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X-WR-CALDESC:Events for NAIFA-Florida
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DTSTART;TZID=America/New_York:20240119T120000
DTEND;TZID=America/New_York:20240119T130000
DTSTAMP:20260521T090448
CREATED:20240112T165323Z
LAST-MODIFIED:20240112T165323Z
UID:42040-1705665600-1705669200@studymanuals.naifa-florida.org
SUMMARY:Members Only: Members' Debrief: DOL Ruling
DESCRIPTION:Friday\, January 19\, 2024\n12 pm eastern\n\nThe U.S. Department of Labor has released its final independent contractor rule aimed at defining whether an individual is an employee or an independent contractor under the Fair Labor Standards Act. The rule could threaten the classification of many financial advisors from coast to coast and cause a reduction in the number of advisors serving American consumers. Hear from Kevin Mayeux\, NAIFA CEO\, Diane Boyle\, NAIFA SVP Government Relations\, and Michael Hedge\, Senior Director\, Government Relations on this critical topic. This debrief is exclusively for NAIFA members. \n\nLogin to the members portal to register for this Member’s Only webinar.
URL:https://studymanuals.naifa-florida.org/event/members-only-members-debrief-dol-ruling/
LOCATION:ZOOM
CATEGORIES:Legislative Event,Members Only,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240118T120000
DTEND;TZID=America/New_York:20240118T130000
DTSTAMP:20260521T090448
CREATED:20240112T145232Z
LAST-MODIFIED:20240112T145232Z
UID:42038-1705579200-1705582800@studymanuals.naifa-florida.org
SUMMARY:NAIFA Live: Increasing Your Brain's Performance for Greater Selling Success While Managing the Stress of Change
DESCRIPTION:Jerry Teplitz\, JD\, Ph.D.\nThursday\, January 18\, 2024\n12:00 pm eastern\nJoin Amazon’s bestselling author of Switched-On Selling and Switched-On Networking\, Dr. Jerry Teplitz. Stress is not only impacting your sales and business performance\, it is affecting every aspect of your brain’s performance. There is a solution\, and it is found in the secrets of neurolinguistics. Through this entertaining and informative NAIFA Live\, Dr. Teplitz shares his unique insights and shows you how to easily change your brain to destress while optimizing your brain function. \n\nLogin to the members portal to register for this Member’s Only webinar. \n  \nThe Webinar is bought you by\n \n 
URL:https://studymanuals.naifa-florida.org/event/naifa-live-increasing-your-brains-performance-for-greater-selling-success-while-managing-the-stress-of-change/
LOCATION:ZOOM
CATEGORIES:Members Only,NAIFA Live,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240117T120000
DTEND;TZID=America/New_York:20240117T130000
DTSTAMP:20260521T090448
CREATED:20240112T144903Z
LAST-MODIFIED:20240112T144903Z
UID:42036-1705492800-1705496400@studymanuals.naifa-florida.org
SUMMARY:Webinar: Reverse Mortgage Loans as a Financial Planning Tool
DESCRIPTION:January 17\, 2024\n12:00 PM EST\n\nJoin us for a webinar featuring George Bain discussing challenges retirees face\, how they may benefit from a reverse mortgage\, and incorporating home equity into a retirement income strategy. Members can earn CE credits from participation. \nNAIFA members\, log into the Member Portal and check the Event Calendar for a code to register for free!  \n \n\n  \nThe Webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/webinar-reverse-mortgage-loans-as-a-financial-planning-tool/
LOCATION:ZOOM
CATEGORIES:Financial Service Professionals (FSP),Members Only,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231204T121500
DTEND;TZID=America/New_York:20231204T130000
DTSTAMP:20260521T090448
CREATED:20231129T200754Z
LAST-MODIFIED:20231129T200754Z
UID:41577-1701692100-1701694800@studymanuals.naifa-florida.org
SUMMARY:IFAPAC Contributors ONLY - Invitation to Nathan Gonzales Live Stream Event
DESCRIPTION:Special Event Invitation: IFAPAC Contributors ONLY\nLivestream of Nathan Gonzales at National Leadership Conference for IFAPAC Contributors\n  \nMonday\, December 4th at approximately 12:15 pm eastern \nOur IFAPAC contributors will have the ability to join a special live-streamed event and watch Nathan Gonzales of Inside Elections give his election predictions and discuss the political landscape next week during our National Leadership Conference. \nWe would love for you to join us next week. If you are not a current contributor\, please make a contribution to IFAPAC to join the live-stream and receive Nathan’s monthly newsletter. Plus\, contributing to IFAPAC meets the qualifications for one side of Triangle Team\, the newest membership recognition program\, that highlights our most engaged members. \n  \n \n 
