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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210318T113000
DTEND;TZID=America/New_York:20210318T130000
DTSTAMP:20260408T043710
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:20260408T043710
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:20260408T043710
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:20260408T043710
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:20260408T043710
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:20260408T043710
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:20260408T043710
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:20260408T043710
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:20260408T043710
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:20260408T043710
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:20260408T043710
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:20260408T043710
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:20260408T043710
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:20260408T043710
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:20260408T043710
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:20260408T043710
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:20260408T043710
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:20260408T043710
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:20260408T043710
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:20260408T043710
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
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200924T120000
DTEND;TZID=America/New_York:20200924T130000
DTSTAMP:20260408T043710
CREATED:20200213T212605Z
LAST-MODIFIED:20200910T145621Z
UID:23037-1600948800-1600952400@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Central Florida Meeting with CE (Open to all Members)
DESCRIPTION:NAIFA Central Florida Monthly Meeting\nJoin members of NAIFA-CF and other Central Florida industry professionals for the September NAIFA-Central Florida monthly meeting\, now in virtual and live attendance format!\nOur keynote speaker is Craig S. Rodrigue of CSR & Associates A Benefits Group\, who will present a One Hour CE class: The Affordable CARES Act: Divorce\, Family Law\, and Retirement Planning. \n \n  \nFor over 17 years\, business clients have relied on the consultant expertise of Craig S. Rodrigue to formulate and implement their plans for life insurance\, healthcare coverage and disability protection. As the environment for healthcare coverage has changed\, Craig has been at the forefront in keeping business owners strategically informed and in compliance with Federal Regulations. As one of the most proactive professionals in his field in the area of Healthcare Reform\, Craig strongly advises: “Now more than ever\, businesses must assess their own unique circumstances and apply the particular strategies that bring the most benefit to their business and to their employees. My goal in consulting is to bring focus and valuable options to the management team”. \nIn addition to providing specialist services; Craig appears as a guest on various Florida radio shows and news programs to discuss insurance\, financial planning\, government and business issues. He has testified for the Florida Department of Insurance; serves on the Advisory Councils for major insurance plans; and served as Committee Chair for the National Association of Insurance and Financial Advisors (NAIFA). \nCraig graduated from the University of Central Florida and has operated his own businesses for 25 years\, giving him an expertise regarding the needs of business owners. Craig lives in Southeast Orlando with his wife and three sons. \nTo learn more about CSR & Associates and Craig Rodrigue\, click here. \n________________________________________________________\nThursday\, September 24\, 2020\nfrom 12 noon – 1:00 pm\nEither from your home or in person at Dubsdread Golf Course\n549 W. Par Street\, Orlando\, FL\nName of CE Class: The Affordable CARES Act: Divorce\, Family Law\, and Retirement Planning – Webinar\nNumber of Hours of Credit: One hour*\nCourse Number: 113576\nCourse Offering Number: 1130431\nProvider: 654 \nCosts:\nMember of NAIFA In Person At Dubsdread $15.00\nNon-Members In Person At Dubsdread $20.00 \nMembers Via ZOOM – FREE\nNon-Members Via ZOOM – Also FREE \nYou must register to attend!\n________________________________________________________ \n \n* This course was previously offered on 7/21/2020.\nIf you attended and received CE credit on 7/21/2020 you will not be eligible to received the one hour of CE for this session.
