NAIFA/CF March Luncheon
2022-03-24 11:30 - 13:00 (America/New_York) | Dubsdread Golf Course, 549 W Par Street, Orlando, FL, 32804
NAIFA Central Florida Monthly Meeting
Join NAIFA/CF for the March monthly luncheon.

ROGER KELLY, Author and Speaker
EagleVision Consulting Group, LLC
Roger has been an independent financial advisors in the industry for over 30 years. He is an award winner with several insurance companies.
He will discuss principles which will prepare one’s life for success. His goal is to transform lives because of what they have learned in their experience with him. His vision is to assist others in living at their highest level of achievement.

MEETING INFORMATION
11:30 am – 1:00 pm on Thursday, March 24, 2022
Dubsdread Golf Course
549 West Par Road, Orlando
Cost:
Member of NAIFA In Person $20.00
Non-Members In-Person $25.00
Member PrePay For Year $160.00
Invited and First-Time Guests – FREE

NAIFA Northeast Florida Chapter Meeting
2022-03-24 11:30 - 13:00 | Terra Gaucha Brazilian Steakhouse, 4483 Southside Blvd., Jacksonville, FL, 32216
Thursday, March 24, 2022
BUILDING MOMENTUM IN YOUR
BOOK OF BUSINESS

Matt Warner
New Venue
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd.
Jacksonville, FL 32216
(Please understand that we may not be able to accommodate walk in’s)

Attendees will learn:
Why Build A Top 200 Target Prospect List
Effective Prospect Messaging and Techniques
Partnering With Centers of Influence For Referrals
Closing & Flushing Out Objections
Lead Generation / Appointment Setting

Click here to learn more about the speaker.

Cost $25 members, $30 non members.
Online prepay and RSVP required.

No refunds for cancellations less than 48 hours prior to the event.

NAIFA/CF For THREE Hours Of CE Credit
2022-03-25 11:30 - 14:30 | ZOOM
NAIFA Central Florida
THREE Hours CE Class
NAIFA-CF is pleased to offer a three hours CE class on Friday, March 25, 2022 from 11:30 am to 2:30 pm.
TOPIC: Ridesharing Insurance Webinar – Course #100577, Course Offering #1159585, and Course Authority CE 0220 General Line
Instructor: Anthony Tomas Becerra #1315358
COST
NAIFA Members – Free
Non-Members $15
Click the link below to register for the ZOOM call. You MUST register to participate. The link to Zoom will be provided in your registration confirmation email. If you do not receive a confirmation email immediately after registering, please check your spam folder. A reminder email will be sent the morning of the class.

Friday, March 25th
11:30 am to 2:30 pm
Your location

Sales & Marketing Panel of Experts: 4 OVER 40
2022-03-30 11:30 - 14:15 | Bascom’s Chophouse, 3665 Ulmerton Rd, Clearwater, FL, 33762
NAIFA Tampa Bay March Program
SALES & MARKETING PANEL OF EXPERTS: 4 OVER 40 PANEL
(FOLLOWED BY FREE 1 HOUR CE CLASS)
Learn from local industry leaders on tips & tricks to grow your business, increase your sales & generate more referrals.
Join past and present NAIFA presidents on their keys to success in business. With a twist on the “4 UNDER 40” we thought we would bring out some of our veteran NAIFA members to share their experience and wisdom to help you grow and succeed in 2022 and beyond!

Presenters
George Royal, Current NAIFA Florida President & Former NAIFA Central President
Melissa Snively, Hillsborough School Board Member & Former NAIFA Tampa Bay President
Steve Saladino, RICP®, LACP, LUTCF®, Former NAIFA Nat’l Trustee & NAIFA Tampa Bay President
Celine Pastore, CRPC®, MRFC®, Current NAIFA Tampa Bay President & MDRT Top of the Table

*********************
Wednesday, March 30th, 2022 11:30am
Bascom’s Chophouse
3665 Ulmerton Rd, Clearwater, FL 33762
11:30 am – Networking
12:00 pm – Lunch & Program
1:15 pm – Free CE Class – Solutions for Business Owners
*********************
MEMBER – $20.00
GUEST – $30.00
*********************
Followed by an Exclusive 1 HR Free CE
“Solutions for Business Owners”
Presented by:

Steven Saladino, RICP®, LACP, LUTCF® Managing Director
Joseph A. Nagy, CLF, CLU, LUTCF®, RICP®, Senior Managing Director

You’ll learn more about:

How business value impacts overall planning
Solutions to help the business owner protect their business
The importance of reviewing the buy-sell agreement to ensure it’s meeting the client’s objectives
Helping business owners see how their business can play a part in their retirement income strategy

2022 Spring Swing Event
2022-04-01 07:30 - 17:00 | Dubsdread Golf Course, 549 W Par Street, Orlando, FL, 32804
Click here for a printable registration form.

