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X-WR-CALDESC:Events for NAIFA-Florida
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DTSTART;TZID=America/New_York:20210519T090000
DTEND;TZID=America/New_York:20210519T111500
DTSTAMP:20260407T070253
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:20260407T070253
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/
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:20260407T070253
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/
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:20260407T070253
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:20260407T070253
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:20260407T070253
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:20260407T070253
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:20260407T070253
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:20260407T070253
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:20260407T070253
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:20210318T113000
DTEND;TZID=America/New_York:20210318T130000
DTSTAMP:20260407T070253
CREATED:20210310T135534Z
LAST-MODIFIED:20210310T135534Z
UID:29133-1616067000-1616072400@studymanuals.naifa-florida.org
SUMMARY:NAIFA Northeast FL - YAT Panel
DESCRIPTION:YOUNG LEADERS SHARING BEST PRACTICE TIPS\nCHAPTER MEETING\nMARCH 18\, 2021\n11:30 AM-1:00 PM EASTERN \n\nA diversified group of young professionals\nSuccess as a young advisor\nTips and Best Practice Ideas\nPanel moderated by Chapter President Matt Campbell\nAttend via Zoom free\n\nCLICK HERE TO REGISTER! \n 
URL:https://studymanuals.naifa-florida.org/event/naifa-northeast-fl-yat-panel/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Virtual,YAT
ORGANIZER;CN="NAIFA-Northeast Florida":MAILTO:info@naifa-jacksonville.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210318T083000
DTEND;TZID=America/New_York:20210318T220000
DTSTAMP:20260407T070253
CREATED:20210310T165056Z
LAST-MODIFIED:20210310T165422Z
UID:29155-1616056200-1616104800@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Palm Beaches - Biden's Proposed Tax Changes Webinar
DESCRIPTION:  \n \nThursday\, March 18\, 2021\nBiden’s Proposed Tax Changes\n8:30 am\nLogin + Networking\n8:45 am\nShort Business Presentation\n9:00 am – 10:00 am \nMichelle L. Owens\, \nJD\, CLU\, CEBS\, CAMS\nAdvances Market Specialist at Mutual of Omaha Insurance Company\nMichelle Owens is an Advances Markets Specialist at Mutual of Omaha Insurance Company focusing on life insurance sales concepts for business owners\, as well as individual planning. Michelle received her law degree from the University of Nebraska Lincoln in 1994. Her activities at Mural include training and case consultation with insurance producers involving diverse topics including social security\, retirement income\, estate and business planning. She has been employed with Mutual of Omaha for 27 years\, working in various areas of the company\, supporting  Law Division\, Retirement Plans Division\, Government Affairs\, and Mutual of Ohama Bank prior to joining the Advanced Markets team. \nReview of new Administration and ability to make tax law changes\nReview of current and proposed tax law for Estate Planning/Gifting\nReview of current and proposed tax law for Capital Gains\nReview of current and proposed tax law for Business Owners\nCase study discussion for High Net Worth Clients\nIntroduction of life insurance to help reduce potential tax liability risk \nClick here to Register\n(new type of registration form which is still under construction)\nZoom Login will be emailed to you on Monday\, March 15\, 2021 \n\n\nDonations appreciated to help defer cost of event. Click on donation link when registering. \nDonation Voluntary for Members\n$10.00 for Non-NAIFA Members \n \n  \n  \nOR\n \nCheck payable\nNAIFA-Palm Beaches\n1217 Lake Geneva Dr\nLake Worth\, FL 33464\n(561) 588-5444\nnaifa-palmbeaches@att.net\n\n \n\n \nThank you Mutual of Omaha Insurance Company / Southern Florida – Caribbean \n\nSam E. Abdullah\nSales Director/Financial Advisor\nMutual of Omaha Advisors\nP: 561-752-3004 Ext 311\nC: 561-670-6395\nsam.abdullah@mutualofomaha.com\nwww.mutualofomaha.com
URL:https://studymanuals.naifa-florida.org/event/naifa-palm-beaches-bidens-proposed-tax-changes-webinar/
LOCATION:ZOOM
CATEGORIES:Chapter Event,New Members,Non-Members,Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210317T090000
DTEND;TZID=America/New_York:20210317T220000
DTSTAMP:20260407T070253
CREATED:20210310T182028Z
LAST-MODIFIED:20210310T182102Z
UID:29168-1615971600-1616018400@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Broward - "SENSE-ational Client Service" 
DESCRIPTION:  \nREGISTER TODAY!\nNAIFA-Broward Virtual Meeting! \n Wednesday\, March 17th\, 2021  \n 9:00 am – 10:00 am via Zoom \n Featured Speaker: \n Bryon A. Holz\, CLU\, ChFC\, LUTCF\, CASL\, LACP\n\n \n“SENSE-ational Client Service” \nBryon Holz will share his unique and powerful client and prospect engagement strategies\, utilizing the full palette of senses. Learn how improved connections and strengthened brand messaging can cut through modern media clutter\, resulting in more informed\, more satisfied\, longer-lasting client relationships. Don’t miss this long-time NAIFA leader’s SENSE-ational presentation\, Bryon’s Best! \nCLICK FOR MORE ABOUT BRYON \nMotivation  \nSales/Practice Management Ideas for our Current Environment  \nUpdate on NAIFA National \nADVANCE REGISTRATION IS REQUIRED  \nFREE for Members\, $10.00 for Non-Members. \n Zoom link / invite will be sent before the meeting.  \n \nCLICK HERE TO REGISTER TODAY!  \n For 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-sense-ational-client-service/
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:20210226T111500
DTEND;TZID=America/New_York:20210226T133000
DTSTAMP:20260407T070253
CREATED:20210208T204109Z
LAST-MODIFIED:20210208T204250Z
UID:28710-1614338100-1614346200@studymanuals.naifa-florida.org
SUMMARY:NAIFA Central Florida - Two Hours CE Class
DESCRIPTION:NAIFA Central Florida\nTwo Hours CE Class\nNAIFA-CF is pleased to offer a two hours CE class on Friday\, February 26\, 2021 from 11:15 am to 1:30 pm.\nTOPIC: Annuities – The Miracle Of Guaranteed Income – Virtual Class Course #116486 Course Offering #1138983\nInstructor: 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\, February 26\, 2021\n11:15 am to 1:30 pm\nYour location\n_________________________ \n\n\n\n\n\n\n\n\n\n\n\n\n 
URL:https://studymanuals.naifa-florida.org/event/naifa-central-florida-two-hours-ce-class-3/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Continuing Education,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:20260407T070253
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:20210218T113000
DTEND;TZID=America/New_York:20210218T133000
DTSTAMP:20260407T070253
CREATED:20210107T201956Z
LAST-MODIFIED:20210107T203133Z
UID:28164-1613647800-1613655000@studymanuals.naifa-florida.org
SUMMARY:Northeast Florida Chapter Meeting -  1 Hour of CE
DESCRIPTION:FEBRUARY 18\, 2021\n11:30 AM-1:30 PM EASTERN\nUnderwriting & Product Selection During A Pandemic \nThis course will teach you about underwriting and how it affects product selection\, pricing and processing of business during a pandemic. \nCourse ID: 115313 ~ 1 Hour CE ~ Course Level: Intermediate ~ Course Authority: CE 2-16\, 2-18 \nCost to Attend: Free\n \n \n  \n  \n  \n  \n  \nModerated by Peachie Thompson\, AALU\, ALMI\, ACS. \nCLICK HERE TO REGISTER!  \nAfter registering\, you will receive a confirmation email containing information about joining the meeting.
