• One Hour CE – Educational Planning with 529 Plans

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    Tuