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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