URL:https://studymanuals.naifa-florida.org/event/northeast-florida-chapter-meeting-1-hour-of-ce/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Continuing Education,Virtual
ORGANIZER;CN="NAIFA-Northeast Florida":MAILTO:info@naifa-jacksonville.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210128T113000
DTEND;TZID=America/New_York:20210128T130000
DTSTAMP:20260407T070253
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:20210128T080000
DTEND;TZID=America/New_York:20210128T170000
DTSTAMP:20260407T070253
CREATED:20210128T140118Z
LAST-MODIFIED:20210128T140118Z
UID:28527-1611820800-1611853200@studymanuals.naifa-florida.org
SUMMARY:NAIFA Central Florida  Two Hours CE Class
DESCRIPTION:NAIFA Central Florida Two Hours CE Class\nNAIFA-CF is pleased to offer a two hours CE class on Friday\, January 29\, 2021 from 11:15 am to 1:30 pm.\nTOPIC: Current Trends In Life Insurance Products – Virtual ClassCourse #116325 Course Offering #1138395\nInstructor: 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\, January 29\, 2021\n11:15 am to 1:30 pm\nYour location\n_________________________\n\n\n\n\n\n\n\n\n\n\n\n\n 
URL:https://studymanuals.naifa-florida.org/event/naifa-central-florida-two-hours-ce-class-2/
CATEGORIES:Chapter Event,Continuing Education,Training Event,Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210127T113000
DTEND;TZID=America/New_York:20210127T130000
DTSTAMP:20260407T070253
CREATED:20210121T185733Z
LAST-MODIFIED:20210121T185733Z
UID:28442-1611747000-1611752400@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Tampa - Make More Sales in 2021 with Increased Speaking Skills - Joe Yazbeck
DESCRIPTION:  \nMake More Sales in 2021 with Increased Speaking Skills – Joe Yazbeck\nWhen: Wednesday\, January 27\, 2021 11:30 AM\, EST\nWhere: Zoom \n  \nEVENT DETAILS: \nMake More Sales in 2021 with Increased Speaking Skills\nGive better presentations and win new business with improved speaking tools\, both virtually and live.\nJoin World-Class Speaking Coach & Best-Selling Author Joe Yazbeck as he shares his wit and wisdom in winning new business in a virtual age through professional speaking skills. Joe has coached top leaders and executives to inspire others into action through his No Fear Speaking tools to inspire and influence any audience. \nYou will learn: \n\nHow to never be nervous speaking in front of a group again.\nHow to create powerful content that you can confidently deliver with authority to any audience!\nHow to hone your talk into simple\, but impactful messages\, that inspire people and motivate them into action.\nThe 5C’s of a Commanding Speaker.\n\nJoe is the author of the internationally acclaimed best-selling book No Fear Speaking published in 8 languages. He is the Founder of Prestige Leadership Advisors headquartered in Tampa Bay\, Florida. \n“Joe unleashes in a speaker their authentic voice. His methods are unique\, creative and genius.” – Neil Brickfield\, Board of Pinellas County Commissioners 2008-2012. \nWEDNESDAY – January 27\, 2021 at 11:30 am\nProvided FREE as a benefit from NAIFA Tampa Bay\nSPEAKER BIO\nOver a 30-year career Joe Yazbeck has taught heads of state\, military officers\, best-selling authors\, and corporate heads how to become commanding leaders and dynamic speakers. He is world renown for helping people create a powerful vision and getting them to inspire others to follow their vision—whether it’s a vision to help a government\, boom a business\, or start a new enterprise. \nJoe has delivered over 4\,000 presentations world-wide. His training has resulted in empowering tens of thousands of audiences. He has created the successful Leaders Taking Action Roundtables\, hosting vital leadership discussions with numerous top industry professionals participating. As an individual\, Joe has coached top leaders and executives in many industries including technology\, financial\, health care\, law\, education\, public service and numerous other industries \nJoe is the author of the internationally acclaimed best-selling book “No Fear Speaking: High Impact Public Speaking Secrets to Inspire and Influence Any Audience” which is now published in 8 languages. The success of this book has made him a highly sought-after speaker in many countries across the globe. \nHaving delivered professional leadership and communications training in over 16 countries\, Joe has helped major global public figures achieve success in business and public service. Some countries include the USA\, Canada\, Mexico\, Russia\, Germany\, Hungary\, Slovakia\, Ukraine and South Africa\, just to name a few. Individuals as well as state and company executives seek Joe’s training services to help them give dynamic presentations through public speaking\, online video presentations\, television presentations\, sales interactions\, brand messaging and all forms of one-on one and business communication. \nJoe is the CEO and Founder of Prestige Leadership Advisors headquartered in Tampa Bay Florida USA. This international company delivers services to government and business leaders alike for leadership communications training\, brand messaging and assisting clients to achieve best-seller status of their written books. \n \n 
URL:https://studymanuals.naifa-florida.org/event/naifa-tampa-make-more-sales-in-2021-with-increased-speaking-skills-joe-yazbeck/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Training Event,Virtual
ORGANIZER;CN="NAIFA-Tampa Bay":MAILTO:info@naifatampa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210113T113000
DTEND;TZID=America/New_York:20210113T130000
DTSTAMP:20260407T070253
CREATED:20210112T203807Z
LAST-MODIFIED:20210112T203807Z
UID:28280-1610537400-1610542800@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Central FL Board Meeting
DESCRIPTION:NAIFA-Central Florida invites you to participate in their monthly Board Meetings.  A link to the Board Meeting is below if you would like to join on Wednesday\, January 13\, 2021 from 11:30 a.m.- 1 p.m.  Officials from NAIFA-Florida will be on hand for this meeting. \nhttps://us02web.zoom.us/j/9966636926?pwd=VDc3Tm5UUTZsOTRwOGNrOG1PUTRaZz09 Meeting ID: 996 663 6926 Passcode: NAIFA \nMeeting ID is 996 663 6926 and Passcode is NAIFA
URL:https://studymanuals.naifa-florida.org/event/naifa-central-fl-board-meeting/
LOCATION:ZOOM
CATEGORIES:Board of Directors,Chapter Event,Members Only,Monthly Leader Webinar,Virtual
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201218T163000
DTEND;TZID=America/New_York:20201218T173000
DTSTAMP:20260407T070253
CREATED:20201208T140849Z
LAST-MODIFIED:20201208T140849Z
UID:27748-1608309000-1608312600@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Broward Installation
DESCRIPTION:NAIFA-Broward will spend some time together sharing how they have weathered 2020 and installing the New board for 2021 via Zoom on Dec. 18th\, 4:30 pm.  Joe Chalom will officiate. \n  \n2021 SLATE OF INCOMING OFFICERS AND BOARD MEMBERS \n  \nOFFICERS \nPresident: Michele Thomas\, BSC \nImmediate Past President\, Governance\, & Sponsorship Chair: Michele Friedlander\, RHU\, REBC \nTreasurer: Alan Levin \nSecretary & Community Service Chair: Patricia Martinez\, MBA\, LUTCF\, CLTC \n  \nDIRECTORS \nDirector\, Health Chair & Past President: Gary Haft\, CEP \nDirector\, Young Advisors Team (YAT) Chair: Shir Keidan  \nDirector\, Study Group Chair:  Yoni Markoff\, PA \nDirector\, Sr. Council & Past President:  Joseph Chalom\, CLU\, RICP\, LUTCF\, LACP \nDirector\, Multi-Line Chair:  Guy Ben-Shalom \nDirector\, Membership Co-Chair: Josh Blum \nDirector\, IFAPAC & Marketing Chair: Kim Bowman \nDirector: Serge Mallat \nNot on Board\, filling the positions of \nHealth Chair & Past President: Gary Haft\, CEP \nCommittee Member on membership:  Chuck Lape \n—————————————————————————————————————————————————– \nChairs Reports: \nMembership                          Michele Thomas – New Members\, count; report on lapsed