NAIFA-Florida

NAIFA-Broward - Legislative Updates and Case Study
2020-10-21 09:00 - 10:30 (America/New_York) | ZOOM
NAIFA-BROWARD MEMBERSHIP MEETING ON ZOOM!
Wednesday, October 21st, 2020
9:00 AM
Important Legislative Updates!

Get up to date on all the legislative issue that affect you AND your clients with NAIFA Lobbyist Tim Meenan, followed by updates from Chip LaMarca, Florida House of Representatives, and Candidate for Florida Senate Shevrin Jones.
“Marketing and Business Practices During COVID”

Our legislative updates will be followed by a Case Study hosted by Attorney Yoni Markoff, PA to brainstorm on how to market to your clients when you can’t meet face to face.
No Charge for this session!
We are also taking nominations for next year’s Board of Directors, join us!
Register in advance for this meeting:
CLICK HERE!
After registering, you will receive a confirmation email
containing information about joining the meeting.
Register today, Meeting starts at 9:00 am! We hope to see you then!
For more information, contact NAIFA-Broward Association Executive Rhonda Milrot at (954) 753-2262 or admin@naifa-broward.org.

Using Housing Wealth to Improve Financial Outcomes in Retirement
2020-10-20 14:00 - 15:00 | ZOOM
The webinar is brought to you by:

Using Housing Wealth to Improve Financial Outcomes in Retirement
October 20
2 pm eastern

Barry Sacks, J.D., Ph.D.
Law Office of Barry Sacks
Tax Attorney

Highlights of this Webinar Include:
• Cash Flow Sustainability
• Improve Cash Availability by Refinancing a Conventional Mortgage
• Provide Liquidity for Division of Assets in Divorce
• Tax Management*
*This advertisement does not constitute tax advice. Your clients should consult a tax advisor regarding their specific situation.

Sponsored by:

WIFS Annual Conference
2020-10-20 - 2020-10-23 | ZOOM
October 20-23
NAIFA Advocacy Partner:

WIFS Annual Conference
NAIFA’s Advocacy Partner, Women in Insurance & Financial Services (WIFS) is hosting their
Virtual National Conference, “Start Your Engines” October 20-23.

Chapter Leadership Training
2020-10-19 14:00 - 2020-10-23 17:00 | Webinar
The NAIFA Blueprint: Chapter Leadership Training

Save the date for this year’s Chapter Leadership Training!
This year’s training will take place October 19-23 from 2-5 p.m. EST. This week long training will provide leaders and staff with the latest and greatest information regarding Governance, Advocacy, Communications, Membership and Programs. See below for program highlights!
Governance

Chapter Operations
Board Roles & Responsibilities
Role of Chapter Staff

Advocacy

Fundamentals of Advocacy
Home Office/Chapter Collaboration
Grassroots Advocacy
IFAPAC

Communications

Effective Chapter Communications
Home Office/Chapter Collaboration
Key Website Elements
Utilizing Social Media

Membership

Elements of Membership
Recruitment & Retention
Home Office/Chapter Staff Collaboration
Member Engagement Strategies

Programs

Evaluating Program Needs
Determining Delivery Method
Essentials of Planning & Execution

Stay tuned for registration information.

Chapter Staff Meeting: October 2020
2020-10-16 12:00 - 13:00 | ZOOM
Chapter Staff Meeting: October 2020
10/16/2020
Time: Noon Eastern
Export to Your Calendar Register

NAIFA-Florida- Local Presidents - Monthly Teleconference
2020-10-15 16:00 - 17:00, 2020-09-17 16:00 - 17:00 | Webinar
NAIFA-Florida President Joe Chalom has asked for a monthly teleconference of all local Chapter and local Affiliate Presidents for the remainder of 2020. The purpose of the teleconferences is to network regarding experiences with local association administration and initiatives, successes with local meetings, and idea sharing.
The teleconferences will be held the 3rd Thursday each month at 4:00 p.m. (ET), beginning in March. We anticipate the meetings should not last more than 45 minutes or so. Each month, we will send local presidents a reminder of the meeting along with the teleconference (Zoom platform) log-in link / dial-in (for phone-only participation) info. The monthly schedule is:

March 19 – 4:00 p.m.
April 16 – 4:00 p.m.
May 21 – 4:00 p.m.
June 18 – 4:00 p.m.
July 16 – (no teleconference – NAIFA-Florida Sales Symposium in Orlando)
August 20 – 4:00 p.m.
Sept. 17 – 4:00 p.m.
Oct. 15 – 4:00 p.m.
Nov. 19 – 4:00 p.m.
Dec. 17 – 4:00 p.m.

