CONGRESSIONAL CONFERENCE

Conference Registration / App Help Desk

Membership / Grassroots / PAC Desk

First Time Attendee Networking by invitation only

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

Congressional Appointments Desk

Welcome

Doug Massey

Morning Session

Washington & Your Clients’ Retirement: Four Risks to Watch in the Year Ahead

In 2025, new leadership takes control of Washington. So, what will the new Administration and Congress mean for your clients and their retirement accounts? Will the Trump Tax Cuts get extended? What new regulations could impact 401(k)s and IRAs? Are higher or lower taxes on the horizon? This training will help you uncover the biggest risks facing your clients in the year ahead – and how YOU can help them prepare.

Sponsored by Stonewood Financial

Becky Swansburg
Neil Wilding, Partner

Lunch on Own

Networking

Afternoon Session

The Power of You. The Power of Us.

Kevin Mayeux

Tax Reform and the Future of Financial Security

As policymakers debate sweeping changes to the tax code, what’s at stake for the financial services industry, professionals, and the consumers they serve? This panel brings together NAIFA CEO Kevin Mayeux, ACLI Vice President of Tax Advocacy Doug Lathrop, New York Life Senior Vice President, Head of Governmental Affairs Julie Herwig, and NAIFA Trustee and financial professional Barb Pietrangelo. Moderated by Laura Weiss, Tax Reporter at Punchbowl News, the discussion will explore how tax reform proposals could create uncertainty in long-term financial planning, alter retirement savings incentives, impact life insurance and annuity products, and shift the landscape for business succession and estate planning. Panelists will offer insights on how financial professionals can help clients navigate this evolving environment—and what the industry must do to ensure policies support financial security for all Americans.

Moderator:
Laura Weiss

Panelists:
Julie Herwig
Doug Lathrop
Kevin Mayeux
Barbara Pietrangelo

Legislative Power Panel
Diane Boyle
Jayne Fitzgerald
Michael Hedge
Dani Kehoe
Patrick Raffaniello
Scott Sinder

How to Conduct a Congressional Meeting (Mock Meeting Staged)

The Honorable Mike Flood (R-NE)
United State House of Representatives

Hill Preparation
Diane Boyle

Wrap-Up & Closing Remarks
Doug Massey

Congressional Conference Reception

IFAPAC High Dollar Donor Event*
Night Monument Tour & Rooftop Dinner
(round trip bus transportation provided)

Bus departing at 7:00 PM
*Gold, Platinum, Capitol Club contributors ($1k+) by invitation only

Company Dinners by Invitation

Breakfast on Own

Registration / Luggage Tagging

Congressional Appointments Desk Open
At Westin Hotel

Hospitality Hall on Capitol Hill *NEW LOCATION*
No transportation provided

Florida House on Capitol Hill
Number One Second Street Northeast Washington, DC 20002

Congressional Appts Desk @ Hospitality Hall

Photo on Capitol Hill

Attire: Business

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

Congressional Appointments

Attire: Business

IFAPAC High Dollar Donor Luncheon*

*Silver, Gold, Platinum, Capitol Club contributors ($600+)