National Association of Insurance and Financial Advisors-Florida
NAIFA-Broward Virtual Meeting Wednesday, April 21, 2021 9:00 am - 10:00 am Guest Speaker: Christopher Rosoff VP, Institutional Insurance Subaccount Sales at Fidelity Investments Owner, CenterPoint Insurance Group, LLC Regional Vice President, Allianz Life CLICK FOR MORE ABOUT CHRISTOPHER ROSOFF "Developing an Effective Income Strategy - Consider Investor Portfolios from Different Perspectives" ADVANCE…
Presented by NAIFA - Palm Beaches Thursday, April 22, 2021 Incorporating Medicare Planning into the Retirement & Financial Planning Process Virtual Presentation Time: 8:30 am – login/networking 8:45 am – meeting open 9:00 am – Medicare Planning 10:00 am – Meeting Ends Cost: $10 - Non NAIFA member NAIFA member ……Voluntary donation appreciated to help…
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! MEETING INFORMATION 11:30 am - 1:00 pm on Thursday, April 22, 2021 Either from your home or in person at Hannibal's On The…
Advisor Ambassador Program April 8 and 22 | 12 pm eastern Invite 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. Our April speakers are Camille Tan, CRPC, and Blake Gillies, DIA. Help others experience…
NAIFA Central Florida Two Hours CE Class NAIFA-CF is pleased to offer a two hours CE class on Friday, April 23, 2021 from 11:15 am to 1:30 pm. TOPIC: Why Permanent Insurance - Virtual Class Course #117360 Course Offering #1142025 Instructor: Michael Aun, FIC, LUTCF, CSP®, CPAE Speaker Hall of Fame® From 11:15-11:30 is a Million Dollar Sales Idea and…
“Health Insurance: The Federal No-Surprise Act -- Webinar” (CE – 1 Hour – Health) Tuesday, May 4 – 11:00 a.m. to Noon, ET by Craig Rodrigue Big 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…
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. That’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-Broward Virtual Meeting Wednesday, May 19th, 2021 9:00 am - 11:15 am Our 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…
Thursday, May 20, 2021 How to Calculate Provisional Taxes on Social Security Virtual Presentation - 8:30 am/Login + Networking - 9 am Presentation Matthew J Oliver, CPA Matthew J Oliver, CPA, PLLC (772) 486-0311 (C) 561-802-7362 matt.oliver@mjocpa.com Serving small business and individuals' tax planning, compliance and business advisory needs. Matt practices public accounting…
Impact of Estate Planning under the Biden Administration May 20, 2021 11:30 AM-1:00 PM EASTERN LOCATION: Bonefish Grill 10950 San Jose Boulevard Jacksonville, FL 32223 William A. O'Leary, JD, LL.M (Tax) Attorney Legacy Planning Law Group. Bill's Bio Basic Estate Planning tips Understanding the implications and tax law changes Importance of Estate Planning CLICK HERE…