Click here for a printable registration form.

Young Advisors April Social
2022-04-14 17:30 - 19:00 | Lynch’s Irish Pub, 514 1st Street North, Jacksonville Beach, FL
Click here to RSVP for the YAT Social

NAIFA-Broward CE CLASS: Solutions for Business Owners
2022-04-20 11:00 - 13:00 | Fort Lauderdale Country Club, 415 E. Country Club Circle, Plantation, FL, 33317
We invite you to join us for a Continuing Education Class
CE CLASS: Solutions for Business Owners
1-hr. CE Class: Credit for Florida insurance, CFP, CIMA and CPE. Approved for Investments & Wealth Institute CE.
Florida CE Course #: PLIFE283, Offering ID: 73033, Approval ID: 119393
Course Authority: IND Life-FL, CFP, PRP
Course Level: Intermediate

Course Objective:
This course for financial advisors will explain a broad range of goals and solutions that advisors can provide to business owners, to help them manage risk and meet their business objectives. Participants will also learn about income tax, regulatory and practical implications that affect the clients’ needs and each type of solution.

Learning Objectives:

Learn how business value impacts overall planning
Discover solutions to help the business owner protect their business
See the importance of reviewing the buy-sell agreement to ensure it’s meeting the client’s objectives.
Help business owners see how their business can play a part in their retirement income strategy

Date: Wednesday, April 20, 2022
Time: 11:00 AM, Registration and Lunch
11:45 AM, 1-Hr CE Class
Location: Fort Lauderdale Country Club
415 E. Country Club Circle
Fort Lauderdale, FL 33317
Meeting Type: On-Site

MODERATED BY:

Steven Saladino
RICP®, LACP, LUTCF®
Principal Securities

Joe Nagy
Pre-Registration
Pre-Registration is required, RSVP today
After registering, you will receive a confirmation email containing information about joining the meeting.

Charge – Member
Lunch- $28.00
Zoom – FREE
Charge – Member
Lunch- $40.00
Zoom – $10.00
Complete NAIFA Member Lunch Registration
Complete NAIFA Member Zoom Registration
Complete NAIFA Non-Member Lunch Registration
Complete NAIFA Non-Member Zoom Registration

ADVANCE REGISTRATION AND PREPAYMENT IS REQUIRED
It is your responsibility to verify the CE course is not a repeat of a prior course, taken less than two years from the previous one.
The Internet address to check your State CE credits and compliance periods is located at: http://dice.fldfs.com/public/pb_index.aspx

Note: You must arrive on time for the CE Class to receive credit. Anyone arriving after 5 minutes into the class will not receive CE credit. Please know your license number, and bring a photo ID.

For more information, contact NAIFA-Broward Association Executive Rhonda Milrot at 954-753-2262, or admin@naifa-broward.org

NAIFA Northeast FL Chapter Meeting
2022-04-28 11:30 - 13:00 | Terra Gaucha Brazilian Steakhouse, 4483 Southside Blvd., Jacksonville, FL, 32216
How a Survivorship Standby Trust Allows for Control and Flexibility during a Client’s Lifetime

Jason Graham, MBA, LACP
New Venue
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd.
Jacksonville, FL 32216
(Please understand that we may not be able to accommodate walk in’s)
Program Sponsored by
Click here to learn more about the speaker.
Cost $25 members, $30 non members.
Online prepay and RSVP required by Friday, April 22th.

No refunds for cancellations less than 48 hours prior to the event.

NAIFA/CF April Luncheon
2022-04-28 11:30 - 13:00 | Dubsdread Golf Course, 549 W Par Street, Orlando, FL, 32804
NAIFA Central Florida Invites You To
Join Us for the April monthly luncheon.

KYLE WILLIAMSON, CLU, Managing Partner of New York Life will be the speaker.
TOPIC: Best Practices – Eternal Fundamentals that will help you take your business to the next level.

MEETING INFORMATION
11:30 am – 1:00 pm on Thursday, April 28, 2022
Dubsdread Golf Course
549 West Par Road, Orlando
Cost:
Member of NAIFA In Person $20.00
Non-Members In-Person $25.00
Invited and First-Time Guests – FREE

NAIFA-Tampa Bay Networking- Cigars and Cocktails
2022-04-29 18:00 - 20:00 | Cigar Paradise, 400 Beach Dr NE Suite 142, Tampa, FL
Join NAIFA-Tampa Bay for Cigars & Cocktails

Join NAIFA Tampa Bay Friday, April 29th at Cigar Paradise for an evening of entertainment and networking. Enjoy friendly cocktails, smooth cigars, and an exquisite view of St. Petersburg’s shopping district.
Open to all members, non-members, & their guests.
$10 – one cigar or drink
Don’t forget to bring your business cards and invite a potential NAIFA member!

NAIFA-Northeast Florida CE- Disability Insurance What We Need to Know
2022-05-16 08:00 - 17:00
Next Chapter Event – Thursday May 26, 2022
DISABILITY INSURANCE
What We Need to Know

MAUREEN KIRSCHHOFER, CLU, ChFC.
Join NAIFA members and their guest as we move through some important steps regarding disability insurance. This one hour course stresses the importance of replacing cash flow in the event of a disability, reviews the different types of disability income products, funding options, and the statistics of the likelihood of incurring a disability.
Course ID 121120, Course Offering 1159899
Course Authority 2-40 Health, Approved for 1 HR of CE
Provider ID 654
Venue
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd.
Jacksonville, FL 32216
(Please understand that we may not be able to accommodate walk in’s)
Click here to learn more about the speaker.
Cost $25 members, $30 non members.
Online prepay and RSVP required by Monday, May 23rd.

No refunds for cancellations less than 48 hours prior to the event.

NAIFA-Tampa Bay- May Monthly Program: Citizens Insurance
2022-05-25 11:30 - 13:00 | Brio Italian Grille, 2223 N. Westshore Boulevard, Tampa, Florida
Wednesday, May 25th, 2022 11:30am
Brio Italian Grill
Join NAIFA Tampa Bay as we welcome Carl Rockman from Citizens to discuss the current state of the property insurance marketplace and changes to expect for your clients.
Even if you are not a multi line agent, we highly recommend attending as these issues will directly or indirectly affect every client you have in the State of Florida. Be a resource for them to help show your value as a NAIFA member by attending.

NAIFA/CF May Luncheon
2022-05-26 11:30 - 13:00 | Dubsdread Golf Course, 549 W Par Street, Orlando, FL, 32804
NAIFA Central Florida Invites You To
Join Us for the May monthly luncheon.

BRYAN REPPLE, Chief Executive Officer | Insurance
Bryan was born in Miami, and has lived in Orlando since 1978, when his family relocated from Birmingham, Alabama, to start G.A. Repple & Company. He graduated from Campbell University in 1998 with a major in Business Administration with a focus in Trust Management. After college, Bryan followed his father’s footsteps and began working for G.A. Repple as a financial planner. For the past 15 years, he has overseen the personal financial planning practice for G.A. Repple, and trains financial planners around the country on complex estate, financial, and insurance planning concepts.
Bryan will discuss the differences between Whole Life and Indexed Universal Life policies.

MEETING INFORMATION
11:30 am – 1:00 pm on Thursday, May 26, 2022
Dubsdread Golf Course
549 West Par Road, Orlando
Cost:
Member of NAIFA In Person $20.00
Non-Members In-Person $25.00
Invited and First-Time Guests – FREE

NAIFA-Central FL CE Class - Disability: What We Need To Know
2022-05-27 11:30 - 12:30 | ZOOM
NAIFA Central Florida
One Hour CE Class
NAIFA-CF is pleased to offer a one hour CE class on Friday, May 27, 2022 from 11:30 am to 12:30 pm.
TOPIC: Disability: What We Need To Know – Webinar Course #121120 Course Offering #1162387
Course Authority 2-40 Health, Approved for 1 HR of CE
Course Level: Intermediate
Provider ID 654

Instructor:Maureen Ann Kirshhofer
This one-hour couse stresses the importance of replacing cash flow in the event of a disability, reviews the different types of disability income products, funding options, and the statistics of the likelihood of incurring a disbablity.
COST
NAIFA Members – Free
Non-Members $15
Click the link below to register for the ZOOM call. You MUST register to participate. The link to Zoom will be provided in your registration confirmation email. If you do not receive a confirmation email immediately after registering, please check your spam folder. A reminder email will be sent the morning of the class.

