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X-WR-CALDESC:Events for NAIFA-Florida
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DTSTART;TZID=America/New_York:20210923T113000
DTEND;TZID=America/New_York:20210923T130000
DTSTAMP:20260524T003928
CREATED:20210922T125120Z
LAST-MODIFIED:20210922T125140Z
UID:31605-1632396600-1632402000@studymanuals.naifa-florida.org
SUMMARY:Current Issues For Estate Planning: A Potpourri of Important Information For Your Clients
DESCRIPTION:NOTE: WE ARE MEETING AT DUBSDREAD AGAIN!!!\nNAIFA Central Florida Monthly Meeting \nJoin members of NAIFA-CF and other Central Florida industry professionals for the September 2021 luncheon back at Dubsdread\, 549 W. Par Street\, Orlando\, FL.\nMEETING INFORMATION\nTopic: Current Issues For Estate Planning: A Potpourri of Important Information For Your Clients\n11:30 am – 1:00 pm on Thursday\, September 23\, 2021\nDubsdread Conference Center\n549 W. Par Street\, Orlando\, FL \nSPEAKER \n\nCHARLES D. “CHUCK” WILDER\, Esq.\nEstate Planning and Legacy Law Center\, PLC \nCharles 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. \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. \nFor more information about Chuck and to see information about his new location at 711 Ballard Street\, Altamonte Springs\, FL\, go to https://www.epllc-plc.com/ \nCost:\nMember of NAIFA  In Person  $20.00\nNon-Members In-Person $25.00\nMember of NAIFA Via ZOOM $10.00\nNon-Members Via ZOOM $15.00\nInvited and First-Time Guests – FREE\n                                                                     \n \nNOTE:  Immediately after registering you will receive a confirmation email.  If you do not receive that\, please check your spam folder.  The ZOOM link is included in that email\, if you registered to attend via ZOOM.
URL:https://studymanuals.naifa-florida.org/event/current-issues-for-estate-planning-a-potpourri-of-important-information-for-your-clients/
LOCATION:Dubsdread Golf Course\, 549 W Par Street\, Orlando\, FL\, 32804
CATEGORIES:Chapter Event,In Person Event,Membership,Networking,New Members,Non-Members,Open to Members & Non-Members
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210922T113000
DTEND;TZID=America/New_York:20210922T130000
DTSTAMP:20260524T003928
CREATED:20210902T181701Z
LAST-MODIFIED:20210908T174215Z
UID:31393-1632310200-1632315600@studymanuals.naifa-florida.org
SUMMARY:How to Win The Bloody Ware for Talent – Post COVID-19
DESCRIPTION:  \nNAIFA September Program\nIn-Person Program\n\n  \n“How to Win the Bloody Ware for Talent – Post COVID-19”\nPresented by Patrick Valtin\nBest Selling Author\, International Sales Trainer & CEO of Hirebox & No-Fail Hiring\nThe current employment market conditions are dramatically calling for more aggressive\, smarter and newer strategies in the field of talent acquisition. The “pandemic” year dramatically transformed mentalities in the employment market and employee engagement has reached an all-time low. \nIf you think you have a lot of competitors in your field of activity\, consider the employment market. When it comes to attracting\, and hiring good people\, there are literally thousands of players who would love to steal your best employees. \nIn his presentation\, “How to Win the Bloody Ware for Talent – post COVID-19”\, Patrick will address the following topics: \n\nWHY has honesty become THE most vital soft skill to test for – no matter the position to fill?\n\n\nWhat changes do you need to be aware of in searching for good people?\n\n\nHow is personnel selection\, more than ever\, a vital component of long-term profitability?\n\n\nHow can you detect “invisible” characteristics (such as honestly\, loyalty\, commitment\, etc.) when evaluating & interviewing applicants?\n\n\nHow do you increase employee engagement & retention in an increasingly disloyal and unpredictable employment market?\n\nBONUS: every attendee will be offered a FREE digital copy of the book Patrick’s new best selling book “Taking Off The Mask” \n  \n\n  \n*********************\nWednesday\, September 22nd\n11:30 – Networking\nNoon – Lunch & Program\nBascom’s Chop House – 3665 Ulmerton Road\, Clearwater FL 33762\n*********************\nMEMBER – $20.00\nGUEST – $30.00\n \n********************* \nMeet Patrick V. Valtin\nMr. Valtin has an extensive experience in the fields of Management consulting & training\, and this on an international basis. He has traveled in more than 39 countries over the last 32 years and has trained over 140\,000 people in the areas of Personnel Selection\, People Management\, Sales\, Sales Management\, Marketing\, Organization and Leadership. \nPatrick’s clients and seminar attendees have come from all industries\, from growing businesses to multi-national corporations (USPS\, Ford Motors\, GM Motors\, BMW\, Renault\, Mercedes\, Toyota\, Motorola\, AIG\, IBM\, Remax\, Century 21\, ATT Canon\, France Telecom\, Hotels Accor\, Coca Cola\, and more. \nPatrick is the author of the Best Sellers TAKING OFF THE MASK and NO-FAIL-HIRING 2.0; he is also the developer of the No-Fail Hiring System –  a practical method of recruiting (www.nofailhiring.net and www.thehiremaster.com). \nHe is also the founder of www.hirebox.com\, an exclusive pre-hire assessment online platform which precisely evaluates applicants job-related soft skills – or lack of. \nIn the last 32 years\, Patrick’s assessments have been used by 5\,230 clients to evaluate over 25\,000 applicants from all industries.
