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X-WR-CALDESC:Events for NAIFA-Florida
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DTSTART;TZID=America/New_York:20211029T111500
DTEND;TZID=America/New_York:20211029T133000
DTSTAMP:20260404T041825
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211021T113000
DTEND;TZID=America/New_York:20211021T130000
DTSTAMP:20260404T041825
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:20260404T041825
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:20210924T111500
DTEND;TZID=America/New_York:20210924T133000
DTSTAMP:20260404T041825
CREATED:20210921T131554Z
LAST-MODIFIED:20210921T131803Z
UID:31596-1632482100-1632490200@studymanuals.naifa-florida.org
SUMMARY:NAIFA Central FL Welcomes All For Two Hours CE
DESCRIPTION:NAIFA Central Florida\nTwo Hours CE Class\nNAIFA-CF is pleased to offer a two hours CE class on Friday\, September 24\, from 11:15 am to 1:30 pm.\nTOPIC: The Basics of Life Insurance – Virtual Class Course #118806 Course Offering #1148497\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\, September 24\, 2021\n11:15 am to 1:30 pm\nYour location\n_________________________
URL:https://studymanuals.naifa-florida.org/event/naifa-central-fl-welcomes-all-for-two-hours-ce/
LOCATION:ZOOM
CATEGORIES:Chapter Event,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:20210923T113000
DTEND;TZID=America/New_York:20210923T130000
DTSTAMP:20260404T041825
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:20260404T041825
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:20210915T103000
DTEND;TZID=America/New_York:20210915T130000
DTSTAMP:20260404T041825
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;TZID=America/New_York:20210721T090000
DTEND;TZID=America/New_York:20210721T110000
DTSTAMP:20260404T041825
CREATED:20210624T134233Z
LAST-MODIFIED:20210624T134233Z
UID:30536-1626858000-1626865200@studymanuals.naifa-florida.org
SUMMARY:2 HR CE- Social Security & Medicare ... Understanding the Benefits
DESCRIPTION:  \nSocial Security & Medicare … Understanding the Benefits  \nWednesday\, July 21st\, 2021  \n9:00 – 11:00 AM \n \nModerated by Scott L. Rosen\, LUTCF\nHead Brokerage\, Creative Financial Network \nCourse # 92491 | FL Course Offering # 1145493 \nIntermediate \nLife\, Health and Variable Annuity (2-15) CFP and CPA can also get credit! \n  \nScott L. Rosen\, LUTCF has been in the financial services industry for over 24 years working with companies with MetLife\, Phoenix Life and Lincoln National. He has his series 6\,7\,24 and 26 license\, and specializes in Brokerage\, working with independent advisors\, as well as advisors from New York Life\, Northwestern Mutual Life\, and Guardian Life. Scott is a Life Underwriter Training Council Fellow (LUTCF)\, and serves on the NAIFA-Palm Beaches board of directors\, as well as the Financial Planning Association – Broward Chapter board of directors. He grew up in Philadelphia and graduated from Temple University. Scott is married with three children\, two of whom currently are attending graduate school. He loves to read and is still an Eagles\, Flyers and Phillies fan! \n  \nNO CHARGE for NAIFA Members / $10.00 Non-Members \n  \nCheck our website and membership communications for updates and online registration \n \nCLICK HERE TO REGISTER ONLINE! \n\nZoom link / invite will be sent to email 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/2-hr-ce-social-security-medicare-understanding-the-benefits/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Continuing Education,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:20260404T041825
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:20260404T041825
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:20260404T041825
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:20210617T083000
DTEND;TZID=America/New_York:20210617T133000
DTSTAMP:20260404T041825
CREATED:20210421T125959Z
LAST-MODIFIED:20210421T130943Z
UID:29714-1623918600-1623936600@studymanuals.naifa-florida.org
