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

11:00 AM – 12:30 PM

Lunch on Own

12:30 PM – 1:00 PM

Networking Break

1:00 PM – 5:00 PM

Afternoon Session

The afternoon session focuses on practical preparation for meetings on Capitol Hill. Attendees 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. Members will connect with peers and NAIFA leaders from all 50 states, strengthening professional networks and building momentum that carries directly into Day Two on the Hill.

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

Breakfast on Own

7:00 AM – 9:00 AM

Congressional Appointments Desk Open at Capitol Hilton

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

Attire: Business

11:00 AM – 2:00 PM

Vic's Nest PAC Luncheon

Join Vic the Eagle for a special luncheon held during NAIFA’s Day on the Hill!

This is your chance to enjoy a fantastic meal at the prestigious Capitol Hill Club, a prime location where you may even have the opportunity to run into your legislator.

Note: This is an exclusive event. Invitations will be distributed via email in early May to all eligible PAC contributors.

For any questions regarding this event, please contact us at ifapac@naifa.org.