The Premier Advocacy Event for Financial Professionals

May 18 – 19, 2026 | Washington DC

SCHEDULE

Sunday, May 17th

10:00 AM – 4:30 PM

SkillSet Powered by Trustworthy Selling®

Join financial advisors from across the country for a live, one-day SkillSet powered by Trustworthy Selling® experience at NAIFA Headquarters in Arlington, VA, prior to the NAIFA Congressional Conference.

This special in-person session delivers practical, field-tested skills that advisors can use immediately to grow their business, deepen client relationships, and elevate how they show up in client conversations.

REGISTER NOW

3:00 PM – 6:00 PM

Conference Registration / App Help Desk

3:00 PM – 6:00 PM

Membership / Grassroots / PAC Desk

4:30 PM – 5:30 PM

First Time Attendee Networking Reception

By invitation only

Monday, May 18th

7:30 AM – 6:30 PM

Conference Registration / App Help Desk / Membership / Grassroots / PAC Desk

9:00 AM – 6:30 PM

Congressional Appointments Desk

9:00 AM – 11:00 AM

Morning Session

OBBBA, Taxes & Your Clients: How to Leverage What’s Happening in Washington to Drive Life & Annuity Sales

The one constant in Washington is change, and you can leverage that change to educate your clients, increase their after-tax income, and strengthen their legacy plans. This training will help you analyze new tax policies, long-term spending and debt trends, and other government changes to help your clients in retirement.

Learning Objectives:

Why your clients need to understand the risk of rising taxes and how to protect their retirement from tax changes in the future
What could be ahead for IRMAA, estate taxes, income taxes, and retirement savings accounts
How to help your clients diversify the tax status of their legacy approach – without overpaying taxes and government fees
Top tax messages for seminars, lead gen, and client meetings

Sponsored by Stonewood Financial

Becky Swansburg, Partner

Neil Wilding, Partner

Lunch Break

11:00 AM – 12:30 PM

Lunch on Your Own

11:15 am – 12:45 pm

Burgers, Bacon, and Builders with the President

What happens when you put NAIFA members in a room with our President, Christopher Gandy, and a spread of the best burgers in town? Find out at this exclusive lunch event. It’s a rare opportunity to talk shop, swap stories, and get an insider’s look at NAIFA.

Ticketed Event – $99 per person

1:00 PM – 5:00 PM

Afternoon Session

Attendees will receive a briefing on current federal issues and policy trends, along with NAIFA’s official talking points for congressional appointments. The session also covers what to expect during Hill meetings and best practices for sharing real-world perspectives with lawmakers and staff.

CEO Update

Kevin Mayeux

Preparing for the Age Wave: Policy, Planning, and the Future of Financial Security

America is entering an unprecedented demographic shift, with more than 11,000 people turning 65 every day. This panel will explore how policymakers, associations, and advisors can address the growing demand for retirement income, and how organizations are equipping financial professionals to serve an aging population. Attendees will gain insights into the legislative and regulatory landscape, industry trends, and strategies to better support older Americans and strengthen the nation’s financial security.

Moderator:
Brendan Pedersen

Panelists:
Christopher Gandy
Jill Kozeny
Kevin Mayeux

Navigating Power, Policy, and Influence in the New Political Era

Learn how the realignment of America's political parties is dismantling Washington’s half-century pro-business consensus. Examine the strategies companies are now using to achieve their policy goals and gain influence in Washington. Discover how companies are navigating the fragmented media landscape to ensure their message reaches key stakeholders

Brody Mullins

Legislative Power Panel

Moderator:
Diane Boyle

Panelists:
Jayne Fitzgerald
Michael Hedge
Dani Kehoe
Patrick Raffaniello
Scott Sinder

How to Conduct a Congressional Meeting (Mock Meeting Staged)

Closing Remarks & Q&A

Kevin Mayeux

State Caucus Meetings

5:00 PM – 6:30 PM

Terry Headley Lifetime Defender Legacy Reception

Join your fellow Congressional Conference attendees to honor the recipient of the 2026 Terry Headley Lifetime Defender award.

7:30 PM

Company Dinners by Invitation

Tuesday, May 19th

Morning Breakfast

7:00 am - 7:45 am

Donuts, Diane, Diplomacy: Morning Briefing

Fuel up for advocacy. Join us for a strategic round table discussion with NAIFA's Senior Vice President of Government Relations, Diane Boyle, to sharpen your diplomatic edge before hitting the Hill. This session is specifically curated for NAIFA's newest PAC contributors to get up to speed on legislative priorities in a relaxed, suite-side setting. We’ll talk strategy, enjoy some donuts, and then head out to make our voices heard on Capitol Hill.

By invitation only.

7:00 AM – 8:30 AM

Breakfast and Travel to Capitol Hill on Your Own

7:00 AM – 4:00 PM

Hospitality Hall on Capitol Hill

Florida House on Capitol Hill

Number One Second Street Northeast Washington, DC 20002

No transportation provided

8:30 AM

Photo on Capitol Hill

Attire: Business

Meet near U.S. Grant statue in front of the West Side Reflecting Pool

9:00 AM – 5:00 PM

Congressional Appointments