SUMMARY:5hr Mandated Law & Ethics Review for Life & Health Agents Update 2021 Webinar
DESCRIPTION:THURSDAY\, June 17\, 2021\nVirtual/Zoom Presentation\n8:30 am – 1:30 pm\n5 hr Mandated Law & Ethics Review for Life & Health Agents Update 2021Webinar\nThis course has been approved by Florida Department of Financial Services for 5-215 (LHV Combo) Credit.\nProvider #697; ID 739112 Offering #1142192 .\nNEW Course ID (April 2021) \n\nScott Rosen\, LUTCF\nHead Brokerage – Creative Financial Network\n954-235-2703 / ScottR@cfnsfl.com\nScott Rosen is a 26 year veteran of the financial services industry. He has worked for MetLife\, Lincoln National\, MassMutual. Currently he is Head of Brokerage at Creative Financial Network. Scott is a Life Underwriting  Training Council Fellow (LUTCF). Scott’s focus is to meet and help independent financial; advisors and provide various idea’s and marketing to bring even more value to their clients. Scott is currently serving his second year as President of National Association of Insurance & Financial Advisors – Palm Beaches\, Inc. Scott is an approved Fl instructor #739112. \n\nCosts:\n$ 40 – NAIFA Member\n$ 45 – Guest of Member or Allied Org (FSP\, WIFS\, HUA\, FPA)\n$ 50 – RSVP Non-Member \n  \nTime:\n8:00 A.M. – Open / check-in\n8:30 A.M. C.E. Starts\n1:30 P.M. C.E Ends\nBe online on time\, if late no credit \n\nRegister Now: \nPay First!\nSelect appropriate payment\nor mail payment to address below\n$40 Member Price\n$45 Allied (AHU\, WIFS\, FSP\, FPA) \n$50 Non-Member \n Secondly:\nRegister here  \n\nand/or mail payment payable:\nNAIFA-Palm Beaches\n1217 Lake Geneva Drive\nLake Worth Beach\, FL 33461\n(561) 588-5444\nnaifa-palmbeaches@att.net\nwww.naifa-palmbeaches.org \n\nZoom Presentation\n1. Register/Pay\n2. Login BEFORE 8:30 a.m. We ask you do not login just before the start in case there is a snafu.\n3. 3 days prior to presentation – a reminder with handouts and other critical info will be emailed to you.\n4. Prefer video of you participating in this event rather than a blank.\n5. There will be a certificate of attendance form with key words that will need to be inserted in order to confirm your attendance.\n6. No lunch break.
URL:https://studymanuals.naifa-florida.org/event/5hr-mandated-law-ethics-review-for-life-health-agents-update-2021-webinar/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Continuing Education,Open to Members & Non-Members,Professional Development,Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210616T090000
DTEND;TZID=America/New_York:20210616T100000
DTSTAMP:20260404T041825
CREATED:20210503T153503Z
LAST-MODIFIED:20210503T153858Z
UID:29870-1623834000-1623837600@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Broward Virtual Meeting
DESCRIPTION:Wednesday\, June 16th\, 2021\n9:00 – 10:00 AM VIA ZOOM\nAVOID “THINK IT OVERS” WITH SOFIA RODRIGUEZ!\n \nCLICK FOR MORE ABOUT SOFIA RODRIGUEZ \nProbably hasn’t happened to you\, but you’re likely aware that prospects have no problem taking your presentation and then\, almost magically\, disappearing from the planet Earth. Prospects believe it’s okay to lie to a salesperson and still enjoy the fruits of heaven\, it’s true. But you can’t get mad at someone for doing something you didn’t tell them they couldn’t do. \n  \nJoin Sofia Rodriguez of Sandler Training Miami for Avoid “Think It Overs\,” an energetic session where we’ll discuss the best way to overcome stalls and objections\, which is to avoid them in the first place. \n  \nIf this has happened to you (or a friend) you’ll learn: \n\nHow to rid your pipeline of people who won’t make a decision\nHow to stop having adversarial interactions with prospects\nHow to get positive results on a regular basis\n\nADVANCE REGISTRATION IS REQUIRED \nNO CHARGE for NAIFA Members\, $10.00 for Non-Members. \nZoom link / invite will be sent before the meeting.  \n \nCLICK HERE TO REGISTER ONLINE \nMEETING SPONSORED BY: \n \nSandler Training\, Miami\n5000 SW 75th Ave\, Suite 203\, Miami\, FL\, 33155\nC: (305) 965-5800 ~ O: (305) 631-2205\nwww.absolute.sandler.com \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/naifa-broward-virtual-meeting-2/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Broward":MAILTO:admin@naifa-broward.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210609T083000
