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DTSTART;TZID=America/New_York:20230427T113000
DTEND;TZID=America/New_York:20230427T130000
DTSTAMP:20260403T194701
CREATED:20230330T132052Z
LAST-MODIFIED:20230330T132052Z
UID:37768-1682595000-1682600400@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Northeast FL- The Financial Burdens of the Opioid Epidemic and The Role of the Financial Advisor
DESCRIPTION:April 27\, 2023\n11:30AM – 1:00PM\nThe Financial Burdens of the Opioid Epidemic and\nThe Role of the Financial Advisor \nA presentation by \n\nCheryl Canzanella\, CLU\, ChSNC\, LUTCF\nMovement Mortgage\nRetirement Solutions Advisor\nAs the opioid epidemic worsens across the US\, the toll it imposes on the economy has risen to overwhelming heights causing an economic loss of more than $1\,021 billion. The staggering numbers of opioid use disorder (OUD)\, overdoses and deaths continue to escalate\, while threatening the economy\, careers\, family finances and retirement dreams. Protecting clients reaches beyond simply offering insurance\, investments\, or tax-saving strategies to protect\, build and distribute their assets. Cheryl Canzanella\, CLU\, ChSNC\, LUTCF has made it a priority to educate and prepare financial professionals to help their clients facing financial burdens due to the opioid epidemic. \nThis program is approved for 1 hour of CFP credit through program ID #312403. \nParticipants will learn: \n\nHow to identify unusual or repetitive financial behavior that could indicate addiction.\nWhat the opioid epidemic is\, how we got here and impact to the economy\, businesses\, and families.\nWhat questions to ask and how to have a conversation about addiction and its financial implications.\nResources to offer clients facing opioid addiction and where to send them for help.\nUnderstand key financial strategies that should be considered.\n\nRSVP by April 24\, 2023. \nClick here to learn more about our speaker. \nSponsored by \n  \n\n \nLOCATION\nTerra Gaucha Brazilian Steakhouse\n4483 Southside Blvd. \nJacksonville\, FL  32216 \n(Please understand that we may not be able to accommodate walkin’s) \nCost $25 members\, $30 non members.\nOnline prepay and RSVP by 12noon\nMonday\, March 20th. \n \n\n\nNo refunds for cancellations less than 48 hours prior to the event without notification.
URL:https://studymanuals.naifa-florida.org/event/naifa-northeast-fl-the-financial-burdens-of-the-opioid-epidemic-and-the-role-of-the-financial-advisor/
LOCATION:Terra Gaucha Brazilian Steakhouse\, 4483 Southside Blvd.\, Jacksonville\, FL\, 32216
CATEGORIES:Chapter Event,In Person Event,New Members,Non-Members,Open to Members & Non-Members
ORGANIZER;CN="NAIFA-Northeast Florida":MAILTO:info@naifa-jacksonville.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230426T123000
DTEND;TZID=America/New_York:20230426T130000
DTSTAMP:20260403T194701
CREATED:20230418T182829Z
LAST-MODIFIED:20230418T182829Z
UID:38014-1682512200-1682514000@studymanuals.naifa-florida.org
SUMMARY:Making Your Data Work for You: Maximizing Your ROI
DESCRIPTION:Gary Weber\nAccuPoint Solutions\nWednesday\, April 26\n12 pm eastern\n\nWhether you’re a small firm or large\, the same best practices hold true for maximizing your ROI when using data to brand\, market\, recruit\, analyze\, or update your CRM. \nHear Gary Weber\, Founder and CEO of Business Performance Center partner AccuPoint Solutions\, discuss his experiences from over 35 years in the industry\, where he has been both a user and supplier of data. \n\n \n  \nWebinar brought to you by
URL:https://studymanuals.naifa-florida.org/event/making-your-data-work-for-you-maximizing-your-roi/
LOCATION:ZOOM
CATEGORIES:Business Performance Center,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230421T120000
DTEND;TZID=America/New_York:20230421T180000
DTSTAMP:20260403T194701
CREATED:20230217T163514Z
LAST-MODIFIED:20230331T140544Z
UID:37243-1682078400-1682100000@studymanuals.naifa-florida.org
SUMMARY:NAIFA- Tampa "Legacy of Hope" Golf Tournament
