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X-WR-CALDESC:Events for NAIFA-Florida
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DTSTART;TZID=America/New_York:20210922T130000
DTEND;TZID=America/New_York:20210922T140000
DTSTAMP:20260520T140923
CREATED:20210830T133238Z
LAST-MODIFIED:20210830T133345Z
UID:31332-1632315600-1632319200@studymanuals.naifa-florida.org
SUMMARY:If a DOL Wage & Hour Investigator Came Calling\, Would You Be Prepared?
DESCRIPTION:Anna Brewer\nInsperity\nDirector of HR Administrative Compliance\nWednesday\, September 22nd\n1:00 pm eastern\n\nAnna 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 to a DOL Wage and Hour Investigation. Additionally\, Anna will spend some time discussing what your business can do to help minimize the potential for risk in this area. \n\n \n\n  \n\n\nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/if-a-dol-wage-hour-investigator-came-calling-would-you-be-prepared/
LOCATION:ZOOM
CATEGORIES:Business Performance Center,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210913T140000
DTEND;TZID=America/New_York:20210917T150000
DTSTAMP:20260520T140923
CREATED:20210916T173247Z
LAST-MODIFIED:20210916T173247Z
UID:31553-1631541600-1631890800@studymanuals.naifa-florida.org
SUMMARY:Hyper-Growth in a Hybrid Environment
DESCRIPTION:Brad Swineheart\nWhite Glove\nSVP\, Channel Marketing and Business Development\n\nSeptember 13-17\, 2021\n2:00 pm eastern each day\n\nAre 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 from top advisors\, and the strategies you can steal. \n \n\n\nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/hyper-growth-in-a-hybrid-environment/
LOCATION:ZOOM
CATEGORIES:Business Performance Center,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210818T140000
DTEND;TZID=America/New_York:20210818T150000
DTSTAMP:20260520T140923
CREATED:20210601T173851Z
LAST-MODIFIED:20210601T173921Z
UID:30323-1629295200-1629298800@studymanuals.naifa-florida.org
SUMMARY:4 Approaches to Managing Risk Retirement Income
DESCRIPTION:   \nHarlan Accola\, CRMP\nFairway Independent Mortgage Corporation\nNational Reverse Mortgage Director\nWade Pfau\, PhD\, CFA\, RICP\nThe American College\nRICP Program Director & Professor of Retirement Income\nWednesday\, August 18th\n2 pm eastern\n\nIn this session\, RICP Program Director and Professor of Retirement Income at The American College\, Wade Pfau\, PhD\, CFA\, RICP joins Fairway Independent Mortgage’s National Reverse Mortgage Director\, Harlan Accola\, CRMP for an in-depth discussion of  how they approach risk retirement income management\, and an overview of the practical implementations to managing sequence risk they consider including\, delaying Social Security\, using annuities with lifetime spending protections\, employing a rising equity glide path in retirement\, using a time segmentation or bucketing strategy\, or creating a “buffer asset” with a reverse mortgage or whole life insurance. \n \n\n  \n  \nThe webinar is brought to you by\n  \n 
URL:https://studymanuals.naifa-florida.org/event/4-approaches-to-managing-risk-retirement-income/
LOCATION:ZOOM
CATEGORIES:Business Performance Center,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210804T140000
DTEND;TZID=America/New_York:20210804T150000
DTSTAMP:20260520T140923
CREATED:20210630T130559Z
LAST-MODIFIED:20210728T130845Z
UID:30629-1628085600-1628089200@studymanuals.naifa-florida.org
SUMMARY:How to Advise Your Clients to Get to the Zero Tax Bracket
DESCRIPTION:  \n \nHarlan Accola\, CRMP\nFairway Independent Mortgage Corporation\nNational Reverse Mortgage Director\nDavid McKnight\nThe Power Of Zero\nPresident\nWednesday\, August 4th\n2 pm eastern \n\nMost 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 money will they really get to keep? David McKnight and Harlan Accola\, CRMP will discuss the solution: The zero percent tax bracket! Financial advisors learn how you can help your clients keep their assets by eliminating tax rate risk from the retirement picture. \n\n  \n\n \n\n  \n  \nThe webinar is brought to you by\n   \n  \n 
URL:https://studymanuals.naifa-florida.org/event/4-approaches-to-managing-risk-retirement-income-2/
LOCATION:ZOOM
CATEGORIES:Business Performance Center,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
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DTSTART;TZID=America/New_York:20210630T140000
DTEND;TZID=America/New_York:20210630T150000
DTSTAMP:20260520T140923
CREATED:20210629T172518Z
LAST-MODIFIED:20210629T172518Z
UID:30608-1625061600-1625065200@studymanuals.naifa-florida.org
