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DTSTART;VALUE=DATE:20211119
DTEND;VALUE=DATE:20211120
DTSTAMP:20260408T151906
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/
LOCATION:FL
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:20211118T170000
DTEND;TZID=America/New_York:20211118T190000
DTSTAMP:20260408T151906
CREATED:20211105T192859Z
LAST-MODIFIED:20211105T192859Z
UID:32231-1637254800-1637262000@studymanuals.naifa-florida.org
SUMMARY:Tips & Sips at Township
DESCRIPTION:
URL:https://studymanuals.naifa-florida.org/event/tips-sips-at-township/
LOCATION:Township\, 219 S Andrews Ave\, Fort Lauderdale\, FL\, 33301
CATEGORIES:In Person Event,YAT
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211118T113000
DTEND;TZID=America/New_York:20211118T130000
DTSTAMP:20260408T151906
CREATED:20211110T145725Z
LAST-MODIFIED:20211110T145830Z
UID:32269-1637235000-1637240400@studymanuals.naifa-florida.org
SUMMARY:NAIFA/Central FL Luncheon Meeting
DESCRIPTION:NOTE: WE ARE MEETING AT DUBSDREAD AGAIN!!!\nNAIFA Central Florida Monthly Meeting \nJoin members of NAIFA-CF and other Central Florida industry professionals for the November 18\, 2021 luncheon back at Dubsdread\, 549 W. Par Street\, Orlando\, FL.\nMEETING INFORMATION\nTopic: The State of NAIFA\n11:30 am – 1:00 pm on Thursday\, November 18\, 2021\nDubsdread Conference Center\n549 W. Par Street\, Orlando\, FL \nSPEAKER \n\nKevin Mayeaux\, CAE\nCEO of NAIFA\nAs NAIFA’s Chief Executive Officer\, Kevin Mayeux oversees the NAIFA National staff at NAIFA’s headquarters in Falls Church\, Va. Mayeux manages all external affairs of the Association\, including relationships with life\, health and financial service companies\, other industry organizations\, legislators and regulators. Internally\, Mayeux manages day-to-day headquarters operations\, provides support and advice to NAIFA’s Board of Trustees and committees\, coordinates Federation activities\, and oversees NAIFA’s operating policies and procedures. Prior to joining NAIFA\, Mayeux was Executive Vice President\, Chief Officer for North American Operations and General Counsel for the Institute of Internal Auditors (IIA)\, an international professional society with 185\,000 members throughout 190 countries. Mayeux received a Bachelor of Arts in Political Science and took Masters in Political Science and Public Administration courses concurrent with his Juris Doctorate at the University of Florida in Gainesville\, where he also served as Student Body President. \nCost:\nMember of NAIFA  In Person  $20.00\nNon-Members In-Person $25.00\nMember of NAIFA Via ZOOM $10.00\nNon-Members Via ZOOM $15.00\nInvited and First-Time Guests – FREE\n\n\n\nNOTE:  Immediately after registering you will receive a confirmation email.  If you do not receive that\, please check your spam folder.  The ZOOM link is included in that email\, if you registered to attend via ZOOM.
URL:https://studymanuals.naifa-florida.org/event/32269/
LOCATION:Dubsdread Golf Course\, 549 W Par Street\, Orlando\, FL\, 32804
CATEGORIES:In Person Event,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:20211117T170000
DTEND;TZID=America/New_York:20211117T190000
DTSTAMP:20260408T151906
CREATED:20211116T200718Z
LAST-MODIFIED:20211116T200718Z
UID:32376-1637168400-1637175600@studymanuals.naifa-florida.org
SUMMARY:TIPS & SIPS Palm Beaches
DESCRIPTION:“TIPs & SIPs”: An informal happy hour hosted by NAIFA-FL YAT at a trendy local hangout in your area. All are welcome with appetizers and first round of drinks provided with 2-3 members sharing 5 minute sales ideas or best practices. The goal is to provide an opportunity for members to reconnect\, introduce NAIFA to future members and everyone walks away with a few new tips to help grow their practice. Our generous sponsors will buy the first round of beer or wine and light appetizers.
URL:https://studymanuals.naifa-florida.org/event/tips-sips-palm-beaches/
LOCATION:Death or Glory\, 116 NE 6th Ave\, Delray Beach\, FL
CATEGORIES:Chapter Event,In Person Event,Membership,Mixer,Networking,New Members,Non-Members,Open to Members & Non-Members,YAT
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211029T140000
DTEND;TZID=America/New_York:20211029T180000
DTSTAMP:20260408T151906
CREATED:20211007T143447Z
LAST-MODIFIED:20211007T143447Z
UID:31834-1635516000-1635530400@studymanuals.naifa-florida.org
SUMMARY:IFAPAC Aims High - Tampa Bay Sporting Clays - MEMBERS ONLY
DESCRIPTION:Register Here:\nhttps://naifatampa.org/event-4513231
URL:https://studymanuals.naifa-florida.org/event/ifapac-aims-high-tampa-bay-sporting-clays-members-only/
LOCATION:: Tampa Bay Sporting Clays\, 10514 Ehren Cutoff\, Land O'Lakes\, FL\, 34639
CATEGORIES:Chapter Event,IFAPAC,In Person Event,Members Only
ORGANIZER;CN="NAIFA-Tampa Bay":MAILTO:info@naifatampa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211021T113000
DTEND;TZID=America/New_York:20211021T130000
DTSTAMP:20260408T151906
CREATED:20210907T132806Z
LAST-MODIFIED:20210927T183440Z
UID:31440-1634815800-1634821200@studymanuals.naifa-florida.org
SUMMARY:Legislative Updates with NAIFA Florida Lobbyist
DESCRIPTION:  \n \n  \nCHAPTER MEETING\nRSVP NOW TO SAVE YOUR SEAT\nOctober 21\, 2021\n11:30 AM-1:00 PM EASTERN \nLOCATION:                                                                   COST:\nBonefish Grill                                                                     $25 Members\n10950 San Jose Boulevard Jacksonville\, FL  32223          $30 Non Member \nLEGISLATIVE UDPATES\nNAIFA Florida Lobbyist\nTime Meenan
URL:https://studymanuals.naifa-florida.org/event/legislative-updates-with-naifa-florida-lobbyist/
LOCATION:FL
CATEGORIES:Chapter Event,In Person Event,Legislative Event
ORGANIZER;CN="NAIFA-Northeast Florida":MAILTO:info@naifa-jacksonville.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211013T170000
DTEND;TZID=America/New_York:20211013T190000
DTSTAMP:20260408T151906
CREATED:20210907T132252Z
LAST-MODIFIED:20210927T182235Z
UID:31436-1634144400-1634151600@studymanuals.naifa-florida.org
SUMMARY:Northeast Florida YAT Social and Mixer
DESCRIPTION:  \n \n  \nYAT NETWORKING & SOCIAL EVENT\nOctober 13\, 2021\nLynch’s Irish Pub\n514 1st Street North\nJacksonville Beach \nFree with RSVP \nSponsored by \nAlicia Longo – APPS Para Medical Services \nChris Patrick – State Farm \nPrice Wheeler – The Bailey Group \nRachel Dubois – New York Life \nChayne Riggs – New York Life \nClick here to register! \n \n 
URL:https://studymanuals.naifa-florida.org/event/31436/
LOCATION:Lynch’s Irish Pub\, 514 1st Street North\, Jacksonville Beach\, FL
