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X-ORIGINAL-URL:https://studymanuals.naifa-florida.org
X-WR-CALDESC:Events for NAIFA-Florida
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221018T120000
DTEND;TZID=America/New_York:20221018T130000
DTSTAMP:20260404T033132
CREATED:20221012T183214Z
LAST-MODIFIED:20221012T183314Z
UID:35648-1666094400-1666098000@studymanuals.naifa-florida.org
SUMMARY:Free Virtual 1-Hour CE – Estate Planning
DESCRIPTION:NAIFA-Florida members are invited to participate in a virtual one-hour Florida DFS approved CE class – “Estate & Legacy Planning: How to Keep Your Family Out of Court” – on Tuesday\, Oct. 18 at Noon ET.  \nYou’re Going To Learn about… \n\nHow to prevent your minor kids from being taken by Child Protective Services if you never made it home.\nHow to protect your adult children’s inheritance from being taken in a divorce\, lawsuit\, or bankruptcy.\nHow to never let your family get trapped in court for years\, paying thousands just to get the assets you left them.\n\nWill vs. Trust – which one will your family need when something happens to you. \n  \n\nCE Instructor: \nElliott Feldman\, esq. MBA \nEstate Planning Attorney \nElliott Feldman Law Group \n  \n  \nThis CE Webinar Has Been\nApproved By The Florida Department of Financial Services For:\n1.0 hr. of CE 9900 – Generic Life/Health and Variable\n(DFS COURSE ID #: 120047)\n\nTo register\, go to: https://efeldmanlaw.live/florida
URL:https://studymanuals.naifa-florida.org/event/free-virtual-1-hour-ce-estate-planning/
LOCATION:ZOOM
CATEGORIES:Continuing Education,Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221013T120000
DTEND;TZID=America/New_York:20221013T130000
DTSTAMP:20260404T033132
CREATED:20220915T141140Z
LAST-MODIFIED:20220915T141140Z
UID:35397-1665662400-1665666000@studymanuals.naifa-florida.org
SUMMARY:Data Diving: Understanding and Maximizing Your Most Important Asset
DESCRIPTION:Gary Weber\nFounder & CEO at AccuPoint Solutions\nThursday\, October 13\n12 pm eastern\n\nJoin NAIFA Business Performance Center partner AccuPoint Solutions for a data-driven demonstration. This webinar will discuss how to best understand the complexity of the data you may have – or may want to purchase – for your sales\, marketing\, recruiting\, and data analytics efforts. \n \n\nThe webinar is brought to you by\n  \n\n 
URL:https://studymanuals.naifa-florida.org/event/data-diving-understanding-and-maximizing-your-most-important-asset/
LOCATION:ZOOM
CATEGORIES:Business Performance Center,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221013T080000
DTEND;TZID=America/New_York:20221013T170000
DTSTAMP:20260404T033132
CREATED:20221013T133203Z
LAST-MODIFIED:20221013T133203Z
UID:35663-1665648000-1665680400@studymanuals.naifa-florida.org
SUMMARY:Members ONLY: NAIFA Live
DESCRIPTION:Winning Through Empathy Based Listening\nEric Maddox\nThursday\, October 20\n2 pm eastern\n\nIn 2003\, Staff Sergeant and interrogator\, Eric Maddox collected the intelligence which led to the exact location and capture of Saddam Hussein using his Empathy Based Listening technique. \nEmpathy Based Listening is one of the most powerful tools you will discover for business communication. When applied it will lead to deeper trust\, understanding and connections in all your conversations. \n\n \n  \n 
URL:https://studymanuals.naifa-florida.org/event/members-only-naifa-live-3/
LOCATION:ZOOM
CATEGORIES:Members Only,NAIFA Live,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221012T130000
DTEND;TZID=America/New_York:20221012T170000
DTSTAMP:20260404T033132
CREATED:20220901T191310Z
LAST-MODIFIED:20220901T191357Z
UID:35133-1665579600-1665594000@studymanuals.naifa-florida.org
SUMMARY:2022 Law and Ethics Update for Life and Health Advisors – Webinar
DESCRIPTION:4-Hour Life & Health – (Required) Law and Ethics  \n\n“2022 Law and Ethics Update for Life and Health Advisors – Webinar”\n\nWednesday\, October 12\, 2022 – 1:00 to 5:00 ET\n(on Zoom)\n\n\n\n\n\n\n\n\n  \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n  \n\n\n\n\n\n\n\n \n  \n  \n  \n  \n  \n  \n  \nInstructor: \nMatt Campbell \n  \nCOURSE INFORMATION \nThis 4-hour virtual (Zoom) course complies with the DFS requirement that all life and health insurance advisors are required to have \nfour hours (previously five hours) of continuing education on the subject of law and ethics in each two-year CE compliance period. \n  \nCourse ID: 122941 ~ Course Offering: 1166783 ~ Hours – Four (4) \nCourse Level- Intermediate ~ Course Authority – CE 5-215 Law and Ethic Update – LHV \n  \nCOST TO ATTEND \n$30 – Members \n$40 – Non-Members \n  \nREGISTRATION \nPlease note that as soon as you register\, you will receive a confirmation email with the ZOOM link for the meeting. If you do not receive that email\, please check your spam folder. A reminder email will be sent out on the morning of the class with the ZOOM link. \n  \n  \n(REGISTER HERE)
URL:https://studymanuals.naifa-florida.org/event/2022-law-and-ethics-update-for-life-and-health-advisors-webinar/
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:20221006T120000
DTEND;TZID=America/New_York:20221006T130000
DTSTAMP:20260404T033132
CREATED:20220915T140750Z
LAST-MODIFIED:20220915T140750Z
UID:35395-1665057600-1665061200@studymanuals.naifa-florida.org
SUMMARY:Q4 State of NAIFA
DESCRIPTION:Thursday\, October 6\n12 pm eastern\n\nJoin us for the Q4 State of NAIFA 2022 webinar featuring: \n\nLarry Holzberg\, NAIFA President\nKevin Mayeux\, NAIFA CEO\nDiane Boyle\, SVP of Government Relations\n\nNAIFA leaders will provide an update on where NAIFA is as an association and highlight advocacy work to be done this year. They will also provide an update on NAIFA programs and\, most importantly\, provide information to help you get the most out of NAIFA.
