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DTSTART;TZID=America/New_York:20230928T120000
DTEND;TZID=America/New_York:20230928T150000
DTSTAMP:20260520T205111
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UID:39940-1695902400-1695913200@studymanuals.naifa-florida.org
SUMMARY:Preparing Now for the Challenges Ahead: Guiding Clients Through Tax & Estate Planning in 2023 & 2024
DESCRIPTION:September 28\, 2023\n12-3 pm eastern\n\nNAIFA 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 your clients who are reluctant to discuss estate planning\, including providing fact-finding tips\, explaining listening styles\, and guiding you to have clear conversations. \nClick Here for More Information\n\nThe Webinar is bought you by
URL:https://studymanuals.naifa-florida.org/event/preparing-now-for-the-challenges-ahead-guiding-clients-through-tax-estate-planning-in-2023-2024/
LOCATION:ZOOM
CATEGORIES:Advanced Practice Center,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230509T120000
DTEND;TZID=America/New_York:20230509T150000
DTSTAMP:20260520T205111
CREATED:20230418T183303Z
LAST-MODIFIED:20230418T183303Z
UID:38018-1683633600-1683644400@studymanuals.naifa-florida.org
SUMMARY:Post SECURE Act 2.0: Actionable Techniques and Sophisticated Strategies in Retirement and Estate Planning
DESCRIPTION:     \nJamie P. Hopkins\, Esq.\, MBA\, CFP\, LLM\, CLU\, ChFC\, RICP\nCarson Group\nRobert K. Kirkland\, JD\, LLM\nKirkland Woods & Martinsen LLP\nBrandon Buckingham\, JD\, LLM\nPrudential Retirement and Life Distribution\nTuesday\, May 9\n12 – 3 pm eastern\n\nThe SECURE Act brought a sea change in planning for the disposition of retirement assets. The recently issued regulations answered some questions and created new ones. This presentation will cover these and other developments in this important area. \nAttendees will learn: \n\nThe new rules for timing of distributions from a decedent’s IRA\nThe consequences of naming a trust as IRA beneficiary\nStrategies appropriate for when a special needs beneficiary is involved\nCharitable strategies that might be considered with IRAs\n\nCE Credit available. NAIFA members get free registration. Email apc@naifa.org to get your discount code. \n\n \n\n\nWebinar Brought to You By\n  \n\n 
URL:https://studymanuals.naifa-florida.org/event/post-secure-act-2-0-actionable-techniques-and-sophisticated-strategies-in-retirement-and-estate-planning/
LOCATION:ZOOM
CATEGORIES:Advanced Practice Center,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220929T130000
DTEND;TZID=America/New_York:20220929T180000
DTSTAMP:20260520T205111
CREATED:20220915T135957Z
LAST-MODIFIED:20220915T135957Z
UID:35390-1664456400-1664474400@studymanuals.naifa-florida.org
SUMMARY:Advanced Practice Center Symposia - Philadelphia
DESCRIPTION:Thursday\, September 29\n1 pm eastern\n\nNAIFA 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. \nJoin us in-person or online to learn new ways to approach complex cases and how you can better partner with a variety of industry professionals to expand your offerings and create top-line growth. \n \n\n  \nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/advanced-practice-center-symposia-philadelphia/
LOCATION:The Radnor Hotel\, 591 E Lancaster Ave\, St. Davids\, FL\, 19087
CATEGORIES:Advanced Practice Center,In Person Event,New Members,Non-Members,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220609T130000
DTEND;TZID=America/New_York:20220609T180000
DTSTAMP:20260520T205111
CREATED:20220602T160053Z
LAST-MODIFIED:20220602T160053Z
UID:34194-1654779600-1654797600@studymanuals.naifa-florida.org
SUMMARY:NAIFA-FSP 2022 Advanced Practice Symposium In Phoenix
DESCRIPTION:     \nMark Massey\nVice President\nSMA Services\, Inc.\nMonte Harrick\nManaging Director\, Los Angeles Office\nFulcrum Partners\nSam Robert\nVice President – Retirement\nFulcrum Partners\nTroy Branch\, JD\, CLU\, ChFC\n2nd Vice President\, Advanced Solutions & Design\nAmeritas\nJune 9th\, 2022\n1 PM MST\n\nNAIFA-FSP is proud to announce the return of the in-person Advanced Practice Symposia! Join us to hear from premier thought leaders in the field of advanced financial planning to learn how to better partner with a variety of industry professionals to expand your offerings and create top-line growth. Join us for this high-impact\, half-day event. \nJoin us to learn new ways to approach complex cases and how you can better partner with a variety of industry professionals to expand your offerings and create top-line growth. \n \n\n  \n  \nBrought to you by
URL:https://studymanuals.naifa-florida.org/event/naifa-fsp-2022-advanced-practice-symposium-in-phoenix/
LOCATION:The Scott Resort & Spa\, 4925 North Scottsdale Road\, Scottsdale\, Arizona\, 85251
CATEGORIES:Advanced Practice Center,New Members,Non-Members,Open to Members & Non-Members,Symposium
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220317T140000
DTEND;TZID=America/New_York:20220317T150000
DTSTAMP:20260520T205111
CREATED:20220311T142118Z
LAST-MODIFIED:20220311T142118Z
UID:33417-1647525600-1647529200@studymanuals.naifa-florida.org
SUMMARY:Webinar: Designing Insurance Solutions to Address Clients’ Macroeconomic Concerns
DESCRIPTION:Upcoming Webinar: Designing Insurance Solutions to Address Clients’ Macroeconomic Concerns \nMarch 17th | 2 pm eastern \n  \nClients 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 and a discussion of how life insurance product selection and structure can help address clients’ concerns in this challenging environment. Also\, learn what the shocking decrease in the per diem amount in 2022 (and the change in how the per diem amount is calculated going forward) means for clients trying to plan for future long-term care needs. \n 
URL:https://studymanuals.naifa-florida.org/event/webinar-designing-insurance-solutions-to-address-clients-macroeconomic-concerns/
LOCATION:ZOOM
CATEGORIES:Advanced Practice Center,Members Only,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
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