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X-ORIGINAL-URL:https://studymanuals.naifa-florida.org
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210924T111500
DTEND;TZID=America/New_York:20210924T133000
DTSTAMP:20260403T212224
CREATED:20210921T131554Z
LAST-MODIFIED:20210921T131803Z
UID:31596-1632482100-1632490200@studymanuals.naifa-florida.org
SUMMARY:NAIFA Central FL Welcomes All For Two Hours CE
DESCRIPTION:NAIFA Central Florida\nTwo Hours CE Class\nNAIFA-CF is pleased to offer a two hours CE class on Friday\, September 24\, from 11:15 am to 1:30 pm.\nTOPIC: The Basics of Life Insurance – Virtual Class Course #118806 Course Offering #1148497\nInstructors: Brian Lazusky and 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\, September 24\, 2021\n11:15 am to 1:30 pm\nYour location\n_________________________
URL:https://studymanuals.naifa-florida.org/event/naifa-central-fl-welcomes-all-for-two-hours-ce/
LOCATION:ZOOM
CATEGORIES:Chapter Event,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:20210923T140000
DTEND;TZID=America/New_York:20210923T150000
DTSTAMP:20260403T212224
CREATED:20210830T134131Z
LAST-MODIFIED:20210830T134131Z
UID:31335-1632405600-1632409200@studymanuals.naifa-florida.org
SUMMARY:What’s Driving Life Settlement Growth?
DESCRIPTION:  \nCarroll Golden\, CLU\, ChFC\, CLTC\, CASL\, LACP\, FLMI\nNAIFA’s Limited And Extended Care Planning Center\nExecutive Director\nAlan H. Buerger\nCoventry\nCo-Founder and Executive Chairman\nPeter Hershon\, CLU\, ChFC\nCoventry\nSr. Vice President Account Services\nPatrick Cahill\, CRPC\, RICP\nCoventry\nHead of Strategic Accounts\nThursday\, September 23rd\n2:00 pm eastern\n\nThe demand for life settlements has seen a resurgence as seniors realize the benefits of reevaluating their life insurance strategy. Join us for a Virtual Executive Roundtable where we will examine current market trends in life settlements and how you can leverage this important financial tool. \n\n \n  \n  \nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/whats-driving-life-settlement-growth/
LOCATION:ZOOM
CATEGORIES:Limited & Extended Care Planning Center,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210923T130000
DTEND;TZID=America/New_York:20210923T170000
DTSTAMP:20260403T212224
CREATED:20210630T134326Z
LAST-MODIFIED:20210630T134326Z
UID:30639-1632402000-1632416400@studymanuals.naifa-florida.org
SUMMARY:CLTC Master Class
DESCRIPTION:Bill Comfort\, CSA\, CLTC\, LTCCP\nLTC Specialist\nSeptember 15\, 16\, 22 & 23\n1-5 pm eastern \n\nJoin Bill Comfort\, CSA\, CLTC\, LTCCP for the upcoming CLTC Master Class. The 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 are able to redeem the following discounts for the September 2021 CLTC Master Class: \n\n$850 with promo code: NAIFA921$ before September 1.\n$900 with promo code: NAIFA921 after September 1.\n\n \n\n  \nThe webinar is brought to you by\n  \n 
URL:https://studymanuals.naifa-florida.org/event/cltc-master-class-18/
LOCATION:ZOOM
CATEGORIES:Designation Training,Limited & Extended Care Planning Center,Members Only,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210922T130000
DTEND;TZID=America/New_York:20210922T170000
DTSTAMP:20260403T212224
CREATED:20210630T134329Z
LAST-MODIFIED:20210630T134329Z
UID:30638-1632315600-1632330000@studymanuals.naifa-florida.org
SUMMARY:CLTC Master Class
DESCRIPTION:Bill Comfort\, CSA\, CLTC\, LTCCP\nLTC Specialist\nSeptember 15\, 16\, 22 & 23\n1-5 pm eastern \n\nJoin Bill Comfort\, CSA\, CLTC\, LTCCP for the upcoming CLTC Master Class. The 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 are able to redeem the following discounts for the September 2021 CLTC Master Class: \n\n$850 with promo code: NAIFA921$ before September 1.\n$900 with promo code: NAIFA921 after September 1.\n\n \n\n  \nThe webinar is brought to you by\n  \n 
URL:https://studymanuals.naifa-florida.org/event/cltc-master-class-19/
LOCATION:ZOOM
CATEGORIES:Designation Training,Limited & Extended Care Planning Center,Members Only,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210922T130000
DTEND;TZID=America/New_York:20210922T140000
DTSTAMP:20260403T212224
CREATED:20210830T133238Z
LAST-MODIFIED:20210830T133345Z
UID:31332-1632315600-1632319200@studymanuals.naifa-florida.org
SUMMARY:If a DOL Wage & Hour Investigator Came Calling\, Would You Be Prepared?
