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UID:33502-1650452400-1650459600@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Broward CE CLASS: Solutions for Business Owners
DESCRIPTION:We invite you to join us for a Continuing Education Class \nCE CLASS:  Solutions for Business Owners \n1-hr. CE Class:  Credit for Florida insurance\, CFP\, CIMA and CPE.  Approved for Investments & Wealth Institute CE. \nFlorida CE Course #: PLIFE283\, Offering ID:  73033\, Approval ID: 119393 \nCourse Authority:  IND Life-FL\, CFP\, PRP \nCourse Level: Intermediate \n\nCourse Objective:\nThis 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. \n\nLearning Objectives: \n\nLearn how business value impacts overall planning\nDiscover solutions to help the business owner protect their business\n See the importance of reviewing the buy-sell agreement to ensure it’s meeting the client’s objectives.\n Help business owners see how their business can play a part in their retirement income strategy\n\n\nDate: Wednesday\, April 20\, 2022 \nTime:  11:00 AM\, Registration and Lunch\n11:45 AM\, 1-Hr CE Class \nLocation: Fort Lauderdale Country Club\n415 E. Country Club Circle\nFort Lauderdale\, FL 33317 \nMeeting Type: On-Site \n  \nMODERATED BY: \n \n  Steven Saladino\n RICP®\, LACP\, LUTCF®\nPrincipal Securities \n  \n \nJoe Nagy \nPre-Registration\nPre-Registration is required\,  RSVP today \nAfter registering\, you will receive a confirmation email containing information about joining the meeting. \n  \nCharge – Member\nLunch- $28.00\nZoom – FREE \nCharge – Member\nLunch- $40.00\nZoom – $10.00 \nComplete NAIFA Member Lunch Registration\nComplete NAIFA Member Zoom Registration \nComplete NAIFA Non-Member Lunch Registration\nComplete NAIFA Non-Member Zoom Registration\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.\nThe Internet address to check your State CE credits and compliance periods is located at: http://dice.fldfs.com/public/pb_index.aspx \n\nNote: 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.\n\nFor more information\, contact NAIFA-Broward Association Executive Rhonda Milrot at 954-753-2262\, or admin@naifa-broward.org
URL:https://studymanuals.naifa-florida.org/event/naifa-broward-ce-class-solutions-for-business-owners/
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,Virtual
ORGANIZER;CN="NAIFA-Broward":MAILTO:admin@naifa-broward.org
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