URL:https://studymanuals.naifa-florida.org/event/q4-state-of-naifa-3/
LOCATION:ZOOM
CATEGORIES:Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220929T130000
DTEND;TZID=America/New_York:20220929T180000
DTSTAMP:20260404T033132
CREATED:20220915T135957Z
LAST-MODIFIED:20220915T135957Z
UID:35390-1664456400-1664474400@studymanuals.naifa-florida.org
SUMMARY:Advanced Practice Center Symposia - Philadelphia
DESCRIPTION:Thursday\, September 29\n1 pm eastern\n\nNAIFA and the Society of FSP are bringing together leading thought leaders in the field of advanced financial planning for a half-day of high-impact presentations and discussions regarding working with businesses and organizations in 2022. \nJoin us in-person or online to learn new ways to approach complex cases and how you can better partner with a variety of industry professionals to expand your offerings and create top-line growth. \n \n\n  \nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/advanced-practice-center-symposia-philadelphia/
LOCATION:The Radnor Hotel\, 591 E Lancaster Ave\, St. Davids\, FL\, 19087
CATEGORIES:Advanced Practice Center,In Person Event,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:20220922T120000
DTEND;TZID=America/New_York:20220922T130000
DTSTAMP:20260404T033132
CREATED:20220915T135509Z
LAST-MODIFIED:20220915T135509Z
UID:35388-1663848000-1663851600@studymanuals.naifa-florida.org
SUMMARY:Webinar with Chalice Connect
DESCRIPTION:Webinar with Chalice Connect\n\nWhitney Kendrick\nChief Marketing Officer/Partner at Chalice Connect\nThursday\, September 22\n12 pm eastern\n\nJoin NAIFA partner Chalice Connect to learn how NAIFA members can now access their marketplace which can save your firm\, agency\, or practice time and money. \nIn this Business Performance Center webinar\, Whitney Kendrick of Chalice Connect will teach you how Chalice can be an inflation buster and offer new options for benefits including health insurance\, travel options\, and succession planning. \nYou won’t want to miss all that Chalice Network has bundled together to make practice management easier. \n\n \n\n  \n  \nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/webinar-with-chalice-connect/
LOCATION:ZOOM
CATEGORIES:Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220915T140000
DTEND;TZID=America/New_York:20220915T150000
DTSTAMP:20260404T033132
CREATED:20220725T192349Z
LAST-MODIFIED:20220725T192420Z
UID:34737-1663250400-1663254000@studymanuals.naifa-florida.org
SUMMARY:NAIFA Live - Members Only
DESCRIPTION:From the Kitchen Table to the Top of the Table\n  \nRichard Demko\nDirector of Insurance and Head of Agency\nCentric\nThursday\, September 15\n2 pm eastern\n\nHe has been bit by two dogs in one year. He has slept in his truck. Before his appointments\, he stocked shelves at Lowes. From these hard and dangerous beginnings\, Rick Demko now ranks among the top insurance and financial advisors in the country. \nHow did Rick Demko emerge from his difficult start to become one of the top producers in the entire United States? Join us for “From the Kitchen Table to the Top of the Table” as Rick explains his path that led him to unimaginable success by serving thousands of families. \nYou will learn: \n\nThe meaning of “sales sushi” and why this is one of Rick’s favorite money-making secrets.\nThe one heartbreaking choice that would have driven Rick out of the business.\nWhy you must be unapologetic as a life insurance person.\nThe dangers of the warm market approach and why you must be able to identify and find clients on your own.\nAnd much more!\n\n \n\n  \nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/naifa-live-members-only-3/
LOCATION:ZOOM
CATEGORIES:Members Only,NAIFA Live,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220915T120000
DTEND;TZID=America/New_York:20220915T130000
DTSTAMP:20260404T033132
CREATED:20220915T140344Z
LAST-MODIFIED:20220915T140344Z
UID:35393-1663243200-1663246800@studymanuals.naifa-florida.org
SUMMARY:How to Grow Your Life Insurance Business by Adopting eCommerce Practices
DESCRIPTION:John Boothman\nStrategic Distribution & Partnerships at iLife Technologies\nThursday\, October 5\n12 pm eastern\n\nJoin this Digital Marketing and eCommerce webinar to explore the opportunities available to grow your Life Insurance business in the rapidly growing online marketing space. \nConsumers buy an ever-increasing amount of products online – where does Life Insurance fit in? Agents can now participate in eCommerce! Learn how to create your own solution and own your digital space. \n \n\n\nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/how-to-grow-your-life-insurance-business-by-adopting-ecommerce-practices/
LOCATION:ZOOM
CATEGORIES:Business Performance Center,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:20220817T110000
DTEND;TZID=America/New_York:20220817T133000
DTSTAMP:20260404T033132
CREATED:20220721T184253Z
LAST-MODIFIED:20220805T131703Z
UID:34695-1660734000-1660743000@studymanuals.naifa-florida.org
SUMMARY:The Future of Property Insurance in Florida