URL:https://studymanuals.naifa-florida.org/event/ifapac-contributors-only-invitation-to-nathan-gonzales-live-stream-event/
LOCATION:ZOOM
CATEGORIES:IFAPAC,Members Only,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231116T140000
DTEND;TZID=America/New_York:20231116T150000
DTSTAMP:20260521T090448
CREATED:20231025T134829Z
LAST-MODIFIED:20231025T134829Z
UID:41181-1700143200-1700146800@studymanuals.naifa-florida.org
SUMMARY:Members Only - NAIFA Live - Hit the Ground Running in 2024
DESCRIPTION:  \n   \nJ.K. McAndrews\, CLU\nPresident & CEO | MassMutual Greater Houston \nLena Allouche\nChief Growth Officer | MassMutual Greater Houston \nNovember 16\, 2023\n2 PM EASTERN \n\nLoyal NAIFA member since 1982 and President & CEO of MassMutual Greater Houston\, J.K. McAndrews\, CLU\, along with NAIFA-Houston President and Chief Growth Officer of MassMutual Greater Houston\, Lena Allouche\, will present during a special NAIFA Live this month. \nJoin our expert panel as they will help you with your business’ year-end planning as 2023 winds down. Close out the year and start off 2024 with all the tools you need to succeed. \n\nLog Into the NAIFA Member Portal to Register. \nThe Webinar is brought you by
URL:https://studymanuals.naifa-florida.org/event/members-only-naifa-live-hit-the-ground-running-in-2024/
LOCATION:ZOOM
CATEGORIES:Members Only,NAIFA Live,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20231110
DTEND;VALUE=DATE:20231111
DTSTAMP:20260521T090448
CREATED:20230810T141247Z
LAST-MODIFIED:20230810T141247Z
UID:39697-1699574400-1699660799@studymanuals.naifa-florida.org
SUMMARY:Call for Entries Deadline: 2023 NAIFA-Florida "Top 4 Advisors Under 40" Award
DESCRIPTION:  \nCall for Entries: 2023 NAIFA-Florida “Top 4 Advisors Under 40” Award \nApplication deadline: Friday\, Nov. 10\, 2023 \n\nAs the premier professional association in Florida for insurance and financial advisors\, NAIFA-Florida each year is proud to recognize the success of young advisors in our industry. \nThis award recognizes excellence and achievement in the Insurance and Financial Services field by measuring business production\, longevity in the business\, professional association involvement and community involvement for professionals 40 years of age and younger. Candidates will consist of insurance and financial professionals throughout the state of Florida\, and final recipients will be chosen by a panel of NAIFA-Florida Board of Directors members. The award will be based on an advisor’s 2022 commissions\, NAIFA involvement\, community involvement\, and volunteer efforts in other organizations. For individual advisors\, this program presents an opportunity to be recognized for their efforts. If you are a manager\, or otherwise oversee advisors\, this program provides a recognition opportunity to motivate other young producers to reach their maximum performance potential! \nIf a candidate is selected\, they’ll be recognized as one of Florida’s Top 4 Advisors Under 40 on the NAIFA-Florida website\, as well as recognition at the virtual Annual Awards Ceremony on Tuesday\, Dec. 12 (4:00 p.m. ET – Zoom)\, which will be held in conjunction with the installation of the association’s 2024 Board of Directors. Click Here for the Application. (Deadline is Friday\, Nov. 10\, 2023).
URL:https://studymanuals.naifa-florida.org/event/call-for-entries-deadline-2023-naifa-florida-top-4-advisors-under-40-award/
CATEGORIES:Awards,Deadline,Members Only
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231109T150000
DTEND;TZID=America/New_York:20231109T170000
DTSTAMP:20260521T090448
CREATED:20231108T145218Z
LAST-MODIFIED:20231108T145218Z
UID:41337-1699542000-1699549200@studymanuals.naifa-florida.org
SUMMARY:Members Only: Financial Security Advocate Academy
