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NAIFA Central Florida Monthly Meeting
January 28, 2021 @ 11:30 am - 1:00 pm
Join members of NAIFA-CF and other Central Florida industry professionals for the first meeting of 2021 at our NEW VENUE, Hannibal’s On The Square, Winter Park. NAIFA-Central Florida’s monthly meeting is now in virtual and live attendance format!
MEETING INFORMATION
11:30 am – 1:00 pm on Thursday, January 28, 2021
Either from your home or in person at Hannibal’s On The Square
511 W New England Ave, Winter Park, FL
Cost:
Member of NAIFA In Person At Hannibal’s $15.00
Non-Members In Person At Hannibal’s $20.00
Invited and First-Time Guests – FREE
Members Via ZOOM – FREE
Non-Members Via ZOOM – Also FREE
You must register to attend!
SPEAKER
Chris Bordner
Chris has a passion for teaching and helping others, and he meets this need as an Instructor at the University of Central Florida, where he teaches numerous Financial Strategy courses through the Department of Continuing Education. These courses include “Investment Fundamentals,” “Retirement Investment Strategies,” “Estate Conservation,” and “Charitable Giving.” Chris focuses on teaching individuals seeking information on how to pursue personal and financial success in retirement.
He is also professionally trained in communication and presentation skills by EXEC/COMM, who is registered through NASBA as a certified sponsor of courses that qualify for CPE credit through state accountancy boards. Chris has conducted Corporate Education courses at many large corporations, such as Siemens, Symantec, OUC, and HDR Engineering. Additionally, Chris serves as a board member for Big Brothers Big Sisters of Central Florida and the Adventist University of Health Sciences.
Chris joined the Investment and Insurance Industry in 1999. He holds numerous securities registrations, including the Series 7, 63, 65, and 24, as well as Life/Health/Variable Annuity insurance licenses. Additionally, he has obtained the professional designation of Accredited Asset Management Specialist (AAMS) through the College of Financial Planning. He owned and managed an investment firm for several years before joining Wealth Solutions of Central Florida, a MetLife office, as an Agency Director. Chris was ranked 10th out of 250 Agency Directors nationwide in 2005, before deciding to focus exclusively on serving his private clientele through fee-based financial planning and asset management. As a financial planner, he focuses on portfolio design, tax strategies, pension plans, and retirement planning.
Chris Bordner was born and raised in Orlando, FL and is an Alumni of the University of Central Florida, where he studied Electrical Engineering and played football for the Knights. He lives in Altamonte Springs with his wife Melita and two sons, Cole and Chase. When away from the office, Chris enjoys spending time with the family, camping, golfing, traveling, and exercising. CA Insurance Lic #0I34089
Chris Bordner
CEO, Principal, Wealth Manager
321-203-4458
321-203-4459
chris@synergywealthalliance.com
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Note that immediately after registering you will receive an automated confirmation with the ZOOM access information. If you do not receive this email, please check your junk folder.