DTEND;TZID=America/New_York:20210609T130000
DTSTAMP:20260404T041825
CREATED:20210416T193820Z
LAST-MODIFIED:20210416T194447Z
UID:29655-1623227400-1623243600@studymanuals.naifa-florida.org
SUMMARY:LTCi Refresher Course Webcast
DESCRIPTION:National Association of Insurance and Financial Advisors \nLTCi Refresher Course Webcast\nLTC INSURANCE AND THE FL PARTNERSHIP PROGRAM: NAIC 4-HR REFRESHER COURSE-WEBCAST – ID# 113605 / Offering# 1141941 / 2-18 L&H\n \n approved.\n4 hr Refresher Course is required every 2 years after taking the initial 8 hr LTC Certification Course for all agents discussing LTC insurance with clients in Florida. \n  \n\n\nJUNE 9\, 2021 | 8:30 AM LOGIN | 9 AM – 1 PM CE\nJOINT EVENT WITH FLORIDA ASSOCIATION OF HEALTH UNDERWRITERS (FAHU) – LIMITED REGISTRATIONS\n\n\n \nMICHAEL TELLER\, CLTC\, CSA\nCENTER FOR LONG TERM CARE PLANNING\nWORK PHONE: (561) 272-0720 ‖ E-mail: mteller@avaplans.com\nMICHAEL IS A MEMBER OF THE LONG TERM CARE ADVISORY COMMITTEE FOR THE NATIONAL ASSOCIATION OF HEALTH UNDERWRITERS (NAHU) AND SERVES AS THE PROFESSIONAL DEVELOPMENT CHAIR FOR THE FLORIDA ASSOCIATION OF HEALTH UNDERWRITERS (FAHU). MICHAEL IS A FREQUENT SPEAKER FOR FLORIDA INSURANCE AGENT AND CPA CONTINUING EDUCATION COURSES WHERE HE IS KNOWN FOR MAKING CLASSES LIVELY\, FUN AND INSPIRING. HE IS AUTHOR AND INSTRUCTOR OF THE 8 HOUR NATIONAL ASSOCIATION OF INSURANCE COMMISSIONERS LONG TERM CARE CERTIFICATION COURSE\, THE 4-HOUR REFRESHER COURSE\, AND THE ANNUAL 5-HOUR FLORIDA LAW & ETHICS COURSE. MICHAEL GRADUATED FROM THE STATE UNIVERSITY OF NEW YORK AT BINGHAMTON WITH A B.A. DEGREE IN ECONOMICS AND FINANCE. HE LIVES IN BOCA RATON\, FLORIDA. WHEN HE’S NOT TALKING INSURANCE\, HE’S WORKING IN HIS GARDEN OR ORGANIZING COMMUNITY DRUM EVENTS IN DELRAY BEACH AND AROUND SOUTH FLORIDA. \n\n\nPRICE: $30/ A MEMBER OF NAIFA or $49/ NON–MEMBER OF NAIFA  \nREGISTER: WWW.NAIFA–PALMBEACHES.ORG / ??S 561-588-5444  \nWEBINAR DETAILS & PARTICIPANT RESPONSIBILITIES \n\n\n\nPARTICIPANT MUST PRE-REGISTER/PAY. CUT OFF: JUNE 8\, 2021 – 5 PM (NO EXCEPTIONS)\nZOOM PRESENTATION. CAN PARTICIPATE VIA PHONE CONFERENCE CALL.\nREGISTRANT WILL RECEIVE VIA EMAIL LOGIN/ID + HANDOUTS FOR PRESENTATION & DETAILS 3 DAYS PRIOR TO EVENT + DAY BEFORE EVENT WITH UPDATES IF ANY\nMUST BE LOGGED-IN BEFORE 9 AM! CANNOT GIVE CREDIT IF LATE LOG-IN.\nBE AWARE: INSTRUCTOR WILL BE USING CODE WORDS/PHRASES RANDOMLY THROUGHOUT THE CE DURING EACH SECTION AS AN ATTENDEE VERIFICATION SYSTEM. THESE WORDS WILL NEED TO BE PUT ON ACKNOWLEDGEMENT FORM AS PROOF OF ATTENDANCE.\n\n\n\nNAIFA -PALM BEACHES – NAIFA–PALMBEACHES.ORG – NAIFA-PALMBEACHES@ATT.NET – 561-588-5444 – TEXT: 561-315-9267
URL:https://studymanuals.naifa-florida.org/event/ltci-refresher-course-webcast-2/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Continuing Education,New Members,Non-Members,Open to Members & Non-Members,Training Event,Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210528T111500
DTEND;TZID=America/New_York:20210528T133000
DTSTAMP:20260404T041825
CREATED:20210505T134741Z
LAST-MODIFIED:20210505T135322Z
UID:29950-1622200500-1622208600@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Central Florida 2 Hours CE Class
DESCRIPTION:NAIFA Central Florida\nTwo Hours CE Class\nNAIFA-CF is pleased to offer a two hours CE class on Friday\, May 28\, from 11:15 am to 1:30 pm.\nTOPIC: Why Disability Income – Virtual Class Course #117625 Course Offering #1142735\nInstructor: Michael Aun\, FIC\, LUTCF\, CSP®\, CPAE Speaker Hall of Fame® \n  \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 \nFriday\, May 28\, 2021\n11:15 am to 1:30 pm\nYour location
URL:https://studymanuals.naifa-florida.org/event/naifa-central-florida-2-hours-ce-class/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Continuing Education,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210527T113000