DESCRIPTION:Financial Security Advocate Academy\nDiane Boyle\nSVP\, Government Relations | NAIFA \nAndrew Holt\nGrassroots Advocacy Manager\, Government Relations | NAIFA \nTHURSDAY\, NOVEMBER 9\, 2023\n3-5 PM EASTERN \n\nOne of the benefits of membership is free training to allow you to expand your circles of influence through participation in state and federal advocacy. \nOur Financial Security Advocate Academy provides the training you need to advocate on behalf of your businesses\, clients\, and communities. It covers the basics of grassroots advocacy to more advanced concepts such as running for office. Those who complete the course have the training\, knowledge\, and skills to fully participate in the political process\, exert their grassroots influence\, and amplify our advocacy message. \nTake advantage of this opportunity to earn your Financial Security Advocate badge in one group setting! \n 
URL:https://studymanuals.naifa-florida.org/event/members-only-financial-security-advocate-academy/
LOCATION:ZOOM
CATEGORIES:Members Only,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231019T140000
DTEND;TZID=America/New_York:20231019T153000
DTSTAMP:20260521T090448
CREATED:20231011T190000Z
LAST-MODIFIED:20231011T190000Z
UID:40969-1697724000-1697729400@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Broward- NAIFA Live Watch Party
DESCRIPTION:. \nJoin us on October 19\, 2023\, at 2 PM Eastern for an exclusive NAIFA Live event featuring David O’Malley\, President and CEO of Penn Mutual\, and Howard Sharfman\, Senior Managing Director at NFP Solutions. In this session\, moderated by Howard\, David will share his CEO perspective on the industry outlook for 2024. \n  \nAbout the Presenters\nHoward Sharfman\nSENIOR MANAGING DIRECTOR | NFP SOLUTIONS \n \nDavid O’Malley\nPRESIDENT & CEO | PENN MUTUAL\n  \nSCHEDULE\n1:55 PM –  WELCOME\,    Live Broadcast Begins\n2:00 PM – PRESENTATION\n3:30 PM – NAIFA LIVE CONCLUDES \n  \nNAIFA-Broward is hosting a “Watch Party”  \n     \n\n1 North Federal Highway\, Suite 201\, Boca Raton\, FL 33432 \n  \nPlease register by email/telephone:  Stephen Good\nsgood@1847Financial.com \nTel:  425-606-0857
URL:https://studymanuals.naifa-florida.org/event/naifa-broward-naifa-live-watch-party/
LOCATION:1847 Financial\, 1 North Federal Highway\, Suite 201\, Boca Raton\, FL\, 33432
CATEGORIES:Chapter Event,In Person Event,Members Only
ORGANIZER;CN="NAIFA-Broward":MAILTO:admin@naifa-broward.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231019T140000
DTEND;TZID=America/New_York:20231019T150000
DTSTAMP:20260521T090448
CREATED:20231006T131333Z
LAST-MODIFIED:20231006T131434Z
UID:40887-1697724000-1697727600@studymanuals.naifa-florida.org
SUMMARY:Members Only: NAIFA Live-Looking Forward to 2024: A CEO Perspective
DESCRIPTION:David O’Malley\nPresident & CEO | Penn Mutual\nHoward Sharfman\nSenior Managing Director | NFP Solutions\n\nOctober 19\, 2023\n2 pm eastern\n\nThis month’s NAIFA Live features a discussion between David O’Malley\, Penn Mutual’s President and CEO\, and Howard Sharfman\, Senior Managing Director at NFP Solutions\, on the 2024 industry outlook. O’Malley\, ascending to CEO in 2022 following a tenure beginning in 1994\, will share his CEO perspective\, while Sharfman\, noted as a Forbes’ 2021 Top Financial Security Professional\, will moderate the session. \n\nLog Into the NAIFA Member Portal to Register. \n\nThe Webinar is brought you by\n  \n 
URL:https://studymanuals.naifa-florida.org/event/members-only-naifa-live-looking-forward-to-2024-a-ceo-perspective/
LOCATION:ZOOM
CATEGORIES:Members Only,NAIFA Live,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231012T120000
DTEND;TZID=America/New_York:20231012T130000
DTSTAMP:20260521T090448
CREATED:20231009T172145Z
LAST-MODIFIED:20231009T172145Z
UID:40939-1697112000-1697115600@studymanuals.naifa-florida.org
SUMMARY:NAIFA Membership Vote
DESCRIPTION:NAIFA Membership Vote\nOctober 12th\n12:00 pm eastern\n\nAre you ready to be a part of history? NAIFA agent & advisor members in good standing\, have the right to exercise their vote to approve the recommendation of the Board of Trustees that NAIFA and the Society of Financial Service Professionals merge together to operate as one organization. \nThese NAIFA leaders will be present to answer any questions prior to the vote: \n\nBryon Holz\, NAIFA President\nTom Cothron\, NAIFA President-Elect\nLawrence Holzberg\, NAIFA Immediate Past President\nBrock Jolly\, NAIFA Treasurer\nKevin Mayeux\, NAIFA CEO\n\nNAIFA members eligible to vote received an invitation on September 7th to register. \nPlease note: You must be present to vote and must be logged in with your full name appearing on your Zoom registration.