DESCRIPTION:Anna Brewer\nInsperity\nDirector of HR Administrative Compliance\nWednesday\, September 22nd\n1:00 pm eastern\n\nAnna Brewer\, Director\, Human Resources Administrative Compliance Center of Excellence\, with Insperity\, will provide information on what businesses are seeing from the Wage and Hour division of the Department of Labor as well as what to expect should you be subject to a DOL Wage and Hour Investigation. Additionally\, Anna will spend some time discussing what your business can do to help minimize the potential for risk in this area. \n\n \n\n  \n\n\nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/if-a-dol-wage-hour-investigator-came-calling-would-you-be-prepared/
LOCATION:ZOOM
CATEGORIES:Business Performance Center,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210916T130000
DTEND;TZID=America/New_York:20210916T170000
DTSTAMP:20260403T212224
CREATED:20210630T134332Z
LAST-MODIFIED:20210630T134332Z
UID:30637-1631797200-1631811600@studymanuals.naifa-florida.org
SUMMARY:CLTC Master Class
DESCRIPTION:Bill Comfort\, CSA\, CLTC\, LTCCP\nLTC Specialist\nSeptember 15\, 16\, 22 & 23\n1-5 pm eastern \n\nJoin Bill Comfort\, CSA\, CLTC\, LTCCP for the upcoming CLTC Master Class. The 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 are able to redeem the following discounts for the September 2021 CLTC Master Class: \n\n$850 with promo code: NAIFA921$ before September 1.\n$900 with promo code: NAIFA921 after September 1.\n\n \n\n  \nThe webinar is brought to you by\n  \n 
URL:https://studymanuals.naifa-florida.org/event/cltc-master-class-20/
LOCATION:ZOOM
CATEGORIES:Designation Training,Limited & Extended Care Planning Center,Members Only,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210915T130000
DTEND;TZID=America/New_York:20210915T170000
DTSTAMP:20260403T212224
CREATED:20210630T132634Z
LAST-MODIFIED:20210630T132634Z
UID:30634-1631710800-1631725200@studymanuals.naifa-florida.org
SUMMARY:CLTC Master Class
DESCRIPTION:Bill Comfort\, CSA\, CLTC\, LTCCP\nLTC Specialist\nSeptember 15\, 16\, 22 & 23\n1-5 pm eastern \n\nJoin Bill Comfort\, CSA\, CLTC\, LTCCP for the upcoming CLTC Master Class. The 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 are able to redeem the following discounts for the September 2021 CLTC Master Class: \n\n$850 with promo code: NAIFA921$ before September 1.\n$900 with promo code: NAIFA921 after September 1.\n\n \n\n  \nThe webinar is brought to you by\n  \n 
URL:https://studymanuals.naifa-florida.org/event/cltc-master-class-17/
LOCATION:ZOOM
CATEGORIES:Designation Training,Limited & Extended Care Planning Center,Members Only,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210915T103000
DTEND;TZID=America/New_York:20210915T130000
DTSTAMP:20260403T212224
CREATED:20210802T183427Z
LAST-MODIFIED:20210802T183504Z
UID:31018-1631701800-1631710800@studymanuals.naifa-florida.org
SUMMARY:Now is the Greatest Time Ever to be an Insurance or Financial Professional!
DESCRIPTION:NAIFA-BROWARD WELCOMES YOU BACK LIVE WITH SPECIAL GUEST \nVan Mueller\, LUTCF\, LACP\n \n“Now is the Greatest Time Ever to be\nan Insurance or Financial Professional!”\n HYBRID MEETING! LIVE IN-PERSON OR VIRTUAL VIA ZOOM!\nOPEN TO ALL FLORIDA MEMBERS\n \n Wednesday\, September 15th\, 2021 \n 10:30 AM – 1:00 PM at The Fort Lauderdale Country Club \n415 E. Country Club Circle\, Plantation\, FL 33317 (MAP) \nNAIFA-Broward welcomes you to our first live meeting of the year featuring World-Class speaker Van Mueller! This event will: \n\ndramatically increase your sales appointments\,\nbuild greater success in those appointments\, and\nprovide solutions that prospects and clients haven’t even begun to think about.\n\nThis presentation will include fresh material to dramatically supercharge your practice for the post-pandemic era. You don’t want to miss this event! \nJanuary 23\, 2021 marks Van Mueller’s 48th year as an insurance agent. He is an active member of MDRT having qualified for Court of the Table in 1990 and Top of The Table for the last 31 years. Click HERE for more about Van. \n  \nADVANCE REGISTRATION IS REQUIRED! \nREGISTRATION DUE BY WEDNESDAY\, SEPTEMBER 8\, 2021! \nNAIFA Member attending via Zoom: $25.00 \nNon-Member attending via Zoom: $40.00 \nNAIFA Member attending In-Person: $35.00 (lunch included) \nNon-Member attending In-Person: $50.00 (lunch included) \nLate registration after September 8th\, add $10.00. \n \nCLICK HERE TO REGISTER ONLINE! \nZoom link will be sent to registrants opting for virtual meeting to the\nemail address provided before the meeting. \n  \nFor more information\, please contact NAIFA-Broward Association Executive Rhonda Milrot at (954) 753-2262 or admin@naifa-broward.org.
URL:https://studymanuals.naifa-florida.org/event/now-is-the-greatest-time-ever-to-be-an-insurance-or-financial-professional/
LOCATION:Fort Lauderdale Country Club\, 415 E. Country Club Circle\, Plantation\, FL\, 33317
CATEGORIES:Chapter Event,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:20210913T140000
DTEND;TZID=America/New_York:20210917T150000
DTSTAMP:20260403T212224
CREATED:20210916T173247Z
LAST-MODIFIED:20210916T173247Z
UID:31553-1631541600-1631890800@studymanuals.naifa-florida.org
SUMMARY:Hyper-Growth in a Hybrid Environment
DESCRIPTION:Brad Swineheart\nWhite Glove\nSVP\, Channel Marketing and Business Development\n\nSeptember 13-17\, 2021\n2:00 pm eastern each day\n\nAre you ready to bring your prospecting game up to match consumer demands in a new world? Join Brad Swineheart of White Glove in this webinar series that will show you what is working now\, real results from top advisors\, and the strategies you can steal. \n \n\n\nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/hyper-growth-in-a-hybrid-environment/
LOCATION:ZOOM
CATEGORIES:Business Performance Center,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210910T140000
DTEND;TZID=America/New_York:20210910T150000
DTSTAMP:20260403T212224
CREATED:20210106T170343Z
LAST-MODIFIED:20210106T170529Z
UID:28095-1631282400-1631286000@studymanuals.naifa-florida.org
SUMMARY:NAIFA Chapter Services - Membership Chairs Meeting
DESCRIPTION:Membership Chair Meetings are held on the second Friday of every month. Please note that all State and Local Membership Chairs have been registered through the rest of the year. Please check your email for the Zoom login details.  \n If you are not a Membership Chair\, and are interested in attending\, please email leadership@naifa.org.
URL:https://studymanuals.naifa-florida.org/event/naifa-chapter-services-membership-chairs-meeting-3/
LOCATION:ZOOM
CATEGORIES:Conference Call,Membership,Monthly Leader Webinar,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210909T140000
DTEND;TZID=America/New_York:20210909T150000
DTSTAMP:20260403T212224
CREATED:20210713T172333Z
LAST-MODIFIED:20210728T125047Z
UID:30817-1631196000-1631199600@studymanuals.naifa-florida.org
SUMMARY:NAIFA Live: Overcome It
DESCRIPTION:Austin Hatch\nMotivational Speaker\nThursday\, September 9th | 2 pm eastern \nAustin Hatch has survived two plane crashes\, both of which claimed family members including his parents. Austin had to search to find the answer as to how he could thrive despite the adversity he faced. He went on to play basketball at The University of Michigan and is now a full-time motivational speaker with a powerful message of applying grit to our daily lives. \n  \nIn this session\, Austin will explain the components of his G.R.I.T. Framework and how we can use G.R.I.T. to help us achieve any goal we set. He will discuss the importance of having a greater purpose for why we do what we do as our driving force. You will also learn why G.R.I.T. is about consistency and the role of the “growth mindset” as the first component of this system.
URL:https://studymanuals.naifa-florida.org/event/overcome-it/
LOCATION:ZOOM
CATEGORIES:Members Only,NAIFA Live,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210907T140000
DTEND;TZID=America/New_York:20210907T150000
DTSTAMP:20260403T212224
CREATED:20210824T175042Z
LAST-MODIFIED:20210824T175042Z
UID:31262-1631023200-1631026800@studymanuals.naifa-florida.org
SUMMARY:Elevate Your Business
DESCRIPTION:Chris Jordan\nCLJ Advisory\nFounder & Chief Executive Officer\n\nTuesday\, September 7th\n2:00 pm eastern\n\nFinancial Advisors address a wide variety of issues and concerns from their clients on a daily basis. CLJ Advisory Founder and CEO\, Chris Jordan wants to help advisors elevate their business to the next level and provide top-notch service to their clients. Advisors who are equipped with the right tools and partnerships are poised to elevate and accelerate their careers. With more than 20 years of experience in the financial services industry\, Chris Jordan has worked with advisors around the country. He saw first-hand the many challenges advisors face related to growing their business and servicing clients. As a result\, Chris developed a passion to share “best practices” with all advisors so they could have a better experience in their profession \n. \n\n  \n  \nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/elevate-your-business/
LOCATION:ZOOM
CATEGORIES:Diversity, Equity & Inclusion,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210826T140000
DTEND;TZID=America/New_York:20210826T150000
DTSTAMP:20260403T212224
CREATED:20210824T174532Z
LAST-MODIFIED:20210824T174532Z
UID:31260-1629986400-1629990000@studymanuals.naifa-florida.org
SUMMARY:Tax Law Change Brings Life Insurance Sales and Marketing Opportunities
DESCRIPTION:  \n\n\n\n\nAndrew Rinn\, JD\, CFP\, CLU\, ChFC\nAmeritas\nVice President\, Advanced Markets & Competition And Case Design\nKelly Halverson\nAmeritas\nVice President & Actuary\, Individual Product Development\n\nTHURSDAY\, AUGUST 26TH\n2:00 PM EASTERN\n\nHow does a change to the federal tax code\, IRC Section 7702\, impact your business and life insurance clients? To find out\, join Andrew Rinn\, JD\, CFP\, CLU\, ChFC\, Vice President\, Advanced Markets & Competition and Case Design at Ameritas\, and Kelly Halverson\, Vice President and Actuary\, Individual Product Development at Ameritas as they explain the pertinent changes to Section 7702\, their impact on life insurance product offerings\, and sales and marketing opportunities they create for producers. \n \n\n  \nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/tax-law-change-brings-life-insurance-sales-and-marketing-opportunities/
LOCATION:ZOOM
CATEGORIES:Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210818T140000
DTEND;TZID=America/New_York:20210818T150000
DTSTAMP:20260403T212224
CREATED:20210601T173851Z
LAST-MODIFIED:20210601T173921Z
UID:30323-1629295200-1629298800@studymanuals.naifa-florida.org
SUMMARY:4 Approaches to Managing Risk Retirement Income
DESCRIPTION:   \nHarlan Accola\, CRMP\nFairway Independent Mortgage Corporation\nNational Reverse Mortgage Director\nWade Pfau\, PhD\, CFA\, RICP\nThe American College\nRICP Program Director & Professor of Retirement Income\nWednesday\, August 18th\n2 pm eastern\n\nIn this session\, RICP Program Director and Professor of Retirement Income at The American College\, Wade Pfau\, PhD\, CFA\, RICP joins Fairway Independent Mortgage’s National Reverse Mortgage Director\, Harlan Accola\, CRMP for an in-depth discussion of  how they approach risk retirement income management\, and an overview of the practical implementations to managing sequence risk they consider including\, delaying Social Security\, using annuities with lifetime spending protections\, employing a rising equity glide path in retirement\, using a time segmentation or bucketing strategy\, or creating a “buffer asset” with a reverse mortgage or whole life insurance. \n \n\n  \n  \nThe webinar is brought to you by\n  \n 
URL:https://studymanuals.naifa-florida.org/event/4-approaches-to-managing-risk-retirement-income/
LOCATION:ZOOM
CATEGORIES:Business Performance Center,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20210817
DTEND;VALUE=DATE:20210820
DTSTAMP:20260403T212224
CREATED:20210608T141339Z
LAST-MODIFIED:20210630T134843Z
UID:30423-1629158400-1629417599@studymanuals.naifa-florida.org
SUMMARY:Performance+Purpose: Redefine the Lines
DESCRIPTION:The event this year is focused on creating an interactive experience for participants. The conference will include break-out sessions for book signings with speakers\, gamification\, and TED-talk style sessions to allow attendees to “choose their own adventure” to spice up their Zoom experience and deliver top-notch training to help you expand your book of business. \n\nKeynote Speakers: \n\nDana Perino “Lessons Learned on the Road to the White House”\nHolly Hoffman “The Survivor Way”\n\nJason Hewlett “The Promise: The Engagement Experience” \n 
URL:https://studymanuals.naifa-florida.org/event/performancepurpose/
LOCATION:ZOOM
CATEGORIES:Conference,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:20210812T153000
DTEND;TZID=America/New_York:20210812T163000
DTSTAMP:20260403T212224
CREATED:20210106T170306Z
LAST-MODIFIED:20210608T184618Z
UID:28091-1628782200-1628785800@studymanuals.naifa-florida.org
SUMMARY:NAIFA Chapter Services - Membership Chairs Meeting
DESCRIPTION:Please note that all State and Local Membership Chairs have been registered through the rest of the year. Please check your email for the Zoom login details.  \n If you are not a Membership Chair\, and are interested in attending\, please email leadership@naifa.org.
URL:https://studymanuals.naifa-florida.org/event/naifa-chapter-services-membership-chairs-meeting-2/
LOCATION:ZOOM
CATEGORIES:Conference Call,Membership,Monthly Leader Webinar,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210804T140000
DTEND;TZID=America/New_York:20210804T150000
DTSTAMP:20260403T212224
CREATED:20210630T130559Z
LAST-MODIFIED:20210728T130845Z
UID:30629-1628085600-1628089200@studymanuals.naifa-florida.org
SUMMARY:How to Advise Your Clients to Get to the Zero Tax Bracket
DESCRIPTION:  \n \nHarlan Accola\, CRMP\nFairway Independent Mortgage Corporation\nNational Reverse Mortgage Director\nDavid McKnight\nThe Power Of Zero\nPresident\nWednesday\, August 4th\n2 pm eastern \n\nMost Americans have saved the majority of their retirement assets in tax-deferred vehicles like 401(k)s and IRAs. But what happens when tax rates go up? How much of your hard-earned money will they really get to keep? David McKnight and Harlan Accola\, CRMP will discuss the solution: The zero percent tax bracket! Financial advisors learn how you can help your clients keep their assets by eliminating tax rate risk from the retirement picture. \n\n  \n\n \n\n  \n  \nThe webinar is brought to you by\n   \n  \n 
URL:https://studymanuals.naifa-florida.org/event/4-approaches-to-managing-risk-retirement-income-2/
LOCATION:ZOOM
CATEGORIES:Business Performance Center,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210729T120000
DTEND;TZID=America/New_York:20210729T130000
DTSTAMP:20260403T212224
CREATED:20210413T131426Z
LAST-MODIFIED:20210621T143219Z
UID:29593-1627560000-1627563600@studymanuals.naifa-florida.org
SUMMARY:Continuing Education- The Power of the Purse
DESCRIPTION:“The Power of the Purse” (CE – 1 Hour – Life\, Health\, Variable Products)\nThursday\, July 29 – Noon to 1:00 p.m. ET\n \nby Steve Saladino \nThis course is designed to assist financial professionals understand how women approach finances\, what’s behind their decision-making process\, and how\, as a financial professional\, they can best meet the investment needs of female clients. The presentation identifies four main female investor types and the common characteristics of each type. Information is provided on what advisors can expect when working with each personality\, and how questions can be tailored to help identify the female client’s financial goals. Women generally have the same investment goals and objectives as men\, but their approach to financial decision making differs. Understanding these differences is key for advisors wanting to help guide the female client. (This course is approved by the Florida Department of Financial Services for one (1) hour of Continuing Education credit for generic Life\, Health\, and Variable Products licensees – 9900. Intermediate level. Florida DFS Course #113749\, Offering 72270. Provider #415\, Principal Mutual Life Insurance Company.) \nMembers:   No charge\nNon-Members:  $15 \nTo register\, click here:  https://naifacf.wufoo.com/forms/zws7yp0kv22up//
URL:https://studymanuals.naifa-florida.org/event/continuing-education-the-power-of-the-purse/
LOCATION:ZOOM
