← Events in Houston NAIFA Houston Due Diligence Dinner

NAIFA Houston Due Diligence Dinner

Date & Time

📅 Fri, Feb 20, 2026

🕐 Time TBD

Ends: Fri, Feb 20, 2026 at 2:00 AM

Location

📍 The Forest Club

9950 Memorial Drive, Houston, TX 77024, United States, Houston, TX, 77024

🏙️ Houston

About This Event

Join us in Houston for the NAIFA Due Diligence Dinner—network, learn, and enjoy great food together!

Join Us for the 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.

How do you want to get there?

Driving
Public transport
Biking
Walking

The Forest Club

9950 Memorial Drive, Houston, TX 77024, United States, Houston, TX, 77024

Open in Google Maps

Tickets

USD 0.00 - 55.20

Find Tickets

Good to Know

Duration

2 hours

Refund Policy

Refunds up to 7 days before event

Organized by

N

NAIFA Houston

Events

2

View Profile

Share this event

Let others know about this event.

More from NAIFA Houston

More Events in Houston

View All Events