DTEND;TZID=America/New_York:20210527T130000
DTSTAMP:20260404T041825
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:20210526T090000
DTEND;TZID=America/New_York:20210526T100000
DTSTAMP:20260404T041825
CREATED:20210503T151245Z
LAST-MODIFIED:20210503T151245Z
UID:29867-1622019600-1622023200@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Broward Zoom Study Group
DESCRIPTION:“Life Insurance and Estate Planning” \n  \n \nPresented by Yoni Markoff\, PA\, NAIFA-Broward Study Group Chair \n\nWednesday\, May 26th\, 2021 ~ 9:00 AM  \n\nFREE TO ALL. RSVP TO YONI: \n\nPhone: 786-463-4463 ~ Email: yoni@markhoffpa.com  \n\nRegistration should include name\, company\, phone number\, email address\, and NAIFA local.
URL:https://studymanuals.naifa-florida.org/event/naifa-broward-zoom-study-group/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Open to Members & Non-Members,Study Group,Virtual
ORGANIZER;CN="NAIFA-Broward":MAILTO:admin@naifa-broward.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210520T113000
DTEND;TZID=America/New_York:20210520T130000
DTSTAMP:20260404T041825
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:20210520T083000
DTEND;TZID=America/New_York:20210520T100000
DTSTAMP:20260404T041825
CREATED:20210506T132338Z
LAST-MODIFIED:20210506T132513Z
UID:29964-1621499400-1621504800@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Palm Beaches - How to Calculate Provisional Taxes on Social Security
DESCRIPTION:Thursday\, May 20\, 2021\nHow to Calculate Provisional Taxes on Social Security\nVirtual Presentation – 8:30 am/Login + Networking – 9 am Presentation\n  \nMatthew J Oliver\, CPA\nMatthew J Oliver\, CPA\, PLLC\n(772) 486-0311 (C)       561-802-7362\nmatt.oliver@mjocpa.com \nServing small business and individuals’ tax planning\, compliance and business advisory needs. \n  \nMatt practices public accounting as owner of Matthew J\, Oliver CPA\, PLLC. With more than 10 years of experience in taxation\, he provides a wide-range of strategic consulting and compliance services to affluent and successful entrepreneurs and multi-generational families\, He stays informed of prevailing tax policy and is developing a highly scalable\, distributed service delivery model. \nAs a graduate of the University of Florida\, Matt started his career in the West Palm Beach area employed by two firms who have since been acquired by BDO USA\, LLP. He has spent the last six years employed by Caler\, Donten\, Levine\, Cohen\, Porter & Veil\, P.A.\, identified as a top 300 accounting firm by Inside Public Accounting\, There he championed engagements for a few major clients of the firms’ multi-family office operations\, He holds expertise in the following disciplines: \n\nAcquisition\, development\, and disposition of real estate holdings\,\nTax planning for closely-held corporations and partnerships\,\nComplex\, income tax\, estate and gift tax\, and financial planning for ultra-high­ net-worth individuals and multi-generational families\,\nAlternative investment structuring and tax compliance\,\n\nHow to Calculate Provisional Taxes on Social Security \nWhat is Provisional Income for Social Security \nHow to Calculate Provisional Income \nWhen is an Individual Eligible for Provisional Payments \nWhen is an Individual NOT Eligible for Provisional Payments Policy on Provisional Payment \nStart and End Dates Medicaid \nSuspension/Terminating Events Procedure on Provisional Payment \nInitiating Provisional \nAdjusting/Terminating Provisional Payments How are the Social Security Benefits Taxed \nWhat is maximum Social Security Tax in 2021 Strategies to Reduce Taxes on Social Security \n\nRegister HERE                 (2 steps if non-member)          Pay HERE (non NAIFA member)\nTime:\n8:30 am – login/networking\n9:00 am -Provisional Taxes\n10:00 am-Meeting Ends \nCost:\n$10 – Non NAIFA member \nNAIFA member …...\nVoluntary donation appreciated to help defer cost of event.\nClick on Pay Now non-member link. Thank you \nCheck payable:\nNAIFA- Palm Beaches\n1217 Lake Geneva Dr\nLake Worth\, FL 33461\n561-588-5444\nnaifa-palmbeaches@att.net \n 