DESCRIPTION:SIGN UP TODAY FOR OUR\nLegacy of Hope Golf Charity Classic Friday\, April 21st at 1pm Innisbrook\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nThey Fought for our Freedom.\nNow Play for their Legacy. \nThe Legacy of Hope Charity Golf Classic (formerly Golf for Kids) is proud to partner with Folds of Honor as our newly chosen 501(c)(3) charity. \nFolds of Honor is a four-star charity that provides educational scholarships to the families of military and first responders who have fallen or been disabled while on active duty.  \nJoin us for a fun day of golf and prizes to help support Folds of Honor and NAIFA Tampa Bay so we can continue to create legacies and inspire hope for families around the Bay. \nBest Innisbrook Tournament Package Around:  \n• Prime Date & Time (Friday Afternoon in April)\n• Complimentary beer\, water\, Gatorade during play\n• Goody bag\, sleeve of balls & event hat \n• Boxed Lunch with Bloody Mary Bar before play \n• Buffet & awards banquet \n• Raffle & Silent Auction at banquet \n• Electronic scoring through mobile app \n• Team & hole contests
URL:https://studymanuals.naifa-florida.org/event/naifa-tampa-legacy-of-hope-golf-tournament/
LOCATION:Innisbrook Golf Course\, 36750 US Hwy 19 N\, Palm Harbor\, FL\, 34684
CATEGORIES:Chapter Event,Charity Event,In Person Event,Networking,New Members,Non-Members,Open to Members & Non-Members
ORGANIZER;CN="NAIFA-Tampa":MAILTO:info@naifatampa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230420T140000
DTEND;TZID=America/New_York:20230420T150000
DTSTAMP:20260403T194701
CREATED:20230329T154738Z
LAST-MODIFIED:20230329T154738Z
UID:37753-1681999200-1682002800@studymanuals.naifa-florida.org
SUMMARY:Members Only: NAIFA-Live- Success in Abundance: Lessons from Today's Industry Phenoms
DESCRIPTION:Eryka Morehead\nCollaborative Planning Group\, Inc.\nRobert Fenby\nPenn Mutual\nWarren McGuire\nNFP\nHoward Sharfman\nThursday\, April 20\n2 pm eastern\n\nAt the next NAIFA Live\, hear from some of the best young industry talents and get a peek into their unique business concepts. You will be inspired by their stories and learn to implement the techniques our panel has cultivated as they show you how they made their impact on the industry in such a short time. \nModerated by Howard Sharfman\, one of Forbes’ 2021 Top Financial Security Professionals\, you won’t want to miss the next NAIFA Live. \nThis month’s NAIFA Live is sponsored by Penn Mutual \n \n\n 
URL:https://studymanuals.naifa-florida.org/event/members-only-naifa-live-success-in-abundance-lessons-from-todays-industry-phenoms/
LOCATION:ZOOM
CATEGORIES:Members Only,NAIFA Live,Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230413T130000
DTEND;TZID=America/New_York:20230413T140000
DTSTAMP:20260403T194701
CREATED:20230330T180943Z
LAST-MODIFIED:20230330T181026Z
UID:37776-1681390800-1681394400@studymanuals.naifa-florida.org
SUMMARY:3 Key Skills for a Successful Business – Webinar
DESCRIPTION:“3 Key Skills for Running a Successful Business in 2023″\n1-Hour Free Webinar on April 13\, 1:00 p.m. ET\n\nRunning your own business can be both incredibly rewarding\, yet we know there are additional challenges and stressors that can come along with it. Join Coach Shari as she discusses 3 key skills for running a successful business.\n\nIn this 1 hour webinar you’ll learn:\n\n\nHow to set yourself up for business success\n3 unexpected things you’ll need to do to take yourself there\nWays to build this toolbox!\n\n\nBe sure to bring your questions because we’ll have plenty of time for Q&A at the end.\n\nShari is dedicated to helping people reach their next level successfully. Coaching is a result of her favorite parts of a 25+ year marketing and a 15+ year higher education career. Through building relationships\, engaging in development\, asking the hard questions and supporting professionals\, she has enabled many clients to feel both personal and professional growth.\n\nWorking with all levels of professionals from emerging to senior-level leadership across profit and non-profit organizations\, Shari’s ability to challenge\, provide accountability and help set goals reinforce her clients’ feeling of value. This approach informs growth within an organization or the ability to pivot and secure a new opportunity.\n\nClick here to register.
URL:https://studymanuals.naifa-florida.org/event/3-key-skills-for-a-successful-business-webinar/
LOCATION:ZOOM
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230404T120000
DTEND;TZID=America/New_York:20230404T130000
DTSTAMP:20260403T194701
CREATED:20230125T144604Z
LAST-MODIFIED:20230125T144604Z
UID:36887-1680609600-1680613200@studymanuals.naifa-florida.org
SUMMARY:Q2 State of NAIFA
DESCRIPTION:TUESDAY\, APRIL 4\, 2023\n12 PM EASTERN\n\nJoin us for the Q2 “State of NAIFA” 2023 webinar featuring: \n\nBryon Holz\, NAIFA President\nKevin Mayeux\, NAIFA CEO\nDiane Boyle\, NAIFA SVP of Government Relations\n\nNAIFA leaders 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 on NAIFA programs and\, most importantly\, provide information to help you get the most out of NAIFA.