CATEGORIES:Continuing Education,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210722T130000
DTEND;TZID=America/New_York:20210722T140000
DTSTAMP:20260403T212224
CREATED:20210713T171538Z
LAST-MODIFIED:20210713T171538Z
UID:30814-1626958800-1626962400@studymanuals.naifa-florida.org
SUMMARY:Diversity\, Equity & Inclusion: Improves Customer Relationships and Drives Business Growth
DESCRIPTION:Miriam Harris Lewis\nPrincipal Financial Group\nChief Inclusion Officer\nThursday\, July 22nd\n1 pm eastern\n\nIn this session\, Chief Inclusion Officer of the Principal Financial Group\, Miriam Harris Lewis will discuss how an understanding of diversity & inclusion can improve customer relationships and drive business growth. \nIn her role with Principal\, Miriam has global responsibility for designing\, leading\, and implementing strategies that foster a more inclusive workplace\, increase employee performance\, drive better outcomes for customers\, and ultimately improve business results. She also helps to foster diversity and inclusion efforts across the life insurance industry as chair of The American Council of Life Insurers’ (ACLI) Diversity\, Equity\, and Inclusion (DEI) Forum\, which is responsible for strategies to integrate DEI into ACLI’s industry portfolio. In addition\, Miriam provides insights and perspectives to drive excellence in the global diversity and inclusion marketplace by serving as a director on the Diversity MBA Advisory Leadership Board for P&L Groups\, LTD of IL Holding Company. \n \n\nThis webinar is offered in partnership with
URL:https://studymanuals.naifa-florida.org/event/diversity-equity-inclusion-improves-customer-relationships-and-drives-business-growth/
LOCATION:ZOOM
CATEGORIES:Diversity, Equity & Inclusion,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210722T130000
DTEND;TZID=America/New_York:20210722T140000
DTSTAMP:20260403T212224
CREATED:20210629T173508Z
LAST-MODIFIED:20210629T173508Z
UID:30613-1626958800-1626962400@studymanuals.naifa-florida.org
SUMMARY:Advisor Ambassador Program
DESCRIPTION:  \n  \n  \n  \n  \n  \nInvite a non-member to join July’s Advisor Ambassador Program. This free\, award-winning advisor-development program allows non-members learn from the best while sampling professional benefits that come with NAIFA membership. \nHelp others experience NAIFA by inviting them to attend the Advisor Ambassador program. \n 
URL:https://studymanuals.naifa-florida.org/event/advisor-ambassador-program-13/
LOCATION:ZOOM
CATEGORIES:Advisor Ambassador Program,Non-Members,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210721T090000
DTEND;TZID=America/New_York:20210721T110000
DTSTAMP:20260403T212224
CREATED:20210624T134233Z
LAST-MODIFIED:20210624T134233Z
UID:30536-1626858000-1626865200@studymanuals.naifa-florida.org
SUMMARY:2 HR CE- Social Security & Medicare ... Understanding the Benefits
DESCRIPTION:  \nSocial Security & Medicare … Understanding the Benefits  \nWednesday\, July 21st\, 2021  \n9:00 – 11:00 AM \n \nModerated by Scott L. Rosen\, LUTCF\nHead Brokerage\, Creative Financial Network \nCourse # 92491 | FL Course Offering # 1145493 \nIntermediate \nLife\, Health and Variable Annuity (2-15) CFP and CPA can also get credit! \n  \nScott L. Rosen\, LUTCF has been in the financial services industry for over 24 years working with companies with MetLife\, Phoenix Life and Lincoln National. He has his series 6\,7\,24 and 26 license\, and specializes in Brokerage\, working with independent advisors\, as well as advisors from New York Life\, Northwestern Mutual Life\, and Guardian Life. Scott is a Life Underwriter Training Council Fellow (LUTCF)\, and serves on the NAIFA-Palm Beaches board of directors\, as well as the Financial Planning Association – Broward Chapter board of directors. He grew up in Philadelphia and graduated from Temple University. Scott is married with three children\, two of whom currently are attending graduate school. He loves to read and is still an Eagles\, Flyers and Phillies fan! \n  \nNO CHARGE for NAIFA Members / $10.00 Non-Members \n  \nCheck our website and membership communications for updates and online registration \n \nCLICK HERE TO REGISTER ONLINE! \n\nZoom link / invite will be sent to email provided before the meeting. \n  \nFor more information\, please contact NAIFA-Broward Association Executive Rhonda Milrot at (954) 753-2262 or admin@naifa-broward.org.