DESCRIPTION:A Professional Association of Insurance and Financial Advisors \nThe Future of Property Insurance in Florida\nHybrid meeting (in-person and via zoom) \non August 17th\, 2022  \n\nPresenters: Tim Meenan\, NAIFA-Florida Lobbyist\, Lee Gorodetsky\, Vice President Marketing and Sales – US Assurance\, Dan Daley – Florida State Representative \nJoin us for an important meeting to learn about the future of property insurance in Florida including the roof replacement issue.  Our panel is uniquely qualified to present the state of Florida Property Insurance. We will discuss this important issue from the legislative\, property insurance provider and the agent’s perspective. \nDo you own your home?  Do you have clients that own their homes? Then this meeting is a must attend!  Learn about the future of homeowners given the recent news of the carriers exiting.  Also hear from our State Lobbyist Tim Meenan on the issues we are advocating for right now and how you can be a part of the process!  August 17th Live luncheon meeting in Plantation or attend via zoom. Please forward this to your fellow agents. Hope to see you there! \nDate: Wednesday\, August 17\, 2022\nTime: 11:30 AM – 1:00 PM \nZoom registrants will receive a confirmation email containing information about joining the meeting. \nLocation:The Fort Lauderdale County Club\n415 County Club Circle\nFort Lauderdale\, FL 33317 \n  \n\n\n\n\n\n\n\nPresenters\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n  \n\n\n\n\n\n\n\n \nTim Meenan\, P.A.\nBiography \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n  \n\n\n\n\n\n\n\n \n\nLee Gorodetsky\, LUTCF\, CLF\nBiography \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n  \n\n\n\n\n\n\n\n\n\n\n\n \n\nDan Daley\nFlorida Representative\nBiography \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nPre-Registration\nPre-Registration is required\, RSVP today \nZoom registrants will receive a confirmation email containing information about joining the meeting. \nLunch – Member – $30.00\nLunch – Non-Member – $40.00\n \nZoom – Member – $10.00\nZoom – Non-Member – $15.00\n \n  \nLate Registration (after August 12\, 2022): \nLunch cost for Members and Non-Members:  $40.00 \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nComplete NAIFA Member Registration Lunch \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nComplete NAIFA Non-Member Registration Lunch \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nComplete NAIFA Member Zoom Registration \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nComplete NAIFA Non-Member Zoom Registration \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nADVANCE REGISTRATION AND PREPAYMENT IS REQUIRED
URL:https://studymanuals.naifa-florida.org/event/the-future-of-property-insurance-in-florida/
LOCATION:Fort Lauderdale Country Club\, 415 E. Country Club Circle\, Plantation\, FL\, 33317
CATEGORIES:In Person Event,Legislative Event,New Members,Non-Members,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Broward":MAILTO:admin@naifa-broward.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220727T120000
DTEND;TZID=America/New_York:20220727T130000
DTSTAMP:20260404T033132
CREATED:20220711T184055Z
LAST-MODIFIED:20220711T184055Z
UID:34556-1658923200-1658926800@studymanuals.naifa-florida.org
SUMMARY:Navigating HR Issues In a Post-COVID World Webinar
DESCRIPTION:  \nNAIFA Tampa Bay July Zoom Program\nNavigating Human Resource Issues in a\nPost-COVID World\nLearn about the challenges of managing remote employees\, complexities of working remotely & other HR issues! \nJoin NAIFA Tampa Bay Virtually on Wednesday\, July 27th as we welcome Board Certified Labor & Employment Lawyer Joan M. Vecchioli. \nTopics to Include: \n\nLiability of Managing Remote Employees\nHR & Compliance Concerns When Working Remotely\nVaccination Rights\n& more\n\nWednesday\, July 27th\, 2022 12:00pm\nZoom – Virtual Event\n \nPresented By: Joan M. Vecchioli\nPartner\nJohnson Pope Bokor Ruppel & Burns\, LLP \nREAD MORE ABOUT JOAN HERE
URL:https://studymanuals.naifa-florida.org/event/navigating-hr-issues-in-a-post-covid-world-webinar/
LOCATION:ZOOM
CATEGORIES:Chapter Event,New Members,Non-Members,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Tampa Bay":MAILTO:info@naifatampa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220721T140000
DTEND;TZID=America/New_York:20220721T150000
DTSTAMP:20260404T033132
CREATED:20220602T203940Z
LAST-MODIFIED:20220613T130538Z
UID:34204-1658412000-1658415600@studymanuals.naifa-florida.org
SUMMARY:NAIFA Live: Member Only