URL:https://studymanuals.naifa-florida.org/event/how-to-avoid-hiring-dishonest-employees-who-could-ruin-your-business-september-educational-program/
LOCATION:Bascom’s Chophouse\, 3665 Ulmerton Rd\, Clearwater\, FL\, 33762
CATEGORIES:Chapter Event,In Person Event,Networking,New Members,Non-Members,Open to Members & Non-Members
ORGANIZER;CN="NAIFA-Tampa Bay":MAILTO:info@naifatampa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20210712
DTEND;VALUE=DATE:20210717
DTSTAMP:20260524T003928
CREATED:20210421T182321Z
LAST-MODIFIED:20210519T194501Z
UID:29727-1626048000-1626479999@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Florida 2021 Virtual Sales Symposium
DESCRIPTION:Visit www.naifa-florida.org/conv2021 for more information and registration.
URL:https://studymanuals.naifa-florida.org/event/naifa-florida-2021-virtual-sales-symposium/
LOCATION:ZOOM
CATEGORIES:Conference,Networking,New Members,Non-Members,Open to Members & Non-Members,Symposium,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20210630
DTEND;VALUE=DATE:20210701
DTSTAMP:20260524T003928
CREATED:20210208T185525Z
LAST-MODIFIED:20210609T130913Z
UID:28698-1625011200-1625097599@studymanuals.naifa-florida.org
SUMMARY:NAIFA Tampa Bay Social & Headshots
DESCRIPTION:When: Wednesday\, June 30\, 2021 8:30 AM\, EDT\nWhere: Centre Club\, 123 S West Shore Blvd 8th Floor\, Tampa\, FL 33609 \n  \nEVENT DETAILS: \nNAIFA Tampa Bay Social & Headshots\nJoin NAIFA Tampa Bay on Wednesday\, June 30th at 8:30 a.m. to reconnect with friends and colleagues – NETWORK\, enjoy a relaxed continental breakfast\, complimentary mimosas and get a new head shot! \n\nWednesday\, June 30th\n8:30 to 10:00 a.m.\nCentre Club – 123 S. West Shore Blvd 8th Floor\, Tampa\n  \nNETWORKING\, Continental Breakfast\, short program and headshots!\nComplimentary Mimosas to CELEBRATE will be served.\n  \nHeadshots provided by Rick Tauceda\, Rick Visuals\, Inc.\n\nMEMBER – NO Headshot – FREE\nMEMBER – with Headshot – $35.00\nGUEST – NO Headshot – $10.00\nGUEST – with Headshot – $45.00
URL:https://studymanuals.naifa-florida.org/event/naifa-tampa-yat-social-photo-shoot/
LOCATION:FL
CATEGORIES:Chapter Event,In Person Event,Mixer,Networking,Open to Members & Non-Members,YAT
ORGANIZER;CN="NAIFA-Tampa":MAILTO:info@naifatampa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210527T113000
DTEND;TZID=America/New_York:20210527T130000
DTSTAMP:20260524T003928
CREATED:20210504T170851Z
LAST-MODIFIED:20210504T170851Z
UID:29909-1622115000-1622120400@studymanuals.naifa-florida.org
SUMMARY:NAIFA Central Florida Monthly Meeting
DESCRIPTION:NOTE: NEW MEAL PRICES ARE $20 FOR NAIFA MEMBERS AND $25 FOR NON-MEMBERS!\nJoin members of NAIFA-CF and other Central Florida industry professionals for the May 2021 luncheon at our NEW VENUE\, Hannibal’s On The Square\, Winter Park.  NAIFA-Central Florida’s monthly meeting is now in virtual and live attendance format!\nMEETING INFORMATION\n11:30 am – 1:00 pm on Thursday\, May 27\, 2021   \nEither from your home or in person at Hannibal’s On The Square\n511 W New England Ave\, Winter Park\, FL \nCost:\nMember of NAIFA In Person At Hannibal’s $20.00\nNon-Members In Person At Hannibal’s $25.00\nInvited and First-Time Guests – FREE \nMembers Via ZOOM – FREE\nNon-Members Via ZOOM – Also FREE \nYou must register to attend! \nSPEAKER \n\n\nMICHAEL MCBATH\nMichael Strickler McBath is an American businessman\, former professional American football player\, and part-owner\, of the Orlando Predators of the Arena Football League. He is a former president of the NFL Retired Players Association. McBath is currently a senior vice president with Union Bank of Switzerland.\n________________________________________________________ \nOn the registration form\, you will be asked to select one the following three entrees:\nBeef Crepe With Mushrooms\, red wine and demi glace\nBlackened Grouper with Grand Marnier Sauce\nSauteed Chicken Breast with Blue Cheese Sauce \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-7/
LOCATION:Hannibal’s On The Square\, 511 W New England Ave\, Winter Park\, FL\, 32789
CATEGORIES:Chapter Event,In Person Event,Networking,New Members,Non-Members,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210520T083000
DTEND;TZID=America/New_York:20210520T100000
DTSTAMP:20260524T003928
CREATED:20210506T132338Z
LAST-MODIFIED:20210506T132513Z
UID:29964-1621499400-1621504800@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Palm Beaches - How to Calculate Provisional Taxes on Social Security
