National Association of Insurance and Financial Advisors-Florida
Upcoming Webinar: Designing Insurance Solutions to Address Clients’ Macroeconomic Concerns March 17th | 2 pm eastern Clients are concerned about inflation, rising interest rates, geopolitical instability, and other factors placing downward pressure on equity markets. Join John Hancock's AVP and Associate Counsel with Advanced Markets, John Snider II, JD, for a timely macroeconomic update…
Mark Massey Vice President SMA Services, Inc. Monte Harrick Managing Director, Los Angeles Office Fulcrum Partners Sam Robert Vice President - Retirement Fulcrum Partners Troy Branch, JD, CLU, ChFC 2nd Vice President, Advanced Solutions & Design Ameritas June 9th, 2022 1 PM MST NAIFA-FSP is proud to announce the return of the in-person Advanced…
Thursday, September 29 1 pm eastern NAIFA and the Society of FSP are bringing together leading thought leaders in the field of advanced financial planning for a half-day of high-impact presentations and discussions regarding working with businesses and organizations in 2022. Join us in-person or online to learn new ways to approach complex cases and…
Jamie P. Hopkins, Esq., MBA, CFP, LLM, CLU, ChFC, RICP Carson Group Robert K. Kirkland, JD, LLM Kirkland Woods & Martinsen LLP Brandon Buckingham, JD, LLM Prudential Retirement and Life Distribution Tuesday, May 9 12 - 3 pm eastern The SECURE Act brought a sea change in planning for the disposition of retirement…
September 28, 2023 12-3 pm eastern NAIFA and the Society of FSP bring you this webinar on the provisions of the Tax Cuts and Jobs Act of 2017 (TCJA) that sunset at the end of 2025. The panel will examine the planning opportunities these changes present and also explore the best ways to talk to…