CATEGORIES:Chapter Event,In Person Event,Membership,Mixer,Networking,New Members,Non-Members,Open to Members & Non-Members,YAT
ORGANIZER;CN="NAIFA-Northeast Florida":MAILTO:info@naifa-jacksonville.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210923T113000
DTEND;TZID=America/New_York:20210923T130000
DTSTAMP:20260408T151906
CREATED:20210922T125120Z
LAST-MODIFIED:20210922T125140Z
UID:31605-1632396600-1632402000@studymanuals.naifa-florida.org
SUMMARY:Current Issues For Estate Planning: A Potpourri of Important Information For Your Clients
DESCRIPTION:NOTE: WE ARE MEETING AT DUBSDREAD AGAIN!!!\nNAIFA Central Florida Monthly Meeting \nJoin members of NAIFA-CF and other Central Florida industry professionals for the September 2021 luncheon back at Dubsdread\, 549 W. Par Street\, Orlando\, FL.\nMEETING INFORMATION\nTopic: Current Issues For Estate Planning: A Potpourri of Important Information For Your Clients\n11:30 am – 1:00 pm on Thursday\, September 23\, 2021\nDubsdread Conference Center\n549 W. Par Street\, Orlando\, FL \nSPEAKER \n\nCHARLES D. “CHUCK” WILDER\, Esq.\nEstate Planning and Legacy Law Center\, PLC \nCharles D. “Chuck” Wilder specializes in the personal planning areas of the law\, including estate and legacy planning; asset protection planning; wills\, trusts\, and estates; trust administration\, probate\, and trust settlement; guardianship planning and special needs trusts; family limited partnerships; corporate succession and business planning; IRA legacy trust planning\, and elder law. \nChuck earned a Bachelor of Science degree from the University of South Florida in 1970. After working for Southern Bell for a number of years\, Chuck attended the Nova Southeastern University Center for the Study of Law (now known as the Nova Southeastern University Shepard Broad College of Law)\, earning his Juris Doctor degree (cum laude) in 1980. Chuck then continued his education at the University of Florida\, earning his Master of Laws in Taxation (LL.M.) in 1981. \nChuck and his wife\, Karen\, a Critical Care Nurse originally from Jamaica\, live in Altamonte Springs\, Florida. Outside of work\, Chuck is an avid Orlando Magic basketball fan\, attending as many home games as possible. He also enjoys traveling\, photography\, and honing his computer skills. \nFor more information about Chuck and to see information about his new location at 711 Ballard Street\, Altamonte Springs\, FL\, go to https://www.epllc-plc.com/ \nCost:\nMember of NAIFA  In Person  $20.00\nNon-Members In-Person $25.00\nMember of NAIFA Via ZOOM $10.00\nNon-Members Via ZOOM $15.00\nInvited and First-Time Guests – FREE\n                                                                     \n \nNOTE:  Immediately after registering you will receive a confirmation email.  If you do not receive that\, please check your spam folder.  The ZOOM link is included in that email\, if you registered to attend via ZOOM.
URL:https://studymanuals.naifa-florida.org/event/current-issues-for-estate-planning-a-potpourri-of-important-information-for-your-clients/
LOCATION:Dubsdread Golf Course\, 549 W Par Street\, Orlando\, FL\, 32804
CATEGORIES:Chapter Event,In Person Event,Membership,Networking,New Members,Non-Members,Open to Members & Non-Members
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210922T113000
DTEND;TZID=America/New_York:20210922T130000
DTSTAMP:20260408T151906
CREATED:20210902T181701Z
LAST-MODIFIED:20210908T174215Z
UID:31393-1632310200-1632315600@studymanuals.naifa-florida.org
SUMMARY:How to Win The Bloody Ware for Talent – Post COVID-19
DESCRIPTION:  \nNAIFA September Program\nIn-Person Program\n\n  \n“How to Win the Bloody Ware for Talent – Post COVID-19”\nPresented by Patrick Valtin\nBest Selling Author\, International Sales Trainer & CEO of Hirebox & No-Fail Hiring\nThe current employment market conditions are dramatically calling for more aggressive\, smarter and newer strategies in the field of talent acquisition. The “pandemic” year dramatically transformed mentalities in the employment market and employee engagement has reached an all-time low. \nIf you think you have a lot of competitors in your field of activity\, consider the employment market. When it comes to attracting\, and hiring good people\, there are literally thousands of players who would love to steal your best employees. \nIn his presentation\, “How to Win the Bloody Ware for Talent – post COVID-19”\, Patrick will address the following topics: \n\nWHY has honesty become THE most vital soft skill to test for – no matter the position to fill?\n\n\nWhat changes do you need to be aware of in searching for good people?\n\n\nHow is personnel selection\, more than ever\, a vital component of long-term profitability?\n\n\nHow can you detect “invisible” characteristics (such as honestly\, loyalty\, commitment\, etc.) when evaluating & interviewing applicants?\n\n\nHow do you increase employee engagement & retention in an increasingly disloyal and unpredictable employment market?\n\nBONUS: every attendee will be offered a FREE digital copy of the book Patrick’s new best selling book “Taking Off The Mask” \n  \n\n  \n*********************\nWednesday\, September 22nd\n11:30 – Networking\nNoon – Lunch & Program\nBascom’s Chop House – 3665 Ulmerton Road\, Clearwater FL 33762\n*********************\nMEMBER – $20.00\nGUEST – $30.00\n \n********************* \nMeet Patrick V. Valtin\nMr. Valtin has an extensive experience in the fields of Management consulting & training\, and this on an international basis. He has traveled in more than 39 countries over the last 32 years and has trained over 140\,000 people in the areas of Personnel Selection\, People Management\, Sales\, Sales Management\, Marketing\, Organization and Leadership. \nPatrick’s clients and seminar attendees have come from all industries\, from growing businesses to multi-national corporations (USPS\, Ford Motors\, GM Motors\, BMW\, Renault\, Mercedes\, Toyota\, Motorola\, AIG\, IBM\, Remax\, Century 21\, ATT Canon\, France Telecom\, Hotels Accor\, Coca Cola\, and more. \nPatrick is the author of the Best Sellers TAKING OFF THE MASK and NO-FAIL-HIRING 2.0; he is also the developer of the No-Fail Hiring System –  a practical method of recruiting (www.nofailhiring.net and www.thehiremaster.com). \nHe is also the founder of www.hirebox.com\, an exclusive pre-hire assessment online platform which precisely evaluates applicants job-related soft skills – or lack of. \nIn the last 32 years\, Patrick’s assessments have been used by 5\,230 clients to evaluate over 25\,000 applicants from all industries.