URL:https://studymanuals.naifa-florida.org/event/naifa-central-florida-luncheon-meeting-6/
LOCATION:Dubsdread Golf Course\, 549 W Par Street\, Orlando\, FL\, 32804
CATEGORIES:Chapter Event,Continuing Education,Virtual
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200924T113000
DTEND;TZID=America/New_York:20200924T121500
DTSTAMP:20260408T043710
CREATED:20200903T202230Z
LAST-MODIFIED:20200903T202230Z
UID:26347-1600947000-1600949700@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Northeast Florida Meeting
DESCRIPTION:SPECIAL NAIFA-NORTHEAST FLORIDA LIVE MEETING ON ZOOM! \n\nThursday\, September 24th\, 2020 \n\n11:30 AM – 12:15 PM \n\nSuccess Using Life Insurance as the Foundation \n \nPresented by Carey Yukich\, Co-Owner and Financial Advisor\nTrueWealth Advising Group \n\nCLICK FOR MORE ABOUT CAREY YUKICH \n\nPlus Jacksonville Mayor Lenny Curry’s proclamation of \nSeptember as Life Insurance Awareness Month! \n \n  \nClick HERE for proclamation! \n\nRegister Now! All attendees must pre-register to join the meeting: \n\n \nCLICK HERE TO REGISTER! \n\nOnce registered\, the system will provide the access link and meeting ID. Please save this information until ready to join the meeting at 11:30 am on Thursday\, September 24th. \n\nFor more information\, please contact NAIFA-Northeast Florida at (904) 695-2300 or info@naifa-jacksonville.org
URL:https://studymanuals.naifa-florida.org/event/naifa-northeast-florida-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:20200916T130000
DTEND;TZID=America/New_York:20200916T150000
DTSTAMP:20260408T043710
CREATED:20200806T145412Z
LAST-MODIFIED:20200807T185108Z
UID:25839-1600261200-1600268400@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Broward Tax-Reduction Seminar
DESCRIPTION:YOU’RE INVITED! NAIFA-BROWARD VIRTUAL SEMINAR! \n \nKeep More of Your Money in 2020! \nImportant Real-Time Updates You Need to Know About the New Tax Law! \n     \nTax-Reduction Strategies for the Insurance and Financial Professional Remote \nStrategies that save you time and money! \nWednesday\, September 16th\, 2020 \n1:00 pm – 3:00 pm \nPlease plan to login at 12:45 pm in case you have to download app or encounter login issues. Seminar begins promptly at 1:00 pm. \nZOOM MEETING – SPACES ARE LIMITED \nNAIFA Members are FREE. Non-Member cost is $19.95. \n \nFor more information and to RSVP\, please contact NAIFA-Broward Association Executive Rhonda Milrot at (954) 753-2262 or admin@naifa-broward.org. \nFor best results\, please plan on attending this virtual program with your webcam on. This is an interactive program. \n \n\n\n\n\n\n\n\n\n\n\nHere’s some of what you’ll learn: \n* CHANGES in your 2020 Tax Deductions and why your accountant can’t “just take” the new deductions for you. \n* Real-time updates on the new Stimulus Bill/CARES Act. \n* HOW to navigate the NEW 20% 199A DEDUCTION designed for Self-Employed Professionals and worth up to $63\,000! \n* WHY you may want to buy a new or pre-owned car sooner than you think… the great 2020 “makeover” of the CAR DEDUCTION rules you will want to take advantage of! \n* HOW TO deduct all of your FAMILY’S MEDICAL COSTS – even dental – as a BUSINESS expense! \n* LEARN how to safely qualify your home office for big tax deductions\, even if you spend most of your office time at a branch office. More Important than ever! \n* THE New…and Improved… food and beverage deductions for insurance professionals that you probably don’t know about. \n \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nAfter this seminar\, you’ll have what you need to bring to your tax accountant so you qualify for thousands of dollars more in deductions. \n“Awesome Tax Saving Strategies! This will revolutionize my business planning.” – Ben Robison\, Northwestern Mutual Financial Services Rep\, Louisville\, KY \n“Your instructor has the ability to bring these complicated issues to the common business owner. The instructor spoke our language… and empowered me to talk to my tax preparer in an educated fashion on subjects that I had no idea I could use to my advantage – Thank you Bradford and Company!!” – Theresa Schaffer\, Launch Manager\, Thrivent Financial\, Watertown\, SD \nAbout your Instructor:  \nMaine Shafer\, JD\, has more than 15 years’ experience as a professional speaker delivering tax reduction strategies on behalf of Bradford and Company\, Inc. His strong background in taxes started working for a U.S. Senator on Capitol Hill while receiving his law degree from Georgetown University Law Center and continued as an Assistant Attorney General for the State of New Mexico and attorney for the New Mexico Real Estate Commission. Maine’s platform abilities have involved not only making tax information clear and usable\, but also delivering sales and motivational speeches and programs throughout the Western US. \nBradford and Company\, Inc is a non-biased educational firm. \nThis is not a tax-prep class. \nThis lively\, entertaining seminar is presented by Bradford Tax Solutions\, Inc.\, a provider of tax reduction strategies for more than 40 years. Information in this seminar is excerpted from Bradford’s Business Tax Deductions program\, optionally available to seminar attendees after the seminar.