Friday, May 27th
11:30 am to 12:30 pm Eastern Time Zone
Your location

Pop Up Social - Hour Glass Brewing, Longwood, FL
2022-06-08 18:00 - 21:00 | Ivanhoe Brewing, 1300 Alden Rd, Orlando, FL, 32803
NAIFA Central Florida Invites You To
Join Us At Hour Glass Brewing for a Pop Up Social.
NAIFA/CF has formed a Meet Up Group and our second Pop Up Social June 8th. If you missed the first Pop Up, you definitely want to make it to this one.

Who: All of us + significant others and friends (the more the merrier)
What: Games and beers (being good at playing games is not required)
When: Wednesday, June 8th. (Recommended you come around 6-6:30 pm)
Where: Ivanhoe Park Brewing, 480 S. Ronald Reagan Blvd, Suite 1020, Longwood, FL 32750
Why: Why NOT????

It is free to attend and no registration is required, but if you could go to our Meet Up Group via the Register Now link above, that would give our group more credibility. Our ultimate goal is to get other like-minded people to join in the fun.

NAIFA-FSP 2022 Advanced Practice Symposium In Phoenix
2022-06-09 13:00 - 18:00 | The Scott Resort & Spa, 4925 North Scottsdale Road, Scottsdale, Arizona, 85251
Mark Massey
Vice President
SMA Services, Inc.
Monte Harrick
Managing Director, Los Angeles Office
Fulcrum Partners
Sam Robert
Vice President – Retirement
Fulcrum Partners
Troy Branch, JD, CLU, ChFC
2nd Vice President, Advanced Solutions & Design
Ameritas
June 9th, 2022
1 PM MST

NAIFA-FSP is proud to announce the return of the in-person Advanced Practice Symposia! Join us to hear from premier thought leaders in the field of advanced financial planning to learn how to better partner with a variety of industry professionals to expand your offerings and create top-line growth. Join us for this high-impact, half-day event.
Join us to learn new ways to approach complex cases and how you can better partner with a variety of industry professionals to expand your offerings and create top-line growth.

Brought to you by

NAIFA-Broward: First Steps, Last Steps: LTC Solutions (1 HR CE)
2022-06-15 11:30 - 13:00 | Fort Lauderdale Country Club, 415 E. Country Club Circle, Plantation, FL, 33317
A Professional Association of Insurance and Financial Advisors
FIRST STEPS, LAST STEPS:
LTC SOLUTIONS
CE Hybrid meeting (in-person and via zoom )
on June 15th, 2022

Course Authority: CE0240
Course Description:
This one-hour continuing education course provides a practical overview of long-term care solutions for health insurance agents. Topics include types of care, the odds of needing LTC, how to protect a client’s investment portfolio, and the possible use of Medicaid as an option.

Approved for 1 CE hour in Florida
Level of the class: Intermediate
Offering ID #1162193
Course CE number ID # 121514
A Health product and will apply to Life, Health License

Date: Wednesday, June 15, 2022
Time: In-Person Meeting 11:30 AM – 1:00 PM
CE Class 12:00 PM – 1:00 PM
Location: The Fort Lauderdale County Club
415 County Club Circle
Fort Lauderdale, FL 33317

MODERATED BY:

Jean Ausman
Instructor ID #: 1345597
Director of Long-Term Care Solutions at Stewardship
Advisory Group
Biography

Mike Roberts
Instructor ID # 1345591
Founder and Managing Partner at CPT Wealth Strategies
Biography

Pre-Registration
Pre-Registration is required, RSVP today
Zoom registrants will receive a confirmation email containing information about joining the meeting.
Lunch Member- $30.00
Zoom Member- $10.00
Lunch Non-Member- $40.00
Zoom Non-Member- $20.00

Complete NAIFA Member Registration Lunch
Complete NAIFA Non-Member Registration Lunch
Complete NAIFA Member Zoom Registration
Complete NAIFA Non-Member Zoom Registration

NAIFA/CF May Luncheon
2022-06-23 11:30 - 13:00 | Dubsdread Golf Course, 549 W Par Street, Orlando, FL, 32804
NAIFA Central Florida Invites You To
Join Us for the June monthly luncheon.
We will offer a panel discussion on Disability. Our featured speakers are Bob Herman, CLU of Principal Financial Group and Chad Ourso of Asteya World as well as two members of NAIFA-Central Florida who will “tell their story” of disability situations with clients.

