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X-WR-CALDESC:Events for NAIFA-Florida
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DTSTART;TZID=America/New_York:20210729T120000
DTEND;TZID=America/New_York:20210729T130000
DTSTAMP:20260412T080517
CREATED:20210413T131426Z
LAST-MODIFIED:20210621T143219Z
UID:29593-1627560000-1627563600@studymanuals.naifa-florida.org
SUMMARY:Continuing Education- The Power of the Purse
DESCRIPTION:“The Power of the Purse” (CE – 1 Hour – Life\, Health\, Variable Products)\nThursday\, July 29 – Noon to 1:00 p.m. ET\n \nby Steve Saladino \nThis course is designed to assist financial professionals understand how women approach finances\, what’s behind their decision-making process\, and how\, as a financial professional\, they can best meet the investment needs of female clients. The presentation identifies four main female investor types and the common characteristics of each type. Information is provided on what advisors can expect when working with each personality\, and how questions can be tailored to help identify the female client’s financial goals. Women generally have the same investment goals and objectives as men\, but their approach to financial decision making differs. Understanding these differences is key for advisors wanting to help guide the female client. (This course is approved by the Florida Department of Financial Services for one (1) hour of Continuing Education credit for generic Life\, Health\, and Variable Products licensees – 9900. Intermediate level. Florida DFS Course #113749\, Offering 72270. Provider #415\, Principal Mutual Life Insurance Company.) \nMembers:   No charge\nNon-Members:  $15 \nTo register\, click here:  https://naifacf.wufoo.com/forms/zws7yp0kv22up//
URL:https://studymanuals.naifa-florida.org/event/continuing-education-the-power-of-the-purse/
LOCATION:ZOOM
CATEGORIES:Continuing Education,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210722T130000
DTEND;TZID=America/New_York:20210722T140000
DTSTAMP:20260412T080517
CREATED:20210629T173508Z
LAST-MODIFIED:20210629T173508Z
UID:30613-1626958800-1626962400@studymanuals.naifa-florida.org
SUMMARY:Advisor Ambassador Program
DESCRIPTION:  \n  \n  \n  \n  \n  \nInvite a non-member to join July’s Advisor Ambassador Program. This free\, award-winning advisor-development program allows non-members learn from the best while sampling professional benefits that come with NAIFA membership. \nHelp others experience NAIFA by inviting them to attend the Advisor Ambassador program. \n 
URL:https://studymanuals.naifa-florida.org/event/advisor-ambassador-program-13/
LOCATION:ZOOM
CATEGORIES:Advisor Ambassador Program,Non-Members,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210721T090000
DTEND;TZID=America/New_York:20210721T110000
DTSTAMP:20260412T080517
CREATED:20210624T134233Z
LAST-MODIFIED:20210624T134233Z
UID:30536-1626858000-1626865200@studymanuals.naifa-florida.org
SUMMARY:2 HR CE- Social Security & Medicare ... Understanding the Benefits
DESCRIPTION:  \nSocial Security & Medicare … Understanding the Benefits  \nWednesday\, July 21st\, 2021  \n9:00 – 11:00 AM \n \nModerated by Scott L. Rosen\, LUTCF\nHead Brokerage\, Creative Financial Network \nCourse # 92491 | FL Course Offering # 1145493 \nIntermediate \nLife\, Health and Variable Annuity (2-15) CFP and CPA can also get credit! \n  \nScott L. Rosen\, LUTCF has been in the financial services industry for over 24 years working with companies with MetLife\, Phoenix Life and Lincoln National. He has his series 6\,7\,24 and 26 license\, and specializes in Brokerage\, working with independent advisors\, as well as advisors from New York Life\, Northwestern Mutual Life\, and Guardian Life. Scott is a Life Underwriter Training Council Fellow (LUTCF)\, and serves on the NAIFA-Palm Beaches board of directors\, as well as the Financial Planning Association – Broward Chapter board of directors. He grew up in Philadelphia and graduated from Temple University. Scott is married with three children\, two of whom currently are attending graduate school. He loves to read and is still an Eagles\, Flyers and Phillies fan! \n  \nNO CHARGE for NAIFA Members / $10.00 Non-Members \n  \nCheck our website and membership communications for updates and online registration \n \nCLICK HERE TO REGISTER ONLINE! \n\nZoom link / invite will be sent to email provided before the meeting. \n  \nFor more information\, please contact NAIFA-Broward Association Executive Rhonda Milrot at (954) 753-2262 or admin@naifa-broward.org.
URL:https://studymanuals.naifa-florida.org/event/2-hr-ce-social-security-medicare-understanding-the-benefits/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Continuing Education,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Broward":MAILTO:admin@naifa-broward.org
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20210712
DTEND;VALUE=DATE:20210717
DTSTAMP:20260412T080517
CREATED:20210421T182321Z
LAST-MODIFIED:20210519T194501Z
UID:29727-1626048000-1626479999@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Florida 2021 Virtual Sales Symposium
DESCRIPTION:Visit www.naifa-florida.org/conv2021 for more information and registration.