URL:https://studymanuals.naifa-florida.org/event/2-hr-ce-social-security-medicare-understanding-the-benefits/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Continuing Education,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Broward":MAILTO:admin@naifa-broward.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210720T140000
DTEND;TZID=America/New_York:20210720T150000
DTSTAMP:20260403T212224
CREATED:20210630T125452Z
LAST-MODIFIED:20210630T125523Z
UID:30627-1626789600-1626793200@studymanuals.naifa-florida.org
SUMMARY:Q3 State of NAIFA 2021 Webinar
DESCRIPTION:  \nTom Michel\, LACP\nNAIFA\nPresident\nKevin Mayeux\, CAE\nNAIFA\nCEO\nDiane Boyle\nNAIFA\nSenior Vice President\, Government Relations\nTuesday\, July 20th\n2 pm eastern\n\nJoin us for our Q3 “State of NAIFA” of 2021 webinar . We 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 of NAIFA programs and\, most importantly\, provide information to help you get the most out of NAIFA.
URL:https://studymanuals.naifa-florida.org/event/q3-state-of-naifa-2021-webinar/
LOCATION:ZOOM
CATEGORIES:Members Only,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210715T171500
DTEND;TZID=America/New_York:20210715T183000
DTSTAMP:20260403T212224
CREATED:20210519T183355Z
LAST-MODIFIED:20210519T183355Z
UID:30165-1626369300-1626373800@studymanuals.naifa-florida.org
SUMMARY:Sales Symposium Bonus Session - PAC/YAT Event
DESCRIPTION:Members Only\nPAC/YAT Event – Trivia Contest \n \nJoin NAIFA-Florida Political Committee (PC) Chair Taylor Collins\, and Young Agents Team (YAT) Chair Darian Ward for a fun and relaxing time playing trivia after hours – all to raise a little money for the PAC! Don’t worry\, we won’t empty your wallets – just grab your favorite beverage and join us on Zoom for some networking and good times!!
URL:https://studymanuals.naifa-florida.org/event/sales-symposium-bonus-session-pac-yat-event/
LOCATION:ZOOM
CATEGORIES:Conference,IFAPAC,Members Only,PAC Event,Symposium,Virtual,YAT
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210714T150000
DTEND;TZID=America/New_York:20210714T153000
DTSTAMP:20260403T212224
CREATED:20210519T182455Z
LAST-MODIFIED:20210519T182903Z
UID:30158-1626274800-1626276600@studymanuals.naifa-florida.org
SUMMARY:Sales Symposium Bonus Session for Agency Managers
DESCRIPTION:Wednesday\, July 14 – 3:00 p.m. ET \n**Agency Managers** \n\n \nProspecting expert Wendy Weiss joins us from NYC to show managers how to have a super-productive sales team without having to micromanage. Her trademarked system\, Salesology™ Prospect Method\, is a 3-step method which increases qualified appointments and sales by 73% on average. Join Wendy for a demonstration of this new system and boost your team’s production! \n  \n 
URL:https://studymanuals.naifa-florida.org/event/sales-symposium-bonus-session-for-agency-managers/
LOCATION:ZOOM
CATEGORIES:Conference,Symposium,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210714T140000
DTEND;TZID=America/New_York:20210714T150000
DTSTAMP:20260403T212224
CREATED:20210106T191814Z
LAST-MODIFIED:20210629T175728Z
UID:28119-1626271200-1626274800@studymanuals.naifa-florida.org
SUMMARY:Members Only: NAIFA LIVE: NAIFA Board of Trustees Panel
DESCRIPTION:  \n \nTom Michel\nPresident\, NAIFA\nBrock Jolly\, CFP\, CLU\, LACP\, ChFC\, CLTC\, CASL\, RICP\nTreasurer\, NAIFA\nConnie Golleher\, CLTC\, LACP\nBoard Member\, NAIFA\nEvelyn Gellar\, LUTCF\, RICP\, CDFA\, CLTC\nBoard Member\, NAIFA\n\nWednesday\, July 14th\n2 pm eastern\n\nDuring the presentation you will learn how our panelists created and grew their practices while discovering their niche. Their paths to success are fascinating and their stories bring key insights that you can use to achieve your own success and grow as a leader. In fact\, leadership is a key aspect of each of their stories and membership in NAIFA was a major factor in their success\, leading all the way to the NAIFA Board of Trustees. \n\n \n\n  \n  \n  \nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/naifa-live-2/
LOCATION:ZOOM
CATEGORIES:Members Only,NAIFA Live,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210713T093000
DTEND;TZID=America/New_York:20210713T110000
DTSTAMP:20260403T212224
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;VALUE=DATE:20210712
DTEND;VALUE=DATE:20210717
DTSTAMP:20260403T212224
CREATED:20210421T182321Z
LAST-MODIFIED:20210519T194501Z
UID:29727-1626048000-1626479999@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Florida 2021 Virtual Sales Symposium
DESCRIPTION:Visit www.naifa-florida.org/conv2021 for more information and registration.
