National Association of Insurance and Financial Advisors-Florida
Tuesday, February 27, 2024 12 pm eastern In this timely and important program Marty Shenkman, JD, CPA, MBA, PFS, AEP, a respected authority in estate planning and personal finance, will present his insights on recent developments in estate planning for 2024. This session will benefit estate planners, attorneys, trust officers, accountants, insurance advisors and wealth management…
Tuesday, March 5, 2024 12 PM EASTERN The financial industry is waking up to the reality that clients are aging. Some are being thrust into caregiving roles, some are experiencing dementia, and many are leaving the workforce to care for aging loved ones. All of these issues impact AUM in a negative way. Advisors who…
Wednesday, March 5, 2024 2 pm eastern Explore everything there is to love about being a member of NAIFA, your professional home. Join us for our webinar to find out about the newest benefits, as well as get a refresher on programs you may have forgotten we had! Login to the members portal to register…
Thursday, March 14, 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
Citizens Update Webinar – on March 19, 2024, 10:00 a.m. New Business Process & Underwriting Tips Servicing the Policy & Underwriting Tips Accounting Review & Reminders myAgency Renewals & Dashboards Zoom Register in advance for this meeting: https://community.naifa.org/events/register.aspx?id=1831808 After registering, you will receive a confirmation email containing information…
NAIFA Live March THURSDAY, MARCH 21, 2024 12 PM EASTERN Stay tuned for more information. Login to the members portal to register for this Member’s Only webinar.
Thursday, March 18, 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
Michael Hedge & Roger Moore Thursday, April 4, 2024 12 pm eastern Join us for an insightful webinar led by head lobbyist for health policy issues affecting producers, Michael Hedge, and policy director, Roger Moore, aimed at financial service professionals, IMOs and FMOs, and other stakeholders within the Medicare ecosystem. In this webinar, we'll delve…
Thursday, April 11, 2024 12 pm eastern Join us for the Q2 "State of NAIFA" 2024 webinar featuring: Tom Cothron, NAIFA President Kevin Mayeux, NAIFA CEO Diane Boyle, NAIFA SVP of Government Relations NAIFA leaders will provide an update on where NAIFA is as an association and highlight advocacy work to be done this year. They…
Thursday, April 11, 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