URL:https://studymanuals.naifa-florida.org/event/naifa-florida-2021-virtual-sales-symposium/
LOCATION:ZOOM
CATEGORIES:Conference,Networking,New Members,Non-Members,Open to Members & Non-Members,Symposium,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20210630
DTEND;VALUE=DATE:20210701
DTSTAMP:20260412T080517
CREATED:20210208T185525Z
LAST-MODIFIED:20210609T130913Z
UID:28698-1625011200-1625097599@studymanuals.naifa-florida.org
SUMMARY:NAIFA Tampa Bay Social & Headshots
DESCRIPTION:When: Wednesday\, June 30\, 2021 8:30 AM\, EDT\nWhere: Centre Club\, 123 S West Shore Blvd 8th Floor\, Tampa\, FL 33609 \n  \nEVENT DETAILS: \nNAIFA Tampa Bay Social & Headshots\nJoin NAIFA Tampa Bay on Wednesday\, June 30th at 8:30 a.m. to reconnect with friends and colleagues – NETWORK\, enjoy a relaxed continental breakfast\, complimentary mimosas and get a new head shot! \n\nWednesday\, June 30th\n8:30 to 10:00 a.m.\nCentre Club – 123 S. West Shore Blvd 8th Floor\, Tampa\n  \nNETWORKING\, Continental Breakfast\, short program and headshots!\nComplimentary Mimosas to CELEBRATE will be served.\n  \nHeadshots provided by Rick Tauceda\, Rick Visuals\, Inc.\n\nMEMBER – NO Headshot – FREE\nMEMBER – with Headshot – $35.00\nGUEST – NO Headshot – $10.00\nGUEST – with Headshot – $45.00
URL:https://studymanuals.naifa-florida.org/event/naifa-tampa-yat-social-photo-shoot/
CATEGORIES:Chapter Event,In Person Event,Mixer,Networking,Open to Members & Non-Members,YAT
ORGANIZER;CN="NAIFA-Tampa":MAILTO:info@naifatampa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210625T111500
DTEND;TZID=America/New_York:20210625T133000
DTSTAMP:20260412T080517
CREATED:20210611T180101Z
LAST-MODIFIED:20210611T180410Z
UID:30462-1624619700-1624627800@studymanuals.naifa-florida.org
SUMMARY:What Type Of Insurance Should You Recommend? 2HRS CE
DESCRIPTION:NAIFA Central Florida\nTwo Hours CE Class\nNAIFA-CF is pleased to offer a two hours CE class on Friday\, June 25\, from 11:15 am to 1:30 pm. \nTOPIC: What Type Of Insurance Should You Recommend? – Virtual Class Course #118063 Course Offering #114869 \nInstructors: Brian Lazusky and Michael Aun\, FIC\, LUTCF\, CSP®\, CPAE Speaker Hall of Fame® \nFrom 11:15-11:30 is a Million Dollar Sales Idea and the CE Class is from 11:30 am to 1:30 pm. \nCOST\nNAIFA Members – Free\nNon-Members $15 \nClick 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. \n  \nFriday\, June 25\, 2021\n11:15 am to 1:30 pm\nYour location \n \n 
URL:https://studymanuals.naifa-florida.org/event/what-type-of-insurance-should-you-recommend-2hrs-ce/
LOCATION:ZOOM
CATEGORIES:Continuing Education,Open to Members & Non-Members,Professional Development,Virtual
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210624T130000
DTEND;TZID=America/New_York:20210624T140000
DTSTAMP:20260412T080517
CREATED:20210519T125317Z
LAST-MODIFIED:20210519T125317Z
UID:30137-1624539600-1624543200@studymanuals.naifa-florida.org
SUMMARY:Advisor Ambassador Program
DESCRIPTION:  \nJune 10th and 24th | 1 pm eastern \n  \nInvite a non-member to join this month’s Advisor Ambassador Program. This free\, award-winning advisor-development program allows non-members learn from the best while sampling professional benefits that come with NAIFA membership. \nHelp others experience NAIFA by inviting them to attend the Advisor Ambassador program. \n 
URL:https://studymanuals.naifa-florida.org/event/advisor-ambassador-program-11/
LOCATION:ZOOM
CATEGORIES:Advisor Ambassador Program,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210624T113000
DTEND;TZID=America/New_York:20210624T133000
DTSTAMP:20260412T080517
CREATED:20210611T181756Z
LAST-MODIFIED:20210611T181900Z
UID:30465-1624534200-1624541400@studymanuals.naifa-florida.org
SUMMARY:NAIFA Central Florida Monthly Luncheon Meeting - In Person/Virtual
DESCRIPTION:NOTE: NEW MEAL PRICES ARE $20 FOR NAIFA MEMBERS AND $25 FOR NON-MEMBERS!\nNAIFA Central Florida Monthly Meeting \nJoin members of NAIFA-CF and other Central Florida industry professionals for the June 2021 luncheon at our NEW VENUE\, Hannibal’s On The Square\, Winter Park.\nNAIFA-Central Florida’s monthly meeting is now in virtual and live attendance format!\nMEETING INFORMATION\nTopic: Practicing With Integrity\n11:30 am – 1:00 pm on Thursday\, June 24\, 2021   \nEither from your home or in person at Hannibal’s On The Square\n511 W New England Ave\, Winter Park\, FL \nCost:\nMember of NAIFA In Person At Hannibal’s $20.00\nNon-Members In Person At Hannibal’s $25.00\nInvited and First-Time Guests – FREE \nMembers Via ZOOM – FREE\nNon-Members Via ZOOM – Also FREE \nYou must register to attend \n\nSPEAKER \n\n\n\nBRYAN REPPLE\nChief Executive Officer\, Insurance Services\nG.A. Repple & Company \nBryan 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. \n\n \n\n\nOn the registration form\, you will be asked to select one the following three entrees:\nBeef Crepe With Mushrooms\, red wine and demi glace\nBlackened Grouper with Grand Marnier Sauce\nSauteed Chicken Breast with Blue Cheese Sauce \n \n\nNote that immediately after registering you will receive an automated confirmation with the ZOOM access information. If you do not receive this email\, please check your junk folder.
URL:https://studymanuals.naifa-florida.org/event/30465/
LOCATION:Hannibal’s On The Square\, 511 W New England Ave\, Winter Park\, FL\, 32789
CATEGORIES:Chapter Event,In Person Event,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210617T113000
DTEND;TZID=America/New_York:20210617T130000
DTSTAMP:20260412T080517
CREATED:20210526T171318Z
LAST-MODIFIED:20210602T181041Z
UID:30261-1623929400-1623934800@studymanuals.naifa-florida.org
SUMMARY:Practice Building and the Issues Advisors Face
DESCRIPTION:Hosted By: \n\n\n11:30 AM-1:00 PM EASTERN \nLOCATION:\nBonefish Grill\n10950 San Jose Boulevard\nJacksonville\, FL  32223 \nPractice Building and the Issues Advisors Face \nAndy is the owner of Laino and Associates Financial Group and doing business as Wealth Protection Strategies\, with offices in Jacksonville and Sarasota.  Andy is a sought after trainer\, lecturer and speaker in the areas of estate planning\, business continuation planning\, executive compensation design\, retirement planning\, and protecting assets from catastrophic medical needs. He is a 16 year Qualifying & Life Member of MDRT\, with 8 years Court of the Table and 3 years Top of the Table level.  He is a member of NAIFA\, a past recipient of the Community Service Award\, a member of the Northeast Florida Estate Planning Council and the Society of Financial Service Professionals. \n \nAndrew E. Laino\, CFP®\, CLU®\, CLTC® \nAndy’s Bio \nCLICK HERE TO REGISTER!  \nVirtual attendees register here to receive log in credentials. 
