BEGIN:VCALENDAR VERSION:2.0 PRODID:-//NAIFA-Florida - ECPv6.16.1//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-ORIGINAL-URL:https://studymanuals.naifa-florida.org X-WR-CALDESC:Events for NAIFA-Florida REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20190310T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20191103T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20200308T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20201101T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20210314T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20211107T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20220313T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20221106T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20230312T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20231105T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;VALUE=DATE:20221113 DTEND;VALUE=DATE:20221116 DTSTAMP:20260519T034552 CREATED:20220203T161242Z LAST-MODIFIED:20221109T194427Z UID:33105-1668297600-1668556799@studymanuals.naifa-florida.org SUMMARY:National Leadership Conference DESCRIPTION:We Look Forward to Celebrating Together\nThe National Leadership Conference is NAIFA’s annual business meeting\, volunteer leadership training conference\, and membership awards event to recognize the best of the best within NAIFA Nation. \nThe purpose of the National Leadership Conference is to optimize how we work together so that we are the number one association in the United States for financial services professionals \nNovember  13-15\, 2022\nOmni Shoreham\n2500 Calvert Street\, NW\nWashington\, D.C.. \nThe common theme for the National Leadership Conference sessions is to expand our brand. Whether you are the incoming President\, the Grassroots or PAC Chair\, or the Membership Chair—all of our roles need to have brand amplification at the heart of how you will lead. \n There’s only one way we can do this and that is together. By moving as one NAIFA we can take on the legislative and political challenges that are coming our way\, as well as show how powerful we are in our ability to rapidly mobilize at the state and federal levels. URL:https://studymanuals.naifa-florida.org/event/national-leadership-conference-2/ LOCATION:Omni Shoreham\, 2500 Calvert Street NW\, Washington DC\, 20008 CATEGORIES:Conference,In Person Event,Leadership Event,Members Only,Membership,Networking,Training Event ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org END:VEVENT BEGIN:VEVENT DTSTART;VALUE=DATE:20211206 DTEND;VALUE=DATE:20211209 DTSTAMP:20260519T034552 CREATED:20210608T142526Z LAST-MODIFIED:20210608T142526Z UID:30425-1638748800-1639007999@studymanuals.naifa-florida.org SUMMARY:National Leadership Conference DESCRIPTION:National Leadership Conference\nThe National Leadership Conference is NAIFA’s annual business meeting\, volunteer leadership training conference and membership awards event to recognize the best of the best within NAIFA Nation. \nDates: December 6-8\, 2021\nFormat: Face-to-face\, Washington\, D.C. \n  URL:https://studymanuals.naifa-florida.org/event/national-leadership-conference/ LOCATION:Washington DC\, Washington DC CATEGORIES:Conference,In Person Event,Leadership Event,Training Event ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20211112T140000 DTEND;TZID=America/New_York:20211112T150000 DTSTAMP:20260519T034552 CREATED:20210830T134816Z LAST-MODIFIED:20211026T173835Z UID:31338-1636725600-1636729200@studymanuals.naifa-florida.org SUMMARY:Exploring Money Mountaineering DESCRIPTION:Harlan Accola\, CRMP\nFairway Independent Mortgage Company\nNational Reverse Mortgage Director\nPeter Neuwirth\nActuarial Consultant/Author\nNovember 12th\n2 PM Eastern\n\nHarlan Accola\, CRMP\, CSA will be joined by Peter Neuwirth\, FSA as they discuss the principles of Holistic Financial Wellness. People need a framework to make good financial decisions about their future\, as well as support to psychologically handle the changing landscape. That’s what “Money Mountaineering” and Peter Neuwirth’s six foundational principles of Holistic Financial Wellness can provide. \n\n\n \n\n  \n  \nThe webinar is brought to you by URL:https://studymanuals.naifa-florida.org/event/the-four-approaches-to-managing-retirement-income-risk/ LOCATION:ZOOM CATEGORIES:Business Performance Center,Training Event ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20210713T093000 DTEND;TZID=America/New_York:20210713T110000 DTSTAMP:20260519T034552 CREATED:20210518T141418Z