We will offer a panel discussion on Disability. Our featured speakers are Bob Herman, CLU of Principal Financial Group and Chad Ourso of Asteya World as well as two members of NAIFA-Central Florida who will “tell their story” of disability situations with clients.
About Bob Herman

Bob Herman, CLU is the Disability Income Regional VP of Principal Financial Group, located in the North Port-Sarasota area. Bob has over 25 years of established sales success in the disability insurance marketplace. He is a graduate of Illinois State University.
About Chad Ourso

Chad is with Asteya World, helping insurance Agencies and Financial Advisors build revenue with income protection, life insurance and risk mitigation convos. He is a graduate of Rollins College, Winter Park and lives/works in the Orlando area. Chad is an avid chef and huge football fan.

The panel will also include two members of NAIFA-Central Florida who will tell their stories of experience with clients who needed the disability insurance products sold to them.

MEETING INFORMATION
11:30 am – 1:00 pm on Thursday, June 23, 2022
Dubsdread Golf Course
549 West Par Road, Orlando
Cost:
Member of NAIFA In Person $20.00
Non-Members In-Person $25.00
Invited and First-Time Guests – FREE

NAIFA-Florida Sales Symposium
2022-07-14 - 2022-07-15 | Reunion Resort, 7593 Gathering Drive, Kissimmee, Florida, 34747
Are you looking for great ideas, new ways to sell, or new ways to work smarter that will help grow your business?
Then the NAIFA-Florida Financial Advisors Sales Symposium is for you!
Mark your calendar and join us July 14-15, 2022 at the Reunion Resort, Orlando.

Conference Highlights:

World Class Keynote Speakers—Check back for the latest speaker lineup.
Breakout Sessions—Creative and energizing, our breakout sessions on Thursday and Friday conducted by industry experts offers something for everyone and will give you dozens of practical and useful ideas you can implement immediately.
Networking Opportunities—Most of our attendees tell us networking opportunities with colleagues at our conference is one of the greatest benefits of attendance.
Exhibitors—Don’t miss a chance to meet with vendors showcasing the latest in insurance and financial products and services.

Click Here to Register and to View Hotel Information and Full Agenda

Navigating HR Issues In a Post-COVID World Webinar
2022-07-27 12:00 - 13:00 | ZOOM
NAIFA Tampa Bay July Zoom Program
Navigating Human Resource Issues in a
Post-COVID World
Learn about the challenges of managing remote employees, complexities of working remotely & other HR issues!
Join NAIFA Tampa Bay Virtually on Wednesday, July 27th as we welcome Board Certified Labor & Employment Lawyer Joan M. Vecchioli.
Topics to Include:

Liability of Managing Remote Employees
HR & Compliance Concerns When Working Remotely
Vaccination Rights
& more

Wednesday, July 27th, 2022 12:00pm
Zoom – Virtual Event

Presented By: Joan M. Vecchioli
Partner
Johnson Pope Bokor Ruppel & Burns, LLP
READ MORE ABOUT JOAN HERE

NAIFA's APEX Sales Summit 2022
2022-08-16 - 2022-08-18 | Arizona Biltmore
It’s the Race to the Top.
This event is for the American advisor that is always focused on increasing performance to increase production. It’s about how fast can you get to the top of your potential.
Apex isn’t for product training, doesn’t contain irrelevant breakout sessions or competing sessions that force you to choose and leave you feeling that you didn’t get the ROI you wanted.
Apex is an event to allow you to fully focus on you and your performance so that you can return back to your practice refreshed, rejuvenated, and ready to be your absolute best for your clients and agency/firm colleagues.
Don’t come if you expect the same ‘ole, same ‘ole conference. Do come if you need one opportunity a year to disconnect from everything and get centered on your growth plan for yourself.