URL:https://studymanuals.naifa-florida.org/event/q2-state-of-naifa-3/
LOCATION:ZOOM
CATEGORIES:State of NAIFA,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230330T100000
DTEND;TZID=America/New_York:20230330T170000
DTSTAMP:20260403T194701
CREATED:20230309T153910Z
LAST-MODIFIED:20230309T153910Z
UID:37484-1680170400-1680195600@studymanuals.naifa-florida.org
SUMMARY:Citizens Webinar
DESCRIPTION:  \n  \n  \nCitizens Update Webinar is Thursday\, March 30 at 10:00 a.m. EST \n  \nWe’ll cover: \n\nLegislative Changes\nRoof Replacement Eligibility\nCitizens New Business Eligibility\n20% renewal on Clearinghouse 4/1/23\nHot Topics\n\nTo register\, click here: https://us02web.zoom.us/j/9351425169
URL:https://studymanuals.naifa-florida.org/event/citizens-webinar-3/
LOCATION:ZOOM
CATEGORIES:Citizens,Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230330T090000
DTEND;TZID=America/New_York:20230330T170000
DTSTAMP:20260403T194701
CREATED:20230329T134300Z
LAST-MODIFIED:20230329T134300Z
UID:37748-1680166800-1680195600@studymanuals.naifa-florida.org
SUMMARY:Virtual Standout Summit
DESCRIPTION:Thursday\, March 30\n9 am – 5 pm eastern\n\nJoin 5\,000+ financial advisors\, RIAs\, Wealth Managers\, CFPs®\, for a day of complimentary virtual training from the Top 1% in the industry. This all-day (LIVE) event will feature some of the industry’s top names – including Jeremiah Desmarais\, Tom Hegna\, Christopher Gandy\, LACP\, Brian Haney\, Brock Jolly\, and much more. \nAdvisorist produces the largest virtual summits for financial professionals in the world. The Standout Summit is designed to share the latest ideas\, trends and methods the fin serv industry can leverage to stand out in an increasingly complex time. The rise of ChatGPT\, AI\, crypto uncertainty\, millennial shoppers\, and finfluencers are crowding public attention. The summit will highlight both macro views of changes and micro trends working right now to get in front of more prospects with total authority. \n \n\nEvent brought to you by
URL:https://studymanuals.naifa-florida.org/event/virtual-standout-summit/
LOCATION:ZOOM
CATEGORIES:Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230323T113000
DTEND;TZID=America/New_York:20230323T130000
DTSTAMP:20260403T194701
CREATED:20230314T190007Z
LAST-MODIFIED:20230314T190722Z
UID:37542-1679571000-1679576400@studymanuals.naifa-florida.org
SUMMARY:NAIFA/CF March Luncheon
DESCRIPTION:NAIFA Central Florida Invites You To\nJoin Us for the March monthly luncheon.\nNOTE THAT IMMEDIATELY FOLLOWING THE LUNCHEON\, THERE WILL BE A YAT EVENT.  Information and registration for that event is below this luncheon announcement. \nPRESENTATION: Demystifying Underwriting For A Successful Practice! \nA 25-year veteran in the insurance industry. Peachie is founder and CEO of Peach Insurance Services\, LLC.\, a wholly independent insurance firm recognized for technical astuteness.  She mentors insurance advisors as well as serves RIAs and clients nationwide. Peachie recently launched her own preliminary underwriting APP for insurance advisors\, a tool that helps insurance advisors navigate the underwriting process.  She is also the host of The Just Peachie Show Podcast.  Peachie is experienced in life\, long term care\, disability insurance and annuity.  She has been engineering insurance solutions since 1997.  A graduate of the University of Santo Tomas\, she is a provider of insurance continuing education as well as frequent guest speaker at industry meetings and universities nationwide\, such as the University of North Florida.  She has written many articles and is immediate past president of the National Association of Insurance and Financial Advisors NE Florida. She is also the 2023 YAT chairwoman for NAIFA FL. \n  \nMEETING INFORMATION\n11:30 am – 1:00 pm on Thursday\, March 23\, 2023\nDubsdread Golf Course\n549 West Par Road\, Orlando  \nCost:\nMember of NAIFA  In Person  $25.00\nNon-Members In-Person $30.00\nInvited and First-Time Guests – FREE \n  \n \n__________________________________________________________________ \nYAT EVENT\nImmediately following the luncheon\, there will be a YAT Event in the same room.  This meeting is for all financial advisors 40 years of age and under or within the first five years of being a financial advisor. \nCome join the fun and learn what it means to be a YAT\, how NAIFA can help you in your career and ways you can impact your industry. \nAnd there will be prizes!!! \nThere is no charge to attend this event\, but we do ask that you register here.
URL:https://studymanuals.naifa-florida.org/event/37542/
LOCATION:Dubsdread Golf Course\, 549 W Par Street\, Orlando\, FL\, 32804
CATEGORIES:Chapter Event,In Person Event,Networking,New Members,Non-Members,Open to Members & Non-Members,YAT
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230323T113000
DTEND;TZID=America/New_York:20230323T130000
DTSTAMP:20260403T194701
CREATED:20230309T213552Z
LAST-MODIFIED:20230309T213552Z
UID:37493-1679571000-1679576400@studymanuals.naifa-florida.org
SUMMARY:NAIFA Northeast Florida Chapter Luncheon
DESCRIPTION:March 23\, 2023\n11:30AM – 1:00PM\nWOMEN IN LEADERSHIP\nHow to Attract and Retain Good Leaders\nMake Your Practice Grow\n \nA presentation by\nJessica M. Salazar\, MBA\, CLU®\, ChFC®\, CLTC®\nNorthwestern Mutual\nManaging Partner \n\nLOCATION\nTerra Gaucha Brazilian Steakhouse\n4483 Southside Blvd. \nJacksonville\, FL  32216 \n(Please understand that we may not be able to accommodate walkin’s) \nCost $25 members\, $30 non members.\nOnline prepay and RSVP by 12noon\nMonday\, March 20th. \n\nNo refunds for cancellations less than 48 hours prior to the event. 
