Upcoming Events

Join fellow NAIFA members for NAIFA Live, our monthly program!

To register for NAIFA Live, please go through the Member Portal. Once you have signed into the member portal, hover over the Educate tab and click on NAIFA Live to register.

NAIFA Live is a virtual event available to NAIFA members. Please register in advance. If you are not yet a member, please join us to take advantage of all the benefits NAIFA has to offer.

Join NAIFA for an engaging in-person local watch party of NAIFA's Live Webinar: Winning the Work: A Threefold Growth Plan for Professional Advisors featuring Tim Maurer, CFP®, RLP®.

This dynamic session explores a refreshing, relationship-centered approach to business development—one that aligns with who you are as both a person and a professional. Rather than viewing sales as a necessary evil, attendees will learn how to grow their business through generosity, authenticity, and evidence-based strategies.

Tim Maurer will introduce a practical threefold framework that advisors can implement immediately, along with personal and professional development insights to support long-term success.

After the session, attendees will walk away with:

• Three key ideas to improve prospect vs. client communication

• Two actionable relationship management lists

• One weekly rhythm to enhance communication with prospects, clients, and strategic partners

Light snacks and drinks will be provided. Space is limited - if attendance exceeds capacity, a larger venue will be announced.

Join NAIFA-South Carolina on Tuesday, February 17, 2026, in Columbia for an impactful day of advocacy, education, and connection at our annual Legislative Day on the Hill. Engage with fellow members, meet state legislators, and make your voice heard on issues that shape our industry and our clients' futures. The day’s agenda includes discussions with legislative leaders, updates on key regulatory issues, and networking opportunities to strengthen our community’s impact.

We'll conclude the day with a networking reception at Hall's Chophouse, where members can reflect on the day's insights and continue the conversation in a relaxed setting.

Reception Venue:
Hall's Chophouse
1221 Main Street #150
Columbia, SC 29201

Free to attend however please register in advance. 

Join us in Columbia, SC, February 15-17, for NAIFA-South Carolina's 2026 State Conference, now combined with the State Day on the Hill! This unique event brings together NAIFA advisors from across the state for insightful sessions led by industry experts, including keynote speeches from renowned financial and insurance professionals. Expand your network and engage in dynamic discussions with fellow advisors during interactive networking opportunities designed to inspire collaboration and growth. Don’t miss this chance to recharge your professional journey and stay at the forefront of the insurance and financial advising industry.

Registration Fees

• Before 1/1/26 - Members: $175.00 | Non-Members: $225.00

• After 1/1/26 - Members: $200.00 | Non-Members: $250.00

• Student Educational Session Day Pass (Breakfast, Lunch & Snacks Included. Awards Dinner NOT included ) - $50

• Student Full Session Day Pass (Includes Awards Dinner) - $100

• Spouse Full Conference:  $125

• Monday Night Awards Dinner Only - $50.00

Hotel
Please click here to reserve your hotel room. The deadline to make your reservation will be January 16, 2026.

This year’s installation will take place virtually, making it easy for members across the state to join us as we welcome both our returning and newly elected leaders.

In addition to the installation ceremony, we’ll host a brief member town hall to review our budget, share upcoming programming, and take your questions about the year ahead.

We look forward to starting the year aligned, energized, and committed to serving our NAIFA-SC community.

Join us for a watch party!

We’ll be gathering to view this featured webinar together—complete with shared insights, discussion, light lunch, and a chance to connect with fellow attendees. Grab a seat and enjoy the session in real time as we learn and engage as a group!

Watch Party Location:
Milestone Wealth Advisors
3321 Forest Drive Suite 7
Columbia, SC 29204

About the Webinar:
NAIFA will host a rare and exclusive conversation with one of the nation’s top-ranked financial advisors: Mark Curtis, Managing Director, Investments & Wealth Management of Graystone Consulting, a division of Morgan Stanley. In this special session moderated by NAIFA Trustee Jesse Dogillo, attendees will gain behind-the-scenes insights from Mark’s remarkable career leading a team that manages approximately $490 billion in assets. During this session, Jesse will guide Mark through:

• His journey of consistency in achieving elite status year after year in the wealth management profession

• His strategies for building and leading high-performing teams that deliver value and sustain long-term success

• His insights into emerging industry trends, from cultivating the right team culture to the impact of artificial intelligence on financial advising

Learning Objectives:

• The capabilities and mindsets that drive sustained success

• How to build a resilient, high-impact career in an evolving marketplace

• Mark's enduring principles for leadership, adaptability, and client trust

Free to attend however please register in advance. 

