National Association of Insurance and Financial Advisors-Florida
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July 20 @ 2PM EST Surfing the Next Baby Boomer Wave (“Life Insurance 303: Putting Your IRA to Work” – CE) Presented by Michael Staeb Course Offering # 1182985 ~ Provider #373455 (3GEN Insurance) ~ Course Authority – CE 2-16 Life ~ 1 Hour CE Credit Tax planning isn’t just for those over 70 and… |
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July Monthly Program: Clark Capital Market Update Luncheon Wednesday, July 26, 2023 11:30am-2:00PM Brio Italian Grill Join NAIFA Tampa Bay Wednesday, July 26th as we welcome Jeff Daigneault from Clark Capital Management Group to discuss the current state of the capital markets and changes to expect for your clients. Topics to Include: · An interactive economic & capital markets… |
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July 27 @ Noon EST The Value of Working with a Professional Coach Presented by Shari Santoriello It seems like coaches have sprung up everywhere these days. Shari will share tips on how to vet and select just the right personal coach for you and your goals. Whether it’s coaching for your career, leadership development,… |
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Aug 3 @ 10:00AM EST Discover Untapped Markets to Boost Your Career Presented by Darlene Flagg Whether you’re a seasoned advisor, a new advisor, or somewhere in between, you’ll learn why untapped markets could be your key to boost sales and reach your goals! If you’re looking for ways to expand your business, Darlene can…
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August 3, 2023 NAIFA Happy Hour - Summer Social Location Fogo de Chao 4787 Town Center Blvd. Jacksonville, FL 32256 Join NAIFA members for appetizers and drinks. A great way to meet other professionals in the industry. First 30 members attend free with RSVP. Guest are welcome, cost $10 per person (must be prepaid online).… |
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