URL:https://studymanuals.naifa-florida.org/event/naifa-palm-beaches-how-to-calculate-provisional-taxes-on-social-security/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Networking,Open to Members & Non-Members,Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210519T110000
DTEND;TZID=America/New_York:20210519T120000
DTSTAMP:20260404T041825
CREATED:20210504T171810Z
LAST-MODIFIED:20210504T172142Z
UID:29911-1621422000-1621425600@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Miami Dade CE- “Social Security: The Choice of a Lifetime”
DESCRIPTION:SPECIAL CE OPPORTUNITY FOR NAIFA-MIAMI DADE MEMBERS!\nPresented by Nationwide\n“Social Security: The Choice of a Lifetime” \nWednesday\, May 19\, 2021 \n11:00 AM – 12:00 PM EDT \n1-hour of FL state insurance and/or CFP\, PACE\, CIMA and CPE credit \nHosted by: David Smitherman \nInstructed by: Tim O’Mara \nThe decision on when and how to file for Social Security is one of the most important financial decisions clients make in their lifetimes. Social Security is also one of the most complex decisions clients face. Clients expect their financial advisors to help them with guidance on making their Social Security decisions. To be awarded credit for this webinar you must attend the full 60 minutes and answer all polling questions. \nNO CHARGE FOR NAIFA MIAMI DADE MEMBERS! \nTo receive CE credit: \nRegister at least 24-hours prior using your license and national producer number \nLog in at least 10 minutes prior to the start time as late arrivals cannot receive credit \nActively attend the entire event for the full hour \n\nCLICK HERE FOR COMPLETE DETAILS AND REGISTRATION!
URL:https://studymanuals.naifa-florida.org/event/naifa-miami-dade-ce-social-security-the-choice-of-a-lifetime/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Continuing Education,Virtual
ORGANIZER;CN="NAIFA-Miami Dade":MAILTO:naifamiamidadeinfo@gmail.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210519T090000
DTEND;TZID=America/New_York:20210519T111500
DTSTAMP:20260404T041825
CREATED:20210323T141958Z
LAST-MODIFIED:20210505T193959Z
UID:29312-1621414800-1621422900@studymanuals.naifa-florida.org
SUMMARY:Legislative Update on issues that affect you with our Lobbyist Tim Meenan followed by 1 hour CE on Disability Buysell
DESCRIPTION:NAIFA-Broward Virtual Meeting\nWednesday\, May 19th\, 2021\n9:00 am – 11:15 am\n \nOur May 19th virtual meeting via Zoom will feature updates from NAIFA-Florida Lobbyist Tim Meenan discussing Florida Legislative Events and the many issues that affect us\, with guest Rep. Dan Daley and another legislator\, with time for questions. Immediately followed by 1-Hour Disability Insurance CE Class\, moderated by Michele Friedlander\, RHU\, REBC: \nDI Buy Sell Agreement & Funding \nCourse # Florida 113962\, Offering ID # 1142469 \n\nCLICK FOR MORE ABOUT: \nTIM MEENAN  ~  REP. DAN DALEY  ~  MICHELE FRIEDLANDER \nFREE for Members\, $10.00 for Non-Members. \nZoom link / invite will be sent before the meeting.  \n \nCLICK HERE TO REGISTER TODAY! \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/naifa-broward-virtual-meeting-3/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Continuing Education,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Broward":MAILTO:admin@naifa-broward.org
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20210519
DTEND;VALUE=DATE:20210520
DTSTAMP:20260404T041825
CREATED:20210208T185246Z
LAST-MODIFIED:20210208T185246Z
UID:28696-1621382400-1621468799@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Tampa - Membership Meeting: 5 Hour CE Day
DESCRIPTION:Save the date and check back! Details TBA
URL:https://studymanuals.naifa-florida.org/event/naifa-tampa-membership-meeting-5-hour-ce-day/
LOCATION:FL
CATEGORIES:Chapter Event,Continuing Education
ORGANIZER;CN="NAIFA-Tampa":MAILTO:info@naifatampa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210426T113000