DESCRIPTION:Thursday\, May 20\, 2021\nHow to Calculate Provisional Taxes on Social Security\nVirtual Presentation – 8:30 am/Login + Networking – 9 am Presentation\n  \nMatthew J Oliver\, CPA\nMatthew J Oliver\, CPA\, PLLC\n(772) 486-0311 (C)       561-802-7362\nmatt.oliver@mjocpa.com \nServing small business and individuals’ tax planning\, compliance and business advisory needs. \n  \nMatt practices public accounting as owner of Matthew J\, Oliver CPA\, PLLC. With more than 10 years of experience in taxation\, he provides a wide-range of strategic consulting and compliance services to affluent and successful entrepreneurs and multi-generational families\, He stays informed of prevailing tax policy and is developing a highly scalable\, distributed service delivery model. \nAs a graduate of the University of Florida\, Matt started his career in the West Palm Beach area employed by two firms who have since been acquired by BDO USA\, LLP. He has spent the last six years employed by Caler\, Donten\, Levine\, Cohen\, Porter & Veil\, P.A.\, identified as a top 300 accounting firm by Inside Public Accounting\, There he championed engagements for a few major clients of the firms’ multi-family office operations\, He holds expertise in the following disciplines: \n\nAcquisition\, development\, and disposition of real estate holdings\,\nTax planning for closely-held corporations and partnerships\,\nComplex\, income tax\, estate and gift tax\, and financial planning for ultra-high­ net-worth individuals and multi-generational families\,\nAlternative investment structuring and tax compliance\,\n\nHow to Calculate Provisional Taxes on Social Security \nWhat is Provisional Income for Social Security \nHow to Calculate Provisional Income \nWhen is an Individual Eligible for Provisional Payments \nWhen is an Individual NOT Eligible for Provisional Payments Policy on Provisional Payment \nStart and End Dates Medicaid \nSuspension/Terminating Events Procedure on Provisional Payment \nInitiating Provisional \nAdjusting/Terminating Provisional Payments How are the Social Security Benefits Taxed \nWhat is maximum Social Security Tax in 2021 Strategies to Reduce Taxes on Social Security \n\nRegister HERE                 (2 steps if non-member)          Pay HERE (non NAIFA member)\nTime:\n8:30 am – login/networking\n9:00 am -Provisional Taxes\n10:00 am-Meeting Ends \nCost:\n$10 – Non NAIFA member \nNAIFA member …...\nVoluntary donation appreciated to help defer cost of event.\nClick on Pay Now non-member link. Thank you \nCheck payable:\nNAIFA- Palm Beaches\n1217 Lake Geneva Dr\nLake Worth\, FL 33461\n561-588-5444\nnaifa-palmbeaches@att.net \n 
URL:https://studymanuals.naifa-florida.org/event/naifa-palm-beaches-how-to-calculate-provisional-taxes-on-social-security/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Networking,Open to Members & Non-Members,Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210426T113000
DTEND;TZID=America/New_York:20210426T183000
DTSTAMP:20260524T003928
CREATED:20210208T184840Z
LAST-MODIFIED:20210208T184840Z
UID:28694-1619436600-1619461800@studymanuals.naifa-florida.org
SUMMARY:2021 Annual NAIFA Tampa Bay Golf Classic
DESCRIPTION:NAIFA TAMPA BAY: For over 30 years\, the National Association of Insurance & Financial Advisors Tampa Bay has organized the Golf for Kids Classic.  Following the original mission “to give back to the community where we work and live.”  The organization has raised over $520\,000 for local charities.EPILEPSY SERVICES FOUNDATION: Epilepsy Services Foundation has benefited from the Golf for Kids Classic since its inception.  The Foundation is a non-profit organization committed to creating a better future and environment for persons affected by epilepsy living in West Central Florida.  While raising awareness and educating others about epilepsy\, the Foundation raises funds and provides camp and family retreat scholarships\, college and medical scholarships\, funding for medical and support services and grants for educational seminars that address new medical initiatives and partnerships.
URL:https://studymanuals.naifa-florida.org/event/2021-annual-naifa-tampa-bay-golf-classic/
LOCATION:FL
CATEGORIES:Chapter Event,Charity Event,In Person Event,Mixer,Networking
ORGANIZER;CN="NAIFA-Tampa":MAILTO:info@naifatampa.org
END:VEVENT
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