CLTC Master Class
2020-10-15 12:00 - 16:00, 2020-10-08 12:00 - 16:00 | ZOOM
Nancy Dykeman
Long-Term Care Planning Consultants, LLC
President
October 8, 15, 22 & 29, 2020
Noon-4 pm Eastern

The CLTC Master Class is a virtual live class providing participants with a learning experience that allows professionals to walk away with the confidence and competence to discuss LTCi issues with their clients.

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VIRTUAL Candidate Meet & Greet Hillsborough & Pinellas
2020-10-14 17:30 - 19:00 | ZOOM
Virtual Candidate “Meet & Greet” with Hillsborough and Pinellas elected officials and candidates.
Legislative Update from Tim Meenan.
Wednesday, October 14th
5:30 to 7:00 p.m.
RESERVATIONS REQUIRED!

Member Benefit Month #10: LILI
2020-10-09 13:00 - 14:00 | ZOOM
Members credit the Leadership in Life Institute (LILI) as “life changing” when it comes to improving their business per-formance. This month you will hear from LiLi grads who will explain the program and help to expand your network.

10/9/2020

When:
Friday, October 9, 2020
1-2 pm Eastern

Where:
Zoom
United States

Contact:
866-877-2432

Online registration is available until: 10/9/2020

Monthly Leader Webinar: October 2020
2020-10-09 12:00 - 13:00 | ZOOM
Monthly Leader Webinar: October 2020
10/9/2020
Time: Noon Eastern
Export to Your Calendar Register

NAIFA’s 2020 Performance + Purpose Conference
2020-10-06 - 2020-10-08 | ZOOM
NAIFA’s 2020 Performance + Purpose Conference to “Power the Possible” with a Concentrated Professional Development Experience
The highly interactive virtual event’s workshops and breakouts are designed to appeal to future-focused financial professionals.
The National Association of Insurance and Financial Advisors (NAIFA) has opened registration for its 2020 Performance + Purpose conference, an interactive virtual event to be held Oct. 6-8.
COVID-19 restrictions and health concerns forced NAIFA to replace its face-to-face conference in Boston with an event that will occur completely online, yet will offer ample opportunities for professional development, interactive learning and virtual networking.
P+P workshops and breakout sessions are designed to “power the possible” and provide forward-thinking financial professionals with solutions to help them grow their businesses for the next 20 years. Programming is focused on four high-impact business tracks – Sales & Prospecting, Practice Management, Financial Technology, and Advanced Practices – allowing attendees to tailor their P+P experiences to their specific professional and business development needs.

Read more »

New Board of Directors (2021) Orientation
2020-10-01 15:00 - 16:00 | ZOOM
NAIFA-Florida will hold an orientation for the 2021 new Board of Directors on October 1, 2020 at 3:00PM.
Call information will be sent directly to the board members prior to the orientation.

Certified Long Term Care Designation Course
2020-10-01 13:00 - 17:00, 2020-09-24 13:00 - 17:00, 2020-09-17 13:00 - 17:00, 2020-09-10 13:00 - 17:00 | ZOOM
Nancy Dykeman
The Certified Long Term Care Designation
Offered through our partnership with special pricing for NAIFA members.
CLTC is one of the founding sponsors of our Limited & Extended Care Planning Center (LECP). Our partnership allows NAIFA members to study for and sit for the CLTC designation at a preferred price. Additionally, the CLTC pairs wonderfully with the LACP to create an advisor who is the most well-versed on how to best fund long term care needs balanced with retirement and personal goals.
If you’re a member, visit the member event calendar to get your discount codes.
If you are not a member, consider joining NAIFA.