LAST-MODIFIED:20210519T183023Z UID:30106-1626168600-1626174000@studymanuals.naifa-florida.org SUMMARY:Sales Symposium Bonus Session- Citizen's Training Session DESCRIPTION:Citizens Virtual Training\nProperty Casualty Agents\n\n \n  \n  \n  \n  \nFor all Florida-licensed General Lines agents\, Citizens Property Insurance Corp. is providing an important training session during our Sales Symposium including What’s New at Citizens\, System Enhancements\, tools and resources. \nConnect with Citizens: Personal Lines \nJoin Citizens leadership\, and agency experts to talk shop about: \n\nWhat’s New at Citizens\nSystem Enhancements\nTools & resources to help adhere with Underwriting Guidelines\nmyAgency Enhancements\nQ&A\n\nYou won’t want to miss this one! URL:https://studymanuals.naifa-florida.org/event/sales-symposium-bonus-session-citizens-training-session/ LOCATION:ZOOM CATEGORIES:Symposium,Training Event,Virtual ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20210609T083000 DTEND;TZID=America/New_York:20210609T130000 DTSTAMP:20260519T034552 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:20210524T150000 DTEND;TZID=America/New_York:20210524T160000 DTSTAMP:20260519T034552 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:20210325T120000 DTEND;TZID=America/New_York:20210325T160000 DTSTAMP:20260519T034552 CREATED:20210301T153823Z LAST-MODIFIED:20210301T154633Z UID:29029-1616673600-1616688000@studymanuals.naifa-florida.org SUMMARY:CLTC Master Class DESCRIPTION:CLTC Master Class\nNancy Dykeman\nLTCI Partners\, LLC\nMARCH 3\, 11\, 18 & 25\n12-4 PM EASTERN\n\nThe Master Class provides a comprehensive classroom-based training experience designed to prepare students for the CLTC designation exam. Acquire a powerful set of planning skills to confidently craft appropriate funding solutions for your clients. \nNAIFA members receive a discount to attend CLTC Course \n\n \n\n\n\n\nThe webinar is brought to you by URL:https://studymanuals.naifa-florida.org/event/cltc-master-class-11/ LOCATION:ZOOM CATEGORIES:Designation Training,Limited & Extended Care Planning Center,Members Only,Training Event,Virtual ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org END:VEVENT BEGIN:VEVENT DTSTART;VALUE=DATE:20210323 DTEND;VALUE=DATE:20210326 DTSTAMP:20260519T034552 CREATED:20210210T145131Z LAST-MODIFIED:20210210T145131Z UID:28737-1616457600-1616716799@studymanuals.naifa-florida.org SUMMARY:Business Performance Center Impact Week DESCRIPTION:  \n \n  \n\n\n\n\n\n\n\n\nBusiness Performance Center Impact Week \n\n\n\n\nMarch 23-25 | 12-4 pm eastern\, each day\n\n\n\nJoin us for the inaugural Impact Week for NAIFA’s Business Performance Center.  Whether you want to learn about new opportunities to partner with experts on complex cases\, or want to find new ways to grow your book of business in 2021\, our line-up of expert speakers has you covered. URL:https://studymanuals.naifa-florida.org/event/business-performance-center-impact-week/ LOCATION:ZOOM CATEGORIES:Business Performance Center,Training Event,Virtual ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20210318T080000 DTEND;TZID=America/New_York:20210318T170000 DTSTAMP:20260519T034552 CREATED:20210301T153857Z LAST-MODIFIED:20210301T153857Z UID:29028-1616054400-1616086800@studymanuals.naifa-florida.org SUMMARY:CLTC Master Class DESCRIPTION:CLTC Master Class\nNancy Dykeman\nLTCI Partners\, LLC\nMARCH 3\, 11\, 18 & 25\n12-4 PM EASTERN\n\nThe Master Class provides a comprehensive classroom-based training experience designed to prepare students for the CLTC designation exam. Acquire a powerful set of planning skills to confidently craft appropriate funding solutions for your clients. \nNAIFA members receive a discount to attend CLTC Course \n\n \n\n\n\n\nThe webinar is brought to you by URL:https://studymanuals.naifa-florida.org/event/cltc-master-class-12/ LOCATION:ZOOM CATEGORIES:Designation Training,Limited & Extended Care Planning Center,Members Only,Training Event,Virtual ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20210311T120000 DTEND;TZID=America/New_York:20210311T160000 DTSTAMP:20260519T034552 CREATED:20210301T153619Z LAST-MODIFIED:20210301T154656Z UID:29026-1615464000-1615478400@studymanuals.naifa-florida.org SUMMARY:CLTC Master Class DESCRIPTION:CLTC Master Class\nNancy Dykeman\nLTCI Partners\, LLC\nMARCH 3\, 11\, 18 & 25\n12-4 PM EASTERN\n\nThe Master Class provides a comprehensive classroom-based training experience designed to prepare students for the CLTC designation exam. Acquire a powerful