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X-WR-CALDESC:Events for NAIFA-Florida
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DTSTART;VALUE=DATE:20250724
DTEND;VALUE=DATE:20250729
DTSTAMP:20260517T114603
CREATED:20240806T182309Z
LAST-MODIFIED:20240925T201843Z
UID:44950-1753315200-1753747199@studymanuals.naifa-florida.org
SUMMARY:2025 Annual Sales Symposium Cruise
DESCRIPTION:2025 Annual Sales Symposium\nSailing to Success\nJuly 24-28\, 2025\n8 SPEAKERS • CE Available • INSIGHTS\, BEST PRACTICES & LATEST TRENDS • QUALITY TIME WITH INDUSTRY EXPERTS & PEERS • COCKTAIL & AWARDS RECEPTION \nJoin NAIFA-Florida for four days aboard Royal Caribbean’s Enchantment of the Seas\, departing Tampa\, FL\, sailing to Cozumel\, Mexico and back. With plenty of networking opportunities\, it is the perfect place to build a professional network\, find business partners\, generate new ideas\, and learn. Families are encouraged to join us with no additional registration required. \n\nPorts of Call \nThursday\, July 24th\nDepart from Tampa\, FL at 4:00 PM \nFriday\, July 25th\nMeetings at Sea at 7:00 AM – 12:30 PM \nSaturday\, July 26th\nArrive at Cozumel\, Mexico 7:00 AM – 6:00 PM \nSunday\, July 27th\nMeetings at Sea at 7:00 AM – 12:30 PM \nMonday\, July 28th\nArrive at Tampa\, FL at 7:00 AM
URL:https://studymanuals.naifa-florida.org/event/2025-annual-sales-symposium-cruise/
CATEGORIES:Awards,Conference,Continuing Education,In Person Event,Networking,New Members,Non-Members,Open to Members & Non-Members
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240828T113000
DTEND;TZID=America/New_York:20240828T130000
DTSTAMP:20260517T114603
CREATED:20240729T180728Z
LAST-MODIFIED:20240802T153859Z
UID:44813-1724844600-1724850000@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Broward Lunch Meeting & CE Class
DESCRIPTION:We invite you to join us! \nUncovering Social Security\nSecrets Superior CE Event\n  \nJames Bonanno\nWe are excited to be able to offer you a very efficient way to receive 18 credits for FL state insurance\, 10 credits for CFP\, 15 credits for CIMA\, and 22 credits for CLU/ChFC! \nWe hope you are able to join us! \n\nTo register to attend:  \n1. Click on the link in the attached flyer\, and\n2. Complete the info required on the QR Code below \nDate:  Wednesday\, August 28\, 2024 \nTime:  11:30 am – 1:00 pm EST \nConference Room @ The View at Colony West Golf Club \n6850 NW 88th Ave \nTamarac\, FL  33321 \nExam required after presentation in order to earn credits \nPlease note: You must register by 2:00 pm (Eastern Time) on or before August 26th.  If your registration is not received by the cutoff date\, you will not be permitted to take the exam onsite (“walk-in”) \nRegistration including lunch \nMember: $25.00 \nNon-Member:  $35.00 \n  \nQR CODE; on your phone or tablet\, open the built-in app.  Point the camera at the QR code below.  Tap the banner that appears.  Follow the instructions on the screen to finish signing in.  \n  \n \n  \n 
URL:https://studymanuals.naifa-florida.org/event/naica-broward-lunch-meeting-ce-class/
LOCATION:Colony West Golf Club\, 6850 NW 88th Ave\, Tamarac\, FL\, 33321
CATEGORIES:Chapter Event,Continuing Education,In Person Event,Membership,New Members,Non-Members,Open to Members & Non-Members
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240722T100000
DTEND;TZID=America/New_York:20240722T110000
DTSTAMP:20260517T114603
CREATED:20240712T160739Z
LAST-MODIFIED:20240712T161129Z
UID:44578-1721642400-1721646000@studymanuals.naifa-florida.org
SUMMARY:Webinar - NYS DFS Provides Guidance Doc to Comply with Cybersecurity Compliance Requirements
DESCRIPTION:NAIFA-New York invites all NAIFA-Florida dual licensed members to attend this very important webinar!\nJULY 22\, 2024\n10:00 – 11:00 AM EST\n\nIn follow-up to the NAIFA-New York webinar held jointly with NYS DFS to educate NAIFA members on their cybersecurity compliance requirements\, the DFS has issued a new “cheat sheet” document to guide independent agents about how they can be in compliance with their new cyber regulations. \nThis template is intended for individual licensees who qualify for a section 500.19(a) limited exemption under the Cybersecurity Regulation\, meaning: \n\nThe individual licensee and its affiliates combined have fewer than 20 employees and independent contractors;\nThe individual licensee must have less than $7\,500\,000 in gross annual revenue in each of the last three fiscal years from all business operations of the licensee and the business operations of its affiliates in New York State; or\nThe individual licensee must have less than $15\,000\,000 in year-end total assets\, including assets of all affiliates.\n\nLaura Evangelista\, Esq.\, legislative counsel for NAIFA-NY and was the former executive deputy superintendent at DFS\, will teach this hands-on webinar. She will walk you through each section of this 19-page guidebook\, and address your questions about compliance requirements. \nYour independent agency is NOT considered exempt under these new regulations\, and this webinar will address why\, and how you can be in compliance and avoid costly fines. \nThis is an essential webinar for independent agents. NAIFA-NY is thrilled to bring this members-only resource to your door to address confusion that continues to be raised regarding if you are in compliance. \nIn a one-hour webinar Monday\, July 22 at 10am EST\, Ms. Evangelista will explain and address who does and does not qualify for exemptions from the regulation and the compliance obligations for an exempt producer. \nIn 2023\, the New York Department of Financial Services (DFS) implemented amendments to New York’s cybersecurity regulation\, known as Part 500. These new cybersecurity regulations impact every insurance producer who is licensed in New York—both resident and non-resident license holders. \nDon’t miss this unique opportunity to hear directly from DFS. Register now to attend this important webinar. You must pre-register in order to receive the event link. See you then! \n \n\n 
URL:https://studymanuals.naifa-florida.org/event/webinar-nys-dfs-provides-guidance-to-comply-with-cybersecurity-compliance-requirements/
LOCATION:ZOOM
CATEGORIES:Continuing Education,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230920T100000
DTEND;TZID=America/New_York:20230920T140000
DTSTAMP:20260517T114603
CREATED:20230406T132453Z
LAST-MODIFIED:20230406T132506Z
UID:37855-1695204000-1695218400@studymanuals.naifa-florida.org
