• Using Housing Wealth to Improve Financial Outcomes in Retirement

    ZOOM

    The webinar is brought to you by:   Using Housing Wealth to Improve Financial Outcomes in Retirement October 20 2 pm eastern Barry Sacks, J.D., Ph.D. Law Office of Barry Sacks Tax Attorney   Highlights of this Webinar Include: • Cash Flow Sustainability • Improve Cash Availability by Refinancing a Conventional Mortgage • Provide Liquidity…

  • NAIFA-Broward – Legislative Updates and Case Study

    ZOOM

    NAIFA-BROWARD MEMBERSHIP MEETING ON ZOOM!   Wednesday, October 21st, 2020   9:00 AM  Important Legislative Updates!  Get up to date on all the legislative issue that affect you AND your clients with NAIFA Lobbyist Tim Meenan, followed by updates from Chip LaMarca, Florida House of Representatives, and Candidate for Florida Senate Shevrin Jones. "Marketing and Business Practices…

  • NAIFA Central Florida Monthly Meeting

    Dubsdread Golf Course 549 W Par Street, Orlando, FL

    Join members of NAIFA-CF and other Central Florida industry professionals for the October NAIFA-Central Florida monthly meeting, now in virtual and live attendance format! Our keynote speaker is Tim Meenan, NAIFA-FL Lobbyist. We will also have several State Legislators in attendance. Timothy J. Meenan serves as the firm’s managing shareholder. While Deputy Treasurer for the State of Florida, Tim…

  • CLTC Master Class

    ZOOM

    Nancy Dykeman Long-Term Care Planning Consultants, LLC President October 8, 15, 22 & 29, 2020 Noon-4 pm Eastern The CLTC Master Class is a virtual live class providing participants with a learning experience that allows professionals to walk away with the confidence and competence to discuss LTCi issues with their clients. MORE

  • Understanding the Power of Us: How Your Voice Can Influence Change

    ZOOM

    October 22 The webinar is brought to you by: Understanding the Power of Us: How Your Voice Can Influence Change 1:30 pm eastern Corey Anderson, Rodney Mogen & Brent Hill Members of NAIFA's Young Advisor Team (YAT) join forces with NAIFA's Government Relations staff to break down for you the importance of being being informed…

  • Members Only: Pre-Election Webinar

    ZOOM

    The webinar is brought to you by: Members Only: Pre-Election Webinar 2 pm eastern Join NAIFA's Government Relations team as they provide you with useful information before you cast your vote. We will be covering the status of the elections, various possible outcomes, and engage in a discussion of what that might mean for our…

  • CE Webinar – Hosted by NAIFA-Florida

    Webinar

    Offering ID 1131731 Course Name WHY CONSIDER A REVOCABLE LIVING TRUST? STEPS TO CREATE AN ESTATE PLAN -- WEBINAR Course ID Number 114819 Program Type Public Provider ID 654 Provider Name NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS - FLORIDA Selected Instructors CHARLES DAVID WILDER  

  • Get In or Get Out: The Compounding Complexities of Succession Planning During Tumultuous Times

    ZOOM

    October 28 The webinar is brought to you by: Sponsored by: Get In or Get Out: The Compounding Complexities of Succession Planning During Tumultuous Times 12 pm eastern In this webinar, our panelists will help simplify some of these complexities and share their best practices for successfully transitioning out of the business, regardless of global…

  • CLTC Master Class

    ZOOM

    Nancy Dykeman Long-Term Care Planning Consultants, LLC President October 8, 15, 22 & 29, 2020 Noon-4 pm Eastern The CLTC Master Class is a virtual live class providing participants with a learning experience that allows professionals to walk away with the confidence and competence to discuss LTCi issues with their clients. MORE

  • NAIFA Florida IFAPAC Tips and Sips: HALLOWEEN

    ZOOM

    NOTE: This event is for NAIFA members only, due to Political Committee fundraising restrictions.     Join NAIFA-Florida in this one-hour virtual "Happy Hour" event to help raise funds for the Political Committee! NAIFA-Florida Political Committee Chair, Taylor Collins, will host this event and be joined by the following guest speakers:   Cheryl Canzanella, LUTCF…