set of planning skills to confidently craft appropriate funding solutions for your clients. \nNAIFA members receive a discount to attend CLTC Course \n\n \n\n\n\n\nThe webinar is brought to you by URL:https://studymanuals.naifa-florida.org/event/cltc-master-class-10/ LOCATION:ZOOM CATEGORIES:Designation Training,Limited & Extended Care Planning Center,Members Only,Training Event,Virtual ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20210303T120000 DTEND;TZID=America/New_York:20210303T160000 DTSTAMP:20260519T034552 CREATED:20210301T152825Z LAST-MODIFIED:20210301T152825Z UID:29024-1614772800-1614787200@studymanuals.naifa-florida.org SUMMARY:CLTC Master Class DESCRIPTION:CLTC Master Class\nNancy Dykeman\nLTCI Partners\, LLC\nMARCH 3\, 11\, 18 & 25\n12-4 PM EASTERN\n\nThe Master Class provides a comprehensive classroom-based training experience designed to prepare students for the CLTC designation exam. Acquire a powerful set of planning skills to confidently craft appropriate funding solutions for your clients. \nNAIFA members receive a discount to attend CLTC Course \n\n \n\n\n\n\nThe webinar is brought to you by URL:https://studymanuals.naifa-florida.org/event/cltc-master-class-9/ LOCATION:ZOOM CATEGORIES:Designation Training,Limited & Extended Care Planning Center,Members Only,Training Event ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20210225T113000 DTEND;TZID=America/New_York:20210225T130000 DTSTAMP:20260519T034552 CREATED:20210215T201729Z LAST-MODIFIED:20210215T201818Z UID:28828-1614252600-1614258000@studymanuals.naifa-florida.org SUMMARY:NAIFA Central Florida Monthly Meeting DESCRIPTION:NAIFA Central Florida Monthly Meeting\nJoin members of NAIFA-CF and other Central Florida industry professionals for the February 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\, February 25\, 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 $15.00\nNon-Members In Person At Hannibal’s $20.00\nInvited and First-Time Guests – FREE \nMembers Via ZOOM – FREE\nNon-Members Via ZOOM – Also FREE \nYou must register to attend! \nSPEAKER \n \nTerry Brock\, CSP\, CPAE Hall of Fame Speaker \n“Advisors Without Borders”\nHow To Build Your Virtual Practice \nWhy is it that some agents are fighting for their lives to survive the pandemic?  Why is it that some companies not only lost agents and a lion’s share of the market during Covid-19? \nHow did other companies not only survive but THRIVE during 2020?  What did those successful advisors do what others could not or would not try?  When did they conclude what finally needed to be done and who could help them?\nYou definitely must attend our luncheon on February 25\, 2021 at 11:30 am!  NAIFA-Central Florida invites you find the answers to these questions as Terry Brock\, CSP\, CPAE Hall of Fame Speakers shares with us how he helps advisors literally become “Advisors Without Borders.” \nTerry Brock is always pressing the edge on technology and creates keynote speeches and workshops to include the latest trends and measurable strategies to leverage technology and marketing to build relationships. \nSorting through all the hype is critical. Your participants need to know what technology can do without a lot of mumbo-jumbo and computerese gobble-de-goop! Terry communicates clearly\, effectively and in a fun manner so that advisors enjoy the new economy and prosper in it. \nTerry Brock earned the Certified Speaking Professional designation from the National Speakers Association.  He was chosen by his peers as a CPAE Hall of Fame Speaker.  In addition\, he received the highest honor accorded by NSA\, “The Cavett\,” named after the founder of NSA\, Cavett Robert. \nYou do not want to miss this terrific meeting as Terry explains how to navigate the “virtual waters” into success beyond your wildest dreams. \nTerry Brock is more than just a marketing speaker or a technology trends expert. He’s a speaker\, virtual presenter\, interviewer\, published author\, and coach who packs everything he touches with solid business strategies meant to build relationships\, and inspiration to try new things to improve the bottom line. \n________________________________________________________ \nOn the registration form\, you will be asked to select one the the following three entrees:\nSauteed chicken breast with a blue cheese sauce\nPork tenderloin with a country Dijon mustard sauce\nSalmon with a raspberry reduction sauce \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-4/ LOCATION:Hannibal’s On The Square\, 511 W