URL:https://studymanuals.naifa-florida.org/event/naifa-membership-vote/
LOCATION:ZOOM
CATEGORIES:Members Only,Membership,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230921T140000
DTEND;TZID=America/New_York:20230921T150000
DTSTAMP:20260521T090448
CREATED:20230724T175406Z
LAST-MODIFIED:20230724T175406Z
UID:39338-1695304800-1695308400@studymanuals.naifa-florida.org
SUMMARY:MEMBERS ONLY - NAIFA Live: Practice Growth and Success
DESCRIPTION:Joey Davenport\nPresident and Co-Founder of Hoopis Performance Network\nSeptember 21\, 2023\n2:00 PM EST\nSeptember’s NAIFA Live is exclusive to NAIFA members to give them an opportunity to hear from Joey Davenport about practicing professional and personal growth and how to achieve unimaginable success. Joey will be focusing on empowering financial professionals to become extraordinary!\n\n\n\n\nThe Webinar is bought you by
URL:https://studymanuals.naifa-florida.org/event/members-only-naifa-live-practice-growth-and-success/
LOCATION:ZOOM
CATEGORIES:Members Only,NAIFA Live,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230906T114000
DTEND;TZID=America/New_York:20230906T123000
DTSTAMP:20260521T090448
CREATED:20230905T125307Z
LAST-MODIFIED:20230905T125334Z
UID:40269-1694000400-1694003400@studymanuals.naifa-florida.org
SUMMARY:Sen. Rick Scott to Meet with All Members
DESCRIPTION:U.S. Senator Rick Scott has agreed to meet with all NAIFA-Florida members on Zoom at 11:40 a.m. on Wednesday\, Sept. 6. All members are invited to attend (see Zoom link below). The event will be moderated by NAIFA-Florida Grassroots Chair Glenn Ritchie and is being held in conjunction with a month-long NAIFA initiative to have members meet their members of Congress (House and Senate) in their district offices during August. \n   Sen. Scott\nRitchie\nZoom link / Phone dial-in: \nTopic: Sen. Rick Scott \nTime: Sep 6\, 2023 11:40 AM Eastern Time (US and Canada) \nJoin Zoom Meeting \nhttps://us02web.zoom.us/j/9351425169 \nMeeting ID: 935 142 5169 \nDial by your location \n+1 305 224 1968 US \n+1 309 205 3325 US \n+1 312 626 6799 US (Chicago) \n+1 646 558 8656 US (New York) \nMeeting ID: 935 142 5169 \n 
URL:https://studymanuals.naifa-florida.org/event/sen-rick-scott-to-meet-with-all-members/
LOCATION:ZOOM
CATEGORIES:Legislative Event,Members Only,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20230831
DTEND;VALUE=DATE:20230901
DTSTAMP:20260521T090448
CREATED:20230810T142631Z
LAST-MODIFIED:20230810T142700Z
UID:39712-1693440000-1693526399@studymanuals.naifa-florida.org
SUMMARY:NAIFA NQA Award Applications -- Deadline is Aug. 31
DESCRIPTION:  \n  \n  \n  \n  \nNAIFA NQA Award Applications — Deadline is Aug. 31 \n  \nApplication Deadline: August 31\, 2023 \nDon’t miss this opportunity to apply for the 2023 NAIFA Quality Award. Originally established in 1945\, the NQA stands as the hallmark of an agent or advisor that provides exceptional client service. \nApplicants can submit in any or all of the four award categories: \n\nLife Insurance\nMultiline\nFinancial Advising\nHealth and Employee Benefits\n\nRecipients of the NQA will receive a digital badge that they can put on their LinkedIn profile\, email signatures\, websites\, and more. Distinguish yourself and apply for the NQA today! \nApply for the NQA
URL:https://studymanuals.naifa-florida.org/event/39712/
CATEGORIES:Awards,Deadline,Members Only
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230817T140000
DTEND;TZID=America/New_York:20230817T150000
DTSTAMP:20260521T090448
CREATED:20230724T174846Z
LAST-MODIFIED:20230724T174846Z
UID:39336-1692280800-1692284400@studymanuals.naifa-florida.org
SUMMARY:MEMBERS ONLY - NAIFA Live: College Funding and Retirement
DESCRIPTION:NAIFA Live: College Funding and Retirement\nBrock Jolly\nManaging Partner\, Veritas Financial\nAugust 17\, 2023\n2 PM Eastern\n\nAugust’s NAIFA Live is exclusive to NAIFA members to give them an opportunity to hear from NAIFA Treasurer Brock Jolly the Founder of The College Funding Coach. Brock will discuss how paying for college can have a profound impact on parents’ or students’ financial security and retirement preparations. \nRegister through the NAIFA Member Portal at https://belong.naifa.org/. \nThe Webinar is bought you by\n  \n 
URL:https://studymanuals.naifa-florida.org/event/members-only-naifa-live-college-funding-and-retirement/
LOCATION:ZOOM
CATEGORIES:Members Only,NAIFA Live,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230615T140000
DTEND;TZID=America/New_York:20230615T150000
DTSTAMP:20260521T090448
CREATED:20230517T141547Z
LAST-MODIFIED:20230517T141547Z
UID:38386-1686837600-1686841200@studymanuals.naifa-florida.org
SUMMARY:MEMBERS ONLY: NAIFA Live: Financial Security Advocate Academy
