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X-WR-CALDESC:Events for NAIFA-Florida
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201119T090000
DTEND;TZID=America/New_York:20201119T100000
DTSTAMP:20260506T222120
CREATED:20201118T175644Z
LAST-MODIFIED:20201118T175644Z
UID:27539-1605776400-1605780000@studymanuals.naifa-florida.org
SUMMARY:How to Incorporate Equity Into Retirement Strategies: Case Studies\, Q&A
DESCRIPTION:How to Incorporate Equity Into Retirement Strategies: Case Studies\, Q&A \nFinancial Professionals and Advisors today need professional resources they can turn to who understand how to incorporate equity into their retirement strategies. Moreover\, then need resources who can help them successfully visualize for clients the impact equity can have on their retirement. Using EquityTrax\, George Vrban will illustrate actual Case Studies submitted by Florida financial advisors and take live Questions from the participants. \nTomorrow (Thursday\, Nov. 19) at 9:00 a.m. ET. (See below for the Zoom link.) \nThursday\, Nov. 19 at 9:00 a.m. ET\nJoin Zoom: https://us02web.zoom.us/j/9351425169\n(Phone) — Dial by your location:\n+1 312 626 6799 US (Central Time Zone)\n+1 646 558 8656 US (Eastern Time Zone)\nMeeting ID: 935 142 5169
URL:https://studymanuals.naifa-florida.org/event/how-to-incorporate-equity-into-retirement-strategies-case-studies-qa/
LOCATION:ZOOM
CATEGORIES:Training Event,Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201119T113000
DTEND;TZID=America/New_York:20201119T130000
DTSTAMP:20260506T222120
CREATED:20201110T163910Z
LAST-MODIFIED:20201110T164011Z
UID:27439-1605785400-1605790800@studymanuals.naifa-florida.org
SUMMARY:NAIFA Central Florida Monthly Meeting
DESCRIPTION:Join members of NAIFA-CF and other Central Florida industry professionals for the November NAIFA-Central Florida monthly meeting\, now in virtual and live attendance format!\nOur keynote speaker is Rick Patterson\, NAIFA/CF member to discuss “Reflections On A 50 Year Career”  Rick will describe his life long relationship with NAIFA and the Financial Services Profession. \n \n  \n  \n  \n  \n  \n  \n  \nABOUT RICK \nRichard D. (Rick) Patterson has been in the financial services since 1967.\nPatterson founded Associated Planners Group\, a financial planning firm\, in 1978.\nClients include Individuals\, Hotel & Lodging Industry Executives\, Law Firms\, Medical Practices\, Corporate Retirement Plans and Closely Held Corporations specializing in the areas of Investment Planning\, Estate Planning\, Retirement Planning and Insurance Planning.\nHe holds the following professional designations:\nAccredited Investment Fiduciary®\nChartered Financial Consultant®\nChartered Life Underwriter® \nA recognized industry leader\, Rick has served two terms on the National Board of Trustees of the National Association of Insurance and Financial Advisors. This was an elected position by his peers and represents the National Association founded in 1890. \nRick has served as President\nof the following Financial Services Industry organizations:\n• Financial Planning Association of Central Florida\n• Florida Association of Insurance and Financial Advisors\n• Central Florida Association of Insurance and Financial Advisors\n• Central Florida Society of Financial Service Professionals\n• Central Florida Chapter\, International Association for Financial Planning \nRICK ALSO HOLDS MEMBERSHIP IN THE PRESTIGIOUS\nMILLION DOLLAR ROUND TABLE\nMemberships in civic organizations include:\n• Tiger Bay Club of Central Florida\n• Central Florida Hotel and Lodging Association (VIP Member)\n• Board of Directors\, Central Florida Hotel and Lodging Association Political Action Committee\n• Board of Directors\, Allied Relations Council\, Central Florida Hotel and Lodging Association\n• Visit Orlando \n  \nMEETING INFORMATION\n11:30 am – 1:00 pm from Thursday\, November 19\, 2020 \nEither from your home or in person at Dubsdread Golf Course\n549 W. Par Street\, Orlando\, FL \nCost:\nMember of NAIFA In Person At Dubsdread $15.00\nNon-Members In Person At Dubsdread $20.00\nInvited and First-Time Guests – FREE \nMembers Via ZOOM – FREE\nNon-Members Via ZOOM – Also FREE \nYou must register to attend! \n________________________________________________________ \n \n  \n  \n  \nNote 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.
