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DTSTART;TZID=America/New_York:20230525T113000
DTEND;TZID=America/New_York:20230525T130000
DTSTAMP:20260403T161554
CREATED:20230518T191701Z
LAST-MODIFIED:20230525T150930Z
UID:38411-1685014200-1685019600@studymanuals.naifa-florida.org
SUMMARY:NAIFA/CF May Luncheon
DESCRIPTION:NAIFA Central Florida Invites You To\nJoin Us for the May monthly luncheon.\nSPEAKER\nJeffrey Chernoff\, MS\, LUTCF\, LACP\nNAIFA-Florida President \nJeff Chernoff\, M.S.\, LUTCF\, LACP\, Vice President of Insurance and Trust in Tampa\, FL\, is the National Association of Insurance and Financial Advisors (NAIFA) Young Advisor Team Leader of the Year for 2022. \nChernoff is the President of NAIFA-FL and has been a loyal NAIFA member since 2011. He is a graduate of NAIFA’s Leadership in Life Institute (LILI) and has remained active in the program\, serving as a moderator of classes in Florida. He is a Past President of NAIFA-Tampa Bay and received that chapter’s Dick Cimino Distinguished Service Award in 2018 for his strong support of the chapter’s membership endeavors and public service projects. \nAs NAIFA-FL’s IFAPAC Chair\, he oversaw the growth of the state chapter’s political action committee in both dollars raised and number of contributors. \nMEETING INFORMATION\n11:30 am – 1:00 pm on Thursday\, May 25\, 2023\nThe Azalea Lodge\n1300 S. Denning Drive\nWinter Park\, FL \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-may-luncheon-3/
LOCATION:The Azalea Lodge at Mead Gardens\, 1300 S Denning Dr\, Winter Park\, FL\, 32789
CATEGORIES:In Person Event,Membership,Mixer,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:20230522T080000
DTEND;TZID=America/New_York:20230522T120000
DTSTAMP:20260403T161554
CREATED:20230329T152136Z
LAST-MODIFIED:20230418T183751Z
UID:37750-1684742400-1684756800@studymanuals.naifa-florida.org
SUMMARY:8th Annual DEI Symposium
DESCRIPTION:May 22\, 2023\nWashington\, D.C.\n\n\n\n\n\nNAIFA aims to promote a diverse membership that serves under-targeted populations by fostering an environment of multiculturalism\, equity\, and inclusion. The 8th Annual DEI Symposium presents sessions from the lens of how agents and advisors can better utilize political engagement to further advance their practice. Additionally\, the sessions will gauge the extent to which we are making progress in bringing more advisors into the industry. \nFeatured speakers include NAIFA Trustee and Midwest Legacy Group\, LLC\, Founder & CEO Christopher Gandy\, LACP; Keynote Speaker Marques Ogden; Pearson & Associates President Rachel Pearson; Diversity in Government Relations Coalition (DGRC) Co-Founder Cicely Tomlinson; and Society for Human Resource Management Chief Knowledge Officer Alexander Alonso\, PhD\, SHRM-SCP.