DESCRIPTION:Andrew Holt\nGovernment Relations & Grassroots Manager\, NAIFA\nThursday\, June 15\n2 PM EASTERN\nJune’s NAIFA Live is exclusive to NAIFA members to give them the opportunity to learn more about the Financial Security Advocate badge together and go through the training as a group instead of taking the course programs on their own. It is the perfect chance for those who thrive in a group environment to learn and complete the FSA program! \nAfter attending this NAIFA Live\, members will have earned their FSA badge\, which will be issued to them following the event to proudly post on social media and use in their marketing. \n \n  \nWebinar brought to you by
URL:https://studymanuals.naifa-florida.org/event/members-only-naifa-live-financial-security-advocate-academy/
LOCATION:ZOOM
CATEGORIES:Members Only,NAIFA Live,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230420T140000
DTEND;TZID=America/New_York:20230420T150000
DTSTAMP:20260521T090448
CREATED:20230329T154738Z
LAST-MODIFIED:20230329T154738Z
UID:37753-1681999200-1682002800@studymanuals.naifa-florida.org
SUMMARY:Members Only: NAIFA-Live- Success in Abundance: Lessons from Today's Industry Phenoms
DESCRIPTION:Eryka Morehead\nCollaborative Planning Group\, Inc.\nRobert Fenby\nPenn Mutual\nWarren McGuire\nNFP\nHoward Sharfman\nThursday\, April 20\n2 pm eastern\n\nAt the next NAIFA Live\, hear from some of the best young industry talents and get a peek into their unique business concepts. You will be inspired by their stories and learn to implement the techniques our panel has cultivated as they show you how they made their impact on the industry in such a short time. \nModerated by Howard Sharfman\, one of Forbes’ 2021 Top Financial Security Professionals\, you won’t want to miss the next NAIFA Live. \nThis month’s NAIFA Live is sponsored by Penn Mutual \n \n\n 
URL:https://studymanuals.naifa-florida.org/event/members-only-naifa-live-success-in-abundance-lessons-from-todays-industry-phenoms/
LOCATION:ZOOM
CATEGORIES:Members Only,NAIFA Live,Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230316T140000
DTEND;TZID=America/New_York:20230316T150000
DTSTAMP:20260521T090448
CREATED:20230217T164810Z
LAST-MODIFIED:20230217T164810Z
UID:37254-1678975200-1678978800@studymanuals.naifa-florida.org
SUMMARY:Members ONLY - NAIFA Live- Get to the "YES!" - How to Increase Trust\, Connection\, and Likeability in 3 Minutes or Less
DESCRIPTION:Get to the “YES!” – How to Increase Trust\, Connection\, and Likeability in 3 Minutes or Less\nDeidre Van Nest\nCrazy Good Talks\nFounder\nThursday\, March 16\, 2023\n2 pm eastern\n\nDo you want to deepen relationships with current clients and quickly win new business? Do you have your sights set on retaining assets across multiple generations? If you answered YES\, this session is for you! \n\nMORE\n\n 
URL:https://studymanuals.naifa-florida.org/event/members-only-naifa-live-get-to-the-yes-how-to-increase-trust-connection-and-likeability-in-3-minutes-or-less/
LOCATION:ZOOM
CATEGORIES:Members Only,NAIFA Live,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230216T140000
DTEND;TZID=America/New_York:20230216T150000
DTSTAMP:20260521T090448
CREATED:20230125T150055Z
LAST-MODIFIED:20230125T150141Z
UID:36895-1676556000-1676559600@studymanuals.naifa-florida.org
SUMMARY:Members Only: NAIFA Live - Your Team Is Your Business
DESCRIPTION:Kari Gillenwater\nFounder & CEO\nGillenwater Consulting Group\nThursday\, February 16\n2 pm eastern\n\nHowever\, assessing\, hiring\, and retaining the right people for your team isn’t always the easiest thing to accomplish. Kari Gillenwater will share proven strategies that high-performing teams use to collaborate more effectively\, find and retain the right-fit talent\, and get more done in less time. \n\n \n  \n 
URL:https://studymanuals.naifa-florida.org/event/members-only-naifa-live-your-team-is-your-business/
LOCATION:ZOOM
CATEGORIES:Members Only,NAIFA Live,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230126T110000
DTEND;TZID=America/New_York:20230126T120000
DTSTAMP:20260521T090448
CREATED:20230125T145753Z
LAST-MODIFIED:20230125T145753Z
UID:36893-1674730800-1674734400@studymanuals.naifa-florida.org
SUMMARY:Members Only: Secure 2.0 Has Passed: What the Law Means for You & Your Clients
DESCRIPTION:Erin Wood\, CFP®\, CRPC\, FBS\nCarson Group\nSenior Vice President\, Financial Planning\nDani Kehoe\nDBK Consulting\nPrincipal\nJayne Fitzgerald\nNAIFA\nDirector\, Government Relations\nJanuary 26\, 2023\n11 am eastern\n\nPassage of the Registered Index-Linked Annuities (RILA) Act and the SECURE Act 2.0 as part of the 2023 Omnibus Appropriations bill greatly benefits consumers as well as the insurance financial professionals who help them prepare for retirement and achieve financial security. Join our experts for a deep-dive into how this impact you and your clients.