URL:https://studymanuals.naifa-florida.org/event/naifa-broward-tax-reduction-seminar/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Virtual
ORGANIZER;CN="NAIFA-Broward":MAILTO:admin@naifa-broward.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200728T083000
DTEND;TZID=America/New_York:20200728T130000
DTSTAMP:20260408T043710
CREATED:20200630T134137Z
LAST-MODIFIED:20200630T134137Z
UID:25227-1595925000-1595941200@studymanuals.naifa-florida.org
SUMMARY:LTCi Refresher Course WEBCAST
DESCRIPTION:
URL:https://studymanuals.naifa-florida.org/event/ltci-refresher-course-webcast/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Continuing Education,Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200625T133000
DTEND;TZID=America/New_York:20200625T153000
DTSTAMP:20260408T043710
CREATED:20200610T172504Z
LAST-MODIFIED:20200610T172600Z
UID:24937-1593091800-1593099000@studymanuals.naifa-florida.org
SUMMARY:NAIFA Central Florida - Two Hours CE Class
DESCRIPTION:NAIFA-CF is pleased to offer a two hours CE class on Thursday\, June 25th virtually via Zoom from 1:30 – 3:30 pm. \nTOPIC: Annuities: How and Why Clients Use Them – Virtual Class \nInstructor: Michael Aun\, FIC\, LUTCF\, CSP®\, CPAE Speaker Hall of Fame® \n  \nIMPORTANT \nYou MUST have a video option to get credit for this class.  Paula Keyes will be administering the entire class and if she cannot see you in the Zoom window during the ENTIRE CLASS\, you will not get credit. \n  \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. \n  \nThursday\, June 25\, 2020 \n 1:30 – 3:30 pm \nYour location
URL:https://studymanuals.naifa-florida.org/event/naifa-central-florida-two-hours-ce-class/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Virtual
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200625T120000
DTEND;TZID=America/New_York:20200625T130000
DTSTAMP:20260408T043710
CREATED:20200213T212531Z
LAST-MODIFIED:20200610T172014Z
UID:23036-1593086400-1593090000@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Central Florida Luncheon Meeting
DESCRIPTION:Join members of NAIFA-CF and other Central Florida industry professionals for the June NAIFA-Central Florida monthly meeting\, now in virtual form! \n Our keynote speaker is Charles D. Wilder\, Attorney At Law\, who will discuss The Impact Of The Coronavirus On Estate Planning! \n \n Charles 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. \n\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. \nClick the link below to register for the ZOOM call. You MUST register to participate. \n \n Thursday\, June 25\, 2020 from 12 noon – 1:00 pm \n Your home \n 
URL:https://studymanuals.naifa-florida.org/event/naifa-central-florida-luncheon-meeting-5/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Virtual
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200625T113000
DTEND;TZID=America/New_York:20200625T123000
DTSTAMP:20260408T043710
CREATED:20200616T150118Z
LAST-MODIFIED:20200616T150118Z
UID:25005-1593084600-1593088200@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Jacksonville and WIFS Joint Virtual Meeting
DESCRIPTION:SPECIAL JOINT MEETING & PRESENTATION! \nHow to Get a Seat at the Table: \nA Woman’s Perspective \n \nJOINT ZOOM MEETING PRESENTED BY \nNAIFA Northeast Florida & WIFS – Women In Financial Services \nThursday\, June 25th\, 2020 \n11:30 AM – 12:30 PM \n \nPANEL DISCUSSION FEATURING: \nChristina L. Epstein\nDirector of Operations & Control with Prudential Advisors\nCLICK FOR MORE ABOUT CHRISTINA \nCommander Denise Boggs-Wilkerson\nFamily Medicine Physician and Current Officer-in-Charge of Naval Branch Health Clinic / Navy Medicine Readiness Training Unit Jacksonville\nCLICK FOR MORE ABOUT DENISE \nMichelle Grippi Baker\, CLU®\, ChFC®\, ChSNC®\, CASL®\, RICP®\, CFP®\nWealth Management Advisor with Northwestern Mutual\nCLICK FOR MORE ABOUT MICHELLE \nOur panelists will discuss their rise to leadership\, the struggles and how they overcame. They will also provide practical tips for women to grow professionally and move into leadership. \nDON’T MISS IT! \nRegister Now! All attendees must pre-register to join the meeting: \n \nCLICK HERE TO REGISTER! \nOnce registered\, the system will provide the access link and meeting ID. Please save this information until ready to join the meeting at 11:30 am on Thursday\, June 25th.  \nFor more information\, please contact NAIFA-Northeast Florida at (904) 695-2300 or info@naifa-jacksonville.org.
