National Association of Insurance and Financial Advisors-Florida
June 22, 2023 11:30AM - 1:00PM MEDICARE 101 & ACA HEALTH PLANS A presentation by Lorie Johns Tison Associates, Inc. President & CEO Her goal is to make insurance less cryptic, and unscramble the alphabet soup of Health Insurance. ACA Marketplace Tax Credit guidelines and Medicare IRMAA Explained in laymen’s terms. What Financial Advisors need to…
JOIN NAIFA/CF FOR A SOCIAL EVENT Thursday, June 22, 2023 5:00 - 7:00 PM AT The Crooked Can Brewing Company 426 W. Plant Street Winter Garden, FL 34787 https://crookedcan.com NAIFA/CF will offer one drink ticket per person and light appetizers. Enjoy time with…
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…
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…
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,…
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…
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).…
Aug 10 @ Noon EST Health Insurance: Inflation Reduction Act Presented by Craig Rodrigue Course Offering #1182875 ~ Provider #654 ~ Course Authority – CE 2-40 Health ~ 1 Hour CE Credit If you a health insurance advisor or you are curious about what’s going on with health insurance costs, the lowering of prescription drug…
Aug 16 @ 2:00PM EST From Financial Professional to Respected Thought Leader – The Career-Boosting Pathway to Ridiculous Success Presented by Brian Haney Brian will share ways to step up your game and enhance your credibility by becoming a respected thought leader – not just a financial professional. Learn new communications tools which will have…
Guest Speaker Jeff Chernoff, MS, LUTCF, LACP A Tampa native, insurance advisor, vice president of his family business, father, husband, NAIFA 2022 Young Advisor of the Year, LILI graduate, NAIFA Florida President 2023. Click Here to read more about our speaker. LOCATION Terra Gaucha Brazilian Steakhouse 4483 Southside Blvd. Jacksonville, FL 32216 (Please understand…