Upcoming Events

YAT – Monthly Applicable Ideas Meeting


November 08, 2018
9:00 AM CST - 10:00 AM CST

TBA

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Professional Development Membership Meeting


November 13, 2018
11:00 AM CST - 1:00 PM CST

TBA

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Past Presidents Breakfast


December 07, 2018
8:00 AM CST - 9:30 AM CST

More details to follow

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YAT – Monthly Applicable Ideas Meeting


January 10, 2019
9:00 AM CST - 10:00 AM CST

TBA

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Professional Development Membership Meeting


January 15, 2019
11:00 AM CST - 1:00 PM CST

More details to follow

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YAT – Monthly Applicable Ideas Meeting


February 14, 2019
9:00 AM CST - 10:00 AM CST

TBA

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Legislative Day in Lincoln


February 19, 2019
8:00 AM CST - 1:00 PM CST

Lobby down at the Capitol

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CE & Bowling


February 22, 2019
1:00 PM CST - 5:00 PM CST

Details to follow

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State CE Day


March 13, 2019
9:00 AM CDT - 4:00 PM CDT

More details to follow

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YAT – Monthly Applicable Ideas Meeting


March 14, 2019
9:00 AM CDT - 10:00 AM CDT

More details to follow

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NAIFA-Omaha Awards Banquet


March 21, 2019
6:00 PM CDT - 8:30 PM CDT

More details to follow

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YAT – Monthly Applicable Ideas Meeting


April 11, 2019
9:00 AM CDT - 10:00 AM CDT

More details to follow

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Statewide Forum


May 02, 2019 8:00 AM CDT to May 03, 2019 1:00 PM CDT

More details to follow

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YAT – Monthly Applicable Ideas Meeting


May 09, 2019
9:00 AM CDT - 10:00 AM CDT

More details to follow

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Congressional Conference


May 21, 2019 8:00 AM CDT to May 22, 2019 1:00 PM CDT

More details to follow

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NAIFA/OAHU Golf Classic


June 13, 2019
12:00 PM CDT

More details to follow

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Member Application

Rates effective January 1, 2018 – December 31, 2018

NAIFA-Omaha, Association Number 303528.
Local Dues = $124, State Dues = $152, National Dues = $402.
Total Annual Pay Dues = $678. Monthly Pay Dues = $57.50

Emeritus Dues = $296 annually, $25 monthly. Available only to members age 65 or older who have been members for at least 10 years and self-identify as retired.

Please note that the dues structure is currently being streamlined and will be revised on or before January 1, 2019.

NOTE: Reference our Corporate Support Page to see if your company supports the payment of membership dues.

  Active
  Associate
  Student
  Transfer Only
  Emeritus
  Please register me for the Young Advisors Team (YAT) – for members 40 years and younger or in their first five years in the business.
  Please DO NOT share my contact information with NAIFA member benefit affinity providers.
  VISA
  MasterCard
  AMEX
  Checking Account
  Savings Account
  Paper Check

NAIFA will debit/charge your account on the 5th of every month. Debits/Charges will begin the month following receipt of this application. You will be notified in advance of any adjustments in your monthly debit/charge, resulting from any dues adjustments. There is a $1.00 per month transaction fee, which is added to the monthly debit/charge amount. If your membership is being reinstated after a lapse, the first debit/charge will reflect the amount due for the delinquent months. If the participant has insufficient funds in his/her account to cover the monthly draft, NAIFA will charge a $15.00 fee on the next monthly debit. If the insufficient fund status occurs for a second consecutive month or twice within six months, the participant will be removed from the program and all benefits will be terminated. The member will not be eligible to receive benefits again until his/her account is brought current. Once you have enrolled in the bank draft/monthly credit card program, you are committed to pay full annual dues in 12 monthly payments. If you fail, for whatever reason, to complete your full membership dues obligation, you are still liable for the remaining unpaid balance.

This authorization is to remain in full force and effect until NAIFA has received written notification from me (the participant) of its termination. Written notification must be received by NAIFA by the last business day of the month to avoid a draft/charge for the following month.

While association dues payments may be deductible by members as an ordinary and necessary business expense, dues are not deductible as charitable contributions for federal income tax purposes. The total non-deductible portion of your dues in Nebraska is $117.75 (effective January 1, 2018–December 31, 2018).

NOTICE: NAIFA is required to inform you of the cost of your state and/or national magazine subscription, which is included in your membership dues. This amount is not deductible from your dues. The amount of your Advisor Today subscription is $6. The amount of your state subscription is listed in the table on the front of this application.

I agree to abide by the association bylaws and NAIFA’s Code of Ethics (see below) and certify that:

a. I have not been accused in writing nor been found in violation of the code of ethics of any professional organization of which I am a member. A state or federal licensing or regulatory body has not censured, fined or reprimanded me, or revoked or suspended my investment advisor, securities, or insurance license(s). I am not a defendant in a criminal action. If a criminal judgment has been entered against me in the past, it has been disclosed to NAIFA and its predecessors.

b. I agree that neither the Association nor its individual members, officers, directors, agents or employees shall be liable to me, individually or jointly, if this application for membership is rejected or for the consequences of any disciplinary action which may be sought or taken against me under the local Association’s bylaws or Amendments thereto or any disciplinary or penal action which may be sought or taken against me under the laws of this or any other state or jurisdiction, or for any statement which the Local Association or any of said individuals may issue relative to any such action; provided, for its or their gross negligence or willful misconduct.

c. I understand and agree that my application for membership will be declined if it does not obtain a majority vote of the Board of Directors, or in the opinion of the Board of Directors, I am or will be unable or unwilling to conform to any of the foregoing requirements.

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