members. \nNational Committee           Gary Haft – \nSponsorship                           Michele Friedlander  – \nCommunity Service             Patricia Martinez – \nGovernance                           Michele Friedlander – \nHealth                                       Gary Haft – \nYAT                                            Shir Keidan – \nStudy Group                           Yoni Markhoff – \nIFAPAC                                     Kim Bowman –  \nTreasurer                                Alan Levin –new Budget presented \nMarketing                               Kim Bowman – \nAssoc. Exec.                            Rhonda Milrot – \n  \nJoin us to welcome in 2021 and have our Board installation\, and spend some time together sharing how we have weathered 2020! \n  \nMichele Friedlander is inviting you to a scheduled Zoom meeting. \nJoin Zoom Meeting \nhttps://financialguide.zoom.us/j/92898160788?pwd=ZHdwZlNFcnM4T0NZeUZud0oveFQzUT09 \n  \nMeeting ID: 928 9816 0788 \nPasscode: 526037 \nOne tap mobile \n+13017158592\,\,92898160788# US (Washington D.C) 13126266799\,\,92898160788# \n+US (Chicago) \n  \nDial by your location \n+1 301 715 8592 US (Washington D.C) \n+1 312 626 6799 US (Chicago) \n+1 646 876 9923 US (New York) \n+1 253 215 8782 US (Tacoma) \n+1 346 248 7799 US (Houston) \n+1 669 900 6833 US (San Jose) \n+1 204 272 7920 Canada \n+1 438 809 7799 Canada \n+1 587 328 1099 Canada \n+1 647 374 4685 Canada \n+1 647 558 0588 Canada \n+1 778 907 2071 Canada \n+44 203 481 5237 United Kingdom \n+44 203 481 5240 United Kingdom \n+44 203 901 7895 United Kingdom \n+44 208 080 6591 United Kingdom \n+44 208 080 6592 United Kingdom \n+44 330 088 5830 United Kingdom \n+44 131 460 1196 United Kingdom \nMeeting ID: 928 9816 0788 \nFind your local number: https://financialguide.zoom.us/u/ad143pfjA1 \n  \nJoin by SIP \n92898160788@zoomcrc.com \n  \nJoin by H.323 \n162.255.37.11 (US West) \n162.255.36.11 (US East) \n115.114.131.7 (India Mumbai) \n115.114.115.7 (India Hyderabad) \n213.19.144.110 (Amsterdam Netherlands) \n213.244.140.110 (Germany) \n103.122.166.55 (Australia) \n209.9.211.110 (Hong Kong SAR) \n64.211.144.160 (Brazil) \n69.174.57.160 (Canada) \n207.226.132.110 (Japan) \nMeeting ID: 928 9816 0788 \nPasscode: 526037
URL:https://studymanuals.naifa-florida.org/event/naifa-broward-installation/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Virtual
ORGANIZER;CN="NAIFA-Broward":MAILTO:admin@naifa-broward.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201217T113000
DTEND;TZID=America/New_York:20201217T113000
DTSTAMP:20260407T070253
CREATED:20201202T212638Z
LAST-MODIFIED:20201202T212638Z
UID:27686-1608204600-1608204600@studymanuals.naifa-florida.org
SUMMARY:NAIFA Tampa Bay Annual Meeting & Board Installation
DESCRIPTION:Dear NAIFA Tampa Bay \, \nYou are invited to the following event: \nBest Year Ever – Be a Goal-Getter AND NAIFA Tampa Bay Annual Meeting & Board Installation\nWhen: Thursday\, December 17\, 2020 11:30 AM\, EST\nWhere: Zoom \nWill you be attending? \n\n\n\nRegister\n\n\n\n\n\n  \nEVENT DETAILS: \nNAIFA Tampa Bay Annual Meeting & Board Installation\nAND\nBest Year Ever – Be a Goal-Getter\n\nPresented by: Robin Lavitch\nLots of people start new year resolutions – ways they want their lives to be better and different.  Did you know that most people have given up on their resolutions by the third week in January?  We want to support you in setting goals in 2020 that are motivating and sustainable!  This workshop is not about goal-setting\, it is about goal-getting!  Implement a winning formula to make your dreams come true!  