URL:https://studymanuals.naifa-florida.org/event/naifa-northeast-florida-chapter-luncheon/
LOCATION:Terra Gaucha Brazilian Steakhouse\, 4483 Southside Blvd.\, Jacksonville\, FL\, 32216
CATEGORIES:Chapter Event,In Person Event,New Members,Non-Members,Open to Members & Non-Members
ORGANIZER;CN="NAIFA-Northeast Florida":MAILTO:info@naifa-jacksonville.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/North_Dakota/Center:20230322T170000
DTEND;TZID=America/North_Dakota/Center:20230322T190000
DTSTAMP:20260403T194701
CREATED:20230105T183625Z
LAST-MODIFIED:20230123T180900Z
UID:36572-1679504400-1679511600@studymanuals.naifa-florida.org
SUMMARY:Pop-Up Social - Pensacola
DESCRIPTION:  \nWednesday\, March 22\, 2023\n5:00 P.M. CT\nWalk-On’s Sports Bistreaux\, 1240 Airport Blvd.\, Pensacola\, FL\n  \nJoin your fellow NAIFA members for an informal time of after-work networking and drinks\, where you can meet NAIFA-Florida President\, Jeff Chernoff. The first drink is complimentary & we’ll kick in some appetizers! No formal program – just a time to reconnect and renew! Feel free to bring one or more fellow advisors. No need to RSVP. Members and non-members alike are welcome — spread the word! \nWant more information? Contact Tom Ashley (tom.ashley@naifa-florida.org). \nSponsored By\n \n  \n 
URL:https://studymanuals.naifa-florida.org/event/pop-up-social-pensacola/
LOCATION:Walk-On’s Sports Bistreaux- Pensacola\, 1240 Airport Blvd.\, Pensacola\, FL
CATEGORIES:In Person Event,Mixer,Networking,New Members,Non-Members,Open to Members & Non-Members,Pop Up Event
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20230320
DTEND;VALUE=DATE:20230322
DTSTAMP:20260403T194701
CREATED:20221110T182028Z
LAST-MODIFIED:20230131T150146Z
UID:35980-1679270400-1679443199@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Florida Day on the Hill 2023
DESCRIPTION:Make plans now to join your fellow NAIFA-Florida members for our annual Legislative Day on the Hill – March 20-21\, 2023 – in Tallahassee. Lobbyist Tim Meenan is looking for a large turnout this year as many critical issues impacting our business will come before the Legislature. Group visits with legislators\, talking points in hand\, are vital to communicating our stands on these issues. The opening Orientation Session on Monday\, followed by cocktails and dinner (included in registration fee) will prepare you for your legislative visits on Tuesday. See you in Tallahassee March 20-21! \nClick here for more information.
URL:https://studymanuals.naifa-florida.org/event/naifa-florida-day-on-the-hill-2023/
CATEGORIES:In Person Event,Legislative Event
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230316T140000
DTEND;TZID=America/New_York:20230316T150000
DTSTAMP:20260403T194701
CREATED:20230217T164810Z
LAST-MODIFIED:20230217T164810Z
UID:37254-1678975200-1678978800@studymanuals.naifa-florida.org
SUMMARY:Members ONLY - NAIFA Live- Get to the "YES!" - How to Increase Trust\, Connection\, and Likeability in 3 Minutes or Less
DESCRIPTION:Get to the “YES!” – How to Increase Trust\, Connection\, and Likeability in 3 Minutes or Less\nDeidre Van Nest\nCrazy Good Talks\nFounder\nThursday\, March 16\, 2023\n2 pm eastern\n\nDo you want to deepen relationships with current clients and quickly win new business? Do you have your sights set on retaining assets across multiple generations? If you answered YES\, this session is for you! \n\nMORE\n\n 
URL:https://studymanuals.naifa-florida.org/event/members-only-naifa-live-get-to-the-yes-how-to-increase-trust-connection-and-likeability-in-3-minutes-or-less/
LOCATION:ZOOM
CATEGORIES:Members Only,NAIFA Live,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230315T180000
DTEND;TZID=America/New_York:20230315T190000
DTSTAMP:20260403T194701
CREATED:20230228T165513Z
LAST-MODIFIED:20230228T165513Z
UID:37374-1678903200-1678906800@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Broward Study Group Meeting
DESCRIPTION:STUDY GROUP MEETING\nMarch 15th\, 2023 @ 6:00PM \nUnique case study of various topics of insurance lines of business presented in open format and group learning.\n$10 member/ $15 non-member \nALL THE PIZZA YOU CARE TO EAT!\nTOPIC:  New and Growing Business Challenges \nDate: Wednesday\, March 15\, 2023\nTime:  6:00 PM \nLocation: Anthony’s Coal Fired Pizza & Wings\n512 North Pine Island Road\nPlantation\, FL 33324 \n  \n \nYoni Markoff\, PA\nBiography \nRegister Here: \nStudy Group Registration  \nADVANCE REGISTRATION AND PREPAYMENT IS REQUIRED
URL:https://studymanuals.naifa-florida.org/event/naifa-broward-study-group-meeting/
LOCATION:Anthony’s Coal Fired Pizza & Wings\, 512 North Pine Island Road\, Plantation\, FL\, 33324
CATEGORIES:Chapter Event,In Person Event,New Members,Non-Members,Open to Members & Non-Members,Study Group
ORGANIZER;CN="NAIFA-Broward":MAILTO:admin@naifa-broward.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230223T163000
DTEND;TZID=America/New_York:20230223T210000
DTSTAMP:20260403T194701
CREATED:20230112T141242Z
LAST-MODIFIED:20230112T141242Z
UID:36673-1677169800-1677186000@studymanuals.naifa-florida.org
SUMMARY:NAIFA/CF - Magic vs. Pistons Basketball
DESCRIPTION:
URL:https://studymanuals.naifa-florida.org/event/naifa-cf-magic-vs-pistons-basketball/
LOCATION:The Amway Arena\, 400 W Church St Suite 200\, Orlando\, FL\, 32801
CATEGORIES:Chapter Event,In Person Event,Membership,Mixer,Networking,New Members,Non-Members,Open to Members & Non-Members
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230223T113000
DTEND;TZID=America/New_York:20230223T130000
DTSTAMP:20260403T194701
CREATED:20230207T190357Z
LAST-MODIFIED:20230207T190357Z
UID:37114-1677151800-1677157200@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Northeast FL - The Community Foundation - Learn Strategies to help Your Clients
DESCRIPTION:CHAPTER LUNCHEON \nFebruary 23\, 2023\n11:30AM – 1:00PM\nTHE COMMUNITY FOUNDATION \n \nA presentation by John Zell\nVice President of Development\nThe Community Foundation of Northeast Florida \nAttendees will learn facts about:\nHow the Community Foundation can help advisors serve their clients better. Learn more about charitable giving strategies that will help your clients actualize their philanthropic goals while also achieving their financial\, personal\, and business objectives. \nLOCATION\nTerra Gaucha Brazilian Steakhouse\n4483 Southside Blvd.\nJacksonville\, FL 32216\n(Please understand that we may not be able to accommodate walk in’s)\nCost $25 members\, $30 non members.\nOnline prepay and RSVP by 12noon\nMonday\, February 20th. \n \nNo refunds for cancellations less than 48 hours prior to the event. 
