• Life Insurance beyond the Death Benefit

    Terra Gaucha Brazilian Steakhouse 4483 Southside Blvd., Jacksonville, FL

    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…

  • NAIFA/CF September Luncheon

    Dubsdread Golf Course 549 W Par Street, Orlando, FL

    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…

  • Advanced Practice Center Symposia – Philadelphia

    The Radnor Hotel 591 E Lancaster Ave, St. Davids, FL

    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…

  • Sarasota-area Members: Pop-Up Social, Nov. 9, Glory Days Grill

    Glory Days Grill 8253 Cooper Creek Blvd, Sarasota, FL

    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…

  • 2022 Law and Ethics Update for Life and Health Advisors – Webinar

    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…

  • Daytona Bch Members: Pop-Up Social, Oct. 20, Halifax Yacht Club

    Halifax Yacht Club 331 S. Beach St, Daytona Beach, Florida

    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!…

  • NAIFA-Northeast FL Luncheon

    Terra Gaucha Brazilian Steakhouse 4483 Southside Blvd., Jacksonville, FL

    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…

  • Protecting Vulnerable Adults

    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…

  • New Port Richey: Pop-Up Social, Nov. 8, The Social

    The Social 5650 Main St, New Port Richey, FL

    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…

  • Sarasota — Pop-Up Social

    Glory Days Grill 8253 Cooper Creek Blvd, Sarasota, FL

    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…