URL:https://studymanuals.naifa-florida.org/event/8th-annual-dei-symposium/
LOCATION:JW Marriott\, 1331 Pennsylvania Ave\, NW\, Washington\, DC\, 20004
CATEGORIES:Talent Development Center
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20230522
DTEND;VALUE=DATE:20230524
DTSTAMP:20260403T161554
CREATED:20230217T164358Z
LAST-MODIFIED:20230217T164358Z
UID:37247-1684713600-1684886399@studymanuals.naifa-florida.org
SUMMARY:Congressional Conference
DESCRIPTION:Congressional Conference\nMay 22-23\, 2023\nWashington\, D.C.\n\nNAIFA’s annual Congressional Conference is crucial to our grassroots advocacy strategy. The event brings NAIFA members together as a critical mass to advocate on behalf of their businesses\, clients\, consumers\, and the insurance and financial services industry. It provides targeted advocacy training with briefings on specific legislative issues\, best practices for conducting congressional meetings\, and tips for developing impactful long-term relationships with legislators. \n\nMore
URL:https://studymanuals.naifa-florida.org/event/congressional-conference/
LOCATION:Washington DC\, Washington DC
CATEGORIES:In Person Event,Legislative Event,New Members
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230518T120000
DTEND;TZID=America/New_York:20230518T130000
DTSTAMP:20260403T161554
CREATED:20230418T183534Z
LAST-MODIFIED:20230418T183546Z
UID:38021-1684411200-1684414800@studymanuals.naifa-florida.org
SUMMARY:Scaling Advice: How to Make the Financial Planning Process More Efficient
DESCRIPTION:   \nAlison Susko\nVP of Community\, Asset-Map\nMike Hemmert\nChief Sales Officer\, Asset-Map\nThursday\, May 18\n12 pm eastern\n\nNAIFA and Asset-Map have teamed up to show how they’re enabling financial professionals like you to lead with advice. See how in 15 minutes or less\, you can put the most critical information about your clients’ financials in one shared picture: the start of an easy-to-understand process for more extensive advice conversations. \nJoin Alison Susko and Mike Hemmert of Asset-Map as they show you how with clarity comes confidence for the informed decisions that improve your clients’ financial health and increase the value of your business. \n\n\nWebinar Brought to You By
URL:https://studymanuals.naifa-florida.org/event/scaling-advice-how-to-make-the-financial-planning-process-more-efficient/
LOCATION:ZOOM
CATEGORIES:Business Performance Center,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230517T083000
DTEND;TZID=America/New_York:20230517T123000
DTSTAMP:20260403T161554
CREATED:20230403T142800Z
LAST-MODIFIED:20230428T173846Z
UID:37810-1684312200-1684326600@studymanuals.naifa-florida.org
SUMMARY:Webinar - 4 HR CE-Hour Life & Health – (Required) Law and Ethics
DESCRIPTION:The Rosenthal Agency\, Inc. is a proud sponsor of NAIFA Florida’s upcoming  \n4 CE-Hours Life and Health CE Class  \n“2023 Law and Ethics Update for Life and Health Advisors”  \nThis is a State of Florida Required Course for Compliance  \nClass is open to Members and Non-Members of NAIFA \nCLICK HERE TO REGISTER TODAY!“ \n\n\n“2023 Law and Ethics Update for Life and Health Advisors – Webinar” (on Zoom)\nWednesday\, May 17\, 2023 – 8:30 AM to 12:30 PM ET\n \n  \n  \n  \n  \n  \nInstructor: Donald A. Brown \n  \nCOURSE INFORMATION \nThis 4-Hour course fulfills the DFS requirement that Life and Health Insurance Advisors need four hours of law and ethics update in every two-year continuing education cycle. Content covers updates to state and federal law and rules for those in the life and health insurance arenas. \nCourse ID: 125558 ~ Course Offering: 1179069 ~ Hours – Four (4)\nCourse Level- Intermediate ~ Course Authority – CE 5-215 Law and Ethic Update – LHV \n  \nCOST TO ATTEND \n$30 – Members\n$40 – Non-Members \n  \nREGISTRATION \nPlease note that as soon as you register\, you will receive a confirmation email with the ZOOM link for the meeting. If you do not receive that email\, please check your spam folder. A reminder email will be sent out on the morning of the class with the ZOOM link. \n \n  \n  \n  \nSponsored By\n\n\n\n\nRobert Rosenthal\nPresident\nPhone: 305-412-0800\nCell: 954-242-0197\nEmail: Robert@therosenthalagency.com \n8000 SW 117 Ave\, PH-A\nMiami\, FL 33183  \nwww.TheRosenthalAgency.com\n\n\n\n  \n 
URL:https://studymanuals.naifa-florida.org/event/webinar-4-hr-ce-hour-life-health-required-law-and-ethics/
LOCATION:ZOOM
CATEGORIES:Continuing Education,New Members,Non-Members,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230510T103000
DTEND;TZID=America/New_York:20230510T233000
DTSTAMP:20260403T161554
CREATED:20230428T193754Z
LAST-MODIFIED:20230428T193754Z
UID:38154-1683714600-1683761400@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Broward - CE Class: "Disability Comprehensive Income Protection"