In this workshop you’ll: \n\nGain awareness into your inspiration and progress in achieving your goals;\nDetermine the importance of learning goals and performance goals;\nGain clarity of your vision and values;\nAlign your motivation to your goals;\nRemove limiting beliefs and mental models that create obstacles;\nDevelop a solid action plan and commitment to move forward that is rewarding\n\n********************\nThursday – December 17\, 2020 at 11:30 am\nProvided FREE as a benefit from NAIFA Tampa Bay\n********************\nSPEAKER BIO:\nRobin Lavitch is nicknamed the “The People Whisperer”is the Owner of Surpass Your Goals a coaching and training firm focused on four key areas:  Business Development\, Executive Growth\, Life Transitions\, and Teen Advancement (The B.E.L.T. Model). \nRobin is a highly recommended coach and research-based expert in effective organizational communication and change.  Her company provides coaching and training to a variety of professionals and organizations from doctors and attorneys to realtors\, and even teenagers. \nRobin helps people get out of their own way to reach higher levels of productivity and prosperity.  Her philosophy integrates positive psychology and best practices of business development to enhance your performance\, change behavioral patterns\, and harness the power of your mind to live with happiness and prosperity. \nRobin has a master’s degree in Psychology\, she is credentialed as an Advanced Certified Professional and Executive Coach and she is completing her Doctorate in Human Behavior. \nRobin has developed dozens of other programs and presentations on:  Emotional Intelligence\, Leadership Development\, Wellness\, Brain Hacks\, Stress Management\, Communication Patterns\, Body Language and more. \nFor more information visit:  www.SurpassYourGoals.com \nBest regards\,\nNAIFA Tampa Bay
URL:https://studymanuals.naifa-florida.org/event/naifa-tampa-bay-annual-meeting-board-installation/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Virtual
ORGANIZER;CN="NAIFA-Tampa Bay":MAILTO:info@naifatampa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201217T103000
DTEND;TZID=America/New_York:20201217T130000
DTSTAMP:20260407T070253
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:20201119T131500
DTSTAMP:20260407T070253
CREATED:20201015T204250Z
LAST-MODIFIED:20201028T200143Z
UID:27110-1605785400-1605791700@studymanuals.naifa-florida.org
SUMMARY:NAIFA Tampa Bay Women's Forum
DESCRIPTION:TAMPA’S MOST POPULAR ANNUAL event is coming back November 19th!!!  The 2020 Women’s Forum is a chance for advisors and their clients of all levels or experience to learn “with & from” 4 amazing talents.  Moderated by NAIFA Tampa BAY’s own Melissa Snively and directed by our Program Chair Katherine Jones we have secured another great November panel to learn from.  Join us as we welcome Susan L. Combs (past President of Women In Finance and a presenter at NAIFA national conference)\, Juli McNeely (Former Past President of NAIFA National)\, Wendy Jestings (MDRT\, NAIFA New England)\, and Celine Pastore (Host Women’s Wealth Radio). NAIFA Tampa BAY is making this virtual event free to members and nonmembers however there are limited registrations.\n\n\n\n\n\n\n\nSchedule\n11:30 A.M. TO 1:00\nSPEAKER BIOS\nSusan L Combs is the CEO of Combs & Company\, a full service insurance brokerage firm with an expertise in the “weird & unusual.”  Leveraging a knack for solving difficult circumstances\, Combs & Co. has become a go-to resource for those companies that don’t fit an insurance carriers’ typical profile\, such as entertainment\, food\, and international companies setting up their first U.S. operations.  Susan also serves on the Advisory Board of Directors for Allay\, Inc and Oscar Health\, both insurance technology companies based in San Francisco and NYC respectively. She is the youngest National President (2014-2015) in the over 80-year history of Women in Insurance & Financial Services (WIFS)\, and served on the National Board for 7 years.  In addition\, Susan works diligently to stay current with the myriad of changes in the insurance industry.  Currently\, Susan is one of just seven brokers in New York City metro area to have the Patient Protection and Affordable Care Act (PPACA) designation.  