National Association of Insurance and Financial Advisors-Florida
Michael McGlothlin, CFP, CLU, ChFC, LUTCF Thursday, April 18, 2024 12 pm eastern When it comes to talking about their businesses, many people are so close to their products or services they don’t know where to start. Mike will explain how financial professionals like you can clarify your message to generate leads, create more referrals…
Wednesday, April 24, 2024 2 pm eastern Financial Security Advocates have the training, knowledge, and skills to fully participate in the political process, exert their grassroots influence, and amplify NAIFA's advocacy message on behalf of their businesses, colleagues, clients, and communities. They truly make a difference. You, too, can be a part of something big…
Thursday, April 25, 2024 4 pm eastern As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally. THIS WEBINAR IS BROUGHT TO YOU BY
WEDNESDAY, MAY 1, 2024 12 PM EASTERN This webinar will delve into the intricate relationship between financial assets and estate planning. Working with clients to effectively coordinate financial assets can assure that value is maximized and asset protection is enhanced. The webinar will review strategies to coordinate estate planning with various types of financial assets, including…
How the DOL Fiduciary-Only Rule Will Impact the Role of Financial Professionals Offering Retirement Planning Services THURSDAY, MAY 2, 2024 2 PM EASTERN On April 23, the Department of Labor and the White House released a final fiduciary-only rule after an astonishingly brief regulatory and review process and in spite of grave concerns expressed by…
WEDNESDAY, MAY 8, 2024 12 PM EASTERN The foundation of a solid financial plan during income earning years needs to be supported by a disability income plan and life insurance. We’ll examine easy and proven educational tools that assist you in having the income protection conversation. CE Credit Available. THIS WEBINAR IS BROUGHT…
TUESDAY, JUNE 4, 2024 12 PM EASTERN Life insurance is a mainstay in planning. As circumstances change, advisors and their charitable clients can appropriately value and potentially monetize policies for more than their cash surrender value. The valuation of existing policies is used by fiduciaries to protect clients’ best interests and uncover value to help…
Thursday, June 13, 2024 1:30 pm eastern Tax reform is expected to consume the attention of Congress next year and preparation is well underway. Learn more about the Super Bowl of Tax as NAIFA’s lobbyists debate the politics of tax policy ahead of 2025 fiscal cliff. NAIFA’s early engagement is essential to inform tax writers…
Thursday, June 13, 2024 4 pm eastern As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally. Login to the members portal to register for this Member’s Only…
We're eager to hear from you about the events you'd like to see happening in your area for the remainder of this year. Your input is invaluable in shaping our community's calendar and ensuring it reflects the interests and preferences of all members. To facilitate this discussion, NAIFA-Florida Leadership is hosting a Zoom call…