URL:https://studymanuals.naifa-florida.org/event/naifa-northeast-fl-the-community-foundation-learn-strategies-to-help-your-clients/
LOCATION:Terra Gaucha Brazilian Steakhouse\, 4483 Southside Blvd.\, Jacksonville\, FL\, 32216
CATEGORIES:Chapter Event,In Person Event,Open to Members & Non-Members
ORGANIZER;CN="NAIFA-Northeast Florida":MAILTO:info@naifa-jacksonville.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230216T140000
DTEND;TZID=America/New_York:20230216T150000
DTSTAMP:20260403T194701
CREATED:20230125T150055Z
LAST-MODIFIED:20230125T150141Z
UID:36895-1676556000-1676559600@studymanuals.naifa-florida.org
SUMMARY:Members Only: NAIFA Live - Your Team Is Your Business
DESCRIPTION:Kari Gillenwater\nFounder & CEO\nGillenwater Consulting Group\nThursday\, February 16\n2 pm eastern\n\nHowever\, assessing\, hiring\, and retaining the right people for your team isn’t always the easiest thing to accomplish. Kari Gillenwater will share proven strategies that high-performing teams use to collaborate more effectively\, find and retain the right-fit talent\, and get more done in less time. \n\n \n  \n 
URL:https://studymanuals.naifa-florida.org/event/members-only-naifa-live-your-team-is-your-business/
LOCATION:ZOOM
CATEGORIES:Members Only,NAIFA Live,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230215T110000
DTEND;TZID=America/New_York:20230215T130000
DTSTAMP:20260403T194701
CREATED:20230127T185335Z
LAST-MODIFIED:20230127T190131Z
UID:36946-1676458800-1676466000@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Broward CE Class- “Uncovering Social Security Secrets”
DESCRIPTION:  \nWe Invite You to Join Us for a Continuing Education Class\nCE CLASS:  “Uncovering Social Security Secrets” \nContinuing Education Program provided by: \nSuccess Continuing Education CPE.  Approved for Investments & Wealth Institute CE. FL Provider #1015 \nLevel:  Intermediate \nCourse CE number: 88678 \nCourse Authority License applies to General Life\, Health and Variable \nPresented By:\nAllianz Life Insurance Company of North America \nDate:\nWednesday\, February 15\, 2023 \nTime:\n11:00 – 11:30 AM\, Networking\n11:30 – 12:00 PM\, Lunch\n12:00 – 1:00 PM\, Presentation \nLocation:\nFort Lauderdale Country Club\n415 E. Country Club Circle\nFort Lauderdale\, FL 33317 \nMeeting Type:\nOn-Site \nInstructor \n \n  \nJames Bonanno  \nBiography \nPre-Registration\nPre-Registration is required\,  RSVP today\nComplete Allianz Registration\nCharge – Member – Lunch – $30.00\nCharge – Non-Member – Lunch – $40.00\n \n Register for the Event Here\nADVANCE REGISTRATION AND PREPAYMENT IS REQUIRED \nIt is your responsibility to verify the CE course is not a repeat of a prior course\, taken less than two years from the previous one. The Internet address to check your State CE credits and compliance periods is located at: http://dice.fldfs.com/public/pb_index.aspx \nNote: You must arrive on time for the CE Class to receive credit. Anyone arriving after 5 minutes into the class will not receive CE credit. Please know your license number\, and bring a photo ID. \nFor more information\, contact NAIFA-Broward Association Executive Rhonda Milrot at 954-753-2262\, or admin@naifa-broward.org
URL:https://studymanuals.naifa-florida.org/event/naifa-broward-ce-class-uncovering-social-security-secrets/
LOCATION:Fort Lauderdale Country Club\, 415 E. Country Club Circle\, Plantation\, FL\, 33317
CATEGORIES:Continuing Education,In Person Event,Networking,New Members,Non-Members,Open to Members & Non-Members
ORGANIZER;CN="NAIFA-Broward":MAILTO:admin@naifa-broward.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230214T110000
DTEND;TZID=America/New_York:20230214T120000
DTSTAMP:20260403T194701
CREATED:20230105T170026Z
LAST-MODIFIED:20230105T181322Z
UID:36566-1676372400-1676376000@studymanuals.naifa-florida.org
SUMMARY:Explore the Benefits of Belonging to NAIFA
DESCRIPTION:February 14\, 2023\n11:00 AM EST\n\nIt’s I Love NAIFA Month and Valentine’s Day is the perfect day to come together and share all there is to love about being a member. And part of that means being sure you are fully utilizing everything your membership entails. Do you know all the benefits included with your NAIFA Membership? Do you know how NAIFA’s partners not only save you money but can also help you market and grow your practice? \nExplore our new member portal and familiarize yourself with tools and resources to make the most of your membership. \n\n \n  \n  \n 
URL:https://studymanuals.naifa-florida.org/event/explore-the-benefits-of-belonging-to-naifa/
LOCATION:ZOOM
CATEGORIES:Membership,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230209T180000
DTEND;TZID=America/New_York:20230209T200000
DTSTAMP:20260403T194701
CREATED:20230120T164113Z
LAST-MODIFIED:20230130T192006Z
