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NAIFA-Northeast FL Luncheon

Name: NAIFA-Northeast FL Luncheon
Start: 2023-11-16T11:30:00-05:00
End: 2023-11-16T13:30:00-05:00
Location: Terra Gaucha Brazilian Steakhouse

November 16, 2023 @ 11:30 am - 1:30 pm

Next Chapter Meeting – November 16, 2023
PLANNING for BUSINESS OWNERS
Setting the Table and Working with High Net Worth Individuals
11:30AM – 1:30PM

Mike Robert
CPT Wealth Strategies
Founding Manager Partner

About our speaker:
Mike Roberts has more than three decades of experience in the Financial Services and the Insurance and Risk Transfer industries. His area of expertise include the design and implementation of transfer risk programs, and he has a proven track record of creating and protecting wealth transfer programs.

Click here to learn more about our speaker.

Location
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd
Jacksonville, FL

RSVP necessary by Tuesday, November 14th

Details

Date:: November 16, 2023
Time:: 11:30 am - 1:30 pm
Event Categories:: Chapter Event, In Person Event, Membership, Networking, New Members, Non-Members, Open to Members & Non-Members

Venue

: Terra Gaucha Brazilian Steakhouse
: 4483 Southside Blvd.
Jacksonville, FL 32216 + Google Map

Organizer

: NAIFA-Northeast Florida
Phone: (904) 695-2300
Email: info@naifa-jacksonville.org
: View Organizer Website