SUMMARY:Webinar - 4 HR CE-Hour Life & Health – (Required) Law and Ethics
DESCRIPTION:“2023 Law and Ethics Update for Life and Health Advisors – Webinar” (on Zoom) \nWednesday\, September 20\, 2023 – 10:00 AM to 2:00 PM ET\n \n  \n  \n  \n  \n  \n  \n  \nInstructor: Matthew Campbell \n  \nCOURSE INFORMATION \nThis 4-Hour course fulfills the DFS requirement that Life and Health Insurance Advisors need four hours of law and ethics update in every two-year continuing education cycle. Content covers updates to state and federal law and rules for those in the life and health insurance arenas. \nCourse ID: 125558 ~ Course Offering: 1179269 ~ Hours – Four (4)\nCourse Level- Intermediate ~ Course Authority – CE 5-215 Law and Ethic Update – LHV \n  \nCOST TO ATTEND \n$30 – Members\n$40 – Non-Members \n  \nREGISTRATION \nPlease note that as soon as you register\, you will receive a confirmation email with the ZOOM link for the meeting. If you do not receive that email\, please check your spam folder. A reminder email will be sent out on the morning of the class with the ZOOM link. \n 
URL:https://studymanuals.naifa-florida.org/event/webinar-4-hr-ce-hour-life-health-required-law-and-ethics-2/
LOCATION:ZOOM
CATEGORIES:Continuing Education,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230816T140000
DTEND;TZID=America/New_York:20230816T150000
DTSTAMP:20260517T114603
CREATED:20230706T134904Z
LAST-MODIFIED:20230706T134904Z
UID:39052-1692194400-1692198000@studymanuals.naifa-florida.org
SUMMARY:Virtual Sales Symposium Series - From Financial Professional to Respected Thought Leader – The Career-Boosting Pathway to Ridiculous Success
DESCRIPTION:Aug 16 @ 2:00PM EST\nFrom Financial Professional to Respected Thought Leader –\nThe Career-Boosting Pathway to Ridiculous Success\nPresented by Brian Haney\nBrian will share ways to step up your game and enhance your credibility by becoming a respected thought leader – not just a financial professional. Learn new communications tools which will have your prospects and clients regard you as a “must-have” advisor. \nBrian Haney\, CLTC\, CFS\, CIS\, CFBS\, LACP\, LUTCF\, CAE\, founded The Haney Company in Silver Spring\, MD\, along with his father\, in 2013. As CEO\, Brian has more than a decade of experience in banking investments\, asset management\, and insurance. He’s a perineal MDRT Qualifier since 2016 as well as Court of the Table since 2014. Brian is NAIFA’s 2021 YAT Leader of the Year and 2018 Diversity Champion Award winner. He currently sits on NAIFA’s Board of Trustees. \nEach session is $19/Members or $29/Non-Members. A multi session discount is available for all five sessions. $69/Members or $99 Non-Members \nTo receive the five session discount\, you MUST enter one of the following promo codes in step 2 of checkout: \nmember5\nnonmember5 \nFor the full schedule or to register\, please visit https://studymanuals.naifa-florida.org/2023nfconv/.
URL:https://studymanuals.naifa-florida.org/event/virtual-sales-symposium-series-from-financial-professional-to-respected-thought-leader-the-career-boosting-pathway-to-ridiculous-success/
LOCATION:ZOOM
CATEGORIES:Conference,Continuing Education,New Members,Non-Members,Open to Members & Non-Members,Symposium,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230810T120000
DTEND;TZID=America/New_York:20230810T130000
DTSTAMP:20260517T114603
CREATED:20230706T134528Z
LAST-MODIFIED:20230706T134956Z
UID:39050-1691668800-1691672400@studymanuals.naifa-florida.org
SUMMARY:Virtual Sales Symposium Series - Health Insurance: Inflation Reduction Act
DESCRIPTION:Aug 10 @ Noon EST\nHealth Insurance: Inflation Reduction Act\nPresented by Craig Rodrigue\nCourse Offering #1182875 ~ Provider #654 ~ Course Authority – CE 2-40 Health ~ 1 Hour CE Credit \nIf you a health insurance advisor or you are curious about what’s going on with health insurance costs\, the lowering of prescription drug prices\, including caps on out-of-pocket drug costs\, then hear it from NAIFA-Florida’s Health Insurance Committee chair! His no-nonsense approach makes for a fascinating look at how he keeps his clients and the business community informed and in compliance! \nCraig Rodrigue has been an independent agent with CSR & Associates Benefits Group for over 25 years and is on top of the current environment for healthcare coverage. He’s a benefits specialist and an advisor on ACA federal compliance. Craig is a graduate of the University of Central Florida College of Business Administration. \nEach session is $19/Members or $29/Non-Members. A multi session discount is available for all five sessions. $69/Members or $99 Non-Members \nTo receive the five session discount\, you MUST enter one of the following promo codes in step 2 of checkout: \nmember5\nnonmember5 \nFor the full schedule or to register\, please visit https://studymanuals.naifa-florida.org/2023nfconv/.
URL:https://studymanuals.naifa-florida.org/event/virtual-sales-symposium-series-health-insurance-inflation-reduction-act/
LOCATION:ZOOM
CATEGORIES:Conference,Continuing Education,New Members,Non-Members,Open to Members & Non-Members,Symposium,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230803T100000
DTEND;TZID=America/New_York:20230803T110000
DTSTAMP:20260517T114603
CREATED:20230706T134203Z
LAST-MODIFIED:20230706T134249Z
UID:39048-1691056800-1691060400@studymanuals.naifa-florida.org
SUMMARY:Virtual Sales Symposium Series - Discover Untapped Markets to Boost Your Career
DESCRIPTION:Aug 3 @ 10:00AM EST\nDiscover Untapped Markets to Boost Your Career\nPresented by Darlene Flagg\nWhether you’re a seasoned advisor\, a new advisor\, or somewhere in between\, you’ll learn why untapped markets could be your key to boost sales and reach your goals! If you’re looking for ways to expand your business\, Darlene can help you do it! \nDarlene Flagg is VP of Marketing & Brand for National Life Group and she has over 25 years of marketing and sales experience in the life\, annuity\, and retirement arenas. She is the Immediate Past President of Women in Financial Services (WIFS) and she is a graduate of Seton Hall University with Bachelor’s and Master’s degrees. \nEach session is $19/Members or $29/Non-Members. A multi session discount is available for all five sessions. $69/Members or $99 Non-Members \nTo receive the five session discount\, you MUST enter one of the following promo codes in step 2 of checkout: \nmember5\nnonmember5 \nFor the full schedule or to register\, please visit https://studymanuals.naifa-florida.org/2023nfconv/.
URL:https://studymanuals.naifa-florida.org/event/virtual-sales-symposium-series-discover-untapped-markets-to-boost-your-career/
LOCATION:ZOOM
CATEGORIES:Conference,Continuing Education,New Members,Non-Members,Open to Members & Non-Members,Symposium,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230727T120000
DTEND;TZID=America/New_York:20230727T130000
DTSTAMP:20260517T114603
CREATED:20230706T133903Z
LAST-MODIFIED:20230706T133903Z
UID:39046-1690459200-1690462800@studymanuals.naifa-florida.org
SUMMARY:Virtual Sales Symposium Series - The Value of Working with a Professional Coach
DESCRIPTION:July 27 @ Noon EST\nThe Value of Working with a Professional Coach\nPresented by Shari Santoriello\nIt seems like coaches have sprung up everywhere these days. Shari will share tips on how to vet and select just the right personal coach for you and your goals. Whether it’s coaching for your career\, leadership development\, health\, or life\, Shari will walk you through the process of picking the right coach! \nShari Santoriello is a Career Specialist with Ama La Vida with a strong 25-year career in creative marketing communications and ten years of experience as a college professor. She has a Master’s in Communications Arts from the New York Institute of Technology and a Bachelor’s in English (concentration in Communications) from the University of Albany.  \nEach session is $19/Members or $29/Non-Members. A multi session discount is available for all five sessions. $69/Members or $99 Non-Members \nTo receive the five session discount\, you MUST enter one of the following promo codes in step 2 of checkout: \nmember5\nnonmember5 \nFor the full schedule or to register\, please visit https://studymanuals.naifa-florida.org/2023nfconv/.
URL:https://studymanuals.naifa-florida.org/event/virtual-sales-symposium-series-the-value-of-working-with-a-professional-coach/
LOCATION:ZOOM
CATEGORIES:Conference,Continuing Education,New Members,Non-Members,Open to Members & Non-Members,Symposium,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230720T140000
DTEND;TZID=America/New_York:20230720T150000
DTSTAMP:20260517T114603
CREATED:20230706T133611Z
LAST-MODIFIED:20230706T133611Z
UID:39044-1689861600-1689865200@studymanuals.naifa-florida.org
SUMMARY:Virtual Sales Symposium Series - Surfing the Next Baby Boomer Wave (“Life Insurance 303: Putting Your IRA to Work” – CE)
DESCRIPTION:July 20 @ 2PM EST\nSurfing the Next Baby Boomer Wave (“Life Insurance 303: Putting Your IRA to Work” – CE)\nPresented by Michael Staeb\nCourse Offering # 1182985 ~ Provider #373455 (3GEN Insurance) ~ Course Authority – CE 2-16 Life ~ 1 Hour CE Credit \nTax planning isn’t just for those over 70 and paying RMDs. Clients with pre-tax savings they’re not drawing from will have future tax challenges. Learn 3 strategies to mitigate their tax liability using a life-insurance-based solution. \nMichael Staeb\, CLTC\, LACP\, LUTCF has over 18 years of experience in brokerage distribution. He designs and implements insurance solutions for personal\, business\, estate\, retirement\, and charitable planning. MDRT Focus Session Speaker in 2019\, Speaker at FPA Puget Sound Symposium (Seattle) in 2018\, NAIFA Conference speaker in 2016\, LILI graduate\, and YAT panelist at NAIFA Conference in 2014. \nEach session is $19/Members or $29/Non-Members. A multi session discount is available for all five sessions. $69/Members or $99 Non-Members \nTo receive the five session discount\, you MUST enter one of the following promo codes in step 2 of checkout: \nmember5\nnonmember5 \nFor the full schedule or to register\, please visit https://studymanuals.naifa-florida.org/2023nfconv/.
URL:https://studymanuals.naifa-florida.org/event/virtual-sales-symposium-series-surfing-the-next-baby-boomer-wave-life-insurance-303-putting-your-ira-to-work-ce/
LOCATION:ZOOM
CATEGORIES:Conference,Continuing Education,New Members,Non-Members,Open to Members & Non-Members,Symposium,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230517T083000
DTEND;TZID=America/New_York:20230517T123000
DTSTAMP:20260517T114603
CREATED:20230403T142800Z
LAST-MODIFIED:20230428T173846Z
UID:37810-1684312200-1684326600@studymanuals.naifa-florida.org
SUMMARY:Webinar - 4 HR CE-Hour Life & Health – (Required) Law and Ethics
DESCRIPTION:The Rosenthal Agency\, Inc. is a proud sponsor of NAIFA Florida’s upcoming  \n4 CE-Hours Life and Health CE Class  \n“2023 Law and Ethics Update for Life and Health Advisors”  \nThis is a State of Florida Required Course for Compliance  \nClass is open to Members and Non-Members of NAIFA \nCLICK HERE TO REGISTER TODAY!“ \n\n\n“2023 Law and Ethics Update for Life and Health Advisors – Webinar” (on Zoom)\nWednesday\, May 17\, 2023 – 8:30 AM to 12:30 PM ET\n \n  \n  \n  \n  \n  \nInstructor: Donald A. Brown \n  \nCOURSE INFORMATION \nThis 4-Hour course fulfills the DFS requirement that Life and Health Insurance Advisors need four hours of law and ethics update in every two-year continuing education cycle. Content covers updates to state and federal law and rules for those in the life and health insurance arenas. \nCourse ID: 125558 ~ Course Offering: 1179069 ~ Hours – Four (4)\nCourse Level- Intermediate ~ Course Authority – CE 5-215 Law and Ethic Update – LHV \n  \nCOST TO ATTEND \n$30 – Members\n$40 – Non-Members \n  \nREGISTRATION \nPlease note that as soon as you register\, you will receive a confirmation email with the ZOOM link for the meeting. If you do not receive that email\, please check your spam folder. A reminder email will be sent out on the morning of the class with the ZOOM link. \n \n  \n  \n  \nSponsored By\n\n\n\n\nRobert Rosenthal\nPresident\nPhone: 305-412-0800\nCell: 954-242-0197\nEmail: Robert@therosenthalagency.com \n8000 SW 117 Ave\, PH-A\nMiami\, FL 33183  \nwww.TheRosenthalAgency.com\n\n\n\n  \n 
URL:https://studymanuals.naifa-florida.org/event/webinar-4-hr-ce-hour-life-health-required-law-and-ethics/
LOCATION:ZOOM
CATEGORIES:Continuing Education,New Members,Non-Members,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230510T103000
DTEND;TZID=America/New_York:20230510T233000
DTSTAMP:20260517T114603
CREATED:20230428T193754Z
LAST-MODIFIED:20230428T193754Z