UID:36814-1675965600-1675972800@studymanuals.naifa-florida.org
SUMMARY:Daytona Beach – Young Agents Networking Event
DESCRIPTION:Join your fellow young financial advisors in the Volusia County area for a Networking Social – Thursday\, Feb. 9\, at 6:00 p.m. – at BJ’s Restaurant & Brewhouse. Get to know other young agents in the area. Hosted by NAIFA-Florida\, members and non-members alike are invited!  The first drink is on us & we’ll kick in some appetizers! Come meet the NAIFA YAT (Young Agent Team) Leader of the Year for 2022 Jeff Chernoff – who also serves as NAIFA-Florida President. Peachie Thompson\, NAIFA-Florida YAT Committee Chair will also be in attendance. Feel free to bring one or more fellow advisors from your office or from around town. Again\, members and non-members alike are welcome!!   Many thanks to our event sponsors:  Owners Choice Benefits; Rosenthal Agency. \n  \nWHEN:  Thursday\, Feb. 9\, 6:00 p.m. ET)  \nWHERE: BJ’s Restaurant & Brewhouse \, 2514 W. International Speedway Blvd.\, Daytona Beach\, (386) 226-2005 \n  \nQUESTIONS?  Contact Tom Ashley at tom.ashley@naifa-florida.org \n  \nSponsored By \n \nOwners Choice Benefits\n550 Memorial Circle Suite L\nOrmond Beach\, FL 32174\nOffice: (386) 492-3313\nFax: (386) 492-3396\nE-mail: Info@OwnersChoiceBenefits.com \n \n 
URL:https://studymanuals.naifa-florida.org/event/daytona-beach-young-agents-networking-event/
LOCATION:BJ’s Restaurant & Brewhouse- Daytona Beach\, 2514 W. International Speedway Blvd\, Daytona Beach\, FL
CATEGORIES:Affiliate Meeting,In Person Event,Membership,Mixer,Networking,New Members,Non-Members,Open to Members & Non-Members,YAT
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230208T170000
DTEND;TZID=America/New_York:20230208T190000
DTSTAMP:20260403T194701
CREATED:20230123T181248Z
LAST-MODIFIED:20230123T181248Z
UID:36839-1675875600-1675882800@studymanuals.naifa-florida.org
SUMMARY:Ocala Pop-up Social
DESCRIPTION:  \nWednesday\, February 8\, 2023\n5:00 P.M. ET\nMiller’s Ale House\, 305 SE17th Street\, Ocala\, FL\n  \nJoin your fellow NAIFA members for an informal time of after-work networking and drinks\, where you can meet NAIFA-Florida President\, Jeff Chernoff. The first drink is complimentary & we’ll kick in some appetizers! No formal program – just a time to reconnect and renew! Feel free to bring one or more fellow advisors. No need to RSVP. Members and non-members alike are welcome — spread the word! \nWant more information? Contact Tom Ashley (tom.ashley@naifa-florida.org). \nSponsored By\n \n  \n 
URL:https://studymanuals.naifa-florida.org/event/ocala-pop-up-social/
LOCATION:Miller’s Ale House – Ocala\, 305 SE 17th Street\, Ocala\, FL
CATEGORIES:In Person Event,Membership,Mixer,Networking,New Members,Non-Members,Open to Members & Non-Members,Pop Up Event
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230208T120000
DTEND;TZID=America/New_York:20230208T130000
DTSTAMP:20260403T194701
CREATED:20230125T144223Z
LAST-MODIFIED:20230125T144223Z
UID:36885-1675857600-1675861200@studymanuals.naifa-florida.org
SUMMARY:Love Your Business
DESCRIPTION:Joe Templin\, MEC\, CEC\, CAP\, ChFC\, CLU\nCo-Founder & President\nThe Intro Machine\nWednesday\, February 8\, 2023\n12 pm eastern\n\nA lot of people get burnt out in this industry because they are spinning their wheels\, not making enough money\, and not growing as a professional and a person. Joe Templin is a Human Kaizen Expert and won an International martial arts championship while keeping 5+ appointments per day and serving NAIFA. \nJoin NAIFA Coaches Circle leader Joe Templin as he teaches you how to have balance and growth\, to build a sustainable and profitable business you love. \n\n \nWebinar brought to you by\n \n 
URL:https://studymanuals.naifa-florida.org/event/love-your-business/
LOCATION:ZOOM
CATEGORIES:Advisor Today,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230207T140000
DTEND;TZID=America/New_York:20230207T150000
DTSTAMP:20260403T194701
CREATED:20230125T141928Z
LAST-MODIFIED:20230125T141928Z
UID:36881-1675778400-1675782000@studymanuals.naifa-florida.org
SUMMARY:An Alternative to Long-Term Care Coverage
DESCRIPTION:Jamie Sarno\nNational Sales Director for Ancillary Products\nAetna\nTuesday\, February 7\, 2023\n2 pm eastern\n\nWhen long-term care insurance is not an option due to a person’s health and/or finances\, there may be an alternative solution to a difficult situation. Limited long-term care insurance can be an option to help during your client’s time of need. \nJoin Jamie Sarno\, National Sales Director for Ancillary Products at Aetna – a Limited & Extended Care Planning Center Partner – as he walks you through how you can help your clients protect their financial well-being through limited long-term care. \n \n\n  \n \nWebinar brought to you by