The Future of Property Insurance in Florida
2022-08-17 11:00 - 13:30 | Fort Lauderdale Country Club, 415 E. Country Club Circle, Plantation, FL, 33317
A Professional Association of Insurance and Financial Advisors
The Future of Property Insurance in Florida
Hybrid meeting (in-person and via zoom)
on August 17th, 2022

Presenters: Tim Meenan, NAIFA-Florida Lobbyist, Lee Gorodetsky, Vice President Marketing and Sales – US Assurance, Dan Daley – Florida State Representative
Join us for an important meeting to learn about the future of property insurance in Florida including the roof replacement issue. Our panel is uniquely qualified to present the state of Florida Property Insurance. We will discuss this important issue from the legislative, property insurance provider and the agent’s perspective.
Do you own your home? Do you have clients that own their homes? Then this meeting is a must attend! Learn about the future of homeowners given the recent news of the carriers exiting. Also hear from our State Lobbyist Tim Meenan on the issues we are advocating for right now and how you can be a part of the process! August 17th Live luncheon meeting in Plantation or attend via zoom. Please forward this to your fellow agents. Hope to see you there!
Date: Wednesday, August 17, 2022
Time: 11:30 AM – 1:00 PM
Zoom registrants will receive a confirmation email containing information about joining the meeting.
Location:The Fort Lauderdale County Club
415 County Club Circle
Fort Lauderdale, FL 33317

Presenters

Tim Meenan, P.A.
Biography

Lee Gorodetsky, LUTCF, CLF
Biography

Dan Daley
Florida Representative
Biography

Pre-Registration
Pre-Registration is required, RSVP today
Zoom registrants will receive a confirmation email containing information about joining the meeting.
Lunch – Member – $30.00
Lunch – Non-Member – $40.00

Zoom – Member – $10.00
Zoom – Non-Member – $15.00

Late Registration (after August 12, 2022):
Lunch cost for Members and Non-Members: $40.00

Complete NAIFA Member Registration Lunch

Complete NAIFA Non-Member Registration Lunch

Complete NAIFA Member Zoom Registration

Complete NAIFA Non-Member Zoom Registration

ADVANCE REGISTRATION AND PREPAYMENT IS REQUIRED

How to Grow Your Life Insurance Business by Adopting eCommerce Practices
2022-09-15 12:00 - 13:00 | ZOOM
John Boothman
Strategic Distribution & Partnerships at iLife Technologies
Thursday, October 5
12 pm eastern

Join this Digital Marketing and eCommerce webinar to explore the opportunities available to grow your Life Insurance business in the rapidly growing online marketing space.
Consumers buy an ever-increasing amount of products online – where does Life Insurance fit in? Agents can now participate in eCommerce! Learn how to create your own solution and own your digital space.

The webinar is brought to you by

Life Insurance beyond the Death Benefit
2022-09-22 11:30 - 13:00 | Terra Gaucha Brazilian Steakhouse, 4483 Southside Blvd., Jacksonville, FL, 32216
CELEBRATING
Life Insurance Awareness Month
Life Insurance beyond the Death Benefit
Strategies an Agent Should Know
ROB PETZOLD, LLIF®, CRPC®
Kansas City Life Insurance Company
Regional Vice President

SEPTEMBER 22, 2022
11:30AM – 1:00PM
Rob will review the need for life insurance. The types of life insurance and how to position them for the clients specific needs. The program will provide an in depth look at the many uses of life insurance beyond the death benefit:
Legacy Planning
Key Man Insurance
Estate Planning
Deferred Compensation
RSVP today and make plans to join us on Sept. 22nd as we celebrate Life Insurance Awareness Month. Mayor Lenny Curry has proclaimed September as Life Insurance Awareness Month.
LOCATION
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd.
Jacksonville, FL 32216
(Please understand that we may not be able to accommodate walk in’s)
Click here to learn more about the speaker.
Cost $25 members, $30 non members.
Online prepay and RSVP required by Monday, June 20th.

No refunds for cancellations less than 48 hours prior to the event.
PROCLAIMING SEPTEMBER AS
LIFE INSURANCE AWARENESS MONTH

NAIFA/CF September Luncheon
2022-09-29 11:30 - 13:00 | Dubsdread Golf Course, 549 W Par Street, Orlando, FL, 32804
CANCELLED
Due to Hurricane Ian the September luncheon is cancelled. Be safe out there!!! We will see you on October 6th for the PAC Event at the Winter Park Racquet Club at 6 pm and for the October luncheon meeting on October 27th at Dubsdread from 11:30 am to 1:00 pm.
NAIFA Central Florida Invites You To
Join Us for the September monthly luncheon.
WELCOME BACK FROM THE SUMMER OFF FOR NAIFA/CENTRAL FLORIDA.
The September meeting has been pushed back one week due to availability at Dubsdread.
This month we will have a surprise speaker for you.
MEETING INFORMATION
11:30 am – 1:00 pm on Thursday, September 29, 2022
Dubsdread Golf Course
549 West Par Road, Orlando
Cost:
Member of NAIFA In Person $20.00
Non-Members In-Person $25.00
Invited and First-Time Guests – FREE