URL:https://studymanuals.naifa-florida.org/event/practice-building-and-the-issues-advisors-face/
LOCATION:Bonefish Grill\, 10950 San Jose Boulevard\, Jacksonville\, FL\, 32223
CATEGORIES:Chapter Event,In Person Event,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Northeast Florida":MAILTO:info@naifa-jacksonville.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210617T083000
DTEND;TZID=America/New_York:20210617T133000
DTSTAMP:20260412T080517
CREATED:20210421T125959Z
LAST-MODIFIED:20210421T130943Z
UID:29714-1623918600-1623936600@studymanuals.naifa-florida.org
SUMMARY:5hr Mandated Law & Ethics Review for Life & Health Agents Update 2021 Webinar
DESCRIPTION:THURSDAY\, June 17\, 2021\nVirtual/Zoom Presentation\n8:30 am – 1:30 pm\n5 hr Mandated Law & Ethics Review for Life & Health Agents Update 2021Webinar\nThis course has been approved by Florida Department of Financial Services for 5-215 (LHV Combo) Credit.\nProvider #697; ID 739112 Offering #1142192 .\nNEW Course ID (April 2021) \n\nScott Rosen\, LUTCF\nHead Brokerage – Creative Financial Network\n954-235-2703 / ScottR@cfnsfl.com\nScott Rosen is a 26 year veteran of the financial services industry. He has worked for MetLife\, Lincoln National\, MassMutual. Currently he is Head of Brokerage at Creative Financial Network. Scott is a Life Underwriting  Training Council Fellow (LUTCF). Scott’s focus is to meet and help independent financial; advisors and provide various idea’s and marketing to bring even more value to their clients. Scott is currently serving his second year as President of National Association of Insurance & Financial Advisors – Palm Beaches\, Inc. Scott is an approved Fl instructor #739112. \n\nCosts:\n$ 40 – NAIFA Member\n$ 45 – Guest of Member or Allied Org (FSP\, WIFS\, HUA\, FPA)\n$ 50 – RSVP Non-Member \n  \nTime:\n8:00 A.M. – Open / check-in\n8:30 A.M. C.E. Starts\n1:30 P.M. C.E Ends\nBe online on time\, if late no credit \n\nRegister Now: \nPay First!\nSelect appropriate payment\nor mail payment to address below\n$40 Member Price\n$45 Allied (AHU\, WIFS\, FSP\, FPA) \n$50 Non-Member \n Secondly:\nRegister here  \n\nand/or mail payment payable:\nNAIFA-Palm Beaches\n1217 Lake Geneva Drive\nLake Worth Beach\, FL 33461\n(561) 588-5444\nnaifa-palmbeaches@att.net\nwww.naifa-palmbeaches.org \n\nZoom Presentation\n1. Register/Pay\n2. Login BEFORE 8:30 a.m. We ask you do not login just before the start in case there is a snafu.\n3. 3 days prior to presentation – a reminder with handouts and other critical info will be emailed to you.\n4. Prefer video of you participating in this event rather than a blank.\n5. There will be a certificate of attendance form with key words that will need to be inserted in order to confirm your attendance.\n6. No lunch break.
URL:https://studymanuals.naifa-florida.org/event/5hr-mandated-law-ethics-review-for-life-health-agents-update-2021-webinar/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Continuing Education,Open to Members & Non-Members,Professional Development,Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210616T090000
DTEND;TZID=America/New_York:20210616T100000
DTSTAMP:20260412T080517
CREATED:20210503T153503Z
LAST-MODIFIED:20210503T153858Z
UID:29870-1623834000-1623837600@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Broward Virtual Meeting
DESCRIPTION:Wednesday\, June 16th\, 2021\n9:00 – 10:00 AM VIA ZOOM\nAVOID “THINK IT OVERS” WITH SOFIA RODRIGUEZ!\n \nCLICK FOR MORE ABOUT SOFIA RODRIGUEZ \nProbably hasn’t happened to you\, but you’re likely aware that prospects have no problem taking your presentation and then\, almost magically\, disappearing from the planet Earth. Prospects believe it’s okay to lie to a salesperson and still enjoy the fruits of heaven\, it’s true. But you can’t get mad at someone for doing something you didn’t tell them they couldn’t do. \n  \nJoin Sofia Rodriguez of Sandler Training Miami for Avoid “Think It Overs\,” an energetic session where we’ll discuss the best way to overcome stalls and objections\, which is to avoid them in the first place. \n  \nIf this has happened to you (or a friend) you’ll learn: \n\nHow to rid your pipeline of people who won’t make a decision\nHow to stop having adversarial interactions with prospects\nHow to get positive results on a regular basis\n\nADVANCE REGISTRATION IS REQUIRED \nNO CHARGE for NAIFA Members\, $10.00 for Non-Members. \nZoom link / invite will be sent before the meeting.  \n \nCLICK HERE TO REGISTER ONLINE \nMEETING SPONSORED BY: \n \nSandler Training\, Miami\n5000 SW 75th Ave\, Suite 203\, Miami\, FL\, 33155\nC: (305) 965-5800 ~ O: (305) 631-2205\nwww.absolute.sandler.com \nFor more information\, please contact NAIFA-Broward Association Executive Rhonda Milrot at (954) 753-2262 or admin@naifa-broward.org.