New England Ave\, Winter Park\, FL\, 32789 CATEGORIES:Chapter Event,Continuing Education,In Person Event,Training Event,Virtual ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20210224T140000 DTEND;TZID=America/New_York:20210225T180000 DTSTAMP:20260519T034552 CREATED:20210224T164130Z LAST-MODIFIED:20210224T164130Z UID:28970-1614175200-1614276000@studymanuals.naifa-florida.org SUMMARY:Special Invitation for NAIFA Members: White Glove's Host University Summit DESCRIPTION:February 24-25 | 2-6 pm eastern\n\n\n\nNAIFA is a proud sponsor of this virtual summit with our new partners White Glove & Reminder Media. Retirement expert\, Ed Slott will keynote the program and NAIFA’s Treasurer\, Brock Jolly will be a featured speaker. Topics include retirement planning\, new SEC and tax rules\, tips from top advisors and much more! We are pleased to offer this event to our members at no charge. URL:https://studymanuals.naifa-florida.org/event/special-invitation-for-naifa-members-white-gloves-host-university-summit/ LOCATION:ZOOM CATEGORIES:Training Event,Virtual ORGANIZER;CN="White Glove":MAILTO:info@whiteglove.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20210216T120000 DTEND;TZID=America/New_York:20210216T130000 DTSTAMP:20260519T034552 CREATED:20210129T144136Z LAST-MODIFIED:20210129T144427Z UID:28541-1613476800-1613480400@studymanuals.naifa-florida.org SUMMARY:One Hour CE - Educational Planning with 529 Plans DESCRIPTION:Tuesday\, Feb. 16 at Noon (ET)\nThis one-hour CE course provides advisors with details on education savings\, including how creating a plan early can help their clients achieve their college dreams\, and how investment returns can make a difference. Advisors will also learn about the rise in education costs and the education savings gap\, understanding what savings options are available\, and learn the various types of financial aid and 529 plans. Instructor is Steve Saladino. \n(The Florida DFS Course ID Number is 114046\, and the Florida DFS Offering ID Number is 1137885 and is approved for one hour of Continuing Education credit for life licensees. Provider is Principal Financial Group.) \nMembers are free. Non-members $15. Click here to register: https://naifacf.wufoo.com/forms/z1wjigiu1e6dau6/ \n  URL:https://studymanuals.naifa-florida.org/event/one-hour-ce-educational-planning-with-529-plans/ LOCATION:ZOOM CATEGORIES:Continuing Education,Training Event,Virtual END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20210209T110000 DTEND;TZID=America/New_York:20210209T120000 DTSTAMP:20260519T034552 CREATED:20201013T132818Z LAST-MODIFIED:20210108T163008Z UID:27046-1612868400-1612872000@studymanuals.naifa-florida.org SUMMARY:Incorporating Housing Wealth into Retirement Strategies DESCRIPTION:This course has been rescheduled from January 12\, 2021. \nIncorporating Housing Wealth into Retirement Strategies\nPresented by\n \nGeorge Vrban\nReverse Mortgage Planner\nFairway Independent Mortgage Corporation\n\nRetirement Cash Flow Strategies Using the Reverse Mortgage Product\nTHREE WAYS HECMs HELP WITH TAX PLANNING*\nHow to purchase a home with a HECM and take advantage of tax planning\nSequence of Returns Risk\n\n\nYou are invited to a Zoom meeting. \nWhen: Feb 9\, 2021 11:00 AM Eastern Time (US and Canada) \n\nRegister in advance for this meeting: \nhttps://us02web.zoom.us/meeting/register/tZYvcumhpzksGdJihS0FH1xRmhyVyaiayCd5 \n\nAfter registering\, you will receive a confirmation email containing information about joining the meeting. URL:https://studymanuals.naifa-florida.org/event/incorporating-housing-wealth-into-retirement-strategies/ LOCATION:ZOOM CATEGORIES:Training Event,Virtual ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20210128T080000 DTEND;TZID=America/New_York:20210128T170000 DTSTAMP:20260519T034552 CREATED:20210128T140118Z LAST-MODIFIED:20210128T140118Z UID:28527-1611820800-1611853200@studymanuals.naifa-florida.org SUMMARY:NAIFA Central Florida Two Hours CE Class DESCRIPTION:NAIFA Central Florida Two Hours CE Class\nNAIFA-CF is pleased to offer a two hours CE class on Friday\, January 29\, 2021 from 11:15 am to 1:30 pm.