DTEND;TZID=America/New_York:20210426T183000
DTSTAMP:20260404T041825
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:20260404T041825
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:20210422T083000
DTEND;TZID=America/New_York:20210422T100000
DTSTAMP:20260404T041825
CREATED:20210405T160114Z
LAST-MODIFIED:20210405T160239Z
UID:29434-1619080200-1619085600@studymanuals.naifa-florida.org
SUMMARY:Incorporating Medicare Planning into the Retirement & Financial Planning Process
DESCRIPTION:Presented by NAIFA – Palm Beaches\nThursday\, April 22\, 2021\nIncorporating Medicare Planning into the Retirement & Financial Planning Process\nVirtual Presentation \nTime:\n8:30 am – login/networking\n8:45 am – meeting open\n9:00 am – Medicare Planning\n10:00 am – Meeting Ends \nCost:\n$10 – Non NAIFA member\nNAIFA member ……Voluntary donation appreciated to help defer cost of event. Click on donation link when registering. \nCheck payable\nNAIFA – Palm Beaches\n1217 Lake Geneva Dr\nLake Worth\, FL 33461\n561-588-5444 \nnaifa-palmbeaches@att.net \n\nKristopher J Cowles\nManaging Director\nMedigap Plans of America\nPhone : 561-315-4500\nkris@medigapplansofamerica.com\nSpecializing in Senior Health Insurance since 1976 \nKris Cowles is Managing Director of Medigap Plans of America has been helping seniors throughout the United States that are turning 65 or enrolling in Medicare to better understand their health care insurance options for over 22 years. \nKris specializes in Medicare planning and is an expert in Medicare Supplement Plans\, Medicare Advantage Plans and Medicare Part D Prescription Drug Plans and is dedicated to educating clients on finding the best health care protection available within their budget. \nAdditionally\, Kris is a Chartered Retirement Planning Counselor® and a Retirement Income Certified Planner® and has delivered over 1\,000 seminar presentations to 10s of thousands of seniors. \nKris is a member of the National Association of Health Underwriters (NAHU)\, the Florida Association of Health Underwriters (FAHU)\, and the Palm Beach Association of Health Underwriters (PBAHU). \nIncorporating Medicare Planning into the Retirement & Financial Planning Process\nStop over-looking the best relationship building and lead generating source in the business. Medicare can be daunting and confusing\, your clients want and need help with it and don’t know who to trust. Furthermore\, some Medicare decisions can be irreversible and could potentially cause over-spending on health care by tens of thousands of dollars or cause them to be unable to get the best care when they need it most. We’ll share  some ideas on how to gain your clients total confidence in handling ALL of their retiree needs. \nClick here to Register \n(new type of registration form which is still under construction)\nZoom Login will be emailed to you on Monday\, April 19\, 2021
URL:https://studymanuals.naifa-florida.org/event/incorporating-medicare-planning-into-the-retirement-financial-planning-process/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Open to Members & Non-Members,Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210421T090000
DTEND;TZID=America/New_York:20210421T220000
DTSTAMP:20260404T041825
CREATED:20210310T182948Z
LAST-MODIFIED:20210323T141305Z
UID:29173-1618995600-1619042400@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Broward Virtual Meeting
DESCRIPTION:NAIFA-Broward Virtual Meeting\nWednesday\, April 21\, 2021\n9:00 am – 10:00 am \n\nGuest Speaker: Christopher Rosoff \n   \nVP\, Institutional Insurance Subaccount Sales at Fidelity Investments \nOwner\, CenterPoint Insurance Group\, LLC \nRegional Vice President\, Allianz Life \nCLICK FOR MORE ABOUT CHRISTOPHER ROSOFF \n\n“Developing an Effective Income Strategy – Consider Investor Portfolios from Different Perspectives”\n  \nADVANCE REGISTRATION IS REQUIRED  \nFREE for Members\, $10.00 for Non-Members. \nZoom link / invite will be sent before the meeting.  \n  \nCLICK HERE TO REGISTER TODAY! \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/naifa-broward-virtual-meeting/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Broward":MAILTO:admin@naifa-broward.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210421T090000