URL:https://studymanuals.naifa-florida.org/event/naifa-broward-virtual-meeting-2/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Broward":MAILTO:admin@naifa-broward.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210610T130000
DTEND;TZID=America/New_York:20210610T140000
DTSTAMP:20260412T080517
CREATED:20210519T125107Z
LAST-MODIFIED:20210519T125107Z
UID:30134-1623330000-1623333600@studymanuals.naifa-florida.org
SUMMARY:Advisor Ambassador Program
DESCRIPTION:  \nJune 10th and 24th | 1 pm eastern \n  \nInvite a non-member to join this month’s Advisor Ambassador Program. This free\, award-winning advisor-development program allows non-members learn from the best while sampling professional benefits that come with NAIFA membership. \nHelp others experience NAIFA by inviting them to attend the Advisor Ambassador program. \n 
URL:https://studymanuals.naifa-florida.org/event/advisor-ambassador-program-10/
LOCATION:ZOOM
CATEGORIES:Advisor Ambassador Program,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210609T083000
DTEND;TZID=America/New_York:20210609T130000
DTSTAMP:20260412T080517
CREATED:20210416T193820Z
LAST-MODIFIED:20210416T194447Z
UID:29655-1623227400-1623243600@studymanuals.naifa-florida.org
SUMMARY:LTCi Refresher Course Webcast
DESCRIPTION:National Association of Insurance and Financial Advisors \nLTCi Refresher Course Webcast\nLTC INSURANCE AND THE FL PARTNERSHIP PROGRAM: NAIC 4-HR REFRESHER COURSE-WEBCAST – ID# 113605 / Offering# 1141941 / 2-18 L&H\n \n approved.\n4 hr Refresher Course is required every 2 years after taking the initial 8 hr LTC Certification Course for all agents discussing LTC insurance with clients in Florida. \n  \n\n\nJUNE 9\, 2021 | 8:30 AM LOGIN | 9 AM – 1 PM CE\nJOINT EVENT WITH FLORIDA ASSOCIATION OF HEALTH UNDERWRITERS (FAHU) – LIMITED REGISTRATIONS\n\n\n \nMICHAEL TELLER\, CLTC\, CSA\nCENTER FOR LONG TERM CARE PLANNING\nWORK PHONE: (561) 272-0720 ‖ E-mail: mteller@avaplans.com\nMICHAEL IS A MEMBER OF THE LONG TERM CARE ADVISORY COMMITTEE FOR THE NATIONAL ASSOCIATION OF HEALTH UNDERWRITERS (NAHU) AND SERVES AS THE PROFESSIONAL DEVELOPMENT CHAIR FOR THE FLORIDA ASSOCIATION OF HEALTH UNDERWRITERS (FAHU). MICHAEL IS A FREQUENT SPEAKER FOR FLORIDA INSURANCE AGENT AND CPA CONTINUING EDUCATION COURSES WHERE HE IS KNOWN FOR MAKING CLASSES LIVELY\, FUN AND INSPIRING. HE IS AUTHOR AND INSTRUCTOR OF THE 8 HOUR NATIONAL ASSOCIATION OF INSURANCE COMMISSIONERS LONG TERM CARE CERTIFICATION COURSE\, THE 4-HOUR REFRESHER COURSE\, AND THE ANNUAL 5-HOUR FLORIDA LAW & ETHICS COURSE. MICHAEL GRADUATED FROM THE STATE UNIVERSITY OF NEW YORK AT BINGHAMTON WITH A B.A. DEGREE IN ECONOMICS AND FINANCE. HE LIVES IN BOCA RATON\, FLORIDA. WHEN HE’S NOT TALKING INSURANCE\, HE’S WORKING IN HIS GARDEN OR ORGANIZING COMMUNITY DRUM EVENTS IN DELRAY BEACH AND AROUND SOUTH FLORIDA. \n\n\nPRICE: $30/ A MEMBER OF NAIFA or $49/ NON–MEMBER OF NAIFA  \nREGISTER: WWW.NAIFA–PALMBEACHES.ORG / ??S 561-588-5444  \nWEBINAR DETAILS & PARTICIPANT RESPONSIBILITIES \n\n\n\nPARTICIPANT MUST PRE-REGISTER/PAY. CUT OFF: JUNE 8\, 2021 – 5 PM (NO EXCEPTIONS)\nZOOM PRESENTATION. CAN PARTICIPATE VIA PHONE CONFERENCE CALL.\nREGISTRANT WILL RECEIVE VIA EMAIL LOGIN/ID + HANDOUTS FOR PRESENTATION & DETAILS 3 DAYS PRIOR TO EVENT + DAY BEFORE EVENT WITH UPDATES IF ANY\nMUST BE LOGGED-IN BEFORE 9 AM! CANNOT GIVE CREDIT IF LATE LOG-IN.\nBE AWARE: INSTRUCTOR WILL BE USING CODE WORDS/PHRASES RANDOMLY THROUGHOUT THE CE DURING EACH SECTION AS AN ATTENDEE VERIFICATION SYSTEM. THESE WORDS WILL NEED TO BE PUT ON ACKNOWLEDGEMENT FORM AS PROOF OF ATTENDANCE.\n\n\n\nNAIFA -PALM BEACHES – NAIFA–PALMBEACHES.ORG – NAIFA-PALMBEACHES@ATT.NET – 561-588-5444 – TEXT: 561-315-9267
URL:https://studymanuals.naifa-florida.org/event/ltci-refresher-course-webcast-2/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Continuing Education,New Members,Non-Members,Open to Members & Non-Members,Training Event,Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210603T140000
DTEND;TZID=America/New_York:20210603T150000
DTSTAMP:20260412T080517
CREATED:20210421T184434Z
LAST-MODIFIED:20210421T184609Z
UID:29730-1622728800-1622732400@studymanuals.naifa-florida.org
SUMMARY:Cost Drivers of the Florida Homeowners Market – Webinar
DESCRIPTION:June 3\, 2021\n2:00 – 3:00 pm\, ET\nZOOM \n \nCraig Duncan\, ChFC President of NAIFA-Florida   \nThis one-hour CE class is designed to educate general lines (P&C) agents on how to communicate with their policyholders the reasons for rapid rate increases in the Florida homeowner market. Included will be discussion on reinsurance markets\, the impact of the CAT Fund on the re-insurance market\, increases in litigation\, and fraudulent claims activity. (NOTE:  This is the same CE class taught on Tuesday\, April 20\, 2021. Attendees of the April 20 class will not receive CE credit for taking the class again on June 3.) Moderator is Craig Duncan\, ChFC\, President of NAIFA-Florida. (This course is approved by the Florida Department of Financial Services for one (1) hour of Continuing Education credit for General Lines (P&C) licensees. Intermediate level. Florida DFS Course #116550\, Offering 1142348. Provider #654\, NAIFA-Florida.) \nThe class will be free for NAIFA members\, $15 for non-members.