URL:https://studymanuals.naifa-florida.org/event/how-to-avoid-hiring-dishonest-employees-who-could-ruin-your-business-september-educational-program/
LOCATION:Bascom’s Chophouse\, 3665 Ulmerton Rd\, Clearwater\, FL\, 33762
CATEGORIES:Chapter Event,In Person Event,Networking,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:20210916T113000
DTEND;TZID=America/New_York:20210916T130000
DTSTAMP:20260408T151906
CREATED:20210712T142027Z
LAST-MODIFIED:20210712T142027Z
UID:30796-1631791800-1631797200@studymanuals.naifa-florida.org
SUMMARY:Retirement Planning - Reverse Mortgage
DESCRIPTION:NAIFA-Northeast Florida Local Chapter Meeting\nSeptember 16\, 2021\n11:30 AM-1:00 PM ET\nIncludes 1hr of CE\n\nLOCATION:\nBonefish Grill\n10950 San Jose Boulevard\nJacksonville\, FL  32223 \n\n\nRetirement Planning – Reverse Mortgage\nMyths and Misconceptions of Reverse Mortgages-\nHow does Home equity play into retirement strategy? \nAs financial advisors and agents\, we have a responsibility to educate our clients on all aspects of their planning and while you may not be familiar with Reverse Mortgages\, it is critical that your clients be educated on the pros and cons of utilizing these financial vehicles.\nGeorge Vrban became licensed in the insurance industry in 1992 and in the mortgage industry in 2003. With over 20 years of combined experience\, he is confident in his ability to help clients make educated and informed decisions regarding their financial future. \nGeorge enjoys working in the Reverse Mortgage space because he loves helping seniors. George’s presentation has been CE approved for members who are CFP’s.   \nAttendees will learn valuable and trustworthy information on the consideration of home equity and reverse mortgages as part of any holistic retirement plan. Program will give\nrelevant information on reverse mortgages when it comes to estate planning and\npreserving assets. \n \nGeorge Vrban\, \nRegistration Coming Soon
URL:https://studymanuals.naifa-florida.org/event/retirement-planning-reverse-mortgage/
LOCATION:Bonefish Grill\, 10950 San Jose Boulevard\, Jacksonville\, FL\, 32223
CATEGORIES:Charity Event,In Person Event,Open to Members & Non-Members
ORGANIZER;CN="NAIFA-Northeast Florida":MAILTO:info@naifa-jacksonville.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210915T103000
DTEND;TZID=America/New_York:20210915T130000
DTSTAMP:20260408T151906
CREATED:20210802T183427Z
LAST-MODIFIED:20210802T183504Z
UID:31018-1631701800-1631710800@studymanuals.naifa-florida.org
SUMMARY:Now is the Greatest Time Ever to be an Insurance or Financial Professional!
DESCRIPTION:NAIFA-BROWARD WELCOMES YOU BACK LIVE WITH SPECIAL GUEST \nVan Mueller\, LUTCF\, LACP\n \n“Now is the Greatest Time Ever to be\nan Insurance or Financial Professional!”\n HYBRID MEETING! LIVE IN-PERSON OR VIRTUAL VIA ZOOM!\nOPEN TO ALL FLORIDA MEMBERS\n \n Wednesday\, September 15th\, 2021 \n 10:30 AM – 1:00 PM at The Fort Lauderdale Country Club \n415 E. Country Club Circle\, Plantation\, FL 33317 (MAP) \nNAIFA-Broward welcomes you to our first live meeting of the year featuring World-Class speaker Van Mueller! This event will: \n\ndramatically increase your sales appointments\,\nbuild greater success in those appointments\, and\nprovide solutions that prospects and clients haven’t even begun to think about.\n\nThis presentation will include fresh material to dramatically supercharge your practice for the post-pandemic era. You don’t want to miss this event! \nJanuary 23\, 2021 marks Van Mueller’s 48th year as an insurance agent. He is an active member of MDRT having qualified for Court of the Table in 1990 and Top of The Table for the last 31 years. Click HERE for more about Van. \n  \nADVANCE REGISTRATION IS REQUIRED! \nREGISTRATION DUE BY WEDNESDAY\, SEPTEMBER 8\, 2021! \nNAIFA Member attending via Zoom: $25.00 \nNon-Member attending via Zoom: $40.00 \nNAIFA Member attending In-Person: $35.00 (lunch included) \nNon-Member attending In-Person: $50.00 (lunch included) \nLate registration after September 8th\, add $10.00. \n \nCLICK HERE TO REGISTER ONLINE! \nZoom link will be sent to registrants opting for virtual meeting to the\nemail address provided before the meeting. \n  \nFor more information\, please contact NAIFA-Broward Association Executive Rhonda Milrot at (954) 753-2262 or admin@naifa-broward.org.