DESCRIPTION:We invite you to join us for a Continuing Education Class\nCE CLASS: “Disability Comprehensive Income Protection” \n  \nCourse:  Increase your Disability sales and reach out to your clients during Disability Awareness month by attending this course. \nLearn how to position both Group and Individual Disability together for an optimum plan design! \nDate: Wednesday\, May 10\, 2023 \nTime:  Registration\, 10:30 AM followed by 1-Hour CE Class.  We will be providing lunch catered from Panera.  Let us know if you have any dietary restrictions. \nLocation:  1000 Corporate Drive 7th Floor\, Fort Lauderdale FL 33334. Coastal Wealth Kitchen area \n  \nMODERATED BY: \n \nBob Herman\, Disability Income Regional Vice \nPresident Principal Life Insurance Company \n  \n \nMichele Friedlander\,  \nRHU\, REBC \nBrokerage Director/Disability Income\, LTC Specialist Coastal Wealth   \n \nCost Member: $20.00\nCost Non-Member: $30.00\n 
URL:https://studymanuals.naifa-florida.org/event/naifa-broward-ce-class-disability-comprehensive-income-protection/
LOCATION:Coastal Wealth\, 1000 Corporate Drive 7th Floor\, Fort Lauderdale\, FL\, 33334
CATEGORIES:Continuing Education,In Person Event,Open to Members & Non-Members
ORGANIZER;CN="NAIFA-Broward":MAILTO:admin@naifa-broward.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230509T120000
DTEND;TZID=America/New_York:20230509T150000
DTSTAMP:20260403T161554
CREATED:20230418T183303Z
LAST-MODIFIED:20230418T183303Z
UID:38018-1683633600-1683644400@studymanuals.naifa-florida.org
SUMMARY:Post SECURE Act 2.0: Actionable Techniques and Sophisticated Strategies in Retirement and Estate Planning
DESCRIPTION:     \nJamie P. Hopkins\, Esq.\, MBA\, CFP\, LLM\, CLU\, ChFC\, RICP\nCarson Group\nRobert K. Kirkland\, JD\, LLM\nKirkland Woods & Martinsen LLP\nBrandon Buckingham\, JD\, LLM\nPrudential Retirement and Life Distribution\nTuesday\, May 9\n12 – 3 pm eastern\n\nThe SECURE Act brought a sea change in planning for the disposition of retirement assets. The recently issued regulations answered some questions and created new ones. This presentation will cover these and other developments in this important area. \nAttendees will learn: \n\nThe new rules for timing of distributions from a decedent’s IRA\nThe consequences of naming a trust as IRA beneficiary\nStrategies appropriate for when a special needs beneficiary is involved\nCharitable strategies that might be considered with IRAs\n\nCE Credit available. NAIFA members get free registration. Email apc@naifa.org to get your discount code. \n\n \n\n\nWebinar Brought to You By\n  \n\n 
URL:https://studymanuals.naifa-florida.org/event/post-secure-act-2-0-actionable-techniques-and-sophisticated-strategies-in-retirement-and-estate-planning/
LOCATION:ZOOM
CATEGORIES:Advanced Practice Center,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230509T120000
DTEND;TZID=America/New_York:20230509T130000
DTSTAMP:20260403T161554
CREATED:20230418T183032Z
LAST-MODIFIED:20230418T183032Z
UID:38016-1683633600-1683637200@studymanuals.naifa-florida.org
SUMMARY:Drive Business Growth by Embracing the Digital Age
DESCRIPTION:John Boothman\niLife Technologies\nTuesday\, May 9\n12 pm eastern\n\nAt this webinar\, Business Performance Center partner iLife Technologies will help make sure your business does not get left behind in the digital age. John Boothman will give you actionable tips on how to incorporate more digital solutions into your business to drive growth and keep up in today’s ever-changing market. \n \n\n\n\nWebinar Brought to You By\n  \n 
URL:https://studymanuals.naifa-florida.org/event/drive-business-growth-by-embracing-the-digital-age/
LOCATION:ZOOM
CATEGORIES:Business Performance Center,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230427T113000
DTEND;TZID=America/New_York:20230427T130000
DTSTAMP:20260403T161554
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:20260403T161554
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:20260403T161554
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:20260403T161554
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:20260403T161554
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:20260403T161554
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:20260403T161554
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:20260403T161554
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:20260403T161554
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:20260403T161554
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:20260403T161554
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:20260403T161554
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:20260403T161554
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:20260403T161554
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:20260403T161554
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:20260403T161554
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:20260403T161554
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:20260403T161554
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:20260403T161554
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:20260403T161554
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:20260403T161554
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:20260403T161554
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
END:VCALENDAR