Her expertise in this complex area of health insurance has established Susan as a highly sought after expert witness\, advisor\, and speaker on the Affordable Care Act (ACA) by law firms\, reinsurance companies\, and organizations around the country.  Most recently\, Susan was the first female to receive the Broker of the Year (BOY) Award by BenefitsPro Magazine and was the recipient of Women in Insurance & Financial Services’ highest honor\, Woman of the Year! \nEven though Susan lives in NYC\, she’s just a “Missouri girl in a New York world.”  She grew up in King City\, MO\, a town of less than 1\,000 people\, with her mom\, dad and two older brothers.  She left the northwest corner of Missouri in 2001 to seek her success in NYC.  Susan’s late father was a retired Major General AND county judge\, while her mother owned a Merle Norman Cosmetics Studio and travel agency.  (So\, entrepreneurship is in her blood.)  Susan’s interests are as diverse as her upbringing.  She is a HUGE Kansas City Chiefs (Super Bowl LIV World Champs) and Royals (2015 World Champs) fan\, and is always cheering for her alma mater\, the Mizzou Tigers!  She lives in Queens with her amazing husband\, Sean\, and their two furry kids\, Pepper and Roxy. Susan loves playing football\, hockey\, is an avid CrossFitter and she’s a whiz in the kitchen and even owns a Mexican restaurant with her husband in her Missouri hometown! \nCeline J. Pastore\, CRPC®\, MRFC® \nRetirement Advisor \nAfter losing her dad to Alzheimer’s and watching her mom\, a self-made businesswoman\, lose everything to a nursing home\, Celine Pastore made it her life’s purpose\, as a fiduciary and financial advocate\, to help protect families from the common pitfalls of money\, life\, and business. \n\nCeline is the youngest of five who was born on Long Island\, NY and is a first-generation Irish American\nShe is an Investor Advisor Representative\nShe also holds a Life\, Health\, and Annuity Insurance License\nShe additionally holds the designation of Chartered Retirement Planning Counselor (CRPC®) as well as that of a Master Registered Financial Consultant (MRFC®).\nShe most recently has been awarded the Women’s Choice Award for Financial Advisors which is the only recognition program for well-qualified advisers who are committed to the women’s market and serving their female clients.\nShe has also hosted her own radio talk show in Tampa Bay under the name Women’s Wealth Radio\nCeline lives in Palm Harbor\, FL with her husband Frank of over 25 years and they have two beautiful grown children together\, Nicole & Anthony.\nCeline has been a NAIFA member since she was first licensed in 2015 and quickly jumped into a leadership role by joining the board of NAIFA North Suncoast as the programs chair where she won both the Outstanding New Member Achievement Award as well as the James Keegan Meritorious Award for outstanding service.\nShe is currently serving as the Vice President for NAIFA Tampa Bay and plans on taking the helm as President in 2021.
URL:https://studymanuals.naifa-florida.org/event/naifa-tampa-bay-womens-forum/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Virtual
ORGANIZER;CN="NAIFA-Tampa":MAILTO:info@naifatampa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201119T113000
DTEND;TZID=America/New_York:20201119T130000
DTSTAMP:20260407T070253
CREATED:20201112T142230Z
LAST-MODIFIED:20201112T142230Z
UID:27464-1605785400-1605790800@studymanuals.naifa-florida.org
SUMMARY:NAIFA Northeast Florida Annual Meeting
DESCRIPTION:Marketing Healthcare in Today’s Environment \n\nCOVID-19 Requires Protection\nEmployers are being overcharged and are NOT aware of what’s in the Marketplace\nWhy a Young Advisor would want to be in the Benefits Marketplace in 2020 and Beyond\n\nSpeaker Scott Fjelstad\, Regional Manager @ Rogers Benefit Group \nThursday\, November 19\, 2020  /  11:30 am – 1:00 pm \nNAIFA NE FL welcomes JAHU attendees\n\nA free event\, click here to register now.  Attendees are limited.