Celebrate the season with the NAIFA-SC Upstate Chapter! Join us for an evening of holiday cheer, networking, and camaraderie at the elegant Poinsett Club. This festive gathering is the perfect way to connect with fellow professionals and toast to a successful year.

Optional 2026 Planning Session: Come early and help shape the future of our chapter! Join us from 3:00–5:00 PM for a planning session before the holiday festivities begin.

Stay tuned for more details, and get ready to celebrate the season in style!

Poinsett Club
807 E Washington Street
Greenville, SC 29601

Join the NAIFA-SC Upstate Chapter for an evening of networking and camaraderie! While details are still in the works, you won’t want to miss this opportunity to connect with fellow professionals and grow your career.

Stay tuned for more information coming soon!

With the senior population in the United States continuing to grow as the baby boomers hit their retirement years, agents need to keep abreast of ethical responsibilities in working with these clients. Questions to consider: Should you assess senior clients differently than younger clients? Is there a difference in writing a health-based product vs. a financial-based product? Should you require a family member to be attendance at any meetings you have with a senior? Do you know your professional liability associated with working with seniors? Also, are you aware of what the concept of “Financial Capacity” means, and how it can affect your ethical responsibilities? All of these issues, and many more, are covered in the course.

About the Instructor, Rick Weston

Rick Weston, CLU, ChFC, CPCU, LUTCF, FSS is the Director of CE Events for Insurance Career Training, Inc. Rick teaches continuing education and pre- licensing courses for Insurance Career Training, Inc. Before joining ICT, Rick spent 17 years with Farmers Insurance in a variety of position including district manager, district training and administrative assistant, division agency manager, commercial sales representative, agency computer training representative, and commercial policy processing supervisor. He also spent six years with Shelter Insurance as a district sales manager. Rick’s honors and awards include Indiana District Manager of the Year, President’s Council district manager, Championship, and multiple Toppers Club awards with Farmers Insurance; winning multiple life sales contests and Conference of Champions with Shelter Insurance; and serving his local NAIFA as President for multiple terms and serving on the Indiana NAIFA speakers bureau. Rick and his wife, Susan, have four children and two grandchildren. In his spare time, Rick enjoys fishing, writing, and family.

Free for members, $15 for non-members

3 CE Hours

Join NAIFA-South Carolina's Upstate Local Chapter for our quarterly meeting on April 24th. We can't wait to see you from 8:30 - 11:00 am at the Poinsett Club in Greenville.

Poinsett Club
807 E Washington Street
Greenville, SC 29601

Join the NAIFA-SC Upstate Chapter for an evening of networking and camaraderie! While details are still in the works, you won’t want to miss this opportunity to connect with fellow professionals and grow your career.

Stay tuned for more information coming soon!

Join the Midlands Affiliate of NAIFA–South Carolina for a relaxed happy hour in Cayce! Connect with fellow members, industry peers, and friends for casual networking, great conversations, and a chance to unwind after work. This is a drop-in event—come and go as your schedule allows.

Steel Hands Brewery
2350 Foreman St
Cayce, SC 29033

Free to attend!

NAIFA-SC invites you to a one-day advisor summit in the heart of downtown Greenville at the prestigious Poinsett Club. This all-day event is designed to deliver meaningful education, industry insights, and peer connections that will help you grow your practice, sharpen your knowledge, and stay engaged in the issues shaping your profession.

You’ll hear from expert speakers on high-growth opportunities like ICHRA, gain practical tips from estate planning attorneys on how to better serve clients, get key updates from NAIFA’s government relations team, and learn how to make the most of your membership. Enjoy a delicious lunch and wrap up the day with a casual happy hour to keep the conversation going.

Member & Non-Member Fees:
Members - $65 member
Non-Members - $80 non-member

Register now to receive the early registration rate and save $10. Early registration ends on July 31.

Location:
Poinsett Club
807 E Washington Street
Greenville, SC 29601

Join the NAIFA-SC Upstate Chapter for an evening of networking and camaraderie! While details are still in the works, you won’t want to miss this opportunity to connect with fellow professionals and grow your career.

Stay tuned for more information coming soon!

Join NAIFA-South Carolina's Upstate Local Chapter for our quarterly meeting on August 5th. We can't wait to see you from 8:30 - 11:00 am at the Poinsett Club in Greenville.

Poinsett Club
807 E Washington Street
Greenville, SC 29601

Join us for our next Coffee Social on Tuesday, July 29th from 8:30–9:30 AM at Forte Legato Coffee Company in Rock Hill. This casual meet-up is a great way to connect with fellow professionals, exchange ideas, and stay in the know with what’s happening in our chapter and across the industry. Guests welcome!