Upcoming Online Course Dates
August 6, 13, 20 & 26
Register for August
September 10, 17, 24 & October 1
Register for September

Advanced Practice Symposium - "Meet the Feldmans" Case Study
2020-09-30 14:00 - 15:00, 2020-09-23 14:00 - 15:00 | ZOOM
Three Part Series — September 16, 23, & 30, 2020 | 2:00 pm eastern
“Meet the Feldmans” Case Study

NAIFA and Financial Service Professionals (FSP) have joined together to create a three-part virtual event to allow participants to work through a complex case with a panel of family estate and business planning experts.
Facts About the Event:

Case study scenario is distributed prior to the event for review & consideration
Expert speakers use the case study as a framework for in-depth discussions with both
online & in-person attendee live participation opportunities

Topics Include:

Estate planning involving family owned business with complex family relationships
Executive benefits in family-owned businesses
Business succession issues

September 16

Session Leader
Ron Lee

September 23

Session Leader
Kathleen Bilderback

September 30

Session Leader
Andrew Rinn

$99 NAIFA & FPS Members
$150 Non-Members
Agencies: Contact NAIFA for pricing

NAIFA-Central Florida Meeting with CE (Open to all Members)
2020-09-24 12:00 - 13:00 | Dubsdread Golf Course, 549 W Par Street, Orlando, FL, 32804
NAIFA Central Florida Monthly Meeting
Join members of NAIFA-CF and other Central Florida industry professionals for the September NAIFA-Central Florida monthly meeting, now in virtual and live attendance format!
Our keynote speaker is Craig S. Rodrigue of CSR & Associates A Benefits Group, who will present a One Hour CE class: The Affordable CARES Act: Divorce, Family Law, and Retirement Planning.

For over 17 years, business clients have relied on the consultant expertise of Craig S. Rodrigue to formulate and implement their plans for life insurance, healthcare coverage and disability protection. As the environment for healthcare coverage has changed, Craig has been at the forefront in keeping business owners strategically informed and in compliance with Federal Regulations. As one of the most proactive professionals in his field in the area of Healthcare Reform, Craig strongly advises: “Now more than ever, businesses must assess their own unique circumstances and apply the particular strategies that bring the most benefit to their business and to their employees. My goal in consulting is to bring focus and valuable options to the management team”.
In addition to providing specialist services; Craig appears as a guest on various Florida radio shows and news programs to discuss insurance, financial planning, government and business issues. He has testified for the Florida Department of Insurance; serves on the Advisory Councils for major insurance plans; and served as Committee Chair for the National Association of Insurance and Financial Advisors (NAIFA).
Craig graduated from the University of Central Florida and has operated his own businesses for 25 years, giving him an expertise regarding the needs of business owners. Craig lives in Southeast Orlando with his wife and three sons.
To learn more about CSR & Associates and Craig Rodrigue, click here.
________________________________________________________
Thursday, September 24, 2020
from 12 noon – 1:00 pm
Either from your home or in person at Dubsdread Golf Course
549 W. Par Street, Orlando, FL
Name of CE Class: The Affordable CARES Act: Divorce, Family Law, and Retirement Planning – Webinar
Number of Hours of Credit: One hour*
Course Number: 113576
Course Offering Number: 1130431
Provider: 654
Costs:
Member of NAIFA In Person At Dubsdread $15.00
Non-Members In Person At Dubsdread $20.00
Members Via ZOOM – FREE
Non-Members Via ZOOM – Also FREE
You must register to attend!
________________________________________________________

* This course was previously offered on 7/21/2020.
If you attended and received CE credit on 7/21/2020 you will not be eligible to received the one hour of CE for this session.

NAIFA-Northeast Florida Meeting
2020-09-24 11:30 - 12:15 | ZOOM
SPECIAL NAIFA-NORTHEAST FLORIDA LIVE MEETING ON ZOOM!