URL:https://studymanuals.naifa-florida.org/event/now-is-the-greatest-time-ever-to-be-an-insurance-or-financial-professional/
LOCATION:Fort Lauderdale Country Club\, 415 E. Country Club Circle\, Plantation\, FL\, 33317
CATEGORIES:Chapter Event,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;VALUE=DATE:20210630
DTEND;VALUE=DATE:20210701
DTSTAMP:20260408T151906
CREATED:20210208T185525Z
LAST-MODIFIED:20210609T130913Z
UID:28698-1625011200-1625097599@studymanuals.naifa-florida.org
SUMMARY:NAIFA Tampa Bay Social & Headshots
DESCRIPTION:When: Wednesday\, June 30\, 2021 8:30 AM\, EDT\nWhere: Centre Club\, 123 S West Shore Blvd 8th Floor\, Tampa\, FL 33609 \n  \nEVENT DETAILS: \nNAIFA Tampa Bay Social & Headshots\nJoin NAIFA Tampa Bay on Wednesday\, June 30th at 8:30 a.m. to reconnect with friends and colleagues – NETWORK\, enjoy a relaxed continental breakfast\, complimentary mimosas and get a new head shot! \n\nWednesday\, June 30th\n8:30 to 10:00 a.m.\nCentre Club – 123 S. West Shore Blvd 8th Floor\, Tampa\n  \nNETWORKING\, Continental Breakfast\, short program and headshots!\nComplimentary Mimosas to CELEBRATE will be served.\n  \nHeadshots provided by Rick Tauceda\, Rick Visuals\, Inc.\n\nMEMBER – NO Headshot – FREE\nMEMBER – with Headshot – $35.00\nGUEST – NO Headshot – $10.00\nGUEST – with Headshot – $45.00
URL:https://studymanuals.naifa-florida.org/event/naifa-tampa-yat-social-photo-shoot/
LOCATION:FL
CATEGORIES:Chapter Event,In Person Event,Mixer,Networking,Open to Members & Non-Members,YAT
ORGANIZER;CN="NAIFA-Tampa":MAILTO:info@naifatampa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210624T113000
DTEND;TZID=America/New_York:20210624T133000
DTSTAMP:20260408T151906
CREATED:20210611T181756Z
LAST-MODIFIED:20210611T181900Z
UID:30465-1624534200-1624541400@studymanuals.naifa-florida.org
SUMMARY:NAIFA Central Florida Monthly Luncheon Meeting - In Person/Virtual
DESCRIPTION:NOTE: NEW MEAL PRICES ARE $20 FOR NAIFA MEMBERS AND $25 FOR NON-MEMBERS!\nNAIFA Central Florida Monthly Meeting \nJoin members of NAIFA-CF and other Central Florida industry professionals for the June 2021 luncheon at our NEW VENUE\, Hannibal’s On The Square\, Winter Park.\nNAIFA-Central Florida’s monthly meeting is now in virtual and live attendance format!\nMEETING INFORMATION\nTopic: Practicing With Integrity\n11:30 am – 1:00 pm on Thursday\, June 24\, 2021   \nEither from your home or in person at Hannibal’s On The Square\n511 W New England Ave\, Winter Park\, FL \nCost:\nMember of NAIFA In Person At Hannibal’s $20.00\nNon-Members In Person At Hannibal’s $25.00\nInvited and First-Time Guests – FREE \nMembers Via ZOOM – FREE\nNon-Members Via ZOOM – Also FREE \nYou must register to attend \n\nSPEAKER \n\n\n\nBRYAN REPPLE\nChief Executive Officer\, Insurance Services\nG.A. Repple & Company \nBryan was born in Miami\, and has lived in Orlando since 1978\, when his family relocated from Birmingham\, Alabama\, to start G.A. Repple & Company. He graduated from Campbell University in 1998 with a major in Business Administration with a focus in Trust Management. After college\, Bryan followed his father’s footsteps and began working for G.A. Repple as a financial planner. For the past 15 years\, he has overseen the personal financial planning practice for G.A. Repple\, and trains financial planners around the country on complex estate\, financial\, and insurance planning concepts. \n\n \n\n\nOn the registration form\, you will be asked to select one the following three entrees:\nBeef Crepe With Mushrooms\, red wine and demi glace\nBlackened Grouper with Grand Marnier Sauce\nSauteed Chicken Breast with Blue Cheese Sauce \n \n\nNote that immediately after registering you will receive an automated confirmation with the ZOOM access information. If you do not receive this email\, please check your junk folder.
URL:https://studymanuals.naifa-florida.org/event/30465/
LOCATION:Hannibal’s On The Square\, 511 W New England Ave\, Winter Park\, FL\, 32789
CATEGORIES:Chapter Event,In Person Event,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210617T113000
DTEND;TZID=America/New_York:20210617T130000
DTSTAMP:20260408T151906
CREATED:20210526T171318Z
LAST-MODIFIED:20210602T181041Z
UID:30261-1623929400-1623934800@studymanuals.naifa-florida.org
SUMMARY:Practice Building and the Issues Advisors Face
DESCRIPTION:Hosted By: \n\n\n11:30 AM-1:00 PM EASTERN \nLOCATION:\nBonefish Grill\n10950 San Jose Boulevard\nJacksonville\, FL  32223 \nPractice Building and the Issues Advisors Face \nAndy is the owner of Laino and Associates Financial Group and doing business as Wealth Protection Strategies\, with offices in Jacksonville and Sarasota.  Andy is a sought after trainer\, lecturer and speaker in the areas of estate planning\, business continuation planning\, executive compensation design\, retirement planning\, and protecting assets from catastrophic medical needs. He is a 16 year Qualifying & Life Member of MDRT\, with 8 years Court of the Table and 3 years Top of the Table level.  He is a member of NAIFA\, a past recipient of the Community Service Award\, a member of the Northeast Florida Estate Planning Council and the Society of Financial Service Professionals. \n \nAndrew E. Laino\, CFP®\, CLU®\, CLTC® \nAndy’s Bio \nCLICK HERE TO REGISTER!  \nVirtual attendees register here to receive log in credentials. 
URL:https://studymanuals.naifa-florida.org/event/practice-building-and-the-issues-advisors-face/
LOCATION:Bonefish Grill\, 10950 San Jose Boulevard\, Jacksonville\, FL\, 32223
CATEGORIES:Chapter Event,In Person Event,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Northeast Florida":MAILTO:info@naifa-jacksonville.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210527T113000
DTEND;TZID=America/New_York:20210527T130000
DTSTAMP:20260408T151906
CREATED:20210504T170851Z
LAST-MODIFIED:20210504T170851Z
UID:29909-1622115000-1622120400@studymanuals.naifa-florida.org
SUMMARY:NAIFA Central Florida Monthly Meeting
DESCRIPTION:NOTE: NEW MEAL PRICES ARE $20 FOR NAIFA MEMBERS AND $25 FOR NON-MEMBERS!\nJoin members of NAIFA-CF and other Central Florida industry professionals for the May 2021 luncheon at our NEW VENUE\, Hannibal’s On The Square\, Winter Park.  NAIFA-Central Florida’s monthly meeting is now in virtual and live attendance format!\nMEETING INFORMATION\n11:30 am – 1:00 pm on Thursday\, May 27\, 2021   \nEither from your home or in person at Hannibal’s On The Square\n511 W New England Ave\, Winter Park\, FL \nCost:\nMember of NAIFA In Person At Hannibal’s $20.00\nNon-Members In Person At Hannibal’s $25.00\nInvited and First-Time Guests – FREE \nMembers Via ZOOM – FREE\nNon-Members Via ZOOM – Also FREE \nYou must register to attend! \nSPEAKER \n\n\nMICHAEL MCBATH\nMichael Strickler McBath is an American businessman\, former professional American football player\, and part-owner\, of the Orlando Predators of the Arena Football League. He is a former president of the NFL Retired Players Association. McBath is currently a senior vice president with Union Bank of Switzerland.\n________________________________________________________ \nOn the registration form\, you will be asked to select one the following three entrees:\nBeef Crepe With Mushrooms\, red wine and demi glace\nBlackened Grouper with Grand Marnier Sauce\nSauteed Chicken Breast with Blue Cheese Sauce \n \n\nNote that immediately after registering you will receive an automated confirmation with the ZOOM access information. If you do not receive this email\, please check your junk folder.