URL:https://studymanuals.naifa-florida.org/event/naifa-jacksonville-and-wifs-joint-virtual-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:20200618T110000
DTEND;TZID=America/New_York:20200618T120000
DTSTAMP:20260408T043710
CREATED:20200506T151055Z
LAST-MODIFIED:20200515T172405Z
UID:24340-1592478000-1592481600@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Tampa June Virtual Meeting
DESCRIPTION:  \nTips & Tricks for Successful Email Marketing – The Power of the Inbox\nPresented by Joanie Sigal \n\n \nTips and Tricks for Successful Email Marketing \nWhat is the first impression you give when they see you in their email inbox?  \n And when they see you there\, what do they do? \nThis powerful seminar takes you step-by-step through the keys to effective email marketing: \n\nWhat it really is (and isn’t)\nWhat it can do for your business\nAnd the five easy steps you must take to harness the power of the inbox\n\nGrow a healthy list\nCreate great content\nCustomize a beautiful\, mobile-friendly template that matches your brand\nHow to get your emails opened\nTracking your results\n\n\n\nFrom revealing why regular email doesn’t work\, to insider tips and techniques like automated list building tools and the design elements that work (and those that don’t!)\, this seminar will give you the keys to the most effective marketing you can do: email marketing. Join us! \n\n\n\n\nLocation\n \nThis meeting will be held virtually. Please register to receive the link and code to join the meeting\nMeeting Registration Fees \nMembers Pricing – Free \nNon-Members Pricing – Free\n \nSchedule \nThe Program will begin at 11:00 AM
URL:https://studymanuals.naifa-florida.org/event/naifa-yat-young-advisors-social-at-the-hula-bay-club/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Virtual
ORGANIZER;CN="NAIFA-Tampa":MAILTO:info@naifatampa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200617T114500
DTEND;TZID=America/New_York:20200617T130000
DTSTAMP:20260408T043710
CREATED:20200616T132357Z
LAST-MODIFIED:20200616T132357Z
UID:24989-1592394300-1592398800@studymanuals.naifa-florida.org
SUMMARY:Special Invitation for NAIFA-Miami Dade Members!
DESCRIPTION:THIS MONTH’S VIRTUAL MEETING:\n \n\n14 Days to Reaching More People on Social Media!\n \n\nHave you ever wondered what to do with your social media marketing? What should you post? How can you reach more people? In this workshop\, you’ll begin by learning 10 essential tips for using social media for your business. Next\, you’ll design your unique 14-day content calendar using a template that Misty will provide to help you craft a strategic social media plan and create content like a PRO. By a PRO! \nWednesday\, June 17\, 2020\n \nSign In & Chapter Announcements: 11:45 AM\nSpeaker: Misty Buck\, 12:00 – 12:45 PM\nClosing Remarks: 12:45 – 1:00 PM\n\n\n\nCOST: FREE\n \n\nPlease feel free to invite guests.\n \n\n\n\nFor more information:\n \nwifs.southfl@gmail.com\n\nwww.wifssouthflorida.org
URL:https://studymanuals.naifa-florida.org/event/special-invitation-for-naifa-miami-dade-members/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Virtual
ORGANIZER;CN="NAIFA-Miami Dade":MAILTO:naifamiamidadeinfo@gmail.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200617T110000
DTEND;TZID=America/New_York:20200617T120000
DTSTAMP:20260408T043710
CREATED:20200616T145124Z
LAST-MODIFIED:20200616T145124Z
UID:25001-1592391600-1592395200@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Broward Live ZOOM Webinar with Van Mueller\, LUTCF\, LACP!
DESCRIPTION:REGISTER TODAY! \nNow is STILL the Greatest Time\nto Be an Insurance Agent! . \n \nNAIFA-Broward Live ZOOM Webinar\nwith Van Mueller\, LUTCF\, LACP! \nWednesday\, June 17th\, 2020 \n11:00 AM – 12:00 PM \nVan Mueller\, LUTCF\, LACP will be hosting a ZOOM webinar on June 17th to show us why now is still the greatest time to be an insurance agent! \nHe will share questions he is putting to use RIGHT NOW to generate appointments and sales. \n \nCLICK HERE TO REGISTER for this incredible opportunity to learn from one of the best in the industry! He is having one of his best years yet despite everything that is going on. \nWe are planning for an in-person lunch meeting with Van Mueller on Wednesday\, August 26th\, at The Fort Lauderdale Country Club\, 11:00 am -1:30 pm. SAVE THE DATE! \nTo learn more about Van\, visit\n www.vanmueller.com/about-us \nFor 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-live-zoom-webinar-with-van-mueller-lutcf-lacp/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Virtual
ORGANIZER;CN="NAIFA-Broward":MAILTO:admin@naifa-broward.org
END:VEVENT
END:VCALENDAR