SUMMARY:Breaking into Business Markets
DESCRIPTION:  \nBreaking Into Business Markets\nDanny O’Connell\nNext Level Insurance Agency\, LLC\nCEO\nWalter Katz\, CFP\, AIF\, ChFC\nThe K Corporation\nPresident\nWednesday\, June 30th\n2 pm eastern\n\n\n\n\n\n\n\n\nEntry 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 of new clients? While this market may be lucrative\, it is highly competitive. However\, there is a charted path to success in the business market\, a path that Danny O’Connell has successfully navigated. \n“Breaking into Business Markets” is for any advisor who is interested in expanding their practice to include business clients. It is also for those with experience in the business market who would like to gain additional ideas to increase their production. \n\n\n\n\n \n\n\n\n\n\n\nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/breaking-into-business-markets/
LOCATION:ZOOM
CATEGORIES:Business Performance Center,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210519T140000
DTEND;TZID=America/New_York:20210519T150000
DTSTAMP:20260520T140923
CREATED:20210503T195017Z
LAST-MODIFIED:20210503T195152Z
UID:29889-1621432800-1621436400@studymanuals.naifa-florida.org
SUMMARY:How to be the Mayor of Your Financial Town
DESCRIPTION:  \nR.J. Kelly\, CLU\, ChFC\, IAR\, CAP\, RICP\, MSFS\, AEP\, CEPA\nWealth Legacy Group\nFounder and Chief Visionary Officer\nStephen Kagawa\nThe Pacific Bridge Companies\nCEO\nWednesday\, May 19th\n2 pm eastern\n\nThis online event is for any agent or advisor who is seeking to leverage their relationships within their circles to achieve greater ROI. \nOur prospecting experts will provide you with examples and tactics that you can implement immediately to put you in your own Mayors’ seat. \n\nCLICK HERE FOR MORE INFORMATION \n  \nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/how-to-be-the-mayor-of-your-financial-town/
LOCATION:ZOOM
CATEGORIES:Business Performance Center,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210505T140000
DTEND;TZID=America/New_York:20210505T150000
DTSTAMP:20260520T140923
CREATED:20210315T135313Z
LAST-MODIFIED:20210315T135313Z
UID:29213-1620223200-1620226800@studymanuals.naifa-florida.org
SUMMARY:Tax Planning with Home Equity
DESCRIPTION:Tax Planning with Home Equity\nHarlan Accola\, CRMP\nFairway Independent Mortgage Corporation\nNational Reverse Mortgage Director\nMay 5\, 2021\n2 pm eastern \n\nJoin industry leader\, Harlan Accola\, CRMP\,  for this one-hour discussion on tax planning with home equity. \n\nMORE\nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/tax-planning-with-home-equity/
LOCATION:ZOOM
CATEGORIES:Business Performance Center,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210427T140000
DTEND;TZID=America/New_York:20210427T150000
DTSTAMP:20260520T140923
CREATED:20210408T173822Z
LAST-MODIFIED:20210408T173822Z
UID:29513-1619532000-1619535600@studymanuals.naifa-florida.org
SUMMARY:Tech Tips from the Top
DESCRIPTION:              \nTech Tips from the Top\nRyan Pinney\, LACP\nPinney Insurance Center\, Inc.\nPresident\nJulianne Hertel\nDream Big Wealth Strategies\, LLC\nFinancial Advisor & Founder\nBrandon Heckert\, AAMS\nFSM Wealth\, Inc.\nFinancial Advisor\nTuesday\, April 27\, 2021\n2 pm eastern\n\nThis is the first virtual program in a three-part client prospecting series designed to provide applicable lessons that attendees can use in their daily practice to see an increase in ROI. \nIn this session\, attendees will be able to take home lessons on how to leverage technology as a client prospecting tool\, review trends from the industry\, and learn from experts on how it changed their practice. \n\n \n  \n  \nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/tech-tips-from-the-top/
LOCATION:ZOOM
CATEGORIES:Business Performance Center,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20210323
DTEND;VALUE=DATE:20210326
DTSTAMP:20260520T140923
CREATED:20210210T145131Z
LAST-MODIFIED:20210210T145131Z
UID:28737-1616457600-1616716799@studymanuals.naifa-florida.org
SUMMARY:Business Performance Center Impact Week
DESCRIPTION:  \n \n  \n\n\n\n\n\n\n\n\nBusiness Performance Center Impact Week \n\n\n\n\nMarch 23-25 | 12-4 pm eastern\, each day\n\n\n\nJoin 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 2021\, our line-up of expert speakers has you covered.
URL:https://studymanuals.naifa-florida.org/event/business-performance-center-impact-week/
LOCATION:ZOOM
CATEGORIES:Business Performance Center,Training Event,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
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