\nTOPIC: Current Trends In Life Insurance Products – Virtual ClassCourse #116325 Course Offering #1138395\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\, January 29\, 2021\n11:15 am to 1:30 pm\nYour location\n_________________________\n\n\n\n\n\n\n\n\n\n\n\n\n  URL:https://studymanuals.naifa-florida.org/event/naifa-central-florida-two-hours-ce-class-2/ CATEGORIES:Chapter Event,Continuing Education,Training Event,Virtual END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20210127T113000 DTEND;TZID=America/New_York:20210127T130000 DTSTAMP:20260519T034552 CREATED:20210121T185733Z LAST-MODIFIED:20210121T185733Z UID:28442-1611747000-1611752400@studymanuals.naifa-florida.org SUMMARY:NAIFA-Tampa - Make More Sales in 2021 with Increased Speaking Skills - Joe Yazbeck DESCRIPTION:  \nMake More Sales in 2021 with Increased Speaking Skills – Joe Yazbeck\nWhen: Wednesday\, January 27\, 2021 11:30 AM\, EST\nWhere: Zoom \n  \nEVENT DETAILS: \nMake More Sales in 2021 with Increased Speaking Skills\nGive better presentations and win new business with improved speaking tools\, both virtually and live.\nJoin World-Class Speaking Coach & Best-Selling Author Joe Yazbeck as he shares his wit and wisdom in winning new business in a virtual age through professional speaking skills. Joe has coached top leaders and executives to inspire others into action through his No Fear Speaking tools to inspire and influence any audience. \nYou will learn: \n\nHow to never be nervous speaking in front of a group again.\nHow to create powerful content that you can confidently deliver with authority to any audience!\nHow to hone your talk into simple\, but impactful messages\, that inspire people and motivate them into action.\nThe 5C’s of a Commanding Speaker.\n\nJoe is the author of the internationally acclaimed best-selling book No Fear Speaking published in 8 languages. He is the Founder of Prestige Leadership Advisors headquartered in Tampa Bay\, Florida. \n“Joe unleashes in a speaker their authentic voice. His methods are unique\, creative and genius.” – Neil Brickfield\, Board of Pinellas County Commissioners 2008-2012. \nWEDNESDAY – January 27\, 2021 at 11:30 am\nProvided FREE as a benefit from NAIFA Tampa Bay\nSPEAKER BIO\nOver a 30-year career Joe Yazbeck has taught heads of state\, military officers\, best-selling authors\, and corporate heads how to become commanding leaders and dynamic speakers. He is world renown for helping people create a powerful vision and getting them to inspire others to follow their vision—whether it’s a vision to help a government\, boom a business\, or start a new enterprise. \nJoe has delivered over 4\,000 presentations world-wide. His training has resulted in empowering tens of thousands of audiences. He has created the successful Leaders Taking Action Roundtables\, hosting vital leadership discussions with numerous top industry professionals participating. As an individual\, Joe has coached top leaders and executives in many industries including technology\, financial\, health care\, law\, education\, public service and numerous other industries \nJoe is the author of the internationally acclaimed best-selling book “No Fear Speaking: High Impact Public Speaking Secrets to Inspire and Influence Any Audience” which is now published in 8 languages. The success of this book has made him a highly sought-after speaker in many countries across the globe. \nHaving delivered professional leadership and communications training in over 16 countries\, Joe has helped major global public figures achieve success in business and public service. Some countries include the USA\, Canada\, Mexico\, Russia\, Germany\, Hungary\, Slovakia\, Ukraine and South Africa\, just to name a few. Individuals as well as state and company executives seek Joe’s training services to help them give dynamic presentations through public speaking\, online video presentations\, television presentations\, sales interactions\, brand messaging and all forms of one-on one and business communication. \nJoe is the CEO and Founder of Prestige Leadership Advisors headquartered in Tampa Bay Florida USA. This international company delivers services to government and business leaders alike for leadership communications training\, brand messaging and assisting clients to achieve best-seller status of their written books. \n \n  URL:https://studymanuals.naifa-florida.org/event/naifa-tampa-make-more-sales-in-2021-with-increased-speaking-skills-joe-yazbeck/ LOCATION:ZOOM CATEGORIES:Chapter Event,Training Event,Virtual ORGANIZER;CN="NAIFA-Tampa Bay":MAILTO:info@naifatampa.org END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20201211T120000 DTEND;TZID=America/New_York:20201211T130000 DTSTAMP:20260519T034552 CREATED:20200526T180616Z LAST-MODIFIED:20200526T180616Z UID:24705-1607688000-1607691600@studymanuals.naifa-florida.org SUMMARY:Chapter Staff Meeting: December 2020 