URL:https://studymanuals.naifa-florida.org/event/members-only-secure-2-0-has-passed-what-the-law-means-for-you-your-clients/
LOCATION:ZOOM
CATEGORIES:Members Only,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230119T140000
DTEND;TZID=America/New_York:20230119T150000
DTSTAMP:20260521T090448
CREATED:20221214T200936Z
LAST-MODIFIED:20221214T201020Z
UID:36352-1674136800-1674140400@studymanuals.naifa-florida.org
SUMMARY:Members Only: NAIFA Live: Transferable Sales Ideas from the Best in the Industry
DESCRIPTION:Hunter Gimbel\, Doug Grady\, & Caleb Guilliams\nThursday\, January 19\n2 pm eastern\n\nJoin Hunter Gimbel\, Doug Grady\, and Caleb Guilliams as they introduce you to concepts that you will not hear in your current environment\, perspectives that will open the door to unimaginable success. \nModerated by Howard Sharfman\, Senior Managing Director at NFP Insurance Solutions. \n \n\n\nThis NAIFA Live is brought to you by\n  \n 
URL:https://studymanuals.naifa-florida.org/event/members-only-naifa-live-transferable-sales-ideas-from-the-best-in-the-industry/
LOCATION:ZOOM
CATEGORIES:Members Only,NAIFA Live,Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221215T140000
DTEND;TZID=America/New_York:20221215T150000
DTSTAMP:20260521T090448
CREATED:20221201T211730Z
LAST-MODIFIED:20221201T211730Z
UID:36236-1671112800-1671116400@studymanuals.naifa-florida.org
SUMMARY:Members Only: NAIFA Live: From the Kitchen Table to the Top of the Table
DESCRIPTION:Richard Demko\, CLU®\, ChFC®\, RICP®\, LUTCF\, LACP\nCentric Wealth\nThursday\, December 15\n2 pm eastern\n\nHe has been bitten by two dogs in one year. He has slept in his truck. Before his appointments\, he stocked shelves at Lowe’s. From these hard and dangerous beginnings\, Rick Demko now ranks among the country’s top insurance and financial advisors. \nHow did Rick Demko emerge from his difficult start to become one of the top producers in the United States? Join us for “From the Kitchen Table to the Top of the Table” as Rick explains the path that led him to unimaginable success by serving thousands of families. \n\n \n  \n  \n \n 
URL:https://studymanuals.naifa-florida.org/event/members-only-naifa-live-from-the-kitchen-table-to-the-top-of-the-table/
LOCATION:ZOOM
CATEGORIES:Members Only,NAIFA Live,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20221113
DTEND;VALUE=DATE:20221116
DTSTAMP:20260521T090448
CREATED:20220203T161242Z
LAST-MODIFIED:20221109T194427Z
UID:33105-1668297600-1668556799@studymanuals.naifa-florida.org
SUMMARY:National Leadership Conference
DESCRIPTION:We Look Forward to Celebrating Together\nThe National Leadership Conference is NAIFA’s annual business meeting\, volunteer leadership training conference\, and membership awards event to recognize the best of the best within NAIFA Nation. \nThe purpose of the National Leadership Conference is to optimize how we work together so that we are the number one association in the United States for financial services professionals \nNovember  13-15\, 2022\nOmni Shoreham\n2500 Calvert Street\, NW\nWashington\, D.C.. \nThe common theme for the National Leadership Conference sessions is to expand our brand. Whether you are the incoming President\, the Grassroots or PAC Chair\, or the Membership Chair—all of our roles need to have brand amplification at the heart of how you will lead. \n There’s only one way we can do this and that is together. By moving as one NAIFA we can take on the legislative and political challenges that are coming our way\, as well as show how powerful we are in our ability to rapidly mobilize at the state and federal levels.