DESCRIPTION:From US Army Airborne to Managing Director – How NAIFA Drove My Journey to the Top\nSteve Saladino\nManaging Director\nPrincipal Financial Group\nThursday\, July 21st\n2 pm eastern\n\nFormer NAIFA Trustee and managing director with Principal Financial Group\, Steve Saladino\, is a prime example of doing the hard things well\, the things that will drive future success. Join Steve has he shows how his early training as a United States Army Airborne helped cultivate the habits that would lead this 31-year industry veteran to the top. \nThis NAIFA Live is intended for newer advisors and any advisor who wishes to grow their practice. \nYou will learn: \n\nHow “being” NAIFA and not “doing” NAIFA can help you grow your professional network and practice\nBest practices for securing strategic alliances with CPA’s\, healthcare and P&C agents\nTo enlarge your social and community presence and outreach while serving NAIFA\nTimeless sales and prospecting tips to drive your success\n\n \n\n\nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/naifa-live-member-only/
LOCATION:Webinar
CATEGORIES:Members Only,NAIFA Live,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220720T100000
DTEND;TZID=America/New_York:20220720T110000
DTSTAMP:20260404T033132
CREATED:20220711T184559Z
LAST-MODIFIED:20220711T184559Z
UID:34559-1658311200-1658314800@studymanuals.naifa-florida.org
SUMMARY:Citizens Update Webinar
DESCRIPTION:  \n  \n  \nCitizens Update Webinar is Wednesday\, July 20 at 10:00 a.m. ET. \n  \nWe’ll cover: \n\nMarket Update\nHot Topics\nUnderwriting Tips\nUnderstanding Citizens Systems\nQ&A\n\nTo register\, click here:  https://us02web.zoom.us/meeting/register/tZEkd-Gurj8vH9EBMaBcK-cnGQGRxs_B94Qn
URL:https://studymanuals.naifa-florida.org/event/citizens-update-webinar-2/
LOCATION:ZOOM
CATEGORIES:Citizens,Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220714T130000
DTEND;TZID=America/New_York:20220714T140000
DTSTAMP:20260404T033132
CREATED:20220602T171534Z
LAST-MODIFIED:20220602T171534Z
UID:34197-1657803600-1657807200@studymanuals.naifa-florida.org
SUMMARY:The 3 Step Marketing Plan to Turn Clients into Raving Fans that Refer and Never Leave
DESCRIPTION:Luke Acree\nPresident\, ReminderMedia\nTHURSDAY\, JULY 14\n1 PM EASTERN\n\nWhy is client relationship marketing important? Learn how to avoid the cycle of chasing new clients from ReminderMedia President and Advisor Today contributor Luke Acree. \nThis webinar will help you: \n\nDiscover how top companies create raving fans\nLearn what type of content to send to your clients and how often\nLearn how to connect with spouses\, build trust with the next generation\, and increase your AUM\n\n\nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/the-3-step-marketing-plan-to-turn-clients-into-raving-fans-that-refer-and-never-leave/
LOCATION:Webinar
CATEGORIES:Advisor Today,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220623T113000
DTEND;TZID=America/New_York:20220623T130000
DTSTAMP:20260404T033132
CREATED:20220601T173205Z
LAST-MODIFIED:20220601T173205Z
UID:34179-1655983800-1655989200@studymanuals.naifa-florida.org
SUMMARY:NAIFA/CF May Luncheon
DESCRIPTION:NAIFA Central Florida Invites You To\nJoin Us for the June monthly luncheon.\nWe will offer a panel discussion on Disability.  Our featured speakers are Bob Herman\, CLU of Principal Financial Group and Chad Ourso of Asteya World as well as two members of NAIFA-Central Florida who will “tell their story” of disability situations with clients. \n  \nWe will offer a panel discussion on Disability.  Our featured speakers are Bob Herman\, CLU of Principal Financial Group and Chad Ourso  of Asteya World as well as two members of NAIFA-Central Florida who will “tell their story” of disability situations with clients. \nAbout Bob Herman\n \nBob Herman\, CLU is the Disability Income Regional VP of Principal Financial Group\, located in the North Port-Sarasota area. Bob has over 25 years of established sales success in the disability insurance marketplace. He is a graduate of Illinois State University. \nAbout Chad Ourso\n\nChad is with Asteya World\, helping insurance Agencies and Financial Advisors build revenue with income protection\, life insurance and risk mitigation convos.  He is a graduate of Rollins College\, Winter Park and lives/works in the Orlando area.  Chad is an avid chef and huge football fan. \n\nThe panel will also include two members of NAIFA-Central Florida who will tell their stories of experience with clients who needed the disability insurance products sold to them.\n\nMEETING INFORMATION\n11:30 am – 1:00 pm on Thursday\, June 23\, 2022\nDubsdread Golf Course\n549 West Par Road\, Orlando  \nCost:\nMember of NAIFA  In Person  $20.00\nNon-Members In-Person $25.00\nInvited and First-Time Guests – FREE
URL:https://studymanuals.naifa-florida.org/event/naifa-cf-may-luncheon-2/
LOCATION:Dubsdread Golf Course\, 549 W Par Street\, Orlando\, FL\, 32804
CATEGORIES:Chapter Event,In Person Event,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:20220616T140000
DTEND;TZID=America/New_York:20220616T150000
DTSTAMP:20260404T033132
CREATED:20220602T172340Z
LAST-MODIFIED:20220602T172340Z
UID:34199-1655388000-1655391600@studymanuals.naifa-florida.org
SUMMARY:NAIFA Live- Members Only
