POSTPONED – Gainesville Meeting- “Practice Management From Birth to Succession”

DUE TO COVID-19 THIS MEETING IS POSTPONED UNTIL FURTHER NOTICE.

“Practice Management From Birth to Succession”
Presented by NAIFA-Florida President Joe Chalom, CLU, RICP, LUTCF, LACP

NAIFA-Florida President Joe Chalom will share his thirty-six years of experience in the financial services profession and draw on tips from the industries top producers to help you get your practice to the next level and how to prepare for the next step when you are ready to slow down.

You should attend this presentation if you want to learn:

• Prospecting Strategies That Will Work For You
• Marketing At Your Fingertips
• Gaining Referrals
• Managing Time
• Staying Motivated
• First Steps in Succession Planning
• Insights from Industry Pros
• Case Study on Succession Planning

Plus Secure Act Sales Tips and the latest NAIFA New and Legislative Updates