National Association of Insurance and Financial Advisors-Florida
CHAPTER LUNCHEON & ANNUAL MEETING November 17, 2022 11:30AM - 1:00PM PROTECTING VULNERABLE ADULTS A presentation by William A. O'Leary, JD, LL.M (Tax) Attorney Attendees will learn facts about: Freezing Assets by Advisors Determining Legal Capacity Determining Undue Influence Power of Attorneys vs. Trust - Which is Better LOCATION Terra Gaucha Brazilian Steakhouse 4483 Southside…
Join your fellow NAIFA members from the Pasco-Hernando area for a very informal time of networking and drinks at The Social (rooftop) in New Port Richey – on Tuesday, Nov. 8 at 5:00 p.m. The first drink is complimentary & we’ll kick in some appetizers! No formal program – just a time to reconnect and…
IMPORTANT UPDATE TO: NAIFA Members in Gainesville / Alachua County area FROM: NAIFA-Florida CEO Tom Ashley Unfortunately, due to the likelihood of Hurricane Nicole causing havoc by Thursday evening, we’re going to have to cancel our scheduled Pop-Up Social which was to be at Harry’s Seafood Bar and Grill (110 SE 1st Street) in…
IMPORTANT UPDATE TO: NAIFA Members in Gainesville / Alachua County area FROM: NAIFA-Florida CEO Tom Ashley Unfortunately, due to the likelihood of Hurricane Nicole causing havoc by Thursday evening, we’re going to have to cancel our scheduled Pop-Up Social which was to be at Harry’s Seafood Bar and Grill (110 SE 1st Street) in…
STUDY GROUP MEETING November 16th, 2022 @ 6:00PM Unique case study of various topics of insurance lines of business presented in open format and group learning. $10 member/ $15 non-member ALL THE PIZZA YOU CAN EAT! TOPIC: New and Growing Business Challenges Date: Wednesday, November 16, 2022 Time: 6:00 PM Location: Anthony’s Coal Fired Pizza &…
NAIFA Central Florida Invites You To Join Us for the November monthly luncheon. Note the meeting is one week early due to the Thanksgiving holiday. PRESENTATION: How A Survivorship Standby Trust Allows For Control and Flexibility During A Client's Lifetime Jason Graham, MBA, LACP Columbus Life Insurance Company Regional Vice President, Florida MEETING INFORMATION…
PROTECTING VULNERABLE ADULTS A presentation by William A. O'Leary, JD, LL.M (Tax) Attorney Attendees will learn facts about: Freezing Assets by Advisors Determining Legal Capacity Determining Undue Influence Power of Attorneys vs. Trust - Which is Better LOCATION Terra Gaucha Brazilian Steakhouse 4483 Southside Blvd. Jacksonville, FL 32216 (Please understand that we may not be…
NAIFA Tampa Bay November Luncheon Planning for LTC w/ Carroll Golden Planning for LTC Hosted by Carroll Golden November is Long Term Care Awareness Month! Join NAIFA Tampa Bay Wednesday, November 30th as we welcome Carroll Golden to discuss Long Term Care. Presented By: Carroll Golden Proudly Sponsored By: Chris Bruser Mutual of Omaha Reverse…