DESCRIPTION:Premium Financing-Revealing the Secrets of This Powerful Wealth Protection Tool\n  \n   \nAnthony S. Martinelli\, CLU\, CBEC\nWealth Advisor\nCo-Founder\nBob Bagonis\nTrivitum Private Wealth Strategies\, LLC\nFounding Partner\nThursday\, June 16th\n2 pm eastern\n\nYour high net-worth clients and business owners rely on you. Have you considered incorporating premium financing into your estate planning services? Premium financing is an emerging and vital planning strategy\, one your clients cannot afford to miss. \nJoin premium finance experts Anthony Martinelli\, Bob Bagonis\, and Bill Medico for our June NAIFA Live where we pull the veil off this fascinating and powerful estate planning strategy. \n \n\n  \nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/naifa-live-members-only-2/
LOCATION:Webinar
CATEGORIES:Members Only,NAIFA Live,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220615T113000
DTEND;TZID=America/New_York:20220615T130000
DTSTAMP:20260404T033132
CREATED:20220531T130418Z
LAST-MODIFIED:20220531T130418Z
UID:34161-1655292600-1655298000@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Broward: First Steps\, Last Steps: LTC Solutions (1 HR CE)
DESCRIPTION:A Professional Association of Insurance and Financial Advisors \nFIRST STEPS\, LAST STEPS:\nLTC SOLUTIONS \nCE Hybrid meeting (in-person and via zoom ) \non June 15th\, 2022  \n\nCourse Authority:  CE0240 \nCourse Description: \nThis one-hour continuing education course provides a practical overview of long-term care solutions for health insurance agents. Topics include types of care\, the odds of needing LTC\, how to protect a client’s investment portfolio\, and the possible use of Medicaid as an option. \n\nApproved for 1 CE hour in Florida\nLevel of the class: Intermediate\nOffering ID #1162193\nCourse CE number ID # 121514\nA Health product and will apply to Life\, Health License\n\nDate: Wednesday\, June 15\, 2022 \nTime:  In-Person Meeting 11:30 AM – 1:00 PM\nCE Class 12:00 PM – 1:00 PM \nLocation: The Fort Lauderdale County Club\n415 County Club Circle\nFort Lauderdale\, FL 33317 \n  \nMODERATED BY: \n \n Jean Ausman\nInstructor ID #: 1345597\nDirector of Long-Term Care Solutions at Stewardship\nAdvisory Group\nBiography \n \n Mike Roberts\nInstructor ID # 1345591\nFounder and Managing Partner at CPT Wealth Strategies\nBiography \n \n\nPre-Registration\nPre-Registration is required\, RSVP today \nZoom registrants will receive a confirmation email containing information about joining the meeting. \nLunch Member- $30.00\nZoom Member- $10.00 \nLunch Non-Member- $40.00\nZoom Non-Member- $20.00 \n  \nComplete NAIFA Member Registration Lunch  \nComplete NAIFA Non-Member Registration Lunch  \nComplete NAIFA Member Zoom Registration \nComplete NAIFA Non-Member Zoom Registration \n 
URL:https://studymanuals.naifa-florida.org/event/naifa-broward-first-steps-last-steps-ltc-solutions-1-hr-ce/
LOCATION:Fort Lauderdale Country Club\, 415 E. Country Club Circle\, Plantation\, FL\, 33317
CATEGORIES:Chapter Event,Continuing Education,In Person Event,New Members,Non-Members,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Broward":MAILTO:admin@naifa-broward.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220527T113000
DTEND;TZID=America/New_York:20220527T123000
DTSTAMP:20260404T033132
CREATED:20220523T132545Z
LAST-MODIFIED:20220523T133630Z
UID:34096-1653651000-1653654600@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Central FL CE Class - Disability: What We Need To Know
DESCRIPTION:NAIFA Central Florida\nOne Hour CE Class\nNAIFA-CF is pleased to offer a one hour CE class on Friday\, May 27\, 2022 from 11:30 am to 12:30 pm.\nTOPIC: Disability: What We Need To Know – Webinar Course #121120 Course Offering #1162387\nCourse Authority 2-40 Health\, Approved for 1 HR of CE\nCourse Level: Intermediate\nProvider ID 654 \n\nInstructor:Maureen Ann Kirshhofer \nThis one-hour couse stresses the importance of replacing cash flow in the event of a disability\, reviews the different types of disability income products\, funding options\, and the statistics of the likelihood of incurring a disbablity. \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\, May 27th\n11:30 am to 12:30 pm Eastern Time Zone\nYour location
URL:https://studymanuals.naifa-florida.org/event/naifa-central-fl-ce-class-disability-what-we-need-to-know/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Continuing Education,New Members,Non-Members,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:20220517T130000
DTEND;TZID=America/New_York:20220517T140000
DTSTAMP:20260404T033132
CREATED:20220330T171739Z
LAST-MODIFIED:20220330T171739Z
UID:33635-1652792400-1652796000@studymanuals.naifa-florida.org
SUMMARY:Webinar -7 Keys to Create Relationships with the Adult Children of Your HNW Clients
DESCRIPTION:Simon Reilly\nCoach\, Speaker\, Author\, Leading Advisor \nTuesday\, MAY 17TH\n1 PM EASTERN\n\nA significant percentage of financial advisors do not have a meaningful relationship with their clients’ adult children. \nLimiting beliefs include; “It’s too challenging and time-consuming to create meaningful relationships with my client’s adult children.” \nWhy are these results happening? \nJoin Simon for this webinar to understand the importance of these relationships. \n\n \n\nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/webinar-7-keys-to-create-relationships-with-the-adult-children-of-your-hnw-clients/
