National Association of Insurance and Financial Advisors-Florida
Business Performance Center Impact Week March 23-25 | 12-4 pm eastern, each day Join us for the inaugural Impact Week for NAIFA's Business Performance Center. Whether you want to learn about new opportunities to partner with experts on complex cases, or want to find new ways to grow your book of business in…
Tech Tips from the Top Ryan Pinney, LACP Pinney Insurance Center, Inc. President Julianne Hertel Dream Big Wealth Strategies, LLC Financial Advisor & Founder Brandon Heckert, AAMS FSM Wealth, Inc. Financial Advisor Tuesday, April 27, 2021 2 pm eastern This is the first virtual program in a three-part client prospecting series designed…
Tax Planning with Home Equity Harlan Accola, CRMP Fairway Independent Mortgage Corporation National Reverse Mortgage Director May 5, 2021 2 pm eastern Join industry leader, Harlan Accola, CRMP, for this one-hour discussion on tax planning with home equity. MORE The webinar is brought to you by
R.J. Kelly, CLU, ChFC, IAR, CAP, RICP, MSFS, AEP, CEPA Wealth Legacy Group Founder and Chief Visionary Officer Stephen Kagawa The Pacific Bridge Companies CEO Wednesday, May 19th 2 pm eastern This online event is for any agent or advisor who is seeking to leverage their relationships within their circles to achieve greater ROI.…
Breaking Into Business Markets Danny O’Connell Next Level Insurance Agency, LLC CEO Walter Katz, CFP, AIF, ChFC The K Corporation President Wednesday, June 30th 2 pm eastern Entry to the business market can bring life-changing profitability to your insurance and financial services practice. Where else can one conversation result in the acquisition of hundreds…
Harlan Accola, CRMP Fairway Independent Mortgage Corporation National Reverse Mortgage Director David McKnight The Power Of Zero President Wednesday, August 4th 2 pm eastern Most Americans have saved the majority of their retirement assets in tax-deferred vehicles like 401(k)s and IRAs. But what happens when tax rates go up? How much of your hard-earned…
Harlan Accola, CRMP Fairway Independent Mortgage Corporation National Reverse Mortgage Director Wade Pfau, PhD, CFA, RICP The American College RICP Program Director & Professor of Retirement Income Wednesday, August 18th 2 pm eastern In this session, RICP Program Director and Professor of Retirement Income at The American College, Wade Pfau, PhD, CFA, RICP joins Fairway Independent…
Brad Swineheart White Glove SVP, Channel Marketing and Business Development September 13-17, 2021 2:00 pm eastern each day Are you ready to bring your prospecting game up to match consumer demands in a new world? Join Brad Swineheart of White Glove in this webinar series that will show you what is working now, real results…
Anna Brewer Insperity Director of HR Administrative Compliance Wednesday, September 22nd 1:00 pm eastern Anna Brewer, Director, Human Resources Administrative Compliance Center of Excellence, with Insperity, will provide information on what businesses are seeing from the Wage and Hour division of the Department of Labor as well as what to expect should you be subject…