Thursday, September 24th, 2020

11:30 AM – 12:15 PM

Success Using Life Insurance as the Foundation

Presented by Carey Yukich, Co-Owner and Financial Advisor
TrueWealth Advising Group

CLICK FOR MORE ABOUT CAREY YUKICH

Plus Jacksonville Mayor Lenny Curry’s proclamation of
September as Life Insurance Awareness Month!

Click HERE for proclamation!

Register Now! All attendees must pre-register to join the meeting:

CLICK HERE TO REGISTER!

Once registered, the system will provide the access link and meeting ID. Please save this information until ready to join the meeting at 11:30 am on Thursday, September 24th.

For more information, please contact NAIFA-Northeast Florida at (904) 695-2300 or info@naifa-jacksonville.org

2020-09-17 12:00 - 13:00 | ZOOM
The webinar is brought to you by

Life Insurance Awareness Month: Educating & Empowering Policy Owners
Mike Pepe
Proformex
Founder
Marc Byrnes
Oswald Companies
Chairman Emeritus
Ken Leibow
InsurTech Express
CEO, Founder & Chairman
Ryan Pinney
Pinney Insurance
President
September 17, 2020
Noon EST

Join our panelists as they discuss the poignancy of this year’s Life Insurance Awareness Month (LIAM). They’ll share ideas on how to best honor LIAM, chat about industry trends, and offer their unique insights as to what the future holds for life insurance.

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Chapter Staff Meeting: September 2020
2020-09-17 12:00 - 13:00 | ZOOM
Chapter Staff Meeting: September 2020
9/17/2020
Time: Noon Eastern
Export to Your Calendar Register

Virtual Event: How to Talk to Clients About Home Equity Planning & Compliance Officers
2020-09-16 14:00 - 15:00 | ZOOM
The webinar is brought to you by

How to Talk to Clients About Home Equity Planning & Compliance Officers

Jamie Hopkins, Esq., LLM, MBA, CFP, RICP
Carson Wealth
Director of Retirement Reserch

Harlan Accola
Fairway Independent Mortgage Corporation
National Reverse Mortgage Director
September 16
2 pm eastern

How do you talk to compliance and clients without getting in trouble? Because you care about your clients, from a liability and fiduciary perspective, you really cannot afford to NOT talk about $7.1 trillion in clients’ homes over the age of 62 with all the research and undeniable facts about the proper use of home equity.

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Advanced Practice Symposium - "Meet the Feldmans" Case Study
2020-09-16 14:00 - 15:00 | ZOOM
Three Part Series –September 16, 23, & 30, 2020 | 2:00 pm eastern
“Meet the Feldmans” Case Study

NAIFA and Financial Service Professionals (FSP) have joined together to create a three-part virtual event to allow participants to work through a complex case with a panel of family estate and business planning experts.
Facts About the Event:

Case study scenario is distributed prior to the event for review & consideration
Expert speakers use the case study as a framework for in-depth discussions with both
online & in-person attendee live participation opportunities

Topics Include:

Estate planning involving family owned business with complex family relationships
Executive benefits in family-owned businesses
Business succession issues

September 16

Session Leader
Ron Lee

September 23

Session Leader
Kathleen Bilderback

September 30

Session Leader
Andrew Rinn

$99 NAIFA & FPS Members
$150 Non-Members
Agencies: Contact NAIFA for pricing

NAIFA-Broward Tax-Reduction Seminar
2020-09-16 13:00 - 15:00 | ZOOM
YOU’RE INVITED! NAIFA-BROWARD VIRTUAL SEMINAR!

Keep More of Your Money in 2020!
Important Real-Time Updates You Need to Know About the New Tax Law!

Tax-Reduction Strategies for the Insurance and Financial Professional Remote
Strategies that save you time and money!
Wednesday, September 16th, 2020
1:00 pm – 3:00 pm
Please plan to login at 12:45 pm in case you have to download app or encounter login issues. Seminar begins promptly at 1:00 pm.
ZOOM MEETING – SPACES ARE LIMITED
NAIFA Members are FREE. Non-Member cost is $19.95.