URL:https://studymanuals.naifa-florida.org/event/naifa-florida-2021-virtual-sales-symposium/
LOCATION:ZOOM
CATEGORIES:Conference,Networking,New Members,Non-Members,Open to Members & Non-Members,Symposium,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210708T153000
DTEND;TZID=America/New_York:20210708T163000
DTSTAMP:20260403T212224
CREATED:20210106T164531Z
LAST-MODIFIED:20210608T184550Z
UID:28083-1625758200-1625761800@studymanuals.naifa-florida.org
SUMMARY:NAIFA Chapter Services - Membership Chairs Meeting
DESCRIPTION:Please note that all State and Local Membership Chairs have been registered through the rest of the year. Please check your email for the Zoom login details.  \n If you are not a Membership Chair\, and are interested in attending\, please email leadership@naifa.org.
URL:https://studymanuals.naifa-florida.org/event/naifa-chapter-services-chapter-leaders-meeting-6/
LOCATION:ZOOM
CATEGORIES:Conference Call,Membership,Monthly Leader Webinar,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210708T130000
DTEND;TZID=America/New_York:20210708T140000
DTSTAMP:20260403T212224
CREATED:20210629T173219Z
LAST-MODIFIED:20210629T173219Z
UID:30610-1625749200-1625752800@studymanuals.naifa-florida.org
SUMMARY:Advisor Ambassador Program
DESCRIPTION:  \n  \n  \n  \n  \n  \nInvite a non-member to join July’s Advisor Ambassador Program. This free\, award-winning advisor-development program allows non-members learn from the best while sampling professional benefits that come with NAIFA membership. \nHelp others experience NAIFA by inviting them to attend the Advisor Ambassador program. \n 
URL:https://studymanuals.naifa-florida.org/event/advisor-ambassador-program-12/
LOCATION:ZOOM
CATEGORIES:Advisor Ambassador Program,New Members,Non-Members,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210630T140000
DTEND;TZID=America/New_York:20210630T150000
DTSTAMP:20260403T212224
CREATED:20210629T172518Z
LAST-MODIFIED:20210629T172518Z
UID:30608-1625061600-1625065200@studymanuals.naifa-florida.org
SUMMARY:Breaking into Business Markets
DESCRIPTION:  \nBreaking Into Business Markets\nDanny O’Connell\nNext Level Insurance Agency\, LLC\nCEO\nWalter Katz\, CFP\, AIF\, ChFC\nThe K Corporation\nPresident\nWednesday\, June 30th\n2 pm eastern\n\n\n\n\n\n\n\n\nEntry to the business market can bring life-changing profitability to your insurance and financial services practice. Where else can one conversation result in the acquisition of hundreds of new clients? While this market may be lucrative\, it is highly competitive. However\, there is a charted path to success in the business market\, a path that Danny O’Connell has successfully navigated. \n“Breaking into Business Markets” is for any advisor who is interested in expanding their practice to include business clients. It is also for those with experience in the business market who would like to gain additional ideas to increase their production. \n\n\n\n\n \n\n\n\n\n\n\nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/breaking-into-business-markets/
LOCATION:ZOOM
CATEGORIES:Business Performance Center,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
END:VCALENDAR