DTEND;TZID=America/New_York:20210421T100000
DTSTAMP:20260404T041825
CREATED:20210406T133107Z
LAST-MODIFIED:20210406T133305Z
UID:29450-1618995600-1618999200@studymanuals.naifa-florida.org
SUMMARY:Developing an Effective Income Strategy
DESCRIPTION:SPECIAL INVITATION FOR ALL MEMBERS!\nNAIFA Virtual Meeting hosted by NAIFA-Broward! Register Today! \n\nWednesday\, April 21st\, 2021 \n9:00 am – 10:00 am via Zoom  \nGUEST SPEAKER: \n \nChristopher Rosoff \nVice President\, Fidelity Institutional \nCLICK FOR MORE ABOUT CHRISTOPHER ROSOFF \n“Developing an Effective Income Strategy – Consider Investor Portfolios from Different Perspectives” \nADVANCE REGISTRATION IS REQUIRED  \nFREE for NAIFA Members\, $10.00 for Non-Members. \nZoom link / invite will be sent before the meeting. \n \nCLICK HERE TO REGISTER TODAY! \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/naifa-miami-dade-virtual-meeting-developing-an-effective-income-strategy/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Miami Dade":MAILTO:naifamiamidadeinfo@gmail.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210415T113000
DTEND;TZID=America/New_York:20210415T130000
DTSTAMP:20260404T041825
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:20210331T113000
DTEND;TZID=America/New_York:20210331T130000
DTSTAMP:20260404T041825
CREATED:20210208T141130Z
LAST-MODIFIED:20210208T141130Z
UID:28684-1617190200-1617195600@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Tampa Virtual Meeting - ACHIEVE YOUR GOALS FASTER...
DESCRIPTION:ACHIEVE YOUR GOALS FASTER AND EASIER BY CREATING DAILY ROUTINES TO REPROGRAM YOUR MIND\n\nIt’s not just a number’s game\, it’s an energetic game.\nJoin business and mindset coach\, Ralph Mazzuoccolo as he shares his secret to winning the day and winning more business. Ralph started in the financial industry and then went on to build his own business and create a top performing sales team. \nYou will learn: \n\nHow to maximize the two most important times of your day.\nHow to turn your autopilot into intentional habits to become a top producer.\nHow your mind works and how to make it work for you.\n\n“Monday was a prime example of how starting the day right can change everything. I ended up scheduling 9 appointments because everything was slowed down and centered.” – Nelson S. \nWEDNESDAY – MARCH 31\, 2021 AT 11:30 AM\nPROVIDED FREE AS A BENEFIT FROM NAIFA TAMPA BAY\nSPEAKER BIO\nRalph started as a financial advisor in 2008 with MassMutual\, during one of the worst economic recessions and he made it to one of the top agents. He qualified for multiple Quota Buster trips and Top 5 for Spring Lives Competition. \nIn 2014\, he made the switch over to private banking. That’s when he learned new principles\, a new way of thinking\, and although he still worked hard…success came easier.  He had ZERO experience in banking\, and within two years\, he rose to the Top 10 out of over 130+ in his position. \nIn 2017\, he started a network marketing business\, and he grew it to a 6 figure income by teaching his team the same principles and techniques he used. His team is among the Top 100 out of over 450\,000 teams in the network for the last three years. \nNow he teaches financial advisors the same life-changing principles\, techniques\, and mindsets to help them take their business to where they WANT it to be.
URL:https://studymanuals.naifa-florida.org/event/naifa-tampa-virtual-meeting-achieve-your-goals-faster/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Virtual
ORGANIZER;CN="NAIFA-Tampa Bay":MAILTO:info@naifatampa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210325T113000
DTEND;TZID=America/New_York:20210325T130000
DTSTAMP:20260404T041825
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
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END:VCALENDAR