NAAIM Confidential - Live Stream

4:30 PM - 5:00 PM

Join NAAIM each Friday for a 1/2 hour 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

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. 

The AI Playbook: Strategic Insights for Investors and Professionals - Dr. Merav Ozair

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.

Outlook 2025

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