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X-WR-CALDESC:Events for NAIFA-Florida
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DTSTART;TZID=America/New_York:20210225T113000
DTEND;TZID=America/New_York:20210225T130000
DTSTAMP:20260409T182943
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:20260409T182943
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:20260409T182943
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:20260409T182943
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201022T113000
DTEND;TZID=America/New_York:20201022T130000
DTSTAMP:20260409T182943
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
END:VEVENT
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