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Upcoming Events

  • IREAP Impact Day - Planning for the Modest Estate
    Thu Nov 6 2025, 12:00pm EST
  • Educational Webinar: The One Big Beautiful Bill; Several Big Beautiful(?) Tax Law Changes
    Wed Nov 12 2025, 3:00pm EST
  • Educational Webinar: LECP Impact Day - The Care Economy: Where Compassion Meets Capital
    Wed Nov 19 2025, 11:00am EST
  • Webinar: Business Planning with Life and Disability Insurance
    Wed Dec 3 2025

Featured Video

https://www.youtube.com/watch?v=gPuk8Qhhn8g

Reaching Our Community

In Partnership:

Members of NAIFA MA generously donate their time, expertise, and compassion to support families through The Family Movement’s Homelessness to Homeownership Program. By providing personalized financial coaching and education, NAIFA advisors help participants gain the skills and confidence to manage their budgets, reduce debt, and build meaningful savings. This collaboration reflects NAIFA MA’s core mission—empowering Main Street families through financial literacy and guidance—and provides a life-changing path toward long-term financial stability and the dream of homeownership.

Since the start of this partnership, NAIFA MA advisors have empowered dozens of families to take control of their finances, reduce debt, and move closer to achieving the dream of homeownership.

This initiative embodies what it means to be a NAIFA member — serving  families through education, advocacy, and heart.

  • Participating Families – 18
  • Qualified for Downpayment Assistance – 6
  • Homes Purchased – 4
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President - Joshua O’Gara, CLU, ChFC, CFP

Joshua O’Gara, CLU, ChFC, CFP
NAIFA MA Immediate Past President
Prism Benefits

 

Raydania Pena
NAIFA MA Director
New York Life

“Volunteering with Family Movement and the Homelessness to Homeownership program always reminds me of why I started in this career. I am a first generation in the United States, and saw how hard work without the correct guidance can delay financial goals. I enjoying seeing the participants’ excitement, once they achieve a task towards their home purchasing checklist!”

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@ 2023 National Association of Financial Advisors of Massachusetts
2400 Post Road, Warwick, RI 02886
Phone: (617) 402-5001
Email: hello@naifama.org

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