URL:https://studymanuals.naifa-florida.org/event/cost-drivers-of-the-florida-homeowners-market-webinar-2/
LOCATION:ZOOM
CATEGORIES:Continuing Education,Open to Members & Non-Members,Professional Development,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210528T111500
DTEND;TZID=America/New_York:20210528T133000
DTSTAMP:20260412T080517
CREATED:20210505T134741Z
LAST-MODIFIED:20210505T135322Z
UID:29950-1622200500-1622208600@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Central Florida 2 Hours CE Class
DESCRIPTION:NAIFA Central Florida\nTwo Hours CE Class\nNAIFA-CF is pleased to offer a two hours CE class on Friday\, May 28\, from 11:15 am to 1:30 pm.\nTOPIC: Why Disability Income – Virtual Class Course #117625 Course Offering #1142735\nInstructor: Michael Aun\, FIC\, LUTCF\, CSP®\, CPAE Speaker Hall of Fame® \n  \nFrom 11:15-11:30 is a Million Dollar Sales Idea and the CE Class is from 11:30 am to 1:30 pm. \nCOST\nNAIFA Members – Free\nNon-Members $15 \nClick 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 \nFriday\, May 28\, 2021\n11:15 am to 1:30 pm\nYour location
URL:https://studymanuals.naifa-florida.org/event/naifa-central-florida-2-hours-ce-class/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Continuing Education,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210527T130000
DTEND;TZID=America/New_York:20210527T140000
DTSTAMP:20260412T080517
CREATED:20210504T160126Z
LAST-MODIFIED:20210504T160126Z
UID:29906-1622120400-1622124000@studymanuals.naifa-florida.org
SUMMARY:Advisor Ambassador Program
DESCRIPTION:At NAIFA\, we’re all about strengthening the insurance and financial services industry by helping advisors grow their knowledge and be their best at serving clients. \nThat’s why we’re offering you – the non-member – free access to NAIFA’s advisor development program so you can learn from the best while sampling professional benefits that come with NAIFA membership. \nRegister for the class and access our video archive featuring our NAIFA Advisor Ambassadors. After hearing some of their advice and industry insight\, join us for a live discussion after each session and hear from the Ambassadors themselves! \n  \nNew Program in 2021\nOur 2021 offerings will feature 2 live sessions with access to watch any of our archived sessions as well.\n \nMay 13\nMay 27
URL:https://studymanuals.naifa-florida.org/event/advisor-ambassador-program-9/
CATEGORIES:Advisor Ambassador Program,Membership,New Members,Non-Members,Open to Members & Non-Members,Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210527T113000
DTEND;TZID=America/New_York:20210527T130000
DTSTAMP:20260412T080517
CREATED:20210504T170851Z
LAST-MODIFIED:20210504T170851Z
UID:29909-1622115000-1622120400@studymanuals.naifa-florida.org
SUMMARY:NAIFA Central Florida Monthly Meeting
DESCRIPTION:NOTE: NEW MEAL PRICES ARE $20 FOR NAIFA MEMBERS AND $25 FOR NON-MEMBERS!\nJoin members of NAIFA-CF and other Central Florida industry professionals for the May 2021 luncheon at our NEW VENUE\, Hannibal’s On The Square\, Winter Park.  NAIFA-Central Florida’s monthly meeting is now in virtual and live attendance format!\nMEETING INFORMATION\n11:30 am – 1:00 pm on Thursday\, May 27\, 2021   \nEither from your home or in person at Hannibal’s On The Square\n511 W New England Ave\, Winter Park\, FL \nCost:\nMember of NAIFA In Person At Hannibal’s $20.00\nNon-Members In Person At Hannibal’s $25.00\nInvited and First-Time Guests – FREE \nMembers Via ZOOM – FREE\nNon-Members Via ZOOM – Also FREE \nYou must register to attend! \nSPEAKER \n\n\nMICHAEL MCBATH\nMichael Strickler McBath is an American businessman\, former professional American football player\, and part-owner\, of the Orlando Predators of the Arena Football League. He is a former president of the NFL Retired Players Association. McBath is currently a senior vice president with Union Bank of Switzerland.\n________________________________________________________ \nOn the registration form\, you will be asked to select one the following three entrees:\nBeef Crepe With Mushrooms\, red wine and demi glace\nBlackened Grouper with Grand Marnier Sauce\nSauteed Chicken Breast with Blue Cheese Sauce \n \n\nNote that immediately after registering you will receive an automated confirmation with the ZOOM access information. If you do not receive this email\, please check your junk folder.
URL:https://studymanuals.naifa-florida.org/event/naifa-central-florida-monthly-meeting-7/
LOCATION:Hannibal’s On The Square\, 511 W New England Ave\, Winter Park\, FL\, 32789
CATEGORIES:Chapter Event,In Person Event,Networking,New Members,Non-Members,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210526T090000
DTEND;TZID=America/New_York:20210526T100000
DTSTAMP:20260412T080517
CREATED:20210503T151245Z
LAST-MODIFIED:20210503T151245Z
UID:29867-1622019600-1622023200@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Broward Zoom Study Group
DESCRIPTION:“Life Insurance and Estate Planning” \n  \n \nPresented by Yoni Markoff\, PA\, NAIFA-Broward Study Group Chair \n\nWednesday\, May 26th\, 2021 ~ 9:00 AM  \n\nFREE TO ALL. RSVP TO YONI: \n\nPhone: 786-463-4463 ~ Email: yoni@markhoffpa.com  \n\nRegistration should include name\, company\, phone number\, email address\, and NAIFA local.
URL:https://studymanuals.naifa-florida.org/event/naifa-broward-zoom-study-group/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Open to Members & Non-Members,Study Group,Virtual
ORGANIZER;CN="NAIFA-Broward":MAILTO:admin@naifa-broward.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210524T150000
DTEND;TZID=America/New_York:20210524T160000
DTSTAMP:20260412T080517
CREATED:20210519T142859Z
LAST-MODIFIED:20210519T142859Z
UID:30145-1621868400-1621872000@studymanuals.naifa-florida.org
SUMMARY:Citizens Alert – OIR Approves 3 Companies to NR or Cancel
DESCRIPTION:  \nCitizens Property issued an Alert on Monday\, May 17 which addresses the recent approval by the OIR of three companies to non-renew or cancel selected Personal Lines policies. The companies are: Gulfstream Property and Casualty Insurance Company; Southern Fidelity Insurance Company; and Universal Insurance Company of North America. (See below for the complete Citizens Alert.) \nCarl Rockman\, VP of Agent and Market Services with Citizens will be available by Zoom Monday\, May 24 at 3:00 p.m. ET to address coverage issues and answer questions for agents who represent any of the three companies and who have policyholders who received notification of nonrenewal or cancellation but also have open claims or litigation. (See bottom of this message for the link to join the Zoom call.) \n(Click here for complete Citizens Alert) \nAgents\, members and non-members alike\, may join the Zoom call. Here is the link: \nTopic: Citizens Alert — Securing Coverage for 3 Companies\nTime: May 24\, 2021 03:00 PM Eastern Time (US and Canada) \nJoin Zoom Meeting\nhttps://us02web.zoom.us/j/9351425169 \nMeeting ID: 935 142 5169\nOne tap mobile\n+13017158592\,\,9351425169# US (Washington DC)\n+13126266799\,\,9351425169# US (Chicago) \nDial by your location\n+1 301 715 8592 US (Washington DC)\n+1 312 626 6799 US (Chicago)\nMeeting ID: 935 142 5169
URL:https://studymanuals.naifa-florida.org/event/citizens-alert-oir-approves-3-companies-to-nr-or-cancel/