LOCATION:ZOOM
CATEGORIES:Advisor Today,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220429T140000
DTEND;TZID=America/New_York:20220429T150000
DTSTAMP:20260404T033132
CREATED:20220425T171132Z
LAST-MODIFIED:20220425T171132Z
UID:33868-1651240800-1651244400@studymanuals.naifa-florida.org
SUMMARY:Compliance & Home Equity Conversion Mortgages: Why you NEED to be talking about Reverse Mortgage Loans with your clients
DESCRIPTION:Jamie Hopkins Esq.\, LLM\, CFP\, ChFC\, CLU\, RICP\nProfessor Of Taxation\, The American College Of Financial Services Director\, Center For Retirement Income\n  \nHarlan Accola\, CRMP\, CSA\nNational Reverse Mortgage Director\,\nFairway Independent Mortgage Corporation\nFRIDAY\, APRIL 29TH | 2 PM EASTERN\n\nErrors of Omission: When you must talk about reverse mortgages in retirement planning. \nToday\, more than ever\, Home Equity Conversion Mortgage (commonly called reverse mortgages) loans are being used as a financial planning tool to maximize cash flow\, reduce taxes\, and minimize risks (such as longevity and sequence of return risks). As a financial professional who wants to give your clients the best chance at financial success\, you would be wise to incorporate home equity and\, consequently\, reverse mortgages into your practice when doing retirement income planning. \n \n\n  \nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/compliance-home-equity-conversion-mortgages-why-you-need-to-be-talking-about-reverse-mortgage-loans-with-your-clients/
LOCATION:ZOOM
CATEGORIES:Talent Development Center,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220420T110000
DTEND;TZID=America/New_York:20220420T130000
DTSTAMP:20260404T033132
CREATED:20220321T174012Z
LAST-MODIFIED:20220321T174021Z
UID:33502-1650452400-1650459600@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Broward CE CLASS: Solutions for Business Owners
DESCRIPTION:We invite you to join us for a Continuing Education Class \nCE CLASS:  Solutions for Business Owners \n1-hr. CE Class:  Credit for Florida insurance\, CFP\, CIMA and CPE.  Approved for Investments & Wealth Institute CE. \nFlorida CE Course #: PLIFE283\, Offering ID:  73033\, Approval ID: 119393 \nCourse Authority:  IND Life-FL\, CFP\, PRP \nCourse Level: Intermediate \n\nCourse Objective:\nThis course for financial advisors will explain a broad range of goals and solutions that advisors can provide to business owners\, to help them manage risk and meet their business objectives. Participants will also learn about income tax\, regulatory and practical implications that affect the clients’ needs and each type of solution. \n\nLearning Objectives: \n\nLearn how business value impacts overall planning\nDiscover solutions to help the business owner protect their business\n See the importance of reviewing the buy-sell agreement to ensure it’s meeting the client’s objectives.\n Help business owners see how their business can play a part in their retirement income strategy\n\n\nDate: Wednesday\, April 20\, 2022 \nTime:  11:00 AM\, Registration and Lunch\n11:45 AM\, 1-Hr CE Class \nLocation: Fort Lauderdale Country Club\n415 E. Country Club Circle\nFort Lauderdale\, FL 33317 \nMeeting Type: On-Site \n  \nMODERATED BY: \n \n  Steven Saladino\n RICP®\, LACP\, LUTCF®\nPrincipal Securities \n  \n \nJoe Nagy \nPre-Registration\nPre-Registration is required\,  RSVP today \nAfter registering\, you will receive a confirmation email containing information about joining the meeting. \n  \nCharge – Member\nLunch- $28.00\nZoom – FREE \nCharge – Member\nLunch- $40.00\nZoom – $10.00 \nComplete NAIFA Member Lunch Registration\nComplete NAIFA Member Zoom Registration \nComplete NAIFA Non-Member Lunch Registration\nComplete NAIFA Non-Member Zoom Registration\n\nADVANCE REGISTRATION AND PREPAYMENT IS REQUIRED\nIt is your responsibility to verify the CE course is not a repeat of a prior course\, taken less than two years from the previous one.\nThe Internet address to check your State CE credits and compliance periods is located at: http://dice.fldfs.com/public/pb_index.aspx \n\nNote: You must arrive on time for the CE Class to receive credit. Anyone arriving after 5 minutes into the class will not receive CE credit. Please know your license number\, and bring a photo ID.\n\nFor more information\, 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-ce-class-solutions-for-business-owners/
LOCATION:Fort Lauderdale Country Club\, 415 E. Country Club Circle\, Plantation\, FL\, 33317
CATEGORIES:Chapter Event,Continuing Education,In Person Event,New Members,Non-Members,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Broward":MAILTO:admin@naifa-broward.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220414T140000
DTEND;TZID=America/New_York:20220414T150000
DTSTAMP:20260404T033132
CREATED:20220328T133838Z
LAST-MODIFIED:20220328T133850Z
