National Association of Insurance and Financial Advisors-Florida
Please join us both afternoons using the zoom link below. The link is the same for both days. Join Zoom Meeting https://us02web.zoom.us/j/9351425169 Dial by your location +1 301 715 8592 US (Washington DC) +1 312 626 6799 US (Chicago) Meeting ID: 935 142 5169
NOTE THE REVISED DATE AND LOCATION FOR THE DECEMBER MEETING ONLY! NAIFA Central Florida Monthly Meeting December is always a fun meeting. This is when we raffle items to raise funds for The Russell Home For Atypical Children But we had to change the date and the location because Dubsdread has some high minimums for…
Financial Technology that Builds Long-Term Relationships for Long-Term Care Todd Rovak Carefull Co-Founder Michael Rubel Carefull Product Strategy January 11th 1 PM Eastern Find out about Carefull, the new technology tool that will open your practice to grow new relationships and deepen your current ones. Leverage data to learn more about your clients and their financial decisions.…
Featuring: Yoni Markhoff Jerry Saresky January 19, 2022 10:00 am NAIFA members free Non-member $10.00 Presentation on Estate Planning, Asset Protection, Probate, Guardianship, and Medicaid Planning. Estate, Asset, and Probate, followed by Medicaid and Guardianship.
Members Only: The Evolution of Client Acquisition: Web Search Secrets to Identify Prospect Opportunities, Ensure Business Relevancy, and Win More Business Sam Richter Hall of Fame Speaker & Best Selling Author Thursday, January 20th 2 pm eastern Client acquisition must never stop. The challenge is, in today’s world, the last person a prospect wants to…
Join NAIFA/CF for our first monthly luncheon of 2022. Our speaker will be George Royal, Past President of NAIFA/CF and current President of NAIFA-Florida. Together with Tom Ashley, CFO, NAIFA-FL, he will provide the State of NAIFA in 2022. And then George will share with us the journey he took that led him to be…
Harlan Accola, CRMP, CSA Fairway National Reverse Mortgage Director Jim Silbernagel, CFP, CEPS, LACP, LUTCF Real Wealth Founder and Creator February 11th 3:00 PM Eastern Learn from a cutting-edge financial advisor and educator Jim Silbernagel as he is interviewed by Harlan Accola to tell about real-life client cases that reduced taxes and changed lives for…
February 15th | 1 pm eastern Since the first run of this webinar was so popular, we are offering it one more time! Learn about Carefull, the new technology tool that will open your practice to cultivate new relationships and deepen your current ones. Leverage data to learn more about your clients and where…
A Professional Association of Insurance and Financial Advisors CE CLASS: "IRS Letter 226J" Description: Letter 226-J is the initial letter issued to Applicable Large Employers (ALEs) to notify them that they may be liable for an Employer Shared Responsibility Payment (ESRP). Date: Wednesday, February 16, 2022 Time: 10:00 AM - 11:00 AM Location: Zoom Meeting Type: Online …
The Champion’s Code: Building Relationships Through Life Lessons of Integrity and Accountability from the Sports World to the Business World Ross Bernstein Inspirational Business Keynote Speaker & Best-Selling Author Thursday, February 17th, 2022 2 pm eastern Ross' program is all about the DNA of what makes champions in sports so unique and how that relates…