Next Chapter Meeting - November 16, 2023 PLANNING for BUSINESS OWNERS Setting the Table and Working with High Net Worth Individuals 11:30AM - 1:30PM Mike Robert CPT Wealth Strategies Founding Manager Partner About our speaker: Mike Roberts has more than three decades of experience in the Financial Services and the Insurance and Risk Transfer industries. …
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Once again, NAIFA (National Association of Insurance and Financial Advisors) of Central Florida is pleased to help raise money for the Seniors First “Meals on Wheels” program. 1 in 6 seniors do not know where their next meal is coming from. What better time to help feed our neighbors than on our annual day of Thanksgiving?… |
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December 3-5, 2023 Washington, D.C. Attendance at the 2023 NLC is crucial for all NAIFA leaders and future leaders. It is where we articulate our strategies for success and ensure we are in alignment as we advance our commitment to serving and empowering NAIFA Nation. It is an event where we learn, grow, and inspire… |