What's happening on Thursday, May 31, 2012?

It is our opportunity to build on our previous meetings and make a unified effort to represent our professional association, meet with legislators in their office and have conversations regarding priority legislation.  The NAIFA Massachusetts Government Relations Leadership Team will conduct our third "Massachusetts Day on the Hill" to  "Finish the Mission" of encouraging our legislators to vote in favor of bills that affect our clients and profession.    This will be our last DOH of our fiscal year and is vital as most likely all bills will become law by July 31st   READ MORE

This has been generously sponsored by: David C. McAvoy, CLU

What do you need to do?  

First, do you know who your State Senator or Representative is? If not

you can easily search here by city/town or ZIP.

Make sure you jot down their email and phone number!

1. RSVP and let us know you want to attend
2. Review "What to say and how to make an appointment" HERE
3. Review the NAIFA Massachusetts Legislative Priorities. Make sure you have this in front of you when you call your Rep or Senator as he/she may want to know what you'd like to see him/her about. Feel free to forward this document after you secure your appointment.
4. MAKE THE CALL. We highly suggest you call to make your appointment. Email as a follow up to voice mail if needed
5. Report your appointment back to NAIFA Massachusetts
6. Encourage your colleagues to join you
7. Call Adam Sachs 781.446.5006 or Josh O'Gara 781.449.6800 x 281 if you have any questions

NAIFA Welcomes Dr. David Kelly, CFA, Managing Director, Chief Market Strategist of J.P. Morgan Funds

Together with our Platinum Sponor, TransAmerica, NAIFA Massachusetts will welcome Key Note Speaker, Dr. David Kelly, CFA on June 6, 2012.

Dr. David Kelly is the Chief Market Strategist for J.P. Morgan Funds. With over 20 years of experience, David provides valuable insight and perspective on the economy and markets to thousands of financial advisors and their clients. Throughout his career, David has developed a unique ability to explain complex economic and market issues in a language that financial advisors can use to communicate to their clients. He is a keynote speaker at many national investment conferences. David is also a frequent guest on CNBC, and other financial news outlets and is widely quoted in the financial press. Prior to joining J.P. Morgan Funds, David served as Economic Advisor to Putnam Investments. He has also served as a senior strategist/economist at SPP Investment Management, Primark Decision Economics, Lehman Brothers and DRI/McGraw-Hill. David is a CFA charterholder. He also has a Ph.D and M.A. in Economics from Michigan State University and a B.A. in Economics from University College Dublin in the Republic of Ireland. READ MORE

This event has been generously sponsored by Chris Kondracki, Regional Vice President, Transamerica Capital Annuities

Reporting Back To Our Members On: HB 3754

I have good news and bad news. Let's start with the bad news. On March 22, 2012, Governor Deval Patrick signed into law HB 3754, an act that establishes a state-run 401(k) plan for non-profits who have 20 employees or less. The outcome: many of our membership, those that are in the retirement plan marketplace, will now be in competition with the state of Massachusetts. On behalf of NAIFA Mass, I want to thank all of you for the phone calls you made to the Governor. NAIFA Mass member, Bruce S. Hulme, made his call and sent this comment back to headquarters: "The State of Massachusetts is at it again ... trying to directly compete with Companies like ours that provide retirement plans to Massachusetts’ employers including non-profits. The claim that affordable plans are not available to small companies in Massachusetts is simply not true!"  READ MORE