National Association of Insurance and Financial Advisors-Florida
SPECIAL CE OPPORTUNITY FOR NAIFA-MIAMI DADE MEMBERS! Presented by Nationwide “Social Security: The Choice of a Lifetime” Wednesday, May 19, 2021 11:00 AM – 12:00 PM EDT 1-hour of FL state insurance and/or CFP, PACE, CIMA and CPE credit Hosted by: David Smitherman Instructed by: Tim O’Mara The decision on when and how to file for Social…
Thursday, May 20, 2021 How to Calculate Provisional Taxes on Social Security Virtual Presentation - 8:30 am/Login + Networking - 9 am Presentation Matthew J Oliver, CPA Matthew J Oliver, CPA, PLLC (772) 486-0311 (C) 561-802-7362 matt.oliver@mjocpa.com Serving small business and individuals' tax planning, compliance and business advisory needs. Matt practices public accounting…
Impact of Estate Planning under the Biden Administration May 20, 2021 11:30 AM-1:00 PM EASTERN LOCATION: Bonefish Grill 10950 San Jose Boulevard Jacksonville, FL 32223 William A. O'Leary, JD, LL.M (Tax) Attorney Legacy Planning Law Group. Bill's Bio Basic Estate Planning tips Understanding the implications and tax law changes Importance of Estate Planning CLICK HERE…
“Life Insurance and Estate Planning” Presented by Yoni Markoff, PA, NAIFA-Broward Study Group Chair Wednesday, May 26th, 2021 ~ 9:00 AM FREE TO ALL. RSVP TO YONI: Phone: 786-463-4463 ~ Email: yoni@markhoffpa.com Registration should include name, company, phone number, email address, and NAIFA local.
NOTE: NEW MEAL PRICES ARE $20 FOR NAIFA MEMBERS AND $25 FOR NON-MEMBERS! Join 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! MEETING INFORMATION 11:30 am - 1:00 pm on Thursday, May…
NAIFA Central Florida Two Hours CE Class NAIFA-CF is pleased to offer a two hours CE class on Friday, May 28, from 11:15 am to 1:30 pm. TOPIC: Why Disability Income - Virtual Class Course #117625 Course Offering #1142735 Instructor: Michael Aun, FIC, LUTCF, CSP®, CPAE Speaker Hall of Fame® From 11:15-11:30 is a Million Dollar Sales Idea and…
National Association of Insurance and Financial Advisors LTCi Refresher Course Webcast LTC INSURANCE AND THE FL PARTNERSHIP PROGRAM: NAIC 4-HR REFRESHER COURSE-WEBCAST - ID# 113605 / Offering# 1141941 / 2-18 L&H approved. 4 hr Refresher Course is required every 2 years after taking the initial 8 hr LTC Certification Course for all agents discussing LTC…
Wednesday, June 16th, 2021 9:00 - 10:00 AM VIA ZOOM AVOID "THINK IT OVERS" WITH SOFIA RODRIGUEZ! CLICK FOR MORE ABOUT SOFIA RODRIGUEZ Probably 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…
THURSDAY, June 17, 2021 Virtual/Zoom Presentation 8:30 am – 1:30 pm 5 hr Mandated Law & Ethics Review for Life & Health Agents Update 2021Webinar This course has been approved by Florida Department of Financial Services for 5-215 (LHV Combo) Credit. Provider #697; ID 739112 Offering #1142192 . NEW Course ID (April 2021) Scott Rosen,…
Hosted By: 11:30 AM-1:00 PM EASTERN LOCATION: Bonefish Grill 10950 San Jose Boulevard Jacksonville, FL 32223 Practice Building and the Issues Advisors Face Andy 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…