URL:https://studymanuals.naifa-florida.org/event/an-alternative-to-long-term-care-coverage/
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:20230126T113000
DTEND;TZID=America/New_York:20230126T130000
DTSTAMP:20260403T194701
CREATED:20230112T142128Z
LAST-MODIFIED:20230112T142341Z
UID:36678-1674732600-1674738000@studymanuals.naifa-florida.org
SUMMARY:NAIFA/CF January Luncheon
DESCRIPTION:NAIFA Central Florida Invites You To\nJoin Us for the January monthly luncheon.\nPRESENTATION: A personal story from Dr. Wade G. Winker\, D.D.S. about his experience with life insurance\, disability insurance and the need for planning. \n\nWade G. Winker\, D.D.S.\, Doctor at Eustis Lakeside Dental \nDr. Winker has practiced general and cosmetic dentistry in Eustis\, Florida for 30 years.  He received his bachelor’s degree in biochemistry from the University of Maryland in 1983 and his Doctorate of Dental Surgery from Georgetown University in 1987.  He served 4 years in the U.S. Navy Dental Corps following dental school. \nDr. Winker is the former chairman of the Florida Board of Dentistry upon which he served from 2007- 2015.  He has also held many leadership positions for the Florida Dental Association which chose him as the Dentist of the Year for 2005.   Dr. Winker served as a consultant to the ADA’s Dentist Well Being Advisory Committee and served as its chair from 2005-8.  He is a past president of the Central Florida District Dental Association and Lake County Dental Society. \nDr. Winker lives in Leesburg\, Florida with his wife of 16 years\, Lynne\, and they enjoy golf\, bicycling\, exercise\, and spoiling their 17 year old grandson\, Jacob\, and their 13 year old granddaughter\, Lacie. \nCome here his personal story about his experience with both life insurance\, disability income insurance and the need for planning. \nMEETING INFORMATION\n11:30 am – 1:00 pm on Thursday\, January 26\, 2023\nDubsdread Golf Course\n549 West Par Road\, Orlando  \nCost:\nMember of NAIFA  In Person  $25.00\nNon-Members In-Person $30.00\nInvited and First-Time Guests – FREE
URL:https://studymanuals.naifa-florida.org/event/naifa-cf-january-luncheon-3/
LOCATION:Dubsdread Golf Course\, 549 W Par Street\, Orlando\, FL\, 32804
CATEGORIES:Chapter Event,Networking,New Members,Non-Members,Open to Members & Non-Members
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230126T113000
DTEND;TZID=America/New_York:20230126T130000
DTSTAMP:20260403T194701
CREATED:20230104T162343Z
LAST-MODIFIED:20230104T162343Z
UID:36545-1674732600-1674738000@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Northeast FL Chapter Meeting - Personal Liability Insurance Are you covered
DESCRIPTION:January 26\, 2023\n11:30AM – 1:00PM\nPERSONAL LIABILITY INSURANCE\nWhat you Need to Know & How Much is Enough \nA presentation by James R. Smith\, CPRIA\nUSI Insurance Services\, LLC.\nVice President Personal Lines Southeast \nAttendees will learn facts about:\nPremises Liability\nBodily Injury\nProperty Damage\nVicarious Liability\nExcess Liability\nDomestic help (workers Compensation and EPLI)\nDirector & Officers for non-profit board positions \n\nLOCATION\nTerra Gaucha Brazilian Steakhouse\n4483 Southside Blvd. \nJacksonville\, FL  32216 \n                    (Please understand that we may not be able to accommodate walk in’s) \nCost $25 members\, $30 non members.\nOnline prepay and RSVP required by January 20th. \n\nNo refunds for cancellations less than 48 hours prior to the event.
URL:https://studymanuals.naifa-florida.org/event/naifa-northeast-fl-chapter-meeting-personal-liability-insurance-are-you-covered/
LOCATION:Terra Gaucha Brazilian Steakhouse\, 4483 Southside Blvd.\, Jacksonville\, FL\, 32216
CATEGORIES:Chapter Event,In Person Event,Networking,New Members,Non-Members,Open to Members & Non-Members
ORGANIZER;CN="NAIFA-Northeast Florida":MAILTO:info@naifa-jacksonville.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230126T110000
DTEND;TZID=America/New_York:20230126T120000
DTSTAMP:20260403T194701
CREATED:20230125T145753Z
LAST-MODIFIED:20230125T145753Z
UID:36893-1674730800-1674734400@studymanuals.naifa-florida.org
SUMMARY:Members Only: Secure 2.0 Has Passed: What the Law Means for You & Your Clients
DESCRIPTION:Erin Wood\, CFP®\, CRPC\, FBS\nCarson Group\nSenior Vice President\, Financial Planning\nDani Kehoe\nDBK Consulting\nPrincipal\nJayne Fitzgerald\nNAIFA\nDirector\, Government Relations\nJanuary 26\, 2023\n11 am eastern\n\nPassage of the Registered Index-Linked Annuities (RILA) Act and the SECURE Act 2.0 as part of the 2023 Omnibus Appropriations bill greatly benefits consumers as well as the insurance financial professionals who help them prepare for retirement and achieve financial security. Join our experts for a deep-dive into how this impact you and your clients.