DESCRIPTION:Chapter Staff Meeting: December 2020\n12/11/2020 \nTime: Noon Eastern\n Export to Your Calendar   Register URL:https://studymanuals.naifa-florida.org/event/chapter-staff-meeting-december-2020/ LOCATION:ZOOM CATEGORIES:Conference Call,Field Staff Meeting,Monthly Leader Webinar,Training Event,Virtual ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20201210T120000 DTEND;TZID=America/New_York:20201210T160000 DTSTAMP:20260519T034552 CREATED:20201105T160539Z LAST-MODIFIED:20201105T160539Z UID:27387-1607601600-1607616000@studymanuals.naifa-florida.org SUMMARY:CLTC Master Class DESCRIPTION:Bill Comfort\, CSA\, CLTC\, LTCCP\nComfort Long Term Care\nOwner\nDecember 1\, 3\, 8 and 10\, 2020\n12-4 pm eastern\n\nThe December class to receive your CLTC is now enrolling. Spend four weeks in a CLTC virtual Master Class to learn the topics and then sit for your exam virtually to gain a new designation. Be confident in your knowledge of long term care options. \nThis special class is for NAIFA members\, so be sure to use the NAIFA code when registering\, available in the member portal. CLTC for NAIFA is brought to members from the Limited & Extended Care Planning Center. \n\nThe webinar is brought to you by URL:https://studymanuals.naifa-florida.org/event/cltc-master-class-8/ LOCATION:ZOOM CATEGORIES:Training Event,Virtual ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20201210T110000 DTEND;TZID=America/New_York:20201210T130000 DTSTAMP:20260519T034552 CREATED:20201202T175436Z LAST-MODIFIED:20201202T180506Z UID:27670-1607598000-1607605200@studymanuals.naifa-florida.org SUMMARY:Van Mueller 2021 Kickoff DESCRIPTION:  \nHappy Holidays Everyone\, \nOn December 10th\, 2020 I will be doing a 2-hour virtual presentation sponsored by Gleaner Life Insurance Society. You are all invited to attend this free event. You are not required to contract with them to participate in this event. However\, I will spend a few minutes trying to recruit you. \nThis virtual meeting will dramatically increase your sales appointments\, build greater success in those appointments\, and provide solutions that prospects\, and clients haven’t even begun to think about.  Please join me as I lay the groundwork for a successful start to 2021. \n– Van \n  \n\n  \nPlease join my meeting from your computer\, tablet or smartphone on \nDecember 10\, 2020 at 10:00 AM CST – 12:00 PM CST \nNew to GoToMeeting? Get the app now and be ready when your first meeting starts. \n \nPlease call Pamela 414-283-0030 if you have additional questions. \n \n\n  \nVanMueller.com URL:https://studymanuals.naifa-florida.org/event/27670/ LOCATION:Webinar CATEGORIES:Training Event,Virtual END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20201209T140000 DTEND;TZID=America/New_York:20201209T150000 DTSTAMP:20260519T034552 CREATED:20201009T152107Z LAST-MODIFIED:20201009T152200Z UID:26965-1607522400-1607526000@studymanuals.naifa-florida.org SUMMARY:Wendy Weiss Online Training Session DESCRIPTION:“How Insurance & Financial Professionals Can Get More Qualified Sales Appointments in Today’s Business Environment”  \n  \n \nNAIFA-Florida invites you to join Wendy Weiss\, The Queen of Cold Calling™ in an information-packed\, live\, online training session. You may be used to being out and about\, meeting with clients\, meeting with prospects\, shaking hands\, networking\, looking people in the eye… That is pretty much off the table right now. Furthermore\, prospects are nervous\, so much has changed and no one knows what the future will bring. In this environment\, how are you going to find new clients and close new business? \n  \nYou’re going to learn: \n\n3 things you must be doing now\nThe most common mistakes insurance and financial professionals make when trying to set sales appointments today and how you can avoid them\nHow to have the initial conversations you want to have with prospects\nThe only 3 things that will increase your conversion\nPractical and immediately actionable tips and ideas\nAnd much more…\n\n  \nWendy Weiss is known as The Queen of Cold Calling™. She is an author\, speaker\, sales trainer\, and sales coach. She is recognized as one of the leading authorities on lead generation\, cold calling and new business development. Her clients include thousands of insurance and financial professionals throughout the country. Wendy has been featured in the New York Times\, BusinessWeek\, Entrepreneur Magazine\, Selling Power\, Inc\, Forbes and various other business and sales publications. She is the author