URL:https://studymanuals.naifa-florida.org/event/naifa-central-florida-monthly-meeting-2/
LOCATION:Dubsdread Golf Course\, 549 W Par Street\, Orlando\, FL\, 32804
CATEGORIES:Chapter Event,In Person Event,Virtual
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201119T113000
DTEND;TZID=America/New_York:20201119T130000
DTSTAMP:20260506T222120
CREATED:20201112T142230Z
LAST-MODIFIED:20201112T142230Z
UID:27464-1605785400-1605790800@studymanuals.naifa-florida.org
SUMMARY:NAIFA Northeast Florida Annual Meeting
DESCRIPTION:Marketing Healthcare in Today’s Environment \n\nCOVID-19 Requires Protection\nEmployers are being overcharged and are NOT aware of what’s in the Marketplace\nWhy a Young Advisor would want to be in the Benefits Marketplace in 2020 and Beyond\n\nSpeaker Scott Fjelstad\, Regional Manager @ Rogers Benefit Group \nThursday\, November 19\, 2020  /  11:30 am – 1:00 pm \nNAIFA NE FL welcomes JAHU attendees\n\nA free event\, click here to register now.  Attendees are limited.
URL:https://studymanuals.naifa-florida.org/event/naifa-northeast-florida-annual-meeting/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Virtual
ORGANIZER;CN="NAIFA-Northeast Florida":MAILTO:info@naifa-jacksonville.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201119T113000
DTEND;TZID=America/New_York:20201119T131500
DTSTAMP:20260506T222120
CREATED:20201015T204250Z
LAST-MODIFIED:20201028T200143Z
UID:27110-1605785400-1605791700@studymanuals.naifa-florida.org
SUMMARY:NAIFA Tampa Bay Women's Forum
DESCRIPTION:TAMPA’S MOST POPULAR ANNUAL event is coming back November 19th!!!  The 2020 Women’s Forum is a chance for advisors and their clients of all levels or experience to learn “with & from” 4 amazing talents.  Moderated by NAIFA Tampa BAY’s own Melissa Snively and directed by our Program Chair Katherine Jones we have secured another great November panel to learn from.  Join us as we welcome Susan L. Combs (past President of Women In Finance and a presenter at NAIFA national conference)\, Juli McNeely (Former Past President of NAIFA National)\, Wendy Jestings (MDRT\, NAIFA New England)\, and Celine Pastore (Host Women’s Wealth Radio). NAIFA Tampa BAY is making this virtual event free to members and nonmembers however there are limited registrations.\n\n\n\n\n\n\n\nSchedule\n11:30 A.M. TO 1:00\nSPEAKER BIOS\nSusan L Combs is the CEO of Combs & Company\, a full service insurance brokerage firm with an expertise in the “weird & unusual.”  Leveraging a knack for solving difficult circumstances\, Combs & Co. has become a go-to resource for those companies that don’t fit an insurance carriers’ typical profile\, such as entertainment\, food\, and international companies setting up their first U.S. operations.  Susan also serves on the Advisory Board of Directors for Allay\, Inc and Oscar Health\, both insurance technology companies based in San Francisco and NYC respectively. She is the youngest National President (2014-2015) in the over 80-year history of Women in Insurance & Financial Services (WIFS)\, and served on the National Board for 7 years.  In addition\, Susan works diligently to stay current with the myriad of changes in the insurance industry.  Currently\, Susan is one of just seven brokers in New York City metro area to have the Patient Protection and Affordable Care Act (PPACA) designation.  Her expertise in this complex area of health insurance has established Susan as a highly sought after expert witness\, advisor\, and speaker on the Affordable Care Act (ACA) by law firms\, reinsurance companies\, and organizations around the country.  Most recently\, Susan was the first female to receive the Broker of the Year (BOY) Award by BenefitsPro Magazine and was the recipient of Women in Insurance & Financial Services’ highest honor\, Woman of the Year! \nEven though Susan lives in NYC\, she’s just a “Missouri girl in a New York world.”  She grew up in King City\, MO\, a town of less than 1\,000 people\, with her mom\, dad and two older brothers.  She left the northwest corner of Missouri in 2001 to seek her success in NYC.  Susan’s late father was a retired Major General AND county judge\, while her mother owned a Merle Norman Cosmetics Studio and travel agency.  (So\, entrepreneurship is in her blood.)  Susan’s interests are as diverse as her upbringing.  She is a HUGE Kansas City Chiefs (Super Bowl LIV World Champs) and Royals (2015 World Champs) fan\, and is always cheering for her alma mater\, the Mizzou Tigers!  She lives in Queens with her amazing husband\, Sean\, and their two furry kids\, Pepper and Roxy. Susan loves playing football\, hockey\, is an avid CrossFitter and she’s a whiz in the kitchen and even owns a Mexican restaurant with her husband in her Missouri hometown! \nCeline J. Pastore\, CRPC®\, MRFC® \nRetirement Advisor \nAfter losing her dad to Alzheimer’s and watching her mom\, a self-made businesswoman\, lose everything to a nursing home\, Celine Pastore made it her life’s purpose\, as a fiduciary and financial advocate\, to help protect families from the common pitfalls of money\, life\, and business. \n\nCeline is the youngest of five who was born on Long Island\, NY and is a first-generation Irish American\nShe is an Investor Advisor Representative\nShe also holds a Life\, Health\, and Annuity Insurance License\nShe additionally holds the designation of Chartered Retirement Planning Counselor (CRPC®) as well as that of a Master Registered Financial Consultant (MRFC®).\nShe most recently has been awarded the Women’s Choice Award for Financial Advisors which is the only recognition program for well-qualified advisers who are committed to the women’s market and serving their female clients.\nShe has also hosted her own radio talk show in Tampa Bay under the name Women’s Wealth Radio\nCeline lives in Palm Harbor\, FL with her husband Frank of over 25 years and they have two beautiful grown children together\, Nicole & Anthony.\nCeline has been a NAIFA member since she was first licensed in 2015 and quickly jumped into a leadership role by joining the board of NAIFA North Suncoast as the programs chair where she won both the Outstanding New Member Achievement Award as well as the James Keegan Meritorious Award for outstanding service.\nShe is currently serving as the Vice President for NAIFA Tampa Bay and plans on taking the helm as President in 2021.