Forte Legato Coffee Company
742 North Anderson Road
Rock Hill, SC 29730

Join the NAIFA-SC Upstate Chapter for an evening of networking and camaraderie! While details are still in the works, you won’t want to miss this opportunity to connect with fellow professionals and grow your career.

Stay tuned for more information coming soon!

Join the Young Advisor Team (YAT) of NAIFA-South Carolina for a casual and fun-filled evening of networking, brews, and good conversation! Hosted by our Piedmont affiliate chapter, this social event will take place at Hoppin' Brewery in Rock Hill on Thursday, June 12, 2025, from 4:00 PM to 6:30 PM.

Whether you're new to the industry or a seasoned pro who supports the next generation, this is a great opportunity to connect with fellow advisors, share ideas, and build your local network—all while enjoying one of Rock Hill’s most popular breweries.

Swing by, grab a drink, and stay awhile.

There’s no cost to attend, but registration is encouraged so we can save you a spot! Attendees are responsible for purchasing their own drinks.

Got a colleague who might be interested? Bring them along!

Did you know there are over 40 million “home offices” and over 11 million home-based businesses? How many of your homeowner’s policy clients might have some sort of home-based business? The Homeowner’s Policy does not cover liability exposure from a business, and has little property coverage for business equipment. This course defines what a business is, and the insurance limitations of having a business at home. We discuss the differences in owning your own business versus running a business you do not own. We discuss endorsements to increase coverage for a business at home. We define what Incidental farming is and what coverage is available for that risk. We address the question: when should a person running a business from home consider buying a full-blown commercial policy to cover their risk exposures?

About the Speaker:

Rick Weston, CLU, ChFC, CPCU, LUTCF, FSS is the Director of CE Events for Insurance Career Training, Inc. Rick teaches continuing education and pre- licensing courses for Insurance Career Training, Inc. Before joining ICT, Rick spent 17 years with Farmers Insurance in a variety of position including district manager, district training and administrative assistant, division agency manager, commercial sales representative, agency computer training representative, and commercial policy processing supervisor. He also spent six years with Shelter Insurance as a district sales manager. Rick’s honors and awards include Indiana District Manager of the Year, President’s Council district manager, Championship, and multiple Toppers Club awards with Farmers Insurance; winning multiple life sales contests and Conference of Champions with Shelter Insurance; and serving his local NAIFA as President for multiple terms and serving on the Indiana NAIFA speakers bureau. Rick and his wife, Susan, have four children and two grandchildren. In his spare time, Rick enjoys fishing, writing, and family.

Free for members, $15 for non-members

Spring is here, and it’s time to enjoy a night at the ballpark with the NAIFA-SC Upstate Chapter! Join us for an afternoon out of the office of fun, networking, and America's favorite pastime as we cheer on the Greenville Drive.

Bring your colleagues and friends for this can't-miss spring outing! More details coming soon.

Fluor Field
945 S Main St
Greenville, SC 29601

Join NAIFA-South Carolina's Upstate Local Chapter for our quarterly meeting on April 24th. We can't wait to see you from 8:30 - 11:00 am at the Poinsett Club in Greenville.

Poinsett Club
807 E Washington Street
Greenville, SC 29601

Join the NAIFA-SC Upstate Chapter for an evening of networking and camaraderie! While details are still in the works, you won’t want to miss this opportunity to connect with fellow professionals and grow your career.

Stay tuned for more information coming soon!

Join NAIFA-SC’s Rock Hill/Piedmont Affiliate for an engaging luncheon on Wednesday, March 19, 2025, from 11:30 AM to 1:00 PM at Westminster Towers.

We are honored to welcome Rock Hill Mayor John Gettys and NAIFA-SC President, Tim Williamson, as our guest speakers. Mayor Gettys will share insights on the city's growth and economic outlook, while Tim Williamson will deliver an inspiring message on success and leadership in the financial industry.

This is a great opportunity to connect with fellow professionals, gain valuable insights, and be inspired. Don't miss it!

Cost
$10 - Members & Non-Members

Location
Westminster Towers
1330 India Hook Rd
Rock Hill, SC 29732

Join the NAIFA-SC Upstate Chapter for an evening of networking and camaraderie! While details are still in the works, you won’t want to miss this opportunity to connect with fellow professionals and grow your career.

Stay tuned for more information coming soon!

