National Association of Insurance and Financial Advisors-Florida
Wednesday, April 15th, 2020 9:00 AM Secure Act and Market Viewpoint A Review of the new Secure Act including Q and A on the current environment. GUEST SPEAKER: Dr. Jason E. Heller CFP®, CIMA®, MSFS, RICP®, ChFC®, CLU®, CMFC®, AAMS®, CRPC®, CFS®, AWMA®, CRPS®, BCAA, BCS, CAP®,AEP, CFBS® Head of Planning Solutions Group, Coastal Wealth…
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NAIFA Central Florida Meeting Schedule All Luncheon Meetings are held at Dubsdread Golf Course on the 4th Thursday of each month from 11:30-1:00 unless otherwise specified. Located at 549 W Par St. Orlando, FL 32804. Meeting Dates January – 1/23/2020 February – 2/27/2020 March – 3/26/2020 April – 4/23/2020 - Cancelled May – 5/28/2020 June…
NAIFA-CF is pleased to offer a FREE two hours CE class on Thursday, April 23rd virtually via Zoom from 1:15 - 3:15 pm. TOPIC: Life Settlements Instructor: David Shifflett, LUTCF, FSS, CSA Click the link below to register for the ZOOM call. You MUST register to participate. The link to Zoom will be provided in…
Join members of NAIFA-CF and other Central Florida industry professionals for the April NAIFA-Central Florida luncheon meeting, now in virtual happy hour form! Enjoy a delicious cocktail of your choosing, camaraderie between professionals in associated industries, and words of wisdom from our Keynote speaker, among other benefits! Click the link below to register for the ZOOM call. You MUST…
Presented by CFAHU & NAIFA Central Florida Join us for our annual Spring Swing Event on April 24, 2020 at Dubsdread Golf Course located at 549 W Par St. Orlando, FL 32804. A portion of the Proceeds to Benefit The Russell Home. To Register, please email your registration form to info@cfahu.org or fax to 407-831-2990. Sponsorship details…
Thursday, September 17, 2020 11:30 AM - 1:15 PM Location Centre Club 123 S West Shore Blvd. 8th Floor, Tampa, FL 33609 Meeting Registration Fees Members Pricing - $15.00 for Members Non-Members Pricing - $25.00 Guests Schedule Networking will begin at 11:30 AM The Program will begin at 12:00 PM
NAIFA - Tampa Bay is pleased to welcome Famed Keynote Speaker Presented by: Van Mueller Internationally renowned “Top of the Table” MDRT speaker, voice of the insurance and financial services advisor community will be here to encourage and speak to us as a friend and supporter of NAIFA. Mark your calendars for THURSDAY, MAY 21,…
Join members of NAIFA-CF and other Central Florida industry professionals for the May NAIFA-Central Florida monthly meeting, now in virtual form! May is Disability Insurance Month and we are very pleased to have John F. Nichols, MSM, CLU as the keynote speaker. John is a nationally recognized disability benefits consultant, the creator of disability products and administration systems…
Two Hours CE Class (Open to Members Statewide!) NAIFA-CF is pleased to offer a two hours CE class on Thursday, May 28th virtually via Zoom from 1:30 - 3:30 pm. TOPIC: In-Depth Estate Planning - Virtual Class Instructor: Charles D. Wilder, JD, LLM (Tax) Course #: 112999 Course Offering #: 1125700 You MUST have a video option…