URL:https://studymanuals.naifa-florida.org/event/naifa-central-florida-monthly-meeting-7/
LOCATION:Hannibal’s On The Square\, 511 W New England Ave\, Winter Park\, FL\, 32789
CATEGORIES:Chapter Event,In Person Event,Networking,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:20210520T113000
DTEND;TZID=America/New_York:20210520T130000
DTSTAMP:20260408T151906
CREATED:20210421T132811Z
LAST-MODIFIED:20210421T132811Z
UID:29719-1621510200-1621515600@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Northeast Florida Chapter Meeting- Live
DESCRIPTION:Impact of Estate Planning under the Biden Administration\nMay 20\, 2021\n11:30 AM-1:00 PM EASTERN \nLOCATION:\nBonefish Grill\n10950 San Jose Boulevard\nJacksonville\, FL  32223 \n\n\nWilliam A. O’Leary\, JD\, LL.M (Tax) Attorney\nLegacy Planning Law Group.\nBill’s Bio \n\nBasic Estate Planning tips\nUnderstanding the implications and tax law changes\nImportance of Estate Planning\n\nCLICK HERE TO REGISTER!  \n\nVirtual attendees register here to receive log in credentials. 
URL:https://studymanuals.naifa-florida.org/event/naifa-northeast-florida-chapter-meeting-live/
LOCATION:Bonefish Grill\, 10950 San Jose Boulevard\, Jacksonville\, FL\, 32223
CATEGORIES:Chapter Event,In Person Event,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Northeast Florida":MAILTO:info@naifa-jacksonville.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210426T113000
DTEND;TZID=America/New_York:20210426T183000
DTSTAMP:20260408T151906
CREATED:20210208T184840Z
LAST-MODIFIED:20210208T184840Z
UID:28694-1619436600-1619461800@studymanuals.naifa-florida.org
SUMMARY:2021 Annual NAIFA Tampa Bay Golf Classic
DESCRIPTION:NAIFA TAMPA BAY: For over 30 years\, the National Association of Insurance & Financial Advisors Tampa Bay has organized the Golf for Kids Classic.  Following the original mission “to give back to the community where we work and live.”  The organization has raised over $520\,000 for local charities.EPILEPSY SERVICES FOUNDATION: Epilepsy Services Foundation has benefited from the Golf for Kids Classic since its inception.  The Foundation is a non-profit organization committed to creating a better future and environment for persons affected by epilepsy living in West Central Florida.  While raising awareness and educating others about epilepsy\, the Foundation raises funds and provides camp and family retreat scholarships\, college and medical scholarships\, funding for medical and support services and grants for educational seminars that address new medical initiatives and partnerships.
URL:https://studymanuals.naifa-florida.org/event/2021-annual-naifa-tampa-bay-golf-classic/
LOCATION:FL
CATEGORIES:Chapter Event,Charity Event,In Person Event,Mixer,Networking
ORGANIZER;CN="NAIFA-Tampa":MAILTO:info@naifatampa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210422T113000
DTEND;TZID=America/New_York:20210422T130000
DTSTAMP:20260408T151906
CREATED:20210408T153211Z
LAST-MODIFIED:20210415T203704Z
UID:29503-1619091000-1619096400@studymanuals.naifa-florida.org
SUMMARY:NAIFA Central Florida Monthly Meeting
DESCRIPTION:Join members of NAIFA-CF and other Central Florida industry professionals for the April 2021 luncheon at our NEW VENUE\, Hannibal’s On The Square\, Winter Park.  NAIFA-Central Florida’s monthly meeting is now in virtual and live attendance format!\nMEETING INFORMATION\n11:30 am – 1:00 pm on Thursday\, April 22\, 2021 \nEither from your home or in person at Hannibal’s On The Square\n511 W New England Ave\, Winter Park\, FL \nCost:\nMember of NAIFA In Person At Hannibal’s $20.00\nNon-Members In Person At Hannibal’s $25.00\nInvited and First-Time Guests – FREE \nMembers Via ZOOM – FREE\nNon-Members Via ZOOM – Also FREE \nYou must register to attend! \nSPEAKER \n \n  \n  \n  \n  \n  \nGEORGE VRBAN\nAs financial advisors and agents\, we have a responsibility to educate our clients on all aspects of their planning and while you may not be familiar with Reverse Mortgages\, it is critical that your clients be educated on the pros and cons of utilizing these financial vehicles. \nGeorge Vrban became licensed in the insurance industry in 1992 and in the mortgage industry in 2003.  With over 20 years of combined experience\, he is confident in his ability to help clients make educated and informed decisions regarding their financial future. \nGeorge enjoys working in the Reverse Mortgage space because he loves helping seniors. George’s presentation has been CE approved for members and guests who are CFPs. \nNAIFA-FL CEO\, Tom Ashley\, has utilized him at NAIFA-FLORIDA.  This is a valuable financial tool about which we all need to know.  You do not want to miss this meeting. \nFor more information about George Vrban and Reverse Mortgages\, click here. \nTOPIC\nReverse Mortgages – This is a one hour CE Class.  Be sure to provide your agent license information on the registration form. \n________________________________________________________ \nOn the registration form\, you will be asked to select one the the following three entrees:\nChicken Crepe- sautéed chicken and mushroom with a Demi glaze white wine cream sauce\nSalmon with a raspberry sauce\nPork with a blue cheese sauce \n \n  \n  \n  \nNote that immediately after registering you will receive an automated confirmation with the ZOOM access information.  If you do not receive this email\, please check your junk folder.
URL:https://studymanuals.naifa-florida.org/event/naifa-central-florida-monthly-meeting-6/
LOCATION:Hannibal’s On The Square\, 511 W New England Ave\, Winter Park\, FL\, 32789
CATEGORIES:Chapter Event,Continuing Education,In Person Event,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210415T113000
DTEND;TZID=America/New_York:20210415T130000
DTSTAMP:20260408T151906
CREATED:20210310T135825Z
LAST-MODIFIED:20210409T145317Z
UID:29135-1618486200-1618491600@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Northeast Florida Chapter Meeting
DESCRIPTION:April 15\, 2021\n11:30 AM-1:00 PM EASTERN\nLOCATION:\nBonefish Grill\n10950 San Jose Boulevard\nJacksonville\, FL  32223 \n \n  \n  \n  \n  \nTips to use in educating your clients. Being financially stable does not come naturally. These proven tips can help you build credibility with your clients. Be that advisor to help educate their children. Teens are especially vulnerable as they move into being a young adult. Your client’s children need to learn good habits. This also builds an advisors credibility with the family and ultimately grows their business. \nCLICK HERE TO REGISTER!  \n\nVirtual attendees register here to receive log in credentials. 
