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NAIFA Programs-in-a-Box – Seminar Series

Want these programs at your local meeting?

Programs-in-a-Box are available to all state executives, local executives, and where there is no local executive, local presidents. Ask about Programs-in-a-Box at your next local meeting.

NAIFA Leaders: Please see NAIFA's Online Leaders Training Center for more information.

NAIFA Members: Please log-in (above) to see a full list of Programs-in-a-Box.

NAIFA's Programs-in-a-Box are designed to help local and state associations provide enhanced benefits for members. These multimedia educational programs deliver topics of practical interest that can be used for either monthly meetings or special seminars. An author recognized as an authority on the subject being covered develops each of these programs.

NAIFA continues its successful Programs-in-a-Box series of multimedia educational programs for local meetings with the release of the following new programs.

New Programs-in-a-Box: Insider Secrets to the Affluent Women Niche Market

Presented by Annette Bau, CFP

Annette, the managing member of an investment advisory firm based in Phoenix, Arizona, has been a financial planner for more than 20 years. Annette’s specialty and focus is in marketing, and financial, estate planning and money management. She has authored several articles and presented educational seminars and keynote presentations to a variety of schools, non-profits, churches & associations.

In this program you will discover the benefits of niche marketing towards affluent women and how to choose the best affluent women niche. This PIB also covers the Niche Marketing Process, setting goals, and strategies to connect with affluent women.

How to Obtain a Program In a Box:

Programs in a Box videos are available to local and state leaders with accompanying handouts and supporting documents through the NAIFA Online Leaders Training Center. PIBs are also available on DVD and CD-Rom through the NAIFA Marketplace. Please see the linked document below for instruction on how to access the OLTC.

New Attachments:

NAIFA Members: Please log-in (above) to see a full list of Programs-in-a-Box.