URL:https://studymanuals.naifa-florida.org/event/naifa-tampa-bay-womens-forum/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Virtual
ORGANIZER;CN="NAIFA-Tampa":MAILTO:info@naifatampa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201119T120000
DTEND;TZID=America/New_York:20201119T130000
DTSTAMP:20260506T222120
CREATED:20200526T175927Z
LAST-MODIFIED:20200526T175927Z
UID:24698-1605787200-1605790800@studymanuals.naifa-florida.org
SUMMARY:Chapter Staff Meeting: November 2020
DESCRIPTION:Chapter Staff Meeting: November 2020\n11/19/2020 \nTime: Noon Eastern\n Export to Your Calendar    Register
URL:https://studymanuals.naifa-florida.org/event/chapter-staff-meeting-november-2020/
LOCATION:ZOOM
CATEGORIES:Conference Call,Field Staff Meeting,Monthly Leader Webinar,Training Event,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201119T140000
DTEND;TZID=America/New_York:20201119T150000
DTSTAMP:20260506T222120
CREATED:20201105T155009Z
LAST-MODIFIED:20201105T155009Z
UID:27378-1605794400-1605798000@studymanuals.naifa-florida.org
SUMMARY:Members Only: Post-Election Webinar
DESCRIPTION:November 19\n2 pm eastern\n\n\nThe votes have been cast and we know who will be leading our country from who the President will be for the next four years and what the 117th Congress will look like.  Join NAIFA’s Government Relations team to discuss what the results mean for the industry and your clients. \n\nRegistration: In the NAIFA Member portal\, access the webinar from the “Advocacy” menu and select the webinar. \nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/members-only-post-election-webinar/
LOCATION:ZOOM
CATEGORIES:Legislative Event,Members Only,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201119T160000
DTEND;TZID=America/New_York:20201119T170000
DTSTAMP:20260506T222120
CREATED:20200220T182557Z
LAST-MODIFIED:20200526T175726Z
UID:23297-1605801600-1605805200@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Florida- Local Presidents - Monthly Teleconference
DESCRIPTION:NAIFA-Florida President Joe Chalom has asked for a monthly teleconference of all local Chapter and local Affiliate Presidents for the remainder of 2020. The purpose of the teleconferences is to network regarding experiences with local association administration and initiatives\, successes with local meetings\, and idea sharing. \nThe teleconferences will be held the 3rd Thursday each month at 4:00 p.m. (ET)\, beginning in March. We anticipate the meetings should not last more than 45 minutes or so. Each month\, we will send local presidents a reminder of the meeting along with the teleconference (Zoom platform) log-in link / dial-in (for phone-only participation) info. The monthly schedule is: \n\nMarch 19 – 4:00 p.m.\nApril 16 – 4:00 p.m.\nMay 21 – 4:00 p.m.\nJune 18 – 4:00 p.m.\nJuly 16 – (no teleconference – NAIFA-Florida Sales Symposium in Orlando)\nAugust 20 – 4:00 p.m.\nSept. 17 – 4:00 p.m.\nOct. 15 – 4:00 p.m.\nNov. 19 – 4:00 p.m.\nDec. 17 – 4:00 p.m.
URL:https://studymanuals.naifa-florida.org/event/naifa-florida-local-presidents-monthly-teleconference-8/
LOCATION:Webinar
CATEGORIES:Conference Call,Monthly Leader Webinar,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
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