URL:https://studymanuals.naifa-florida.org/event/naifa-northeast-florida-annual-meeting/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Virtual
ORGANIZER;CN="NAIFA-Northeast Florida":MAILTO:info@naifa-jacksonville.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201119T113000
DTEND;TZID=America/New_York:20201119T130000
DTSTAMP:20260407T070253
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:20201028T120000
DTEND;TZID=America/New_York:20201028T130000
DTSTAMP:20260407T070253
CREATED:20201008T135703Z
LAST-MODIFIED:20201021T143720Z
UID:26927-1603886400-1603890000@studymanuals.naifa-florida.org
SUMMARY:CE Webinar - Hosted by NAIFA-Florida
DESCRIPTION:Offering ID\n1131731\n\n\nCourse Name\nWHY CONSIDER A REVOCABLE LIVING TRUST? STEPS TO CREATE AN ESTATE PLAN — WEBINAR\n\n\nCourse ID Number\n114819\n\n\nProgram Type\nPublic\n\n\nProvider ID\n654\n\n\nProvider Name\nNATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS – FLORIDA\n\n\nSelected Instructors\nCHARLES DAVID WILDER\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n 
URL:https://studymanuals.naifa-florida.org/event/ce-webinar-hosted-by-naifa-central-fl/
LOCATION:Webinar
CATEGORIES:Chapter Event,Continuing Education,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:20260407T070253
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
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201021T090000
DTEND;TZID=America/New_York:20201021T103000
DTSTAMP:20260407T070253
CREATED:20200807T185934Z
LAST-MODIFIED:20201014T194524Z
UID:25888-1603270800-1603276200@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Broward - Legislative Updates and Case Study
DESCRIPTION:NAIFA-BROWARD MEMBERSHIP MEETING ON ZOOM!  \n Wednesday\, October 21st\, 2020  \n 9:00 AM  \nImportant Legislative Updates!  \n \nGet up to date on all the legislative issue that affect you AND your clients with NAIFA Lobbyist Tim Meenan\, followed by updates from Chip LaMarca\, Florida House of Representatives\, and Candidate for Florida Senate Shevrin Jones. \n“Marketing and Business Practices During COVID”  \n \nOur legislative updates will be followed by a Case Study hosted by Attorney Yoni Markoff\, PA to brainstorm on how to market to your clients when you can’t meet face to face. \nNo Charge for this session!  \n We are also taking nominations for next year’s Board of Directors\, join us!  \n  Register in advance for this meeting: \nCLICK HERE!  \nAfter registering\, you will receive a confirmation email\ncontaining information about joining the meeting. \n Register today\, Meeting starts at 9:00 am! We hope to see you then!  \n For more information\, 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-monthly-meeting/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Legislative Event,Virtual
ORGANIZER;CN="NAIFA-Broward":MAILTO:admin@naifa-broward.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201014T173000
DTEND;TZID=America/New_York:20201014T190000
DTSTAMP:20260407T070253
CREATED:20201006T181744Z
LAST-MODIFIED:20201006T182054Z
UID:26907-1602696600-1602702000@studymanuals.naifa-florida.org
SUMMARY:VIRTUAL Candidate Meet & Greet Hillsborough & Pinellas
DESCRIPTION:Virtual Candidate “Meet & Greet” with Hillsborough and Pinellas elected officials and candidates. \nLegislative Update from Tim Meenan.\nWednesday\, October 14th \n5:30 to 7:00 p.m. \nRESERVATIONS REQUIRED!
URL:https://studymanuals.naifa-florida.org/event/virtual-candidate-meet-greet-hillsborough-pinellas/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Legislative Event,Virtual
ORGANIZER;CN="NAIFA-Tampa":MAILTO:info@naifatampa.org
END:VEVENT
END:VCALENDAR