URL:https://studymanuals.naifa-florida.org/event/naifa-northeast-florida-chapter-meeting/
LOCATION:Bonefish Grill\, 10950 San Jose Boulevard\, Jacksonville\, FL\, 32223
CATEGORIES:Chapter Event,In Person Event,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Northeast Florida":MAILTO:info@naifa-jacksonville.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210325T113000
DTEND;TZID=America/New_York:20210325T130000
DTSTAMP:20260408T151906
CREATED:20210310T161240Z
LAST-MODIFIED:20210310T161240Z
UID:29152-1616671800-1616677200@studymanuals.naifa-florida.org
SUMMARY:NAIFA Central Florida Monthly Meeting
DESCRIPTION:Join members of NAIFA-CF and other Central Florida industry professionals for the March 2021 luncheon at our NEW VENUE\, Hannibal’s On The Square\, Winter Park.  NAIFA-Central Florida’s monthly meeting is now in virtual and live attendance format!\nMEETING INFORMATION\n11:30 am – 1:00 pm on Thursday\, March 25\, 2021 \nEither from your home or in person at Hannibal’s On The Square\n511 W New England Ave\, Winter Park\, FL \nCost:\nMember of NAIFA In Person At Hannibal’s $15.00\nNon-Members In Person At Hannibal’s $20.00\nInvited and First-Time Guests – FREE \nMembers Via ZOOM – FREE\nNon-Members Via ZOOM – Also FREE \nYou must register to attend! \nSPEAKER \n \n  \n  \n  \n  \n  \n  \n  \nCRAIG DUNCAN\nCraig has been a State Farm agent for 34 years.  In 2004 he was appointed to the Citizen’s Property Insurance Task Force by then Florida CFO Tom Gallagher to help redesign Citizen’s and meet the growing complaints as a result of claims from the 2004 hurricane season.  He served as the State Government Relations Chair for NAIFA-Florida from 2008-2012.  In 2014 he was recognized by NAIFA-Florida with the coveted Herb Morgan award for political involvement and service to the association.  He currently serves as NAIFA-Florida President. \nHe was the founder and first chairman of the Committee of Florida Agents\, a political action committee.  He still serves as a Governor for the organization.  He currently serves on the Citizen’s Agents Advisory Council as well as the State Farm Processes and Technology Council.  He has also has qualified for the Million Dollar Round Table\, State Farm’s Chairman’s Circle and State Farm’s Ambassador Travel. \nHe’s married to wife Barbara and has three children and three grandchildren.\nCraig is an avid hunter and enjoys shooting sports\, travel\, ATV riding and fine hand rolled cigars.  When time permits\, he and his wife love to spend time at their home in the North Carolina Mountains\, especially with their family. \nTOPIC\nReview Of The Legislative Agenda And Where Our Bills Are as  well as General Information On NAIFA-FL Goals For 2021.\n________________________________________________________ \nOn the registration form\, you will be asked to select one the the following three entrees:\nChicken Crepe- sautéed chicken and mushroom with a Demi glaze white wine cream sauce\nGrouper Provençale with sautéed onions\, tomatoes\, garlic and parsley with a white wine sauce\nPork tenderloin with a country Dijon mustard sauce \n \n  \n  \nNote that immediately after registering you will receive an automated confirmation with the ZOOM access information.  If you do not receive this email\, please check your junk folder. \n  \nCORPORATE SPONSOR HIGHLIGHT\n \n  \n  \n  \n  \n  \n  \nCHARLES D. WILDER\, Esquire\nEstate Planning and Legacy Law Center\n151 Lookout Place\, Maitland\, FL 32751\n407-647-PLAN (7526) <> (www.wilder-law.com) \nCharles D. Wilder (“Chuck”)\, Board Certified by The Florida Bar in Wills\, Trusts and Estates\, of the Estate Planning and Legacy Law Center\, has offices located at 151 Lookout Place\, Maitland\, Florida. He proudly sponsors NAIFA-Central Florida\, not only contributing his time\, effort and money but assisting with our Board and Continuing Education. \nChuck graduated from Nova Southeastern University Center for the Study of Law\, cum laude\, in January 1980\, and the University of Florida with a Master of Laws in Taxation in June 1981 in the top 25% of his class. \nFor the past thirty-nine years Chuck’s practice has consisted of values-based planning\, helping clients in the areas of wills\, trusts\, estate planning\, probate and guardianship matters. Chuck has been awarded the highest rating (AV) given by the Martindale-Hubbell Law Directory. He is currently a member of WealthCounsel\, a nationwide organization of estate planning attorneys and ElderCounsel\, a nationwide organization of elder law practioners. \nHe was recently listed in the Top 100 Attorneys in the country in the December 2005 issue of Worth magazine and Orlando Magazine recognized him as one Central Florida’s Best Lawyers for over 15 years. Chuck has also been listed in Best Attorneys in Florida\, Best Attorneys in America\, Who’s Who in America\, Who’s Who in American Law\, Super Lawyers and the Guide to Florida Lawyers. \nHe is a past chairman of the Estate\, Guardianship and Trust Committee of the Orange County Bar Association. Chuck was an At-Large member on the Executive Council of the Real Property\, Probate and Trust Law Section of The Florida Bar for over 20 years. Chuck was also admitted to the Bar of the United States Supreme Court.
URL:https://studymanuals.naifa-florida.org/event/naifa-central-florida-monthly-meeting-5/
LOCATION:Hannibal’s On The Square\, 511 W New England Ave\, Winter Park\, FL\, 32789
CATEGORIES:Chapter Event,In Person Event,New Members,Non-Members,Virtual
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210225T113000
DTEND;TZID=America/New_York:20210225T130000
DTSTAMP:20260408T151906
CREATED:20210215T201729Z
LAST-MODIFIED:20210215T201818Z
UID:28828-1614252600-1614258000@studymanuals.naifa-florida.org
SUMMARY:NAIFA Central Florida Monthly Meeting
DESCRIPTION:NAIFA Central Florida Monthly Meeting\nJoin members of NAIFA-CF and other Central Florida industry professionals for the February 2021 luncheon at our NEW VENUE\, Hannibal’s On The Square\, Winter Park.  NAIFA-Central Florida’s monthly meeting is now in virtual and live attendance format!\nMEETING INFORMATION\n11:30 am – 1:00 pm on Thursday\, February 25\, 2021 \nEither from your home or in person at Hannibal’s On The Square\n511 W New England Ave\, Winter Park\, FL \nCost:\nMember of NAIFA In Person At Hannibal’s $15.00\nNon-Members In Person At Hannibal’s $20.00\nInvited and First-Time Guests – FREE \nMembers Via ZOOM – FREE\nNon-Members Via ZOOM – Also FREE \nYou must register to attend! \nSPEAKER \n \nTerry Brock\, CSP\, CPAE Hall of Fame Speaker \n“Advisors Without Borders”\nHow To Build Your Virtual Practice \nWhy is it that some agents are fighting for their lives to survive the pandemic?  Why is it that some companies not only lost agents and a lion’s share of the market during Covid-19? \nHow did other companies not only survive but THRIVE during 2020?  What did those successful advisors do what others could not or would not try?  When did they conclude what finally needed to be done and who could help them?\nYou definitely must attend our luncheon on February 25\, 2021 at 11:30 am!  NAIFA-Central Florida invites you find the answers to these questions as Terry Brock\, CSP\, CPAE Hall of Fame Speakers shares with us how he helps advisors literally become “Advisors Without Borders.” \nTerry Brock is always pressing the edge on technology and creates keynote speeches and workshops to include the latest trends and measurable strategies to leverage technology and marketing to build relationships. \nSorting through all the hype is critical. Your participants need to know what technology can do without a lot of mumbo-jumbo and computerese gobble-de-goop! Terry communicates clearly\, effectively and in a fun manner so that advisors enjoy the new economy and prosper in it. \nTerry Brock earned the Certified Speaking Professional designation from the National Speakers Association.  He was chosen by his peers as a CPAE Hall of Fame Speaker.  In addition\, he received the highest honor accorded by NSA\, “The Cavett\,” named after the founder of NSA\, Cavett Robert. \nYou do not want to miss this terrific meeting as Terry explains how to navigate the “virtual waters” into success beyond your wildest dreams. \nTerry Brock is more than just a marketing speaker or a technology trends expert. He’s a speaker\, virtual presenter\, interviewer\, published author\, and coach who packs everything he touches with solid business strategies meant to build relationships\, and inspiration to try new things to improve the bottom line. \n________________________________________________________ \nOn the registration form\, you will be asked to select one the the following three entrees:\nSauteed chicken breast with a blue cheese sauce\nPork tenderloin with a country Dijon mustard sauce\nSalmon with a raspberry reduction sauce \n\nNote that immediately after registering you will receive an automated confirmation with the ZOOM access information.  If you do not receive this email\, please check your junk folder.