URL:https://studymanuals.naifa-florida.org/event/national-leadership-conference-2/
LOCATION:Omni Shoreham\, 2500 Calvert Street NW\, Washington DC\, 20008
CATEGORIES:Conference,In Person Event,Leadership Event,Members Only,Membership,Networking,Training Event
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221013T080000
DTEND;TZID=America/New_York:20221013T170000
DTSTAMP:20260521T090448
CREATED:20221013T133203Z
LAST-MODIFIED:20221013T133203Z
UID:35663-1665648000-1665680400@studymanuals.naifa-florida.org
SUMMARY:Members ONLY: NAIFA Live
DESCRIPTION:Winning Through Empathy Based Listening\nEric Maddox\nThursday\, October 20\n2 pm eastern\n\nIn 2003\, Staff Sergeant and interrogator\, Eric Maddox collected the intelligence which led to the exact location and capture of Saddam Hussein using his Empathy Based Listening technique. \nEmpathy Based Listening is one of the most powerful tools you will discover for business communication. When applied it will lead to deeper trust\, understanding and connections in all your conversations. \n\n \n  \n 
URL:https://studymanuals.naifa-florida.org/event/members-only-naifa-live-3/
LOCATION:ZOOM
CATEGORIES:Members Only,NAIFA Live,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220922T080000
DTEND;TZID=America/New_York:20220922T170000
DTSTAMP:20260521T090448
CREATED:20220922T131028Z
LAST-MODIFIED:20220922T131042Z
UID:35463-1663833600-1663866000@studymanuals.naifa-florida.org
SUMMARY:NAIFA/CF IFAPAC Event
DESCRIPTION:NAIFA/CF IFAPAC Event\nJoin members of NAIFA-CF for the IFAPAC Event on Thursday\, October 6th  from 6-8 pm at the Winter Park Raquet Club\, 2111 via Tuscany\, Winter Park. \nThis event is hosted by our own member\, Scott Bunkers\, LUTCF\, FSS of Fringe Benefit Plans\, Inc. \nThe event will feature heavy hors d’oeuvres and 2 drink tickets per attendee. \nYou will learn the importance of IFAPAC to our industry and how you can be a part of it to make a difference. \nCome join your fellow NAIFA members and have a chance to win some great raffle prices. \nAlthough there is no charge to attend\, please register so we will have an idea of how many attendees we will have. \nThank you\,
URL:https://studymanuals.naifa-florida.org/event/naifa-cf-ifapac-event-2/
LOCATION:Winter Park Raquet Club\, 2111 via Tuscany\, Winter Park\, FL\, 32789
CATEGORIES:Chapter Event,IFAPAC,In Person Event,Members Only
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220915T140000
DTEND;TZID=America/New_York:20220915T150000
DTSTAMP:20260521T090448
CREATED:20220725T192349Z
LAST-MODIFIED:20220725T192420Z
UID:34737-1663250400-1663254000@studymanuals.naifa-florida.org
SUMMARY:NAIFA Live - Members Only
DESCRIPTION:From the Kitchen Table to the Top of the Table\n  \nRichard Demko\nDirector of Insurance and Head of Agency\nCentric\nThursday\, September 15\n2 pm eastern\n\nHe has been bit by two dogs in one year. He has slept in his truck. Before his appointments\, he stocked shelves at Lowes. From these hard and dangerous beginnings\, Rick Demko now ranks among the top insurance and financial advisors in the country. \nHow did Rick Demko emerge from his difficult start to become one of the top producers in the entire United States? Join us for “From the Kitchen Table to the Top of the Table” as Rick explains his path that led him to unimaginable success by serving thousands of families. \nYou will learn: \n\nThe meaning of “sales sushi” and why this is one of Rick’s favorite money-making secrets.\nThe one heartbreaking choice that would have driven Rick out of the business.\nWhy you must be unapologetic as a life insurance person.\nThe dangers of the warm market approach and why you must be able to identify and find clients on your own.\nAnd much more!\n\n \n\n  \nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/naifa-live-members-only-3/
LOCATION:ZOOM
CATEGORIES:Members Only,NAIFA Live,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220721T140000
DTEND;TZID=America/New_York:20220721T150000
DTSTAMP:20260521T090448
CREATED:20220602T203940Z
LAST-MODIFIED:20220613T130538Z
UID:34204-1658412000-1658415600@studymanuals.naifa-florida.org
SUMMARY:NAIFA Live: Member Only
DESCRIPTION:From US Army Airborne to Managing Director – How NAIFA Drove My Journey to the Top\nSteve Saladino\nManaging Director\nPrincipal Financial Group\nThursday\, July 21st\n2 pm eastern\n\nFormer NAIFA Trustee and managing director with Principal Financial Group\, Steve Saladino\, is a prime example of doing the hard things well\, the things that will drive future success. Join Steve has he shows how his early training as a United States Army Airborne helped cultivate the habits that would lead this 31-year industry veteran to the top. \nThis NAIFA Live is intended for newer advisors and any advisor who wishes to grow their practice. \nYou will learn: \n\nHow “being” NAIFA and not “doing” NAIFA can help you grow your professional network and practice\nBest practices for securing strategic alliances with CPA’s\, healthcare and P&C agents\nTo enlarge your social and community presence and outreach while serving NAIFA\nTimeless sales and prospecting tips to drive your success\n\n \n\n\nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/naifa-live-member-only/
LOCATION:Webinar
CATEGORIES:Members Only,NAIFA Live,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220623T163000
DTEND;TZID=America/New_York:20220623T173000