UID:33601-1649944800-1649948400@studymanuals.naifa-florida.org
SUMMARY:NAIFA Live: Eleanor I. Johnson\, CPA\, CLU\, CGMA
DESCRIPTION:April NAIFA Live: Eleanor I. Johnson\, CPA\, CLU\, CGMA\nThe Conversation BEFORE the Conversation: How to create a common dialogue that uncovers client priorities and motivates them to move forward with the implementation of planning strategies.\nApril 14th | 2 pm eastern \n \nHave you ever made a planning recommendation to a client that you worked on extensively but that was never actually implemented? Or if implemented\, did the client later “forget” why they did what they did? In most cases that outcome was predictable – either because the recommendation made was not fully understood\, or because the client had other planning priorities that may not have been discovered. \nIn this session\, Eleanor Johnson\, CPA\, CLU\, CGMA\, Founding Principal\, Highland Capital Brokerage\, will describe her “three buckets” level setting approach that is used as part of every first client meeting and again when a new advisor or center of influence is added to the team. \n \n 
URL:https://studymanuals.naifa-florida.org/event/33601/
LOCATION:ZOOM
CATEGORIES:Members Only,NAIFA Live,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220412T140000
DTEND;TZID=America/New_York:20220412T150000
DTSTAMP:20260404T033132
CREATED:20220328T133609Z
LAST-MODIFIED:20220328T133609Z
UID:33599-1649772000-1649775600@studymanuals.naifa-florida.org
SUMMARY:Q2 State of NAIFA
DESCRIPTION:April 12th | 2 pm eastern\n  \nAll NAIFA members are invited to attend the State of NAIFA webinar for 2022 on April 12th at 2 pm eastern. Our 30-minute Q2 event will include an update on our work as an association and highlight what to expect during Congressional Conference. This event is open to the public\, so please feel free to invite media\, potential members\, sponsors\, and potential sponsors to allow them to get to know NAIFA Nation. \nWhat’s in it for You:\nThis is your association! The work we undertake is based on your ideas and involvement. We hold these quarterly webinars and issue quarterly association dashboard reports so that you can see what your membership fees support. The webinars are open to all to increase transparency within the industry and provide media with access to NAIFA. \nSpeakers Include: \n\nLarry Holzberg\, LUTCF\, LACP\, NAIFA President\nKevin Mayeux\, CAE\, NAIFA CEO\nDiane Boyle\, SVP NAIFA Government Relations
URL:https://studymanuals.naifa-florida.org/event/q2-state-of-naifa-2/
LOCATION:ZOOM
CATEGORIES:Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220411T130000
DTEND;TZID=America/New_York:20220411T140000
DTSTAMP:20260404T033132
CREATED:20220330T171210Z
LAST-MODIFIED:20220330T171210Z
UID:33633-1649682000-1649685600@studymanuals.naifa-florida.org
SUMMARY:Webinar - Intentional Gratitude
DESCRIPTION:Dave Resseguie\nThe Resseguie Group\nAPRIL 11TH\n1 PM EASTERN\n\nDave Resseguie began his career in the financial services industry in August of 2007. He spent 10 years working in leadership roles within both Northwestern Mutual & MassMutual agencies in Chicago\, Ft. Lauderdale\, & Miami. \nJoin Dave in the discussion of having “Intentional Gratitude”\, that he’s learned throughout his various roles in the financial industry. \n \n\n  \nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/webinar-intentional-gratitude/
LOCATION:ZOOM
CATEGORIES:Advisor Today,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220406T120000
DTEND;TZID=America/New_York:20220406T130000
DTSTAMP:20260404T033132
CREATED:20220311T141422Z
LAST-MODIFIED:20220311T141422Z
UID:33415-1649246400-1649250000@studymanuals.naifa-florida.org
SUMMARY:Members Only: Q2 State of NAIFA
DESCRIPTION:Q2 State of NAIFA: April 6th | 12 pm eastern\nAll NAIFA members are invited to attend the State of NAIFA webinar for 2022 on April 6th at 2 pm eastern. Our 30-minute Q2 update will include an update on our work as an association and highlight what to expect during Congressional Conference. This event is open to the public\, so please feel free to invite media\, potential members\, sponsors\, and potential sponsors to allow them to get to know NAIFA Nation. \nWhat’s in it for You:  \nThis is your association! The work we undertake is based on your ideas and involvement. We hold these quarterly webinars and issue quarterly association dashboard reports so that you can see what your membership fees support. The webinars are open to all to increase transparency within the industry and provide media with access to NAIFA. \nSpeakers Include: \n\nLarry Holzberg\, LUTCF\, LACP\, NAIFA President\nKevin Mayeux\, CAE\, NAIFA CEO\nDiane Boyle\, SVP NAIFA Government Relations
URL:https://studymanuals.naifa-florida.org/event/members-only-q2-state-of-naifa/
LOCATION:ZOOM
CATEGORIES:Members Only,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220325T113000
DTEND;TZID=America/New_York:20220325T143000
DTSTAMP:20260404T033132
CREATED:20220322T130011Z
LAST-MODIFIED:20220322T130011Z
UID:33517-1648207800-1648218600@studymanuals.naifa-florida.org