Advanced Practice Center Symposia - Philadelphia
2022-09-29 13:00 - 18:00 | The Radnor Hotel, 591 E Lancaster Ave, St. Davids, FL, 19087
Thursday, September 29
1 pm eastern

NAIFA and the Society of FSP are bringing together leading thought leaders in the field of advanced financial planning for a half-day of high-impact presentations and discussions regarding working with businesses and organizations in 2022.
Join us in-person or online to learn new ways to approach complex cases and how you can better partner with a variety of industry professionals to expand your offerings and create top-line growth.

The webinar is brought to you by

Sarasota-area Members: Pop-Up Social, Nov. 9, Glory Days Grill
2022-10-12 08:00 - 17:00 | Glory Days Grill, 8253 Cooper Creek Blvd, Sarasota, FL, 34201
Join your fellow NAIFA members from the Sarasota region for a very informal time of networking and drinks at Glory Days Grill (Sarasota) on Wednesday, Nov. 9 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 renew! Feel free to bring one or more fellow advisors. Members and non-members alike are welcome!!

WHEN: Wednesday, Nov. 9, 5:00 p.m.

WHERE: Glory Days Grill, 8253 Cooper Creek Blvd., Sarasota (at University Pkwy. and I-75)

QUESTIONS? Contact Tom Ashley at tom.ashley@naifa-florida.org

See you there!!

2022 Law and Ethics Update for Life and Health Advisors – Webinar
2022-10-12 13:00 - 17:00 | ZOOM
4-Hour Life & Health – (Required) Law and Ethics

“2022 Law and Ethics Update for Life and Health Advisors – Webinar”

Wednesday, October 12, 2022 – 1:00 to 5:00 ET
(on Zoom)

Instructor:
Matt Campbell

COURSE INFORMATION
This 4-hour virtual (Zoom) course complies with the DFS requirement that all life and health insurance advisors are required to have
four hours (previously five hours) of continuing education on the subject of law and ethics in each two-year CE compliance period.

Course ID: 122941 ~ Course Offering: 1166783 ~ Hours – Four (4)
Course Level- Intermediate ~ Course Authority – CE 5-215 Law and Ethic Update – LHV

COST TO ATTEND
$30 – Members
$40 – Non-Members

REGISTRATION
Please note that as soon as you register, you will receive a confirmation email with the ZOOM link for the meeting. If you do not receive that email, please check your spam folder. A reminder email will be sent out on the morning of the class with the ZOOM link.

(REGISTER HERE)

Daytona Bch Members: Pop-Up Social, Oct. 20, Halifax Yacht Club
2022-10-20 17:00 - 19:00 | Halifax Yacht Club, 331 S. Beach St, Daytona Beach, Florida, 32114
Join your fellow NAIFA members from the Daytona Beach region for a very informal time of networking and drinks at the Halifax River Yacht Club – on Thursday, Oct. 20 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 renew! Feel free to bring one or more fellow advisors. Members and non-members alike are welcome!!

WHEN: Thursday, Oct. 20, 5:00 p.m.

WHERE: Halifax River Yacht Club, 331 S. Beach St., Daytona Beach

QUESTIONS? Contact Tom Ashley at tom.ashley@naifa-florida.org

See you there!!

NAIFA-Northeast FL Luncheon
2022-10-27 11:30 - 13:00 | Terra Gaucha Brazilian Steakhouse, 4483 Southside Blvd., Jacksonville, FL, 32216
OUR NEXT LUNCHEON
IMPACTS of INCOME on HEALTH INSURANCE

Andrew Gardner

OCTOBER 27, 2022
11:30AM – 1:00PM
RSVP today and make plans to join us on October 27th.
LOCATION
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd.
Jacksonville, FL 32216
(Please understand that we may not be able to accommodate walk in’s)
Cost $25 members, $30 non members.
Online prepay and RSVP required by Monday, June 20th.

No refunds for cancellations less than 48 hours prior to the event.
