NAIFA Alabama · Open to members and non-members
Socials, luncheons, and the 2026 Annual Meeting across Huntsville, Birmingham, and Montgomery, plus the monthly AdvisorListen Live webcast. No login, no membership required to see what's coming or to show up.
Times marked TBA will be confirmed closer to the date. Every card links to directions and, where the time is set, a one-click calendar add.
One of Birmingham's landmark craft breweries, housed in a converted early-1900s building with a lively open-air beer garden. A relaxed, no-pressure setting for advisors, agents, and NAIFA-AL guests to meet.
Countdown to event dayTime TBA. Check NAIFA Alabama →Most clients ask, "Can I afford to retire?" The question that keeps them awake is different. It is, "What will my life look like when I stop working?" Numbers secure the future. Numbers do not solve the identity shift that comes with retirement.
Cam Marston presents PHASE Into Retirement™. This research-backed framework gives you the tools to guide clients through the five non-financial pillars of retirement:
The venue is HudsonAlpha Institute for Biotechnology, the state's genomics research campus.
Sign up here: Reserve your seat on the NAIFA Alabama event page
Seating is limited. Check availability on that page before you plan to attend.
Countdown to eventRegister at NAIFA Alabama →Hoover Country Club's 24,000-square-foot clubhouse was built for exactly this kind of gathering — formal dining rooms and a full-service culinary team, a step up from the usual conference-room lunch.
Countdown to event dayTime TBA. Check NAIFA Alabama →★ Special guest, Oct 21Wes Coody, President of NAIFA-AL, will be aboard.
A 25-minute live tour of AdvisorListen. See the morning brief, the Morning Move, and the member tools, then bring your questions. NAIFA Alabama members: your access is already active and paid for. Only 100 seats each date. Pick one date or all three. Your join link arrives by email before the webcast.
Countdown to the next webcastSign up free →Join Kai Gray for an approachable introduction to artificial intelligence for financial advisors. This session focuses on practical ways AI can support an advisor's work, with clear explanations for those getting started.
About the speaker. Kai Gray is co-founder and CTO of PurposeNext, a retirement planning tool that helps independent financial advisors guide clients through the personal aspects of retirement. He is also CEO and co-founder of Motive Development in Fairhope, Alabama, and hosts AI with Kai, a weekly podcast on practical AI for small business owners. He lives in Fairhope with his family.
Sign up here: Reserve your seat on the NAIFA Alabama event page
Countdown to eventRegister at NAIFA Alabama →The year's flagship gathering, hosted at Wynlakes — one of the South's premier private clubs, celebrating its 40th anniversary this year. Lunch is drawn from Wynlakes' own buffet program: a chef's-choice spread of salads, carved entrées like Chicken Marsala and Honey Pecan Chicken, fresh rolls, and desserts — the same lineup the club serves its own members, not a stripped-down banquet menu.
Sign up here: Reserve your seat on the NAIFA Alabama event page
Countdown to eventRegister at NAIFA Alabama →