LOCATION:ZOOM
CATEGORIES:Citizens,Open to Members & Non-Members,Training Event,Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210520T120000
DTEND;TZID=America/New_York:20210520T130000
DTSTAMP:20260412T080517
CREATED:20210413T130823Z
LAST-MODIFIED:20210413T130823Z
UID:29590-1621512000-1621515600@studymanuals.naifa-florida.org
SUMMARY:Continuing Education- Draft a Plan to Help Protect Business Owners
DESCRIPTION:“Draft a Plan to Help Protect Business Owners”\n(CE – 1 Hour – Health)\nThursday\, May 20 – Noon to 1:00 p.m. ET\n  \n \nby Steve Saladino \n\nThis one-hour course examines the different solutions business owners can use to protect themselves and their business from the threat of a disability. Health insurance advisers will learn the objectives and benefits of each of the solutions (Individual Disability Income\, Overhead Expense\, Business Loan Protection\, Disability Buy-Out and Key Person) and how they may be able to work together to help give the business owner a greater level of protection.  (This course is approved by the Florida Department of Financial Services for one (1) hour of Continuing Education credit for 2-40 health licensees. Intermediate level. Florida DFS Course #114614\, Offering 72269. Provider #415\, Principal Mutual Life Insurance Company.)   \n\nMembers:   No charge\nNon-Members:  $15. \nTo register\, click here:  https://naifacf.wufoo.com/forms/za1ih2d0vejxo6/
URL:https://studymanuals.naifa-florida.org/event/continuing-education-draft-a-plan-to-help-protect-business-owners/
LOCATION:ZOOM
CATEGORIES:Continuing Education,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210520T113000
DTEND;TZID=America/New_York:20210520T130000
DTSTAMP:20260412T080517
CREATED:20210421T132811Z
LAST-MODIFIED:20210421T132811Z
UID:29719-1621510200-1621515600@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Northeast Florida Chapter Meeting- Live
DESCRIPTION:Impact of Estate Planning under the Biden Administration\nMay 20\, 2021\n11:30 AM-1:00 PM EASTERN \nLOCATION:\nBonefish Grill\n10950 San Jose Boulevard\nJacksonville\, FL  32223 \n\n\nWilliam A. O’Leary\, JD\, LL.M (Tax) Attorney\nLegacy Planning Law Group.\nBill’s Bio \n\nBasic Estate Planning tips\nUnderstanding the implications and tax law changes\nImportance of Estate Planning\n\nCLICK HERE TO REGISTER!  \n\nVirtual attendees register here to receive log in credentials. 
URL:https://studymanuals.naifa-florida.org/event/naifa-northeast-florida-chapter-meeting-live/
LOCATION:Bonefish Grill\, 10950 San Jose Boulevard\, Jacksonville\, FL\, 32223
CATEGORIES:Chapter Event,In Person Event,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Northeast Florida":MAILTO:info@naifa-jacksonville.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210520T083000
DTEND;TZID=America/New_York:20210520T100000
DTSTAMP:20260412T080517
CREATED:20210506T132338Z
LAST-MODIFIED:20210506T132513Z
UID:29964-1621499400-1621504800@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Palm Beaches - How to Calculate Provisional Taxes on Social Security
DESCRIPTION:Thursday\, May 20\, 2021\nHow to Calculate Provisional Taxes on Social Security\nVirtual Presentation – 8:30 am/Login + Networking – 9 am Presentation\n  \nMatthew J Oliver\, CPA\nMatthew J Oliver\, CPA\, PLLC\n(772) 486-0311 (C)       561-802-7362\nmatt.oliver@mjocpa.com \nServing small business and individuals’ tax planning\, compliance and business advisory needs. \n  \nMatt practices public accounting as owner of Matthew J\, Oliver CPA\, PLLC. With more than 10 years of experience in taxation\, he provides a wide-range of strategic consulting and compliance services to affluent and successful entrepreneurs and multi-generational families\, He stays informed of prevailing tax policy and is developing a highly scalable\, distributed service delivery model. \nAs a graduate of the University of Florida\, Matt started his career in the West Palm Beach area employed by two firms who have since been acquired by BDO USA\, LLP. He has spent the last six years employed by Caler\, Donten\, Levine\, Cohen\, Porter & Veil\, P.A.\, identified as a top 300 accounting firm by Inside Public Accounting\, There he championed engagements for a few major clients of the firms’ multi-family office operations\, He holds expertise in the following disciplines: \n\nAcquisition\, development\, and disposition of real estate holdings\,\nTax planning for closely-held corporations and partnerships\,\nComplex\, income tax\, estate and gift tax\, and financial planning for ultra-high­ net-worth individuals and multi-generational families\,\nAlternative investment structuring and tax compliance\,\n\nHow to Calculate Provisional Taxes on Social Security \nWhat is Provisional Income for Social Security \nHow to Calculate Provisional Income \nWhen is an Individual Eligible for Provisional Payments \nWhen is an Individual NOT Eligible for Provisional Payments Policy on Provisional Payment \nStart and End Dates Medicaid \nSuspension/Terminating Events Procedure on Provisional Payment \nInitiating Provisional \nAdjusting/Terminating Provisional Payments How are the Social Security Benefits Taxed \nWhat is maximum Social Security Tax in 2021 Strategies to Reduce Taxes on Social Security \n\nRegister HERE                 (2 steps if non-member)          Pay HERE (non NAIFA member)\nTime:\n8:30 am – login/networking\n9:00 am -Provisional Taxes\n10:00 am-Meeting Ends \nCost:\n$10 – Non NAIFA member \nNAIFA member …...\nVoluntary donation appreciated to help defer cost of event.\nClick on Pay Now non-member link. Thank you \nCheck payable:\nNAIFA- Palm Beaches\n1217 Lake Geneva Dr\nLake Worth\, FL 33461\n561-588-5444\nnaifa-palmbeaches@att.net \n 
URL:https://studymanuals.naifa-florida.org/event/naifa-palm-beaches-how-to-calculate-provisional-taxes-on-social-security/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Networking,Open to Members & Non-Members,Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210519T090000
DTEND;TZID=America/New_York:20210519T111500
DTSTAMP:20260412T080517
CREATED:20210323T141958Z
LAST-MODIFIED:20210505T193959Z
UID:29312-1621414800-1621422900@studymanuals.naifa-florida.org
SUMMARY:Legislative Update on issues that affect you with our Lobbyist Tim Meenan followed by 1 hour CE on Disability Buysell
DESCRIPTION:NAIFA-Broward Virtual Meeting\nWednesday\, May 19th\, 2021\n9:00 am – 11:15 am\n \nOur May 19th virtual meeting via Zoom will feature updates from NAIFA-Florida Lobbyist Tim Meenan discussing Florida Legislative Events and the many issues that affect us\, with guest Rep. Dan Daley and another legislator\, with time for questions. Immediately followed by 1-Hour Disability Insurance CE Class\, moderated by Michele Friedlander\, RHU\, REBC: \nDI Buy Sell Agreement & Funding \nCourse # Florida 113962\, Offering ID # 1142469 \n\nCLICK FOR MORE ABOUT: \nTIM MEENAN  ~  REP. DAN DALEY  ~  MICHELE FRIEDLANDER \nFREE for Members\, $10.00 for Non-Members. \nZoom link / invite will be sent before the meeting.  \n \nCLICK HERE TO REGISTER TODAY! \nFor more information\, please contact NAIFA-Broward Association Executive Rhonda Milrot at (954) 753-2262 or admin@naifa-broward.org.