URL:https://studymanuals.naifa-florida.org/event/members-only-secure-2-0-has-passed-what-the-law-means-for-you-your-clients/
LOCATION:ZOOM
CATEGORIES:Members Only,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230125T120000
DTEND;TZID=America/New_York:20230125T130000
DTSTAMP:20260403T194701
CREATED:20230125T141506Z
LAST-MODIFIED:20230125T141518Z
UID:36878-1674648000-1674651600@studymanuals.naifa-florida.org
SUMMARY:Buying or Selling an Agency – A Focus on Medicare
DESCRIPTION:Dan Mangus\nVice President Growth & Development\nSenior Marketing Specialists\nWednesday\, January 25\, 2023\n12 pm eastern\n\nWhen considering growing your agency through acquisition or planning to sell or pass on your agency\, there several essential items to keep in mind. This webinar will consider an agency’s emotional\, organizational\, and financial aspects in transition. \nJoin Dan Mangus\, VP of Growth and Development at Senior Marketing Specialists\, as he guides you through the ins and outs of buying or selling an agency\, and the top things you need to know when it comes to Medicare. \n\n\n\nWebinar brought to you by
URL:https://studymanuals.naifa-florida.org/event/buying-or-selling-an-agency-a-focus-on-medicare/
LOCATION:ZOOM
CATEGORIES:Advisor Today,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230125T113000
DTEND;TZID=America/New_York:20230125T130000
DTSTAMP:20260403T194701
CREATED:20230109T135926Z
LAST-MODIFIED:20230109T135926Z
UID:36619-1674646200-1674651600@studymanuals.naifa-florida.org
SUMMARY:NAIFA Tampa Bay - Easier Appointments & Easier Sales by Van Mueller
DESCRIPTION:NAIFA Tampa Bay January Luncheon\nEasier Appointments & Easier Sales\nPresented by Van Mueller \nMark your calendars and register NOW\, we have Van Mueller coming to NAIFA Tampa Bay Wednesday\, January 25th at Brio. \nThere will be limited seating for this event and it will fill up FAST. \nVan Mueller is a Top of the Table Producer who will bring you strategies and ideas on how you can increase your production.  \nHere are a few things you will learn at this event: \n\nIf you could learn a few conversations that would dramatically increase your appointments and would exponentially increase your success in those appointments\, would you learn those conversations? \nWhat if you could learn in seven to thirty days how to\, at a minimum\, qualify for MDRT every year for the rest of your career. Would it be worthwhile to attend this meeting? \nI hope so. You will learn new information that will benefit every level of production and it will be easy to learn and incorporate in your practice. Don’t miss this meeting. It is the best information I have ever shared with the industry. \n  \n  \nWednesday\, January 25th\, 2022 11:30am \nBrio Italian Grill\nLocated at International Plaza\n2223 N Westshore Blvd\, Tampa\, FL 33607 \n11:30 am – Networking\n12:00 pm – Lunch & Program\n********************* \nMEMBER – $20.00\nGUEST – $30.00
URL:https://studymanuals.naifa-florida.org/event/naifa-tampa-bay-easier-appointments-easier-sales-by-van-mueller/
LOCATION:Brio Italian Grille\, 2223 N. Westshore Boulevard\, Tampa\, Florida
CATEGORIES:Chapter Event,In Person Event,Networking,New Members,Non-Members,Open to Members & Non-Members
ORGANIZER;CN="NAIFA-Tampa Bay":MAILTO:info@naifatampa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230119T140000
DTEND;TZID=America/New_York:20230119T150000
DTSTAMP:20260403T194701
CREATED:20221214T200936Z
LAST-MODIFIED:20221214T201020Z
UID:36352-1674136800-1674140400@studymanuals.naifa-florida.org
SUMMARY:Members Only: NAIFA Live: Transferable Sales Ideas from the Best in the Industry
DESCRIPTION:Hunter Gimbel\, Doug Grady\, & Caleb Guilliams\nThursday\, January 19\n2 pm eastern\n\nJoin Hunter Gimbel\, Doug Grady\, and Caleb Guilliams as they introduce you to concepts that you will not hear in your current environment\, perspectives that will open the door to unimaginable success. \nModerated by Howard Sharfman\, Senior Managing Director at NFP Insurance Solutions. \n \n\n\nThis NAIFA Live is brought to you by\n  \n 
URL:https://studymanuals.naifa-florida.org/event/members-only-naifa-live-transferable-sales-ideas-from-the-best-in-the-industry/
LOCATION:ZOOM
CATEGORIES:Members Only,NAIFA Live,Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230118T170000
DTEND;TZID=America/New_York:20230118T190000
DTSTAMP:20260403T194701
CREATED:20221214T195647Z
LAST-MODIFIED:20230103T184126Z
UID:36347-1674061200-1674068400@studymanuals.naifa-florida.org
SUMMARY:Pop-Up Social - West Palm Beach
DESCRIPTION:  \nWest Palm Beach\nWednesday\, January 18\, 2023\n5:00 P.M. EST\n– BJ’s Restaurant and Brewhouse\, 1807 Palm Beach Lakes Blvd\nJoin your fellow NAIFA members for an informal time of after-work networking and drinks at four different locations around Florida in January\, where you can meet NAIFA-Florida President Jeff Chernoff. The first drink is complimentary & we’ll kick in some appetizers! No formal program – just a time to reconnect and renew! Feel free to bring one or more fellow advisors. No need to RSVP. Members and non-members alike are welcome — spread the word! \nWant more information? Contact Tom Ashley (tom.ashley@naifa-florida.org). \nSponsored By\n \n 
URL:https://studymanuals.naifa-florida.org/event/pop-up-social-west-palm-beach/
LOCATION:BJ’s Restaurant and Brewhouse – West Palm Beach\, 1807 Palm Beach Lakes Blvd\, West Palm Beach\, FL
CATEGORIES:In Person Event,Membership,Mixer,Networking,New Members,Non-Members,Open to Members & Non-Members,Pop Up Event
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
END:VCALENDAR