NAIFA Houston Due Diligence Dinner

Join fellow NAIFA Houston members for an evening focused on due diligence best practices for insurance and financial advisors. The program will cover key topics including client file review, regulatory considerations, documentation standards, and practical checklists you can apply immediately. The format will include a short presentation followed by guided discussion and Q&A.

Who should attend:

• Insurance agents and financial advisors seeking to strengthen compliance and documentation practices
• New advisors wanting foundational due diligence processes
• Experienced advisors looking to benchmark procedures against current industry expectations

What to expect:

• Practical, actionable guidance you can use with clients
• Opportunity to discuss real-world scenarios with peers
• Networking with local professionals in a relaxed setting
• Light dinner service

Space is limited and the event is reserved for NAIFA Houston members. Bring business cards and any specific questions or scenarios you’d like discussed during the Q&A.

Event Venue & Nearby Stays

The Forest Club, 9950 Memorial Drive, Houston, United States

Concerts, fests, parties, meetups - all the happenings, one place.

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