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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:20220316T103000
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DTSTAMP:20260419T102119
CREATED:20220223T145146Z
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UID:33276-1647426600-1647435600@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Broward CE Class
DESCRIPTION:We invite you to join us for a Continuing Education Class \nCE CLASS:  “Taxing Times:  Six Important Strategies for the Current Tax Environment” \n1-hr. CE Class:  Credit for Florida insurance\, CFP\, CIMA and CPE.  Approved for Investments & Wealth Institute CE.\nFlorida CE Course #: 116667\nCourse Authority:  Generic Life\, Health and Variable\nCourse Level: Intermediate \n\nPresented By: Allianz Life Insurance Company of North America. \n\nDescription: While clients may find comfort in larger balances in their retirement plans\, they may not appreciate the effect taxes will have on their retirement income. The closer a client gets to retirement\, the more important it is to hold conversations regarding strategies for decreasing future taxation. \nWe invite you to a CE event for “Taxing Times: Six Important Strategies for the Current Tax Environment” where we will introduce varying approaches to consider to potentially position your client for enhancing income while reducing taxes. \nPlease use the registration link below and sign up today to become better equipped to help clients understand the need to consider one or all six taxation strategies with their tax advisor. Implementing these strategies in their drawdown scenarios can help lessen their tax burden and reach their retirement goals. \nDate:\nWednesday\, March 16\, 2022 \nTime:\n10:30 AM\, Registration and Lunch\n12:00 PM\, 1-Hr CE Class \nLocation:\nFort Lauderdale Country Club\n415 E. Country Club Circle\nFort Lauderdale\, FL 33317 \n\nMeeting Type: On-Site \nMODERATED BY: \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nRyan Niederkorn\nWaldean Wall\n\n\n\n  \nPre-Registration\nPre-Registration is required\,  RSVP today \n \nCharge – Member\nLunch – $28.00 \nCharge – Non-Member\nLunch – $40.00 \n \n \nADVANCE REGISTRATION AND PREPAYMENT IS REQUIRED \nIt 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 \n• 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.\nFor more information\, contact NAIFA-Broward Association Executive Rhonda Milrot at 954-753-2262\, or admin@naifa-broward.org \nSAVE THE DATE! \n4/20/22 Hybrid Meeting\, (via Zoom or In-Person lunch at Fort Lauderdale Country Club) ; 1-hr. CE Class\, Titled: Solutions for Business Owners. 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.
URL:https://studymanuals.naifa-florida.org/event/naifa-broward-ce-class/
LOCATION:Fort Lauderdale Country Club\, 415 E. Country Club Circle\, Plantation\, FL\, 33317
CATEGORIES:Chapter Event,Continuing Education,In Person Event,New Members,Non-Members,Open to Members & Non-Members
ORGANIZER;CN="NAIFA-Broward":MAILTO:admin@naifa-broward.org
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DTSTART;TZID=America/New_York:20220316T140000
DTEND;TZID=America/New_York:20220316T150000
DTSTAMP:20260419T102119
CREATED:20220225T183219Z
LAST-MODIFIED:20220225T183219Z
UID:33299-1647439200-1647442800@studymanuals.naifa-florida.org
SUMMARY:NAIFA Live: Members Only
DESCRIPTION:Digital Marketing – Tactics and Tips for Results You Never Thought Possible\n  \nSheryl Hickerson\nFemales & Finance\nCEO\nWednesday\, March 16th\n2 pm eastern\n\nJoin Sheryl Hickerson\, CEO of Females and Finance as she helps you discover new digital marketing opportunities for results you never thought possible. Sheryl understands the unique challenges of marketing in 2022\, prospective clients are busy\, distracted\, and easily bored. Through this informative NAIFA Live broadcast\, intended for all insurance and financial advisors\, you will learn how to cut through the distraction to turn bored prospects into engaged clients. \n\n \n\nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/naifa-live-members-only/
LOCATION:ZOOM
CATEGORIES:Members Only,NAIFA Live,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
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