This course explains the major features of the Social Security program. Social Security is a government program designed to financially assist the senior population in their retirement years. Even though most Americans will eventually participate, many have a limited knowledge of how the program functions. The course outlines major benefits available, eligibility rules to receive those benefits, strategies to maximize benefits, and limitations of the program. The course dispels some of the myths surrounding the difficulty, or ease, of qualifying for benefits, especially disability income benefits.

3 Hours of CE Credit!

Cost:
Free for Members
$15 for Non-Members

About the Speaker:

Rick Weston, CLU, ChFC, CPCU, LUTCF, FSS is the Director of CE Events for Insurance Career Training, Inc. Rick teaches continuing education and pre- licensing courses for Insurance Career Training, Inc. Before joining ICT, Rick spent 17 years with Farmers Insurance in a variety of position including district manager, district training and administrative assistant, division agency manager, commercial sales representative, agency computer training representative, and commercial policy processing supervisor. He also spent six years with Shelter Insurance as a district sales manager. Rick’s honors and awards include Indiana District Manager of the Year, President’s Council district manager, Championship, and multiple Toppers Club awards with Farmers Insurance; winning multiple life sales contests and Conference of Champions with Shelter Insurance; and serving his local NAIFA as President for multiple terms and serving on the Indiana NAIFA speakers bureau. Rick and his wife, Susan, have four children and two grandchildren. In his spare time, Rick enjoys fishing, writing, and family.

Join NAIFA-South Carolina on Tuesday, February 18, 2025, in Columbia for an impactful day of advocacy, education, and connection at our annual Legislative Day on the Hill. Engage with fellow members, meet state legislators, and make your voice heard on issues that shape our industry and our clients' futures. The day’s agenda includes discussions with legislative leaders, updates on key regulatory issues, and networking opportunities to strengthen our community’s impact.

We'll conclude the day with a networking reception at Hall's Chophouse, where members can reflect on the day's insights and continue the conversation in a relaxed setting.

Reception Venue:
Hall's Chophouse
1221 Main Street #150
Columbia, SC 29201

Member & Non-Member Fees:
$25 members, $35 non-member

Join us in Columbia, SC, February 16-18, for NAIFA-South Carolina's 2024 State Conference, now combined with the State Day on the Hill for the first time ever! This unique event brings together NAIFA advisors from across the state for insightful sessions led by industry experts, including keynote speeches from renowned financial and insurance professionals. Expand your network and engage in dynamic discussions with fellow advisors during interactive networking opportunities designed to inspire collaboration and growth. Don’t miss this chance to recharge your professional journey and stay at the forefront of the insurance and financial advising industry.

Registration Fees
Before 2/10/25 - Members: $175.00 | Non-Members: $225.00
After 2/10/25 - Members: $200.00 | Non-Members: $250.00

Hotel
Please click here to reserve your hotel room. The deadline to make your reservation will be January 17, 2025.

Join the NAIFA-SC Upstate Chapter for an evening of networking and camaraderie! While details are still in the works, you won’t want to miss this opportunity to connect with fellow professionals and grow your career.

Stay tuned for more information coming soon!

Ethical Challenges and Consequences explores actual ethical lapses of insurance professionals. Information from state insurance department shows what went wrong and how the state's insurance regulations, and/or applicable local laws, were enforced. The ethical challenges are covered on a case-by-case basis, providing students and instructors opportunities to discuss what motivations or temptations that might have contributed to the misdeeds.

Earn 3 hours of Ethics CE - register today!!

About the Speaker

Rick Weston, CLU, ChFC, CPCU, LUTCF, FSS is the Director of CE Events for Insurance Career Training, Inc. Rick teaches continuing education and pre- licensing courses for Insurance Career Training, Inc. Before joining ICT, Rick spent 17 years with Farmers Insurance in a variety of position including district manager, district training and administrative assistant, division agency manager, commercial sales representative, agency computer training representative, and commercial policy processing supervisor. He also spent six years with Shelter Insurance as a district sales manager. Rick’s honors and awards include Indiana District Manager of the Year, President’s Council district manager, Championship, and multiple Toppers Club awards with Farmers Insurance; winning multiple life sales contests and Conference of Champions with Shelter Insurance; and serving his local NAIFA as President for multiple terms and serving on the Indiana NAIFA speakers bureau. Rick and his wife, Susan, have four children and two grandchildren. In his spare time, Rick enjoys fishing, writing, and family.

Registration Fees:
Members - Free
Non-Members - $15

Start your morning with a cup of coffee and great company! Join your NAIFA colleagues at Grateful Brew for a casual networking opportunity. It’s the perfect way to connect, share ideas, and energize your day.

We look forward to seeing you there!

Grateful Brew
501 S Pleasantburg Dr
Greenville, SC 29607