For more information and to RSVP, please contact NAIFA-Broward Association Executive Rhonda Milrot at (954) 753-2262 or admin@naifa-broward.org.
For best results, please plan on attending this virtual program with your webcam on. This is an interactive program.

Here’s some of what you’ll learn:
* CHANGES in your 2020 Tax Deductions and why your accountant can’t “just take” the new deductions for you.
* Real-time updates on the new Stimulus Bill/CARES Act.
* HOW to navigate the NEW 20% 199A DEDUCTION designed for Self-Employed Professionals and worth up to $63,000!
* WHY you may want to buy a new or pre-owned car sooner than you think… the great 2020 “makeover” of the CAR DEDUCTION rules you will want to take advantage of!
* HOW TO deduct all of your FAMILY’S MEDICAL COSTS – even dental – as a BUSINESS expense!
* LEARN how to safely qualify your home office for big tax deductions, even if you spend most of your office time at a branch office. More Important than ever!
* THE New…and Improved… food and beverage deductions for insurance professionals that you probably don’t know about.

After this seminar, you’ll have what you need to bring to your tax accountant so you qualify for thousands of dollars more in deductions.
“Awesome Tax Saving Strategies! This will revolutionize my business planning.” – Ben Robison, Northwestern Mutual Financial Services Rep, Louisville, KY
“Your instructor has the ability to bring these complicated issues to the common business owner. The instructor spoke our language… and empowered me to talk to my tax preparer in an educated fashion on subjects that I had no idea I could use to my advantage – Thank you Bradford and Company!!” – Theresa Schaffer, Launch Manager, Thrivent Financial, Watertown, SD
About your Instructor:
Maine Shafer, JD, has more than 15 years’ experience as a professional speaker delivering tax reduction strategies on behalf of Bradford and Company, Inc. His strong background in taxes started working for a U.S. Senator on Capitol Hill while receiving his law degree from Georgetown University Law Center and continued as an Assistant Attorney General for the State of New Mexico and attorney for the New Mexico Real Estate Commission. Maine’s platform abilities have involved not only making tax information clear and usable, but also delivering sales and motivational speeches and programs throughout the Western US.
Bradford and Company, Inc is a non-biased educational firm.
This is not a tax-prep class.
This lively, entertaining seminar is presented by Bradford Tax Solutions, Inc., a provider of tax reduction strategies for more than 40 years. Information in this seminar is excerpted from Bradford’s Business Tax Deductions program, optionally available to seminar attendees after the seminar.

Onboarding Program Month #9: You, NAIFA & the Media
2020-09-11 13:00 - 14:00 | Webinar
Membership in NAIFA affords media access. Boost your personal brand and that of your firm by presenting yourself in print, social media and on camera. Benefit from the NAIFA National Communications team that will provide a session to help you take advantage of today’s media and reach new audiences.

Online registration is available until: 9/11/2020

MEMBERS ONLY: NAIFA Live: Y[our] Work Matters
2020-09-10 14:00 - 15:00 | Webinar
September 10 @ 2 PM eastern
MEMBERS ONLY: NAIFA Live: Y[our] Work Matters Dave Resseguie
So often, the greatest battle that we face is in between our own two ears. Have you ever felt like a sales person who is bothering people by trying to get them to do something? #headtrash
There’s so much wrong with that statement, and in this powerful session, your conviction will rebuild that y[OUR] work does, in fact, matter! And, given the recent events in 2020, your work has never been more valuable than it is today.

NAIFA Live Featuring Dave Resseguie
2020-09-10 14:00 - 15:00 | NAIFA Live
Presented by
Dave Resseguie
y[OUR] Work Matters
So often, the greatest battle that we face is in between our own two ears. Have you ever felt like a sales person who is bothering people by trying to get them to do something?
#headtrash
There’s so much wrong with that statement, and in this powerful 60 minute session, your conviction will rebuild that y[OUR] work does, in fact, matter! And, given the recent events in 2020, your work has never been more valuable than it is today.

Schedule (all times Eastern):
2:00 p.m.: Live Broadcast Begins
2:00-3 p.m.: Presentation