URL:https://studymanuals.naifa-florida.org/event/naifa-broward-virtual-meeting-3/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Continuing Education,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Broward":MAILTO:admin@naifa-broward.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210513T130000
DTEND;TZID=America/New_York:20210513T140000
DTSTAMP:20260412T080517
CREATED:20210504T155517Z
LAST-MODIFIED:20210504T155517Z
UID:29904-1620910800-1620914400@studymanuals.naifa-florida.org
SUMMARY:Advisor Ambassador Program
DESCRIPTION:At NAIFA\, we’re all about strengthening the insurance and financial services industry by helping advisors grow their knowledge and be their best at serving clients. \nThat’s why we’re offering you – the non-member – free access to NAIFA’s advisor development program so you can learn from the best while sampling professional benefits that come with NAIFA membership. \nRegister for the class and access our video archive featuring our NAIFA Advisor Ambassadors. After hearing some of their advice and industry insight\, join us for a live discussion after each session and hear from the Ambassadors themselves! \n  \nNew Program in 2021\nOur 2021 offerings will feature 2 live sessions with access to watch any of our archived sessions as well.\n \nMay 13\nMay 27
URL:https://studymanuals.naifa-florida.org/event/advisor-ambassador-program-8/
LOCATION:ZOOM
CATEGORIES:Advisor Ambassador Program,New Members,Non-Members,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210504T110000
DTEND;TZID=America/New_York:20210504T120000
DTSTAMP:20260412T080517
CREATED:20210415T161601Z
LAST-MODIFIED:20210419T160443Z
UID:29635-1620126000-1620129600@studymanuals.naifa-florida.org
SUMMARY:Continuing Education: Health Insurance: The Federal No-Surprise Act
DESCRIPTION:“Health Insurance: The Federal No-Surprise Act — Webinar” (CE – 1 Hour – Health)\nTuesday\, May 4 – 11:00 a.m. to Noon\, ET\n \nby Craig Rodrigue \nBig changes are coming in the world of health insurance! This one-hour course reviews recent changes to health insurance\, health care\, and subsidies as a result of passage of the 2021 Federal Stimulus Package. Also includes ten changes in the industry as a result of executive orders. Changes reviewed include: new mandates\, hospital transparency\, and certain mandatory commission disclosures. Advisors and consumers need to be aware of all of these changes\, which are effective 1/1/22. (This course is approved by the Florida Department of Financial Services for one (1) hour of Continuing Education credit for health licensees. Intermediate level. Florida DFS Course #117339\, Offering 1142037. Provider #654\, NAIFA-Florida.)   \nMembers: No charge    \nNon-Members:  $15 \nTo register\, click here:https://naifacf.wufoo.com/forms/z1pvg56j0sxfgej/
URL:https://studymanuals.naifa-florida.org/event/continuing-education-health-insurance-the-federal-no-surprise-act/
LOCATION:ZOOM
CATEGORIES:Continuing Education,New Members,Non-Members,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210423T111500
DTEND;TZID=America/New_York:20210423T133000
DTSTAMP:20260412T080517
CREATED:20210415T204145Z
LAST-MODIFIED:20210415T204214Z
UID:29642-1619176500-1619184600@studymanuals.naifa-florida.org
SUMMARY:NAIFA Central Florida - Two Hours CE Class
DESCRIPTION:NAIFA Central Florida\nTwo Hours CE Class\nNAIFA-CF is pleased to offer a two hours CE class on Friday\, April 23\, 2021 from 11:15 am to 1:30 pm.\nTOPIC: Why Permanent Insurance – Virtual Class Course #117360 Course Offering #1142025\nInstructor: Michael Aun\, FIC\, LUTCF\, CSP®\, CPAE Speaker Hall of Fame® \nFrom 11:15-11:30 is a Million Dollar Sales Idea and the CE Class is from 11:30 am to 1:30 pm. \nCOST\nNAIFA Members – Free\nNon-Members $15 \nClick 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. \n_________________________ \nFriday\, April 23\, 2021\n11:15 am to 1:30 pm \nYour location \n \n  \n  \n  \n  \n_________________________
URL:https://studymanuals.naifa-florida.org/event/naifa-central-florida-two-hours-ce-class-4/
LOCATION:ZOOM
CATEGORIES:Continuing Education,New Members,Non-Members,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210422T120000
DTEND;TZID=America/New_York:20210422T130000
DTSTAMP:20260412T080517
CREATED:20210412T151227Z
LAST-MODIFIED:20210412T151349Z
UID:29555-1619092800-1619096400@studymanuals.naifa-florida.org
SUMMARY:Advisor Ambassador Program
DESCRIPTION:Advisor Ambassador Program\nApril 8 and 22 | 12 pm eastern\nInvite a non-member to join this month’s Advisor Ambassador Program. This free\, award-winning advisor-development program allows non-members learn from the best while sampling professional benefits that come with NAIFA membership. \nOur April speakers are Camille Tan\, CRPC\, and Blake Gillies\, DIA. \nHelp others experience NAIFA by inviting them to attend the Advisor Ambassador program.