SUMMARY:NAIFA/CF For THREE Hours Of CE Credit
DESCRIPTION:NAIFA Central Florida\nTHREE Hours CE Class\nNAIFA-CF is pleased to offer a three hours CE class on Friday\, March 25\, 2022 from 11:30 am to 2:30 pm.\nTOPIC: Ridesharing Insurance Webinar – Course #100577\,  Course Offering #1159585\, and Course Authority CE 0220 General Line \nInstructor: Anthony Tomas Becerra #1315358 \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\n\nFriday\, March 25th\n 11:30 am to 2:30 pm\nYour location
URL:https://studymanuals.naifa-florida.org/event/naifa-cf-for-three-hours-of-ce-credit/
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:20220324T100000
DTEND;TZID=America/New_York:20220324T110000
DTSTAMP:20260404T033132
CREATED:20220322T125651Z
LAST-MODIFIED:20220322T125651Z
UID:33515-1648116000-1648119600@studymanuals.naifa-florida.org
SUMMARY:Citizens Webinar
DESCRIPTION:  \nMark your calendars now for a free\, one-hour informational webinar presented by Citizens Property Insurance Corp. (“CITIZENS”) and hosted by NAIFA-Florida. \nJoin us on Thursday\, March 24 at 10:00 a.m. ET. It’s open to all team members in your agency and there’s no charge!” \nCitizens will moderate the webinar and discuss the following topics: \nTalking points: \n\nMarket Update\nHot Topics\nUnderwriting Tips\nUnderstanding Citizens Systems\nQ&A\n\nZoom link to register: https://us02web.zoom.us/meeting/register/tZ0tcOihrzIjE9Ql5OSj-Xpjbfc35vQ0V9y5
URL:https://studymanuals.naifa-florida.org/event/citizens-webinar-2/
LOCATION:ZOOM
CATEGORIES:Citizens,Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220323T130000
DTEND;TZID=America/New_York:20220323T140000
DTSTAMP:20260404T033132
CREATED:20220318T151406Z
LAST-MODIFIED:20220318T151406Z
UID:33488-1648040400-1648044000@studymanuals.naifa-florida.org
SUMMARY:Upcoming Advisor Today Webinar: Women Matter\, Celebrating Women's History Month March 23rd | 1 pm eastern
DESCRIPTION:Upcoming Advisor Today Webinar: Women Matter\, Celebrating Women’s History Month\nMarch 23rd | 1 pm eastern \n  \nJoin Daralee Barbera\, loyal member since 2007\, Thomasina Skipper\, and Linda Witham\, the three co-authors of “Women Matter – The Why and How of Gender Diversity in Financial Services.” These seasoned Financial Services professionals will address the role of women as advisors\, women as clients\, and the important tools needed for gender parity in financial services.
URL:https://studymanuals.naifa-florida.org/event/upcoming-advisor-today-webinar-women-matter-celebrating-womens-history-month-march-23rd-1-pm-eastern/
LOCATION:ZOOM
CATEGORIES:Members Only,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220317T140000
DTEND;TZID=America/New_York:20220317T150000
DTSTAMP:20260404T033132
CREATED:20220311T142118Z
LAST-MODIFIED:20220311T142118Z
UID:33417-1647525600-1647529200@studymanuals.naifa-florida.org
SUMMARY:Webinar: Designing Insurance Solutions to Address Clients’ Macroeconomic Concerns
DESCRIPTION:Upcoming Webinar: Designing Insurance Solutions to Address Clients’ Macroeconomic Concerns \nMarch 17th | 2 pm eastern \n  \nClients are concerned about inflation\, rising interest rates\, geopolitical instability\, and other factors placing downward pressure on equity markets. Join John Hancock’s AVP and Associate Counsel with Advanced Markets\, John Snider II\, JD\, for a timely macroeconomic update and a discussion of how life insurance product selection and structure can help address clients’ concerns in this challenging environment. Also\, learn what the shocking decrease in the per diem amount in 2022 (and the change in how the per diem amount is calculated going forward) means for clients trying to plan for future long-term care needs. \n 
URL:https://studymanuals.naifa-florida.org/event/webinar-designing-insurance-solutions-to-address-clients-macroeconomic-concerns/
LOCATION:ZOOM
CATEGORIES:Advanced Practice Center,Members Only,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220316T140000
DTEND;TZID=America/New_York:20220316T150000
DTSTAMP:20260404T033132
CREATED:20220225T183219Z
LAST-MODIFIED:20220225T183219Z
UID:33299-1647439200-1647442800@studymanuals.naifa-florida.org
SUMMARY:NAIFA Live: Members Only
DESCRIPTION:Digital Marketing – Tactics and Tips for Results You Never Thought Possible\n  \nSheryl Hickerson\nFemales & Finance\nCEO\nWednesday\, March 16th\n2 pm eastern\n\nJoin Sheryl Hickerson\, CEO of Females and Finance as she helps you discover new digital marketing opportunities for results you never thought possible. Sheryl understands the unique challenges of marketing in 2022\, prospective clients are busy\, distracted\, and easily bored. Through this informative NAIFA Live broadcast\, intended for all insurance and financial advisors\, you will learn how to cut through the distraction to turn bored prospects into engaged clients. \n\n \n\nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/naifa-live-members-only/
LOCATION:ZOOM
CATEGORIES:Members Only,NAIFA Live,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
END:VCALENDAR