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X-ORIGINAL-URL:https://studymanuals.naifa-florida.org
X-WR-CALDESC:Events for NAIFA-Florida
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DTSTART;TZID=America/New_York:20200930T090000
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DTSTAMP:20260506T153951
CREATED:20200909T203509Z
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UID:26442-1601456400-1601461800@studymanuals.naifa-florida.org
SUMMARY:Membership Phone-A-Thon
DESCRIPTION:CALLING ALL VOLUNTEERS!\n\nMembership Phone-A-Thons will be held on: \nWednesday\, September 30 – from 9:00 a.m. to 10:30 a.m. (ET)\nTuesday\, November 17 – from 9:00 a.m. to 10:30 a.m. (ET)\nWednesday\, January 27 – from 9:00 a.m. to 10:30 a.m. (ET)\nThe purpose of the event is to place “care calls” to current members around the state – to simply check-in with them and see how\nthey’re faring during these unusual times (business\, family\, etc.)\, and to thank them for their membership in the association and ask for membership referrals. \nAGENDA \n\n\n9:00-9:15 a.m.  — Orientation Zoom Meeting\nOn the day of the Phone-A-Thon\, join other leaders on a Zoom call at 9:00 a.m. (ET) for approximately 15 minutes.  (See below for the Zoom log-on/dial-in information.) \n9:15-10:15 a.m. — Make Phone Calls\nPlace calls and make notes on the spreadsheet of responses to your call. Send to diana.shipley@naifa-florida.org afterwards. \n10:15-10:30 a.m. — Debrief Zoom Meeting\nParticipate in a wrap-up Zoom call to celebrate!!  (Use the same Zoom link as before – see below.) \n\n\n\n\nIf you would like to volunteer\, please email Diana Shipley at diana.shipley@naifa-florida.org.
URL:https://studymanuals.naifa-florida.org/event/membership-phone-a-thon/
LOCATION:ZOOM
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
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DTSTART;TZID=America/New_York:20200930T140000
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CREATED:20200713T194326Z
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UID:25435-1601474400-1601478000@studymanuals.naifa-florida.org
SUMMARY:Advanced Practice Symposium - "Meet the Feldmans" Case Study
DESCRIPTION:Three Part Series — September 16\, 23\, & 30\, 2020 | 2:00 pm eastern \n“Meet the Feldmans” Case Study\n\n\n\n\n\n\n \n \n\n\n\n\n\n\n\n\n\n\n\n\n\n\nNAIFA and Financial Service Professionals (FSP) have joined together to create a three-part virtual event to allow participants to work through a complex case with a panel of family estate and business planning experts. \nFacts About the Event: \n\nCase study scenario is distributed prior to the event for review & consideration\nExpert speakers use the case study as a framework for in-depth discussions with both\nonline & in-person attendee live participation opportunities\n\nTopics Include: \n\nEstate planning involving family owned business with complex family relationships\nExecutive benefits in family-owned businesses\nBusiness succession issues\n\n\n\n\n\n\n\n\n  \n\n\n\nSeptember 16\n\n\nSession Leader\nRon Lee\n\n\n\n\n\n\n\nSeptember 23\n\n\n\nSession Leader\nKathleen Bilderback\n\n\n\n\n\n\n\nSeptember 30\n\n\nSession Leader\nAndrew Rinn\n\n\n\n\n\n\n\n\n\n\n\n$99 NAIFA & FPS Members\n$150 Non-Members \nAgencies: Contact NAIFA for pricing \n 
URL:https://studymanuals.naifa-florida.org/event/advanced-practice-symposium-meet-the-feldmans-case-study-2/
LOCATION:ZOOM
CATEGORIES:Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
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