As NAIFA’s President, I would like to wish NAIFA members and all of our professional colleagues a happy 4^th of July. We celebrate America’s 250^th birthday knowing that we can take pride in the fact that for the past 136 years NAIFA has helped make our nation better by supporting financial professionals who build financial freedom and security for American families and businesses.

NAIFA is pleased to collaborate with Mediaplanet on its newly released Women in Finance campaign, which highlights leaders and organizations working to expand opportunities for women across financial services.

For many business-owner clients, their company is their largest and most illiquid asset, making accurate valuation essential to estate, retirement, and succession planning. Without a clear understanding of what a business is worth, financial professionals may miss key planning gaps, liquidity risks, and opportunities to help clients protect and grow enterprise value.