URL:https://studymanuals.naifa-florida.org/event/advisor-ambassador-program-7/
LOCATION:ZOOM
CATEGORIES:Advisor Ambassador Program,Membership,New Members,Non-Members,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210422T113000
DTEND;TZID=America/New_York:20210422T130000
DTSTAMP:20260412T080517
CREATED:20210408T153211Z
LAST-MODIFIED:20210415T203704Z
UID:29503-1619091000-1619096400@studymanuals.naifa-florida.org
SUMMARY:NAIFA Central Florida Monthly Meeting
DESCRIPTION:Join members of NAIFA-CF and other Central Florida industry professionals for the April 2021 luncheon at our NEW VENUE\, Hannibal’s On The Square\, Winter Park.  NAIFA-Central Florida’s monthly meeting is now in virtual and live attendance format!\nMEETING INFORMATION\n11:30 am – 1:00 pm on Thursday\, April 22\, 2021 \nEither from your home or in person at Hannibal’s On The Square\n511 W New England Ave\, Winter Park\, FL \nCost:\nMember of NAIFA In Person At Hannibal’s $20.00\nNon-Members In Person At Hannibal’s $25.00\nInvited and First-Time Guests – FREE \nMembers Via ZOOM – FREE\nNon-Members Via ZOOM – Also FREE \nYou must register to attend! \nSPEAKER \n \n  \n  \n  \n  \n  \nGEORGE VRBAN\nAs financial advisors and agents\, we have a responsibility to educate our clients on all aspects of their planning and while you may not be familiar with Reverse Mortgages\, it is critical that your clients be educated on the pros and cons of utilizing these financial vehicles. \nGeorge Vrban became licensed in the insurance industry in 1992 and in the mortgage industry in 2003.  With over 20 years of combined experience\, he is confident in his ability to help clients make educated and informed decisions regarding their financial future. \nGeorge enjoys working in the Reverse Mortgage space because he loves helping seniors. George’s presentation has been CE approved for members and guests who are CFPs. \nNAIFA-FL CEO\, Tom Ashley\, has utilized him at NAIFA-FLORIDA.  This is a valuable financial tool about which we all need to know.  You do not want to miss this meeting. \nFor more information about George Vrban and Reverse Mortgages\, click here. \nTOPIC\nReverse Mortgages – This is a one hour CE Class.  Be sure to provide your agent license information on the registration form. \n________________________________________________________ \nOn the registration form\, you will be asked to select one the the following three entrees:\nChicken Crepe- sautéed chicken and mushroom with a Demi glaze white wine cream sauce\nSalmon with a raspberry sauce\nPork with a blue cheese sauce \n \n  \n  \n  \nNote that immediately after registering you will receive an automated confirmation with the ZOOM access information.  If you do not receive this email\, please check your junk folder.
URL:https://studymanuals.naifa-florida.org/event/naifa-central-florida-monthly-meeting-6/
LOCATION:Hannibal’s On The Square\, 511 W New England Ave\, Winter Park\, FL\, 32789
CATEGORIES:Chapter Event,Continuing Education,In Person Event,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210422T083000
DTEND;TZID=America/New_York:20210422T100000
DTSTAMP:20260412T080517
CREATED:20210405T160114Z
LAST-MODIFIED:20210405T160239Z
UID:29434-1619080200-1619085600@studymanuals.naifa-florida.org
SUMMARY:Incorporating Medicare Planning into the Retirement & Financial Planning Process
DESCRIPTION:Presented by NAIFA – Palm Beaches\nThursday\, April 22\, 2021\nIncorporating Medicare Planning into the Retirement & Financial Planning Process\nVirtual Presentation \nTime:\n8:30 am – login/networking\n8:45 am – meeting open\n9:00 am – Medicare Planning\n10:00 am – Meeting Ends \nCost:\n$10 – Non NAIFA member\nNAIFA member ……Voluntary donation appreciated to help defer cost of event. Click on donation link when registering. \nCheck payable\nNAIFA – Palm Beaches\n1217 Lake Geneva Dr\nLake Worth\, FL 33461\n561-588-5444 \nnaifa-palmbeaches@att.net \n\nKristopher J Cowles\nManaging Director\nMedigap Plans of America\nPhone : 561-315-4500\nkris@medigapplansofamerica.com\nSpecializing in Senior Health Insurance since 1976 \nKris Cowles is Managing Director of Medigap Plans of America has been helping seniors throughout the United States that are turning 65 or enrolling in Medicare to better understand their health care insurance options for over 22 years. \nKris specializes in Medicare planning and is an expert in Medicare Supplement Plans\, Medicare Advantage Plans and Medicare Part D Prescription Drug Plans and is dedicated to educating clients on finding the best health care protection available within their budget. \nAdditionally\, Kris is a Chartered Retirement Planning Counselor® and a Retirement Income Certified Planner® and has delivered over 1\,000 seminar presentations to 10s of thousands of seniors. \nKris is a member of the National Association of Health Underwriters (NAHU)\, the Florida Association of Health Underwriters (FAHU)\, and the Palm Beach Association of Health Underwriters (PBAHU). \nIncorporating Medicare Planning into the Retirement & Financial Planning Process\nStop over-looking the best relationship building and lead generating source in the business. Medicare can be daunting and confusing\, your clients want and need help with it and don’t know who to trust. Furthermore\, some Medicare decisions can be irreversible and could potentially cause over-spending on health care by tens of thousands of dollars or cause them to be unable to get the best care when they need it most. We’ll share  some ideas on how to gain your clients total confidence in handling ALL of their retiree needs. \nClick here to Register \n(new type of registration form which is still under construction)\nZoom Login will be emailed to you on Monday\, April 19\, 2021
URL:https://studymanuals.naifa-florida.org/event/incorporating-medicare-planning-into-the-retirement-financial-planning-process/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Open to Members & Non-Members,Virtual
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DTSTART;TZID=America/New_York:20210421T090000
DTEND;TZID=America/New_York:20210421T220000
DTSTAMP:20260412T080517
CREATED:20210310T182948Z
LAST-MODIFIED:20210323T141305Z
UID:29173-1618995600-1619042400@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Broward Virtual Meeting
DESCRIPTION:NAIFA-Broward Virtual Meeting\nWednesday\, April 21\, 2021\n9:00 am – 10:00 am \n\nGuest Speaker: Christopher Rosoff \n   \nVP\, Institutional Insurance Subaccount Sales at Fidelity Investments \nOwner\, CenterPoint Insurance Group\, LLC \nRegional Vice President\, Allianz Life \nCLICK FOR MORE ABOUT CHRISTOPHER ROSOFF \n\n“Developing an Effective Income Strategy – Consider Investor Portfolios from Different Perspectives”\n  \nADVANCE REGISTRATION IS REQUIRED  \nFREE for Members\, $10.00 for Non-Members. \nZoom link / invite will be sent before the meeting.  \n  \nCLICK HERE TO REGISTER TODAY! \n  \nFor more information\, please contact NAIFA-Broward Association Executive Rhonda Milrot at (954) 753-2262 or admin@naifa-broward.org.
URL:https://studymanuals.naifa-florida.org/event/naifa-broward-virtual-meeting/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Broward":MAILTO:admin@naifa-broward.org
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