URL:https://studymanuals.naifa-florida.org/event/naifa-central-florida-monthly-meeting-4/
LOCATION:Hannibal’s On The Square\, 511 W New England Ave\, Winter Park\, FL\, 32789
CATEGORIES:Chapter Event,Continuing Education,In Person Event,Training Event,Virtual
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210128T113000
DTEND;TZID=America/New_York:20210128T130000
DTSTAMP:20260408T151906
CREATED:20210115T145104Z
LAST-MODIFIED:20210115T145251Z
UID:28341-1611833400-1611838800@studymanuals.naifa-florida.org
SUMMARY:NAIFA Central Florida Monthly Meeting
DESCRIPTION:Join members of NAIFA-CF and other Central Florida industry professionals for the first meeting of 2021 at our NEW VENUE\, Hannibal’s On The Square\, Winter Park.  NAIFA-Central Florida’s monthly meeting is now in virtual and live attendance format!\nMEETING INFORMATION\n11:30 am – 1:00 pm on Thursday\, January 28\, 2021 \nEither from your home or in person at Hannibal’s On The Square\n511 W New England Ave\, Winter Park\, FL \nCost:\nMember of NAIFA In Person At Hannibal’s $15.00\nNon-Members In Person At Hannibal’s $20.00\nInvited and First-Time Guests – FREE \nMembers Via ZOOM – FREE\nNon-Members Via ZOOM – Also FREE \nYou must register to attend! \nSPEAKER\n\nChris Bordner \nChris has a passion for teaching and helping others\, and he meets this need as an Instructor at the University of Central Florida\, where he teaches numerous Financial Strategy courses through the Department of Continuing Education. These courses include “Investment Fundamentals\,” “Retirement Investment Strategies\,” “Estate Conservation\,” and “Charitable Giving.” Chris focuses on teaching individuals seeking information on how to pursue personal and financial success in retirement. \nHe is also professionally trained in communication and presentation skills by EXEC/COMM\, who is registered through NASBA as a certified sponsor of courses that qualify for CPE credit through state accountancy boards. Chris has conducted Corporate Education courses at many large corporations\, such as Siemens\, Symantec\, OUC\, and HDR Engineering. Additionally\, Chris serves as a board member for Big Brothers Big Sisters of Central Florida and the Adventist University of Health Sciences. \nChris joined the Investment and Insurance Industry in 1999. He holds numerous securities registrations\, including the Series 7\, 63\, 65\, and 24\, as well as Life/Health/Variable Annuity insurance licenses. Additionally\, he has obtained the professional designation of Accredited Asset Management Specialist (AAMS) through the College of Financial Planning. He owned and managed an investment firm for several years before joining Wealth Solutions of Central Florida\, a MetLife office\, as an Agency Director. Chris was ranked 10th out of 250 Agency Directors nationwide in 2005\, before deciding to focus exclusively on serving his private clientele through fee-based financial planning and asset management. As a financial planner\, he focuses on portfolio design\, tax strategies\, pension plans\, and retirement planning. \nChris Bordner was born and raised in Orlando\, FL and is an Alumni of the University of Central Florida\, where he studied Electrical Engineering and played football for the Knights. He lives in Altamonte Springs with his wife Melita and two sons\, Cole and Chase. When away from the office\, Chris enjoys spending time with the family\, camping\, golfing\, traveling\, and exercising. CA Insurance Lic #0I34089 \nChris Bordner\nCEO\, Principal\, Wealth Manager\n321-203-4458\n321-203-4459\nchris@synergywealthalliance.com \n________________________________________________________ \n \nNote that immediately after registering you will receive an automated confirmation with the ZOOM access information.  If you do not receive this email\, please check your junk folder.
URL:https://studymanuals.naifa-florida.org/event/naifa-central-florida-monthly-meeting-3/
LOCATION:Hannibal’s On The Square\, 511 W New England Ave\, Winter Park\, FL\, 32789
CATEGORIES:Chapter Event,In Person Event,Virtual
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201217T103000
DTEND;TZID=America/New_York:20201217T130000
DTSTAMP:20260408T151906
CREATED:20200213T212907Z
LAST-MODIFIED:20201208T191458Z
UID:23043-1608201000-1608210000@studymanuals.naifa-florida.org
SUMMARY:NAIFA Central Florida Monthly Meeting
DESCRIPTION:Join members of NAIFA-CF and other Central Florida industry professionals for the December NAIFA-Central Florida monthly meeting\, now in virtual and live attendance format!\nThe Program this month includes: \nInstallation of the 2021 Board of Directors and Officers \nThe Annual Raffle To Benefit The Russell Home For Atypical Children\nThe Russell Home for Atypical Children in Orlando has been in continuous operation for over 60 years without any government support. The Home is the only private\, non-profit facility of its kind for severely disabled children in Central Florida. \nNAIFA/CF is proud to be a long-time supporter of this organization as they provide a loving and nurturing environment for these children.  The raffle is a fun and exciting event where you purchase raffle tickets for a chance to win prizes.  Come prepared to laugh and do some holiday shopping all for a good cause. \nTHE RUSSELL HOME \nTo learn more about the great work done by the Russell Family and their group of volunteers\, go to https://russellhome.org/ \nIn addition to our monetary donations\, The Russell Home is always in need of supplies.  This is a link to their NEEDS LIST.  Bring your items to the meeting and we will take them to The Russell Home. \nMEETING INFORMATION\n11:30 am – 1:00 pm from Thursday\, December 17\, 2020 \nEither from your home or in person at Dubsdread Golf Course\n549 W. Par Street\, Orlando\, FL\, \nCost:\nMember of NAIFA In Person At Dubsdread $15.00\nNon-Members In Person At Dubsdread $20.00\nInvited and First-Time Guests – FREE \nMembers Via ZOOM – FREE\nNon-Members Via ZOOM – Also FREE \nYou must register to attend! \nIf you are attending virtually\, we will have a mechanism in place where you can purchase raffle tickets remotely.  We will tell you your numbers and put your tickets in the bowl of tickets from which the raffle will occur.  When you hear your number called\, let us know via ZOOM immediately and we will set that item aside for you. \n100% of the proceeds of the raffle go to The Russell Home. \n\n \n  \n  \n  \n  \nNote that immediately after registering you will receive an automated confirmation with the ZOOM access information.  If you do not receive this email\, please check your junk folder.