of\, Cold Calling for Women: Opening Doors & Closing Sales and The Sales Winner’s Handbook\, Essential Scripts and Strategies to Skyrocket Sales Performance. \n  \nTom Ashley is inviting you to a scheduled Zoom meeting. \n  \nTopic: Wendy Weiss — Cold Call Queen \nTime: Dec 9\, 2020 02:00 PM Eastern Time (US and Canada) \n  \nJoin Zoom Meeting \nhttps://us02web.zoom.us/j/9351425169 \n  \nMeeting ID: 935 142 5169 \nOne tap mobile \n+13017158592\,\,9351425169# US (New York) \n+13126266799\,\,9351425169# US (Chicago) \n  \nDial by your location \n+1 312 626 6799 US (Chicago) \n+1 646 558 8656 US (New York) \n  \nMeeting ID: 935 142 5169 \nFind your local number: https://us02web.zoom.us/u/kcaBAMvL3k URL:https://studymanuals.naifa-florida.org/event/wendy-weiss-online-training-session/ LOCATION:ZOOM CATEGORIES:Conference Call,Training Event,Virtual ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20201208T120000 DTEND;TZID=America/New_York:20201208T160000 DTSTAMP:20260519T034552 CREATED:20201105T160413Z LAST-MODIFIED:20201105T160413Z UID:27385-1607428800-1607443200@studymanuals.naifa-florida.org SUMMARY:CLTC Master Class DESCRIPTION:Bill Comfort\, CSA\, CLTC\, LTCCP\nComfort Long Term Care\nOwner\nDecember 1\, 3\, 8 and 10\, 2020\n12-4 pm eastern\n\nThe December class to receive your CLTC is now enrolling. Spend four weeks in a CLTC virtual Master Class to learn the topics and then sit for your exam virtually to gain a new designation. Be confident in your knowledge of long term care options. \nThis special class is for NAIFA members\, so be sure to use the NAIFA code when registering\, available in the member portal. CLTC for NAIFA is brought to members from the Limited & Extended Care Planning Center. \n\nThe webinar is brought to you by URL:https://studymanuals.naifa-florida.org/event/cltc-master-class-7/ LOCATION:ZOOM CATEGORIES:Training Event,Virtual ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20201204T120000 DTEND;TZID=America/New_York:20201204T130000 DTSTAMP:20260519T034552 CREATED:20200526T180140Z LAST-MODIFIED:20200526T180140Z UID:24701-1607083200-1607086800@studymanuals.naifa-florida.org SUMMARY:Monthly Leader Webinar: December 2020 DESCRIPTION:Monthly Leader Webinar: December 2020\n12/4/2020 \nTime: Noon Eastern\n Export to Your Calendar   Register URL:https://studymanuals.naifa-florida.org/event/monthly-leader-webinar-december-2020/ LOCATION:ZOOM CATEGORIES:Conference Call,Field Staff Meeting,Training Event,Virtual ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20201203T120000 DTEND;TZID=America/New_York:20201203T160000 DTSTAMP:20260519T034552 CREATED:20201105T160311Z LAST-MODIFIED:20201105T160311Z UID:27383-1606996800-1607011200@studymanuals.naifa-florida.org SUMMARY:CLTC Master Class DESCRIPTION:Bill Comfort\, CSA\, CLTC\, LTCCP\nComfort Long Term Care\nOwner\nDecember 1\, 3\, 8 and 10\, 2020\n12-4 pm eastern\n\nThe December class to receive your CLTC is now enrolling. Spend four weeks in a CLTC virtual Master Class to learn the topics and then sit for your exam virtually to gain a new designation. Be confident in your knowledge of long term care options. \nThis special class is for NAIFA members\, so be sure to use the NAIFA code when registering\, available in the member portal. CLTC for NAIFA is brought to members from the Limited & Extended Care Planning Center. \n\nThe webinar is brought to you by URL:https://studymanuals.naifa-florida.org/event/cltc-master-class-6/ LOCATION:ZOOM CATEGORIES:Training Event,Virtual ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20201201T120000 DTEND;TZID=America/New_York:20201201T160000 DTSTAMP:20260519T034552 CREATED:20201105T160121Z LAST-MODIFIED:20201105T160121Z UID:27380-1606824000-1606838400@studymanuals.naifa-florida.org SUMMARY:CLTC Master Class DESCRIPTION:Bill Comfort\, CSA\, CLTC\, LTCCP\nComfort Long Term Care\nOwner\nDecember 1\, 3\, 8 and 10\, 2020\n12-4 pm eastern\n\nThe December class to receive your CLTC is now enrolling. Spend four weeks in a CLTC virtual Master Class to learn the topics and then sit for your exam virtually to gain a new designation. Be confident in your knowledge of long term care options. \nThis special class is for NAIFA members\, so be sure to use the NAIFA code when registering\, available in the member portal. CLTC for NAIFA is brought to members from the Limited & Extended Care Planning Center. \n\nThe webinar is brought to you by URL:https://studymanuals.naifa-florida.org/event/cltc-master-class-5/ LOCATION:ZOOM CATEGORIES:Training