National Association of Insurance and Financial Advisors-Florida
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TUESDAY, JUNE 4, 2024 12 PM EASTERN Life insurance is a mainstay in planning. As circumstances change, advisors and their charitable clients can appropriately value and potentially monetize policies for more than their cash surrender value. The valuation of existing policies is used by fiduciaries to protect clients’ best interests and uncover value to help… |
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Thursday, June 13, 2024 1:30 pm eastern Tax reform is expected to consume the attention of Congress next year and preparation is well underway. Learn more about the Super Bowl of Tax as NAIFA’s lobbyists debate the politics of tax policy ahead of 2025 fiscal cliff. NAIFA’s early engagement is essential to inform tax writers…
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Thursday, June 13, 2024 4 pm eastern As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally. Login to the members portal to register for this Member’s Only… |
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We're eager to hear from you about the events you'd like to see happening in your area for the remainder of this year. Your input is invaluable in shaping our community's calendar and ensuring it reflects the interests and preferences of all members. To facilitate this discussion, NAIFA-Florida Leadership is hosting a Zoom call…
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NAIFA Live June 20, 2024 July 18, 2024 August 15, 2024 September 19, 2024 October 17, 2024 November 21, 2024 12:00 pm ET Your brain is the single biggest driver of your energy, your focus, and the results you get in every area of life. Your career, your finances, your physical health, your relationships-… |
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WEDNESDAY, JUNE 26, 2024 12 PM EASTERN The majority of Americans get the bulk of their retirement income from Social Security, and the release of the Trust Fund Annual Report has become a spring ritual. The new report, issued in May, had a few minor—but no major—surprises. Just like every other year, there has… |
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Q3 State of NAIFA Thursday, June 27, 2024 12 pm eastern Join us for the Q3 "State of NAIFA" 2024 webinar featuring: Tom Cothron, NAIFA President Kevin Mayeux, NAIFA CEO Diane Boyle, NAIFA SVP of Government Relations NAIFA leaders will provide an update on where NAIFA is as an association and highlight advocacy work…
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Thursday, June 27, 2024 4 pm eastern As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally. Login to the members portal to register for this Member’s Only… |
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Friday, June 28, 2024 12 pm eastern Each month, members will discuss and review a featured book to help you grow personally and professionally. Building a StoryBrand: Clarify Your Message So Customers Will Listen By: Donald Miller NAIFA Facilitator: John D. Richardson New York Times best-selling author Donald Miller uses the seven universal elements of powerful… |
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