URL:https://studymanuals.naifa-florida.org/event/naifa-central-florida-luncheon-meeting-9/
LOCATION:Dubsdread Golf Course\, 549 W Par Street\, Orlando\, FL\, 32804
CATEGORIES:Chapter Event,In Person Event,Virtual
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201119T113000
DTEND;TZID=America/New_York:20201119T130000
DTSTAMP:20260408T151906
CREATED:20201110T163910Z
LAST-MODIFIED:20201110T164011Z
UID:27439-1605785400-1605790800@studymanuals.naifa-florida.org
SUMMARY:NAIFA Central Florida Monthly Meeting
DESCRIPTION:Join members of NAIFA-CF and other Central Florida industry professionals for the November NAIFA-Central Florida monthly meeting\, now in virtual and live attendance format!\nOur keynote speaker is Rick Patterson\, NAIFA/CF member to discuss “Reflections On A 50 Year Career”  Rick will describe his life long relationship with NAIFA and the Financial Services Profession. \n \n  \n  \n  \n  \n  \n  \n  \nABOUT RICK \nRichard D. (Rick) Patterson has been in the financial services since 1967.\nPatterson founded Associated Planners Group\, a financial planning firm\, in 1978.\nClients include Individuals\, Hotel & Lodging Industry Executives\, Law Firms\, Medical Practices\, Corporate Retirement Plans and Closely Held Corporations specializing in the areas of Investment Planning\, Estate Planning\, Retirement Planning and Insurance Planning.\nHe holds the following professional designations:\nAccredited Investment Fiduciary®\nChartered Financial Consultant®\nChartered Life Underwriter® \nA recognized industry leader\, Rick has served two terms on the National Board of Trustees of the National Association of Insurance and Financial Advisors. This was an elected position by his peers and represents the National Association founded in 1890. \nRick has served as President\nof the following Financial Services Industry organizations:\n• Financial Planning Association of Central Florida\n• Florida Association of Insurance and Financial Advisors\n• Central Florida Association of Insurance and Financial Advisors\n• Central Florida Society of Financial Service Professionals\n• Central Florida Chapter\, International Association for Financial Planning \nRICK ALSO HOLDS MEMBERSHIP IN THE PRESTIGIOUS\nMILLION DOLLAR ROUND TABLE\nMemberships in civic organizations include:\n• Tiger Bay Club of Central Florida\n• Central Florida Hotel and Lodging Association (VIP Member)\n• Board of Directors\, Central Florida Hotel and Lodging Association Political Action Committee\n• Board of Directors\, Allied Relations Council\, Central Florida Hotel and Lodging Association\n• Visit Orlando \n  \nMEETING INFORMATION\n11:30 am – 1:00 pm from Thursday\, November 19\, 2020 \nEither from your home or in person at Dubsdread Golf Course\n549 W. Par Street\, Orlando\, FL \nCost:\nMember of NAIFA In Person At Dubsdread $15.00\nNon-Members In Person At Dubsdread $20.00\nInvited and First-Time Guests – FREE \nMembers Via ZOOM – FREE\nNon-Members Via ZOOM – Also FREE \nYou must register to attend! \n________________________________________________________ \n \n  \n  \n  \nNote that immediately after registering you will receive an automated confirmation with the ZOOM access information.  If you do not receive this email\, please check your junk folder.
URL:https://studymanuals.naifa-florida.org/event/naifa-central-florida-monthly-meeting-2/
LOCATION:Dubsdread Golf Course\, 549 W Par Street\, Orlando\, FL\, 32804
CATEGORIES:Chapter Event,In Person Event,Virtual
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201022T113000
DTEND;TZID=America/New_York:20201022T130000
DTSTAMP:20260408T151906
CREATED:20201005T154420Z
LAST-MODIFIED:20201005T154420Z
UID:26881-1603366200-1603371600@studymanuals.naifa-florida.org
SUMMARY:NAIFA Central Florida Monthly Meeting
DESCRIPTION:Join members of NAIFA-CF and other Central Florida industry professionals for the October NAIFA-Central Florida monthly meeting\, now in virtual and live attendance format!\nOur keynote speaker is Tim Meenan\, NAIFA-FL Lobbyist.\nWe will also have several State Legislators in attendance. \n \nTimothy J. Meenan serves as the firm’s managing shareholder. While Deputy Treasurer for the State of Florida\, Tim oversaw Florida’s four billion dollar State Treasury as well as three other divisions of the Florida Department of Insurance\, including the Division of Risk Management. He also served for three years as the Executive Assistant to the Florida Insurance Commissioner\, where he helped formulate and implement legislative and regulatory proposals for the Department. Tim received his Bachelor of Arts degree from Florida State University\, serving as President of the Student Body\, and received his Juris Doctor from Florida State University College of Law. \nInvolved in the political process throughout his professional career\, Tim served as campaign manager for a Florida Cabinet race and a United States Senate campaign. He was appointed by Governor Bob Graham as a member of the Postsecondary Education Planning Commission. \nTim’s practice focuses on regulatory law before numerous state agencies\, with an emphasis on insurance company regulation. He has assisted specialty insurers and other regulated entities with obtaining licensure\, has represented life and health insurers and health maintenance organizations with various regulatory problems\, and has helped numerous property and casualty insurance companies resolve their disputes with the Florida Office of Insurance Regulation. \nFor more information about Tim\, go to his website https://www.meenanlawfirm.com/profile/timothy-j-meenan/ \nThursday\, October 22\, 2020 from 11:30 am – 1:00 pm\nEither from your home or in person at Dubsdread Golf Course\n549 W. Par Street\, Orlando\, FL \nCost:\nMember of NAIFA In Person At Dubsdread $15.00\nNon-Members In Person At Dubsdread $20.00\nInvited and First-Time Guests – FREE \nMembers Via ZOOM – FREE\nNon-Members Via ZOOM – Also FREE \nYou must register to attend! \n________________________________________________________ \nNote that immediately after registering you will receive an automated confirmation with the ZOOM access information.  If you do not receive this email\, please check your junk folder.
URL:https://studymanuals.naifa-florida.org/event/naifa-central-florida-monthly-meeting/
LOCATION:Dubsdread Golf Course\, 549 W Par Street\, Orlando\, FL\, 32804
CATEGORIES:Chapter Event,In Person Event,Virtual
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
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