, January 08, 2019 NAIFA RI Board Meeting
    Friday, December 07, 2018 NAIFA RI Board Luncheon
    Thursday, November 29, 2018 Join us for lunch with AIG and American Funds
    Tuesday, November 06, 2018 NAIFA RI Board Meeting
    Tuesday, October 16, 2018 Customer Tells - Meeting & Exceeding Customer’s Expectations
    Thursday, October 04, 2018 Special NAIFA MA Member Presentation: Greg Raines
    Thursday, September 13, 2018 NAIFA Ethics Class
    Thursday, September 13, 2018 NAIFA Performance + Purpose 2018 Annual Conference
    Wednesday, June 20, 2018 NAIFA RI Annual Meeting
    Tuesday, June 05, 2018 NAIFA-RI Charitable Golf Tournament
    Thursday, April 26, 2018 Getting Started with LinkedIn
    Thursday, March 29, 2018 More Ways to Offer Clients the Opportunity for an Income Advantage
    Thursday, February 22, 2018 Social Security & Retirement Planning: A Hit or Myth Proposition
    Thursday, January 25, 2018 "Solving the LTC Dilemma for Your Clients" sponsored by BSMG
    Tuesday, January 09, 2018 BSMG Sponsored CE Session
    Thursday, November 16, 2017 A Strategic Guide to Accumulation & Wealth Transfer
    Wednesday, November 08, 2017 NAIFA RI Board Meeting
    Thursday, October 05, 2017 RI Ethics Program
    Tuesday, July 11, 2017 NAIFA-RI Charitable Golf Tournament
    Tuesday, May 23, 2017 NAIFA Congressional Conference
    Wednesday, May 17, 2017 Business Continuation Planning
    Thursday, April 27, 2017 RI Professional Day
    Thursday, March 30, 2017 YAT Event
    Thursday, March 23, 2017 Social Security Optimization & What Your Clients Don't Know About Long Term Care
    Wednesday, February 15, 2017 “What You Make vs. What You Keep: Annuities and the Power of Asset Location"
    Wednesday, January 25, 2017 Income Savvy
    Monday, December 05, 2016 Life & Health Prep School - December 2016
    Wednesday, November 16, 2016 Estate Planning Opportunities with Life Insurance in 2017
    Thursday, November 10, 2016 Post-Election 2016: The Impact on Insurance & Financial Services
    Friday, October 14, 2016 DOL Compliance - New Overtime Rules
    Wednesday, September 28, 2016 RI Ethics Program
    Monday, September 19, 2016 Life & Health Prep School - September 2016
    Thursday, June 16, 2016 JUNE PROGRAM + OFFICER INSTALLATION
    Tuesday, June 07, 2016 2016 Annual NAIFA RI Charitable Golf Tournament
    Tuesday, May 24, 2016 NAIFA Congressional Conference
    Thursday, May 19, 2016 Rhode Island Professional Day
    Monday, May 02, 2016 Life & Health Prep School - May 2016
    Wednesday, March 23, 2016 Creating Lifetime Income and Annuities
    Tuesday, February 02, 2016 Who Owns Your Life Insurance Policy
    Monday, January 25, 2016 Life & Health Prep School - January 2016
    Thursday, January 14, 2016 Two "Master Class" Life Insurance CE Sessions for 2016
    Tuesday, January 05, 2016 Follow-up DOL Fiduciary Rule Advisor update webinar
    Tuesday, December 15, 2015 Webinar on DOL Fiduciary Rule
    Tuesday, November 17, 2015 The New Planning Paradigm: Tax Basis Planning
    Monday, November 16, 2015 Agent Qualification School
    Wednesday, October 28, 2015 2015 Fall Kickoff Event

    Contact Us

    National Association of Insurance and Financial Advisors of Rhode Island

    2400 Post Road
    Warwick, RI 02886

    Phone: 401-739-2977

    Email: hello@naifari.org

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