DTSTAMP:20260521T090448
CREATED:20220601T180132Z
LAST-MODIFIED:20220622T133623Z
UID:34183-1656001800-1656005400@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Tampa Bay IFAPAC Fundraiser\, Trivia & Happy Hour
DESCRIPTION:Thursday Event — POSTPONED\nWe regret to inform you that the \nIFAPAC Trivia & Happy Hour Event \nat Wild Rover Brewing Co. on Thursday\, June 23rd has been postponed. \nWe will be announcing a new date for the event soon and look forward to having each of our NAIFA Tampa joining us for this fundraiser and a great evening of fun!\n\nIFAPAC Fundraiser\, Trivia & Happy Hour!\nThursday\, June 23rd\, 2022 4:30pm\nWild Rover Brewing Co.\n\nJoin us for a great time with your peers playing trivia and raising funds for our political action committee.\nAs NAIFA Tampa Bay member\, you have the opportunity to advocate for the industry and your consumers.\nRegistration: $40.00\nIncludes a beer and some finger foods \nThis event is for members only.\nNot a member? Join TODAY! https://belong.naifa.org/join \n 
URL:https://studymanuals.naifa-florida.org/event/naifa-tampa-bay-ifapac-fundraiser-trivia-happy-hour/
LOCATION:Wild Rover Brewing Co.\, 13921 Lynmar Blvd.\, Tampa\, FL\, 33626
CATEGORIES:IFAPAC,In Person Event,Members Only
ORGANIZER;CN="NAIFA-Tampa Bay":MAILTO:info@naifatampa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220616T140000
DTEND;TZID=America/New_York:20220616T150000
DTSTAMP:20260521T090448
CREATED:20220602T172340Z
LAST-MODIFIED:20220602T172340Z
UID:34199-1655388000-1655391600@studymanuals.naifa-florida.org
SUMMARY:NAIFA Live- Members Only
DESCRIPTION:Premium Financing-Revealing the Secrets of This Powerful Wealth Protection Tool\n  \n   \nAnthony S. Martinelli\, CLU\, CBEC\nWealth Advisor\nCo-Founder\nBob Bagonis\nTrivitum Private Wealth Strategies\, LLC\nFounding Partner\nThursday\, June 16th\n2 pm eastern\n\nYour high net-worth clients and business owners rely on you. Have you considered incorporating premium financing into your estate planning services? Premium financing is an emerging and vital planning strategy\, one your clients cannot afford to miss. \nJoin premium finance experts Anthony Martinelli\, Bob Bagonis\, and Bill Medico for our June NAIFA Live where we pull the veil off this fascinating and powerful estate planning strategy. \n \n\n  \nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/naifa-live-members-only-2/
LOCATION:Webinar
CATEGORIES:Members Only,NAIFA Live,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20220523
DTEND;VALUE=DATE:20220525
DTSTAMP:20260521T090448
CREATED:20220203T160708Z
LAST-MODIFIED:20220203T160708Z
UID:33103-1653264000-1653436799@studymanuals.naifa-florida.org
SUMMARY:2022 Congressional Conference
DESCRIPTION:  \n\n\n\n\n\n\nMay 23-24\, 2022\nJoin Us in Washington\, D.C. \n\nMeet with your lawmakers.\nLearn to be an effective advocate.\nInfluence policies that impact your business and clients.\n\nEach year\, we list the names of attendees who pledge to advocate for their clients\, communities\, and country. \nNAIFA’s annual Congressional Conference is crucial to our grassroots advocacy strategy. The event brings NAIFA members together as a critical mass to advocate on behalf of their businesses\, clients\, consumers\, and the insurance and financial services industry. It provides targeted advocacy training with briefings on specific legislative issues\, best practices for conducting congressional meetings\, and tips for developing impactful long-term relationships with legislators. \n  \nRegistration Now Open\n \n  \nTravel Stipends Available \nThe first 300 NAIFA members who register to attend the NAIFA Congressional Conference (May 23-24\, 2022) and meet the eligibility requirements will receive a $350 travel stipend.
URL:https://studymanuals.naifa-florida.org/event/2022-congressional-conference/
LOCATION:Washington DC\, Washington DC
CATEGORIES:In Person Event,Legislative Event,Members Only
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220414T140000
DTEND;TZID=America/New_York:20220414T150000
DTSTAMP:20260521T090448
CREATED:20220328T133838Z
LAST-MODIFIED:20220328T133850Z
UID:33601-1649944800-1649948400@studymanuals.naifa-florida.org
SUMMARY:NAIFA Live: Eleanor I. Johnson\, CPA\, CLU\, CGMA
DESCRIPTION:April NAIFA Live: Eleanor I. Johnson\, CPA\, CLU\, CGMA\nThe Conversation BEFORE the Conversation: How to create a common dialogue that uncovers client priorities and motivates them to move forward with the implementation of planning strategies.\nApril 14th | 2 pm eastern \n \nHave you ever made a planning recommendation to a client that you worked on extensively but that was never actually implemented? Or if implemented\, did the client later “forget” why they did what they did? In most cases that outcome was predictable – either because the recommendation made was not fully understood\, or because the client had other planning priorities that may not have been discovered. \nIn this session\, Eleanor Johnson\, CPA\, CLU\, CGMA\, Founding Principal\, Highland Capital Brokerage\, will describe her “three buckets” level setting approach that is used as part of every first client meeting and again when a new advisor or center of influence is added to the team. \n \n 
URL:https://studymanuals.naifa-florida.org/event/33601/
LOCATION:ZOOM
CATEGORIES:Members Only,NAIFA Live,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
END:VCALENDAR