Event,Virtual ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20201119T120000 DTEND;TZID=America/New_York:20201119T130000 DTSTAMP:20260519T034552 CREATED:20200526T175927Z LAST-MODIFIED:20200526T175927Z UID:24698-1605787200-1605790800@studymanuals.naifa-florida.org SUMMARY:Chapter Staff Meeting: November 2020 DESCRIPTION:Chapter Staff Meeting: November 2020\n11/19/2020 \nTime: Noon Eastern\n Export to Your Calendar   Register URL:https://studymanuals.naifa-florida.org/event/chapter-staff-meeting-november-2020/ LOCATION:ZOOM CATEGORIES:Conference Call,Field Staff Meeting,Monthly Leader Webinar,Training Event,Virtual ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20201119T090000 DTEND;TZID=America/New_York:20201119T100000 DTSTAMP:20260519T034552 CREATED:20201118T175644Z LAST-MODIFIED:20201118T175644Z UID:27539-1605776400-1605780000@studymanuals.naifa-florida.org SUMMARY:How to Incorporate Equity Into Retirement Strategies: Case Studies\, Q&A DESCRIPTION:How to Incorporate Equity Into Retirement Strategies: Case Studies\, Q&A \nFinancial Professionals and Advisors today need professional resources they can turn to who understand how to incorporate equity into their retirement strategies. Moreover\, then need resources who can help them successfully visualize for clients the impact equity can have on their retirement. Using EquityTrax\, George Vrban will illustrate actual Case Studies submitted by Florida financial advisors and take live Questions from the participants. \nTomorrow (Thursday\, Nov. 19) at 9:00 a.m. ET. (See below for the Zoom link.) \nThursday\, Nov. 19 at 9:00 a.m. ET\nJoin Zoom: https://us02web.zoom.us/j/9351425169\n(Phone) — Dial by your location:\n+1 312 626 6799 US (Central Time Zone)\n+1 646 558 8656 US (Eastern Time Zone)\nMeeting ID: 935 142 5169 URL:https://studymanuals.naifa-florida.org/event/how-to-incorporate-equity-into-retirement-strategies-case-studies-qa/ LOCATION:ZOOM CATEGORIES:Training Event,Virtual END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20201117T110000 DTEND;TZID=America/New_York:20201117T120000 DTSTAMP:20260519T034552 CREATED:20201013T131416Z LAST-MODIFIED:20201013T132418Z UID:27041-1605610800-1605614400@studymanuals.naifa-florida.org SUMMARY:Home Equity & Reverse Mortgage Loans in Financial Planning DESCRIPTION:Myths and Misconceptions of the reverse mortgage product (better known as the HECM)\nWhat the HECM is a HECM?\nThe Process of Loan Officers and Financial Professionals working together to better retirement!\nRedirecting misdirected funds back to CFP\n\n\nTopic: Home Equity & Reverse Mortgage Loans in Financial Planning\nTime: Nov 17\, 2020 11:00 AM Eastern Time (US and Canada) \nJoin Zoom Meeting: https://us02web.zoom.us/j/9351425169 \nMeeting ID: 935 142 5169\nOne tap mobile\n+13017158592\,\,9351425169# US (Germantown)\n+13126266799\,\,9351425169# US (Chicago) \nDial by your location\n+1 312 626 6799 US (Chicago)\n+1 646 558 8656 US (New York)\nMeeting ID: 935 142 5169 \nFind your local number: https://us02web.zoom.us/u/kcaBAMvL3k URL:https://studymanuals.naifa-florida.org/event/home-equity-reverse-mortgage-loans-in-financial-planning/ LOCATION:ZOOM CATEGORIES:Training Event,Virtual ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20201106T120000 DTEND;TZID=America/New_York:20201106T130000 DTSTAMP:20260519T034552 CREATED:20200526T174007Z LAST-MODIFIED:20200526T174007Z UID:24694-1604664000-1604667600@studymanuals.naifa-florida.org SUMMARY:Monthly Leader Webinar: November 2020 DESCRIPTION:Monthly Leader Webinar: November 2020\n11/6/2020 \nTime: Noon Eastern\n Export to Your Calendar   Register URL:https://studymanuals.naifa-florida.org/event/monthly-leader-webinar-november-2020/ LOCATION:ZOOM CATEGORIES:Conference Call,Field Staff Meeting,Monthly Leader Webinar,Training Event,Virtual ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20201106T090000 DTEND;TZID=America/New_York:20201106T170000 DTSTAMP:20260519T034552 CREATED:20201105T142116Z LAST-MODIFIED:20201105T142216Z UID:27366-1604653200-1604682000@studymanuals.naifa-florida.org SUMMARY:LAAIA Annual Conference DESCRIPTION:November 6\, 2020\n9 am-5 pm eastern\n\nNAIFA Advocacy Partner\, Latin American Association of Insurance Agencies (LAAIA) is celebrating their 50th Anniversary with a virtual convention. \n \nRegister: https://laaia.com/meetinginfo.php?id=1&ts=1596993186 \n  URL:https://studymanuals.naifa-florida.org/event/laaia-annual-conference/ LOCATION:ZOOM CATEGORIES:Conference,Training Event,Virtual END:VEVENT END:VCALENDAR