National Association of Insurance and Financial Advisors-Florida
Invite 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. Help others experience NAIFA by inviting them to attend the Advisor Ambassador program.
Miriam Harris Lewis Principal Financial Group Chief Inclusion Officer Thursday, July 22nd 1 pm eastern In 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. In her role with Principal, Miriam has global responsibility…
“The Power of the Purse” (CE – 1 Hour – Life, Health, Variable Products) Thursday, July 29 – Noon to 1:00 p.m. ET by Steve Saladino This 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…
Harlan Accola, CRMP Fairway Independent Mortgage Corporation National Reverse Mortgage Director David McKnight The Power Of Zero President Wednesday, August 4th 2 pm eastern Most 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…
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. If you are not a Membership Chair, and are interested in attending, please email leadership@naifa.org.
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.…
Harlan Accola, CRMP Fairway Independent Mortgage Corporation National Reverse Mortgage Director Wade Pfau, PhD, CFA, RICP The American College RICP Program Director & Professor of Retirement Income Wednesday, August 18th 2 pm eastern In this session, RICP Program Director and Professor of Retirement Income at The American College, Wade Pfau, PhD, CFA, RICP joins Fairway Independent…
Andrew Rinn, JD, CFP, CLU, ChFC Ameritas Vice President, Advanced Markets & Competition And Case Design Kelly Halverson Ameritas Vice President & Actuary, Individual Product Development THURSDAY, AUGUST 26TH 2:00 PM EASTERN How does a change to the federal tax code, IRC Section 7702, impact your business and life insurance clients? To find out,…
Chris Jordan CLJ Advisory Founder & Chief Executive Officer Tuesday, September 7th 2:00 pm eastern Financial 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…
Austin Hatch Motivational Speaker Thursday, September 9th | 2 pm eastern Austin 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…