UID:38154-1683714600-1683761400@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Broward - CE Class: "Disability Comprehensive Income Protection"
DESCRIPTION:We invite you to join us for a Continuing Education Class\nCE CLASS: “Disability Comprehensive Income Protection” \n  \nCourse:  Increase your Disability sales and reach out to your clients during Disability Awareness month by attending this course. \nLearn how to position both Group and Individual Disability together for an optimum plan design! \nDate: Wednesday\, May 10\, 2023 \nTime:  Registration\, 10:30 AM followed by 1-Hour CE Class.  We will be providing lunch catered from Panera.  Let us know if you have any dietary restrictions. \nLocation:  1000 Corporate Drive 7th Floor\, Fort Lauderdale FL 33334. Coastal Wealth Kitchen area \n  \nMODERATED BY: \n \nBob Herman\, Disability Income Regional Vice \nPresident Principal Life Insurance Company \n  \n \nMichele Friedlander\,  \nRHU\, REBC \nBrokerage Director/Disability Income\, LTC Specialist Coastal Wealth   \n \nCost Member: $20.00\nCost Non-Member: $30.00\n 
URL:https://studymanuals.naifa-florida.org/event/naifa-broward-ce-class-disability-comprehensive-income-protection/
LOCATION:Coastal Wealth\, 1000 Corporate Drive 7th Floor\, Fort Lauderdale\, FL\, 33334
CATEGORIES:Continuing Education,In Person Event,Open to Members & Non-Members
ORGANIZER;CN="NAIFA-Broward":MAILTO:admin@naifa-broward.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230215T110000
DTEND;TZID=America/New_York:20230215T130000
DTSTAMP:20260517T114603
CREATED:20230127T185335Z
LAST-MODIFIED:20230127T190131Z
UID:36946-1676458800-1676466000@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Broward CE Class- “Uncovering Social Security Secrets”
DESCRIPTION:  \nWe Invite You to Join Us for a Continuing Education Class\nCE CLASS:  “Uncovering Social Security Secrets” \nContinuing Education Program provided by: \nSuccess Continuing Education CPE.  Approved for Investments & Wealth Institute CE. FL Provider #1015 \nLevel:  Intermediate \nCourse CE number: 88678 \nCourse Authority License applies to General Life\, Health and Variable \nPresented By:\nAllianz Life Insurance Company of North America \nDate:\nWednesday\, February 15\, 2023 \nTime:\n11:00 – 11:30 AM\, Networking\n11:30 – 12:00 PM\, Lunch\n12:00 – 1:00 PM\, Presentation \nLocation:\nFort Lauderdale Country Club\n415 E. Country Club Circle\nFort Lauderdale\, FL 33317 \nMeeting Type:\nOn-Site \nInstructor \n \n  \nJames Bonanno  \nBiography \nPre-Registration\nPre-Registration is required\,  RSVP today\nComplete Allianz Registration\nCharge – Member – Lunch – $30.00\nCharge – Non-Member – Lunch – $40.00\n \n Register for the Event Here\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. The Internet address to check your State CE credits and compliance periods is located at: http://dice.fldfs.com/public/pb_index.aspx \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. \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-uncovering-social-security-secrets/
LOCATION:Fort Lauderdale Country Club\, 415 E. Country Club Circle\, Plantation\, FL\, 33317
CATEGORIES:Continuing Education,In Person Event,Networking,New Members,Non-Members,Open to Members & Non-Members
ORGANIZER;CN="NAIFA-Broward":MAILTO:admin@naifa-broward.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221018T120000
DTEND;TZID=America/New_York:20221018T130000
DTSTAMP:20260517T114603
CREATED:20221012T183214Z
LAST-MODIFIED:20221012T183314Z
UID:35648-1666094400-1666098000@studymanuals.naifa-florida.org
SUMMARY:Free Virtual 1-Hour CE – Estate Planning
DESCRIPTION:NAIFA-Florida members are invited to participate in a virtual one-hour Florida DFS approved CE class – “Estate & Legacy Planning: How to Keep Your Family Out of Court” – on Tuesday\, Oct. 18 at Noon ET.  \nYou’re Going To Learn about… \n\nHow to prevent your minor kids from being taken by Child Protective Services if you never made it home.\nHow to protect your adult children’s inheritance from being taken in a divorce\, lawsuit\, or bankruptcy.\nHow to never let your family get trapped in court for years\, paying thousands just to get the assets you left them.\n\nWill vs. Trust – which one will your family need when something happens to you. \n  \n\nCE Instructor: \nElliott Feldman\, esq. MBA \nEstate Planning Attorney \nElliott Feldman Law Group \n  \n  \nThis CE Webinar Has Been\nApproved By The Florida Department of Financial Services For:\n1.0 hr. of CE 9900 – Generic Life/Health and Variable\n(DFS COURSE ID #: 120047)\n\nTo register\, go to: https://efeldmanlaw.live/florida
URL:https://studymanuals.naifa-florida.org/event/free-virtual-1-hour-ce-estate-planning/
LOCATION:ZOOM
CATEGORIES:Continuing Education,Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221012T130000
DTEND;TZID=America/New_York:20221012T170000
DTSTAMP:20260517T114603
CREATED:20220901T191310Z
LAST-MODIFIED:20220901T191357Z
UID:35133-1665579600-1665594000@studymanuals.naifa-florida.org
SUMMARY:2022 Law and Ethics Update for Life and Health Advisors – Webinar
DESCRIPTION:4-Hour Life & Health – (Required) Law and Ethics  \n\n“2022 Law and Ethics Update for Life and Health Advisors – Webinar”\n\nWednesday\, October 12\, 2022 – 1:00 to 5:00 ET\n(on Zoom)\n\n\n\n\n\n\n\n\n  \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n  \n\n\n\n\n\n\n\n \n  \n  \n  \n  \n  \n  \n  \nInstructor: \nMatt Campbell \n  \nCOURSE INFORMATION \nThis 4-hour virtual (Zoom) course complies with the DFS requirement that all life and health insurance advisors are required to have \nfour hours (previously five hours) of continuing education on the subject of law and ethics in each two-year CE compliance period. \n  \nCourse ID: 122941 ~ Course Offering: 1166783 ~ Hours – Four (4) \nCourse Level- Intermediate ~ Course Authority – CE 5-215 Law and Ethic Update – LHV \n  \nCOST TO ATTEND \n$30 – Members \n$40 – Non-Members \n  \nREGISTRATION \nPlease note that as soon as you register\, you will receive a confirmation email with the ZOOM link for the meeting. If you do not receive that email\, please check your spam folder. A reminder email will be sent out on the morning of the class with the ZOOM link. \n  \n  \n(REGISTER HERE)
URL:https://studymanuals.naifa-florida.org/event/2022-law-and-ethics-update-for-life-and-health-advisors-webinar/
LOCATION:ZOOM
CATEGORIES:Continuing Education,New Members,Non-Members,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220915T113000
DTEND;TZID=America/New_York:20220915T130000
DTSTAMP:20260517T114603
CREATED:20220816T142239Z
LAST-MODIFIED:20220823T181508Z
UID:34951-1663241400-1663246800@studymanuals.naifa-florida.org
SUMMARY:First Steps\, Last Steps: LTC Solutions (1 HR CE)
DESCRIPTION:NAIFA-Ocala Affiliate Presents:\nFIRST STEPS\, LAST STEPS: LTC SOLUTIONS\nCE In Person Meeting\nSeptember 15th\, 2022 \nCourse Authority:  CE0240 \nCourse Description: \nThis one-hour continuing education course provides a practical overview of long-term care solutions for health insurance agents. Topics include types of care\, the odds of needing LTC\, how to protect a client’s investment portfolio\, and the possible use of Medicaid as an option. \n\nWednesday\, September 15\, 2022\n 11:30 AM – 1:00 PM\nBraised Onion\n754 NE 25th Ave \nOcala\, FL 34470\n\nAttendees must pay for their own meal. \nPlease RSVP to Kelli Keith at 352-361-1420 prior to event. RSVPS are appreciated however walk ins are welcome. \nApproved for 1 CE hour\nIntermediate Level\nCourse ID # 121514\nCourse Offering:1166837\nCourse Authority CE0240 \n\nMODERATED BY: \n \n\nJean Ausman\nDirector of Long-Term Care Solutions at Stewardship\nAdvisory Group\nBiography \n \n\n Mike Roberts\nFounder and Managing Partner at CPT Wealth Strategies\nBiography
URL:https://studymanuals.naifa-florida.org/event/34951/
LOCATION:Braised Onion\, 754 NE 25th Ave\, Ocala\, FL\, 34470
CATEGORIES:Affiliate Meeting,Continuing Education,In Person Event,Open to Members & Non-Members
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20220714
DTEND;VALUE=DATE:20220716
DTSTAMP:20260517T114603
CREATED:20220311T142604Z
LAST-MODIFIED:20220323T182035Z
UID:33419-1657756800-1657929599@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Florida Sales Symposium
DESCRIPTION:Are you looking for great ideas\, new ways to sell\, or new ways to work smarter that will help grow your business?\nThen the NAIFA-Florida Financial Advisors Sales Symposium is for you!\nMark your calendar and join us July 14-15\, 2022 at the Reunion Resort\, Orlando.\n\n\nConference Highlights:\n\n\n\n\nWorld Class Keynote Speakers—Check back for the latest speaker lineup.\nBreakout Sessions—Creative and energizing\, our breakout sessions on Thursday and Friday conducted by industry experts offers something for everyone and will give you dozens of practical and useful ideas you can implement immediately.\nNetworking Opportunities—Most of our attendees tell us networking opportunities with colleagues at our conference is one of the greatest benefits of attendance.\nExhibitors—Don’t miss a chance to meet with vendors showcasing the latest in insurance and financial products and services.\n\nClick Here to Register and to View Hotel Information and Full Agenda\n\n\n 
URL:https://studymanuals.naifa-florida.org/event/naifa-florida-sales-symposium/
LOCATION:Reunion Resort\, 7593 Gathering Drive\, Kissimmee\, Florida\, 34747
CATEGORIES:Awards,Continuing Education,In Person Event,Membership,Networking,New Members,Non-Members,Open to Members & Non-Members,Symposium
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220615T113000
DTEND;TZID=America/New_York:20220615T130000
DTSTAMP:20260517T114603
CREATED:20220531T130418Z
LAST-MODIFIED:20220531T130418Z
UID:34161-1655292600-1655298000@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Broward: First Steps\, Last Steps: LTC Solutions (1 HR CE)
DESCRIPTION:A Professional Association of Insurance and Financial Advisors \nFIRST STEPS\, LAST STEPS:\nLTC SOLUTIONS \nCE Hybrid meeting (in-person and via zoom ) \non June 15th\, 2022  \n\nCourse Authority:  CE0240 \nCourse Description: \nThis one-hour continuing education course provides a practical overview of long-term care solutions for health insurance agents. Topics include types of care\, the odds of needing LTC\, how to protect a client’s investment portfolio\, and the possible use of Medicaid as an option. \n\nApproved for 1 CE hour in Florida\nLevel of the class: Intermediate\nOffering ID #1162193\nCourse CE number ID # 121514\nA Health product and will apply to Life\, Health License\n\nDate: Wednesday\, June 15\, 2022 \nTime:  In-Person Meeting 11:30 AM – 1:00 PM\nCE Class 12:00 PM – 1:00 PM \nLocation: The Fort Lauderdale County Club\n415 County Club Circle\nFort Lauderdale\, FL 33317 \n  \nMODERATED BY: \n \n Jean Ausman\nInstructor ID #: 1345597\nDirector of Long-Term Care Solutions at Stewardship\nAdvisory Group\nBiography \n \n Mike Roberts\nInstructor ID # 1345591\nFounder and Managing Partner at CPT Wealth Strategies\nBiography \n \n\nPre-Registration\nPre-Registration is required\, RSVP today \nZoom registrants will receive a confirmation email containing information about joining the meeting. \nLunch Member- $30.00\nZoom Member- $10.00 \nLunch Non-Member- $40.00\nZoom Non-Member- $20.00 \n  \nComplete NAIFA Member Registration Lunch  \nComplete NAIFA Non-Member Registration Lunch  \nComplete NAIFA Member Zoom Registration \nComplete NAIFA Non-Member Zoom Registration \n 
URL:https://studymanuals.naifa-florida.org/event/naifa-broward-first-steps-last-steps-ltc-solutions-1-hr-ce/
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220527T113000
DTEND;TZID=America/New_York:20220527T123000
DTSTAMP:20260517T114603
CREATED:20220523T132545Z
LAST-MODIFIED:20220523T133630Z
UID:34096-1653651000-1653654600@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Central FL CE Class - Disability: What We Need To Know
DESCRIPTION:NAIFA Central Florida\nOne Hour CE Class\nNAIFA-CF is pleased to offer a one hour CE class on Friday\, May 27\, 2022 from 11:30 am to 12:30 pm.\nTOPIC: Disability: What We Need To Know – Webinar Course #121120 Course Offering #1162387\nCourse Authority 2-40 Health\, Approved for 1 HR of CE\nCourse Level: Intermediate\nProvider ID 654 \n\nInstructor:Maureen Ann Kirshhofer \nThis one-hour couse stresses the importance of replacing cash flow in the event of a disability\, reviews the different types of disability income products\, funding options\, and the statistics of the likelihood of incurring a disbablity. \nCOST\nNAIFA Members – Free\nNon-Members $15 \nClick the link below to register for the ZOOM call. You MUST register to participate.  The link to Zoom will be provided in your registration confirmation email.  If you do not receive a confirmation email immediately after registering\, please check your spam folder.  A reminder email will be sent the morning of the class. \n  \nFriday\, May 27th\n11:30 am to 12:30 pm Eastern Time Zone\nYour location
URL:https://studymanuals.naifa-florida.org/event/naifa-central-fl-ce-class-disability-what-we-need-to-know/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Continuing Education,New Members,Non-Members,Open to Members & Non-Members,Professional Development,Virtual
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220516T080000
DTEND;TZID=America/New_York:20220516T170000
DTSTAMP:20260517T114603
CREATED:20220516T132901Z
LAST-MODIFIED:20220516T132942Z
UID:34036-1652688000-1652720400@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Northeast Florida CE- Disability Insurance What We Need to Know
DESCRIPTION:Next Chapter Event – Thursday May 26\, 2022\nDISABILITY INSURANCE\nWhat We Need to Know \n\nMAUREEN KIRSCHHOFER\, CLU\, ChFC. \nJoin NAIFA members and their guest as we move through some important steps regarding disability insurance.  This one hour course stresses the importance of replacing cash flow in the event of a disability\, reviews the different types of disability income products\, funding options\, and the statistics of the likelihood of incurring a disability. \nCourse ID 121120\, Course Offering  1159899 \nCourse Authority 2-40 Health\, Approved for 1 HR of CE \nProvider ID 654 \nVenue\nTerra Gaucha Brazilian Steakhouse\n4483 Southside Blvd.\nJacksonville\, FL  32216\n(Please understand that we may not be able to accommodate walk in’s) \nClick here to learn more about the speaker.\nCost $25 members\, $30 non members.\nOnline prepay and RSVP required by Monday\, May 23rd. \n \nNo refunds for cancellations less than 48 hours prior to the event.
URL:https://studymanuals.naifa-florida.org/event/naifa-northeast-florida-disability-insurance-what-we-need-to-know/
CATEGORIES:Chapter Event,Continuing Education,In Person Event,New Members,Non-Members,Open to Members & Non-Members
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220506T080000
DTEND;TZID=America/New_York:20220506T143000
DTSTAMP:20260517T114603
CREATED:20220330T125743Z
LAST-MODIFIED:20220330T125743Z
UID:33626-1651824000-1651847400@studymanuals.naifa-florida.org
SUMMARY:NAIFA Ocala CE Event-P&C Agents
DESCRIPTION:NAIFA Ocala is hosting :\n 2-20 LAW/ETHICS UPDATES – 5\nFriday\, May 6\, 2022\nLaw/Ethics Updates for 2-20 (5-hours Credit)\nOffering ID#1159657\, Course ID#119654 \n(Provider #372090) –   1st Coast School (of Insurance) – (www.1stcoastschool.com) \n​\nLocation: Ocala Board of Realtors: 3105 NE 14th Street\, Ocala\, FL 34470\nTime: 8am-registration/snack & coffee (8:30 start) Lunch is provided\nFee- NO fee to attend\nIn Person attendance only\nEmail kelli@cfigroup.com to RSVP.\n  \n 
URL:https://studymanuals.naifa-florida.org/event/naifa-ocala-ce-event-pc-agents/
LOCATION:Ocala Board of Realtors\, 3105 NE 14th Street\, Ocala\, FL\, 34470
CATEGORIES:Affiliate Meeting,Continuing Education,In Person Event
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220420T110000
DTEND;TZID=America/New_York:20220420T130000
DTSTAMP:20260517T114603
CREATED:20220321T174012Z
LAST-MODIFIED:20220321T174021Z
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220330T113000
DTEND;TZID=America/New_York:20220330T141500
DTSTAMP:20260517T114603
CREATED:20220304T184831Z
LAST-MODIFIED:20220304T184831Z
UID:33348-1648639800-1648649700@studymanuals.naifa-florida.org
SUMMARY:Sales & Marketing Panel of Experts: 4 OVER 40
DESCRIPTION:NAIFA Tampa Bay March Program\nSALES & MARKETING PANEL OF EXPERTS: 4 OVER 40 PANEL\n(FOLLOWED BY FREE 1 HOUR CE CLASS) \nLearn from local industry leaders on tips & tricks to grow your business\, increase your sales & generate more referrals. \nJoin past and present NAIFA presidents on their keys to success in business. With a twist on the “4 UNDER 40” we thought we would bring out some of our veteran NAIFA members to share their experience and wisdom to help you grow and succeed in 2022 and beyond! \n\nPresenters\nGeorge Royal\, Current NAIFA Florida President & Former NAIFA Central President\nMelissa Snively\, Hillsborough School Board Member & Former NAIFA Tampa Bay President\nSteve Saladino\, RICP®\, LACP\, LUTCF®\, Former NAIFA Nat’l Trustee & NAIFA Tampa Bay President\nCeline Pastore\, CRPC®\, MRFC®\, Current NAIFA Tampa Bay President & MDRT Top of the Table\n\n********************* \nWednesday\, March 30th\, 2022 11:30am\nBascom’s Chophouse\n3665 Ulmerton Rd\, Clearwater\, FL 33762\n11:30 am – Networking\n12:00 pm – Lunch & Program\n1:15 pm – Free CE Class – Solutions for Business Owners \n********************* \nMEMBER – $20.00\nGUEST – $30.00\n********************* \nFollowed by an Exclusive 1 HR Free CE  \n“Solutions for Business Owners”\nPresented by: \n\nSteven Saladino\, RICP®\, LACP\, LUTCF® Managing Director\nJoseph A. Nagy\, CLF\, CLU\, LUTCF®\, RICP®\, Senior Managing Director\n\nYou’ll learn more about:\n\nHow business value impacts overall planning\nSolutions to help the business owner protect their business\nThe importance of reviewing the buy-sell agreement to ensure it’s meeting the client’s objectives\nHelping business owners see how their business can play a part in their retirement income strategy
URL:https://studymanuals.naifa-florida.org/event/sales-marketing-panel-of-experts-4-over-40/
LOCATION:Bascom’s Chophouse\, 3665 Ulmerton Rd\, Clearwater\, FL\, 33762
CATEGORIES:Chapter Event,Continuing Education,In Person Event,New Members,Non-Members,Open to Members & Non-Members
ORGANIZER;CN="NAIFA-Tampa Bay":MAILTO:info@naifatampa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220325T113000
DTEND;TZID=America/New_York:20220325T143000
DTSTAMP:20260517T114603
CREATED:20220322T130011Z
LAST-MODIFIED:20220322T130011Z
UID:33517-1648207800-1648218600@studymanuals.naifa-florida.org
SUMMARY:NAIFA/CF For THREE Hours Of CE Credit
DESCRIPTION:NAIFA Central Florida\nTHREE Hours CE Class\nNAIFA-CF is pleased to offer a three hours CE class on Friday\, March 25\, 2022 from 11:30 am to 2:30 pm.\nTOPIC: Ridesharing Insurance Webinar – Course #100577\,  Course Offering #1159585\, and Course Authority CE 0220 General Line \nInstructor: Anthony Tomas Becerra #1315358 \nCOST\nNAIFA Members – Free\nNon-Members $15 \nClick the link below to register for the ZOOM call. You MUST register to participate.  The link to Zoom will be provided in your registration confirmation email.  If you do not receive a confirmation email immediately after registering\, please check your spam folder.  A reminder email will be sent the morning of the class.\n\n\nFriday\, March 25th\n 11:30 am to 2:30 pm\nYour location
URL:https://studymanuals.naifa-florida.org/event/naifa-cf-for-three-hours-of-ce-credit/
LOCATION:ZOOM
CATEGORIES:Continuing Education,New Members,Non-Members,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220316T103000
DTEND;TZID=America/New_York:20220316T130000
DTSTAMP:20260517T114603
CREATED:20220223T145146Z
LAST-MODIFIED:20220223T145146Z
UID:33276-1647426600-1647435600@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Broward CE Class
DESCRIPTION:We invite you to join us for a Continuing Education Class \nCE CLASS:  “Taxing Times:  Six Important Strategies for the Current Tax Environment” \n1-hr. CE Class:  Credit for Florida insurance\, CFP\, CIMA and CPE.  Approved for Investments & Wealth Institute CE.\nFlorida CE Course #: 116667\nCourse Authority:  Generic Life\, Health and Variable\nCourse Level: Intermediate \n\nPresented By: Allianz Life Insurance Company of North America. \n\nDescription: While clients may find comfort in larger balances in their retirement plans\, they may not appreciate the effect taxes will have on their retirement income. The closer a client gets to retirement\, the more important it is to hold conversations regarding strategies for decreasing future taxation. \nWe invite you to a CE event for “Taxing Times: Six Important Strategies for the Current Tax Environment” where we will introduce varying approaches to consider to potentially position your client for enhancing income while reducing taxes. \nPlease use the registration link below and sign up today to become better equipped to help clients understand the need to consider one or all six taxation strategies with their tax advisor. Implementing these strategies in their drawdown scenarios can help lessen their tax burden and reach their retirement goals. \nDate:\nWednesday\, March 16\, 2022 \nTime:\n10:30 AM\, Registration and Lunch\n12:00 PM\, 1-Hr CE Class \nLocation:\nFort Lauderdale Country Club\n415 E. Country Club Circle\nFort Lauderdale\, FL 33317 \n\nMeeting Type: On-Site \nMODERATED BY: \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nRyan Niederkorn\nWaldean Wall\n\n\n\n  \nPre-Registration\nPre-Registration is required\,  RSVP today \n \nCharge – Member\nLunch – $28.00 \nCharge – Non-Member\nLunch – $40.00 \n \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. The Internet address to check your State CE credits and compliance periods is located at: http://dice.fldfs.com/public/pb_index.aspx \n• Note: 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.\nFor more information\, contact NAIFA-Broward Association Executive Rhonda Milrot at 954-753-2262\, or admin@naifa-broward.org \nSAVE THE DATE! \n4/20/22 Hybrid Meeting\, (via Zoom or In-Person lunch at Fort Lauderdale Country Club) ; 1-hr. CE Class\, Titled: Solutions for Business Owners. This 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.
URL:https://studymanuals.naifa-florida.org/event/naifa-broward-ce-class/
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
ORGANIZER;CN="NAIFA-Broward":MAILTO:admin@naifa-broward.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220216T100000
DTEND;TZID=America/New_York:20220216T110000
DTSTAMP:20260517T114603
CREATED:20220201T160252Z
LAST-MODIFIED:20220201T160626Z
UID:33074-1645005600-1645009200@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Broward - CE CLASS: "IRS Letter 226J"
DESCRIPTION:A Professional Association of Insurance and Financial Advisors \n\n\n\nCE CLASS: “IRS Letter 226J” \nDescription:  Letter 226-J is the initial letter issued to Applicable Large Employers (ALEs) to notify them that they may be liable for an Employer Shared Responsibility Payment (ESRP). \nDate: Wednesday\, February 16\, 2022 \nTime: 10:00 AM – 11:00 AM \nLocation: Zoom \nMeeting Type: Online \n  \nMODERATED BY: \n \n Susan Luskin\, FLMI\, CLU\, CEBS\, RHU\, ChHC\, \nDiversified Administration\, Inc. \nRegistration\nClick Here for Member Registration – Zoom – Free\nClick Here for Non-Member Registration – Zoom – $10
URL:https://studymanuals.naifa-florida.org/event/33074/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Continuing Education,New Members,Non-Members,Open to Members & Non-Members,Professional Development,Virtual
ORGANIZER;CN="NAIFA-Broward":MAILTO:admin@naifa-broward.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220131T140000
DTEND;TZID=America/New_York:20220201T170000
DTSTAMP:20260517T114603
CREATED:20211101T191536Z
LAST-MODIFIED:20211109T143449Z
UID:32191-1643637600-1643734800@studymanuals.naifa-florida.org
SUMMARY:2022 Legislative Day on the Hill
DESCRIPTION:2022 Legislative Day on the Hill\nMonday\, Jan. 31 – Tuesday\, Feb. 1\nTallahassee\, FL\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n \nThe 2022 Legislative Day on the Hill returns as in-person event!\nYour participation provides valuable support to Tim and his year-round work of meeting with members of the Legislature to protect our industry and our pocketbooks! \nHear from top legislative and regulatory leaders in Tallahassee.\nBe informed about the latest bills and issues to come before the Legislature and DFS in 2022.\nHear NAIFA-Florida Lobbyist\, Tim Meenan’s overview of the 2022 Legislative Session and how it will impact our members.\nQ&A period for all speakers.\nAll NAIFA-Florida members invited – especially our Young Advisors!
URL:https://studymanuals.naifa-florida.org/event/2022-legislative-day-on-the-hill/
LOCATION:Florida State Conference Center\, 555 W. Pensacola Street\, Tallahassee\, FL\, 32306
CATEGORIES:Continuing Education,In Person Event,Legislative Event,Members Only,New Members,YAT
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211119T111500
DTEND;TZID=America/New_York:20211119T133000
DTSTAMP:20260517T114603
CREATED:20211112T144638Z
LAST-MODIFIED:20211112T144718Z
UID:32292-1637320500-1637328600@studymanuals.naifa-florida.org
SUMMARY:NAIFA Central Florida  Two Hours CE Class
DESCRIPTION:NAIFA Central Florida\nTwo Hours CE Class\nNAIFA-CF is pleased to offer a two hours CE class on Friday\, November 19\, 2021\, from 11:15 am to 1:30 pm.\nTOPIC: Please Don’t Put Me In A Nursing Home – Virtual Class Course #119648 Course Offering #1152040 Instructor: Brian Lazusky\nFrom 11:15-11:30 is a Million Dollar Sales Idea and the CE Class is from 11:30 am to 1:30 pm. \nCOST\nNAIFA Members – Free\nNon-Members $15 \nClick the link below to register for the ZOOM call. You MUST register to participate.  The link to Zoom will be provided in your registration confirmation email.  If you do not receive a confirmation email immediately after registering\, please check your spam folder.  A reminder email will be sent the morning of the class. \n_________________________ \nFriday\, November 19\, 2021\n11:15 am to 1:30 pm\nYour location\n_________________________
URL:https://studymanuals.naifa-florida.org/event/naifa-central-florida-two-hours-ce-class-5/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Continuing Education,Non-Members,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20211119
DTEND;VALUE=DATE:20211120
DTSTAMP:20260517T114603
CREATED:20211019T154359Z
LAST-MODIFIED:20211019T154359Z
UID:31951-1637280000-1637366399@studymanuals.naifa-florida.org
SUMMARY:Solutions for Business Owners - 1 Hour Continuing Education
DESCRIPTION:Solutions for Business Owners\n\nPlease join us for a complimentary one-hour intermediate CE Class Credit*\nYou’ll learn more about:\n\nHow business value impacts overall planning\nSolutions to help the business owner protect their business\nThe importance of reviewing the buy-sell agreement to ensure it’s meeting the client’s objectives\nHelping business owners see how their business can play a part in their retirement income strategy\n\n  \nFriday November 19th 2021 \n  \nTwo locations available: \n\nMiami Office ~ 9-10am | 703 Waterford Way\, Suite 190 Miami\, FL 33126 (Danish & Coffee served) Offering ID: 72835\nMiramar Office ~ 12-1pm | 3401 SW 160th Ave.\, Suite 400 Miramar\, FL 33027 (Lunch served)\n\nOffering ID: 72836 \n  \nRSVP today by contacting Maria Hernandez at Hernandez.maria.i@principal.com | (954)885-5114 \n  \nPresenters:\nSteven Saladino\, RICP®\, LACP\, LUTCF®\nManaging Director \nJoseph A. Nagy\, CLF\, CLU\, LUTCF®\, RICP®\nSenior Managing Director
URL:https://studymanuals.naifa-florida.org/event/solutions-for-business-owners-1-hour-continuing-education/
CATEGORIES:Continuing Education,In Person Event,Open to Members & Non-Members
ORGANIZER;CN="Prinicpal":MAILTO:Hernandez.maria.i@principal.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211118T111500
DTEND;TZID=America/New_York:20211118T130000
DTSTAMP:20260517T114603
CREATED:20210907T133521Z
LAST-MODIFIED:20211029T133935Z
UID:31442-1637234100-1637240400@studymanuals.naifa-florida.org
SUMMARY:Northeast Florida- Annual Meeting with Elections & Installations
DESCRIPTION:ANNUAL MEETING\nNovember 18\, 2021\n11:15am – 1:00pm\nInstallation 2022 Officers & Board Members\nplus a special presentation with CE\nMONEY in MOTION\nOpportunities and Obstacles for Rollovers\nby Susan Wood\, JD\, CFP®\, CRC®\nSenior Retirement Strategies Group Consultant\nPAC LIFE \n\n  \nCLICK HERE TO REGISTER! \nDue to the nature of this topic; preregistration is necessary by November 12th.\nThis will allow us to prepare for ample seating and food.  The space is limited.\nNOTE: We may not be able to accommodate last minute attendees. 
URL:https://studymanuals.naifa-florida.org/event/northeast-florida-retirement-planning-annual-meeting-with-elections-installations/
LOCATION:Bonefish Grill\, 10950 San Jose Boulevard\, Jacksonville\, FL\, 32223
CATEGORIES:Chapter Event,Continuing Education
ORGANIZER;CN="NAIFA-Northeast Florida":MAILTO:info@naifa-jacksonville.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211029T111500
DTEND;TZID=America/New_York:20211029T133000
DTSTAMP:20260517T114603
CREATED:20211007T151946Z
LAST-MODIFIED:20211007T152212Z
UID:31838-1635506100-1635514200@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Central FL - 2 Hours CE Class - Open to All
DESCRIPTION:  \nNAIFA Central Florida\nTwo Hours CE Class\nNAIFA-CF is pleased to offer a two hours CE class on Friday\, October 29\, 2021\, from 11:15 am to 1:30 pm.\nTOPIC: What If Your Last Paycheck Was Your Last Paycheck\nVirtual Class Course #119282 Course Offering #1149765\nInstructors: Brian Lazusky and Michael Aun\, FIC\, LUTCF\, CSP®\, CPAE Speaker Hall of Fame® \nFrom 11:15-11:30 is a Million Dollar Sales Idea and the CE Class is from 11:30 am to 1:30 pm. \nCOST\nNAIFA Members – Free\nNon-Members $15 \nClick the link below to register for the ZOOM call. You MUST register to participate.  The link to Zoom will be provided in your registration confirmation email.  If you do not receive a confirmation email immediately after registering\, please check your spam folder.  A reminder email will be sent the morning of the class. \n_________________________ \nFriday\, October 29\, 2021\n11:15 am to 1:30 pm\nYour location\n_________________________
URL:https://studymanuals.naifa-florida.org/event/naifa-central-fl-2-hours-ce-class-open-to-all/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Continuing Education,Non-Members,Open to Members & Non-Members,Professional Development,Virtual
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
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END:VCALENDAR