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NAIFA-Broward CE CLASS: Solutions for Business Owners

April 20, 2022 @ 11:00 am - 1:00 pm


We invite you to join us for a Continuing Education Class

CE CLASS:  Solutions for Business Owners

1-hr. CE Class:  Credit for Florida insurance, CFP, CIMA and CPE.  Approved for Investments & Wealth Institute CE.

Florida CE Course #: PLIFE283, Offering ID:  73033, Approval ID: 119393

Course Authority:  IND Life-FL, CFP, PRP

Course Level: Intermediate


Course Objective:
This course for financial advisors will explain a broad range of goals and solutions that advisors can provide to business owners, to help them manage risk and meet their business objectives. Participants will also learn about income tax, regulatory and practical implications that affect the clients’ needs and each type of solution.


Learning Objectives:

  • Learn how business value impacts overall planning
  • Discover solutions to help the business owner protect their business
  •  See the importance of reviewing the buy-sell agreement to ensure it’s meeting the client’s objectives.
  •  Help business owners see how their business can play a part in their retirement income strategy


Date: Wednesday, April 20, 2022

Time:  11:00 AM, Registration and Lunch
11:45 AM, 1-Hr CE Class

Location: Fort Lauderdale Country Club
415 E. Country Club Circle
Fort Lauderdale, FL 33317

Meeting Type: On-Site

 

MODERATED BY:

  Steven Saladino
 RICP®, LACP, LUTCF®
Principal Securities

 

Joe Nagy

Pre-Registration
Pre-Registration is required,  RSVP today

After registering, you will receive a confirmation email containing information about joining the meeting.

 

Charge – Member
Lunch- $28.00
Zoom – FREE

Charge – Member
Lunch- $40.00
Zoom – $10.00

Complete NAIFA Member Lunch Registration

Complete NAIFA Member Zoom Registration

Complete NAIFA Non-Member Lunch Registration

Complete NAIFA Non-Member Zoom Registration


ADVANCE REGISTRATION AND PREPAYMENT IS REQUIRED

It is your responsibility to verify the CE course is not a repeat of a prior course, taken less than two years from the previous one.
The Internet address to check your State CE credits and compliance periods is located at: http://dice.fldfs.com/public/pb_index.aspx

  • Note: You must arrive on time for the CE Class to receive credit. Anyone arriving after 5 minutes into the class will not receive CE credit. Please know your license number, and bring a photo ID.

For more information, contact NAIFA-Broward Association Executive Rhonda Milrot at 954-753-2262, or admin@naifa-broward.org

Details

Venue

  • Fort Lauderdale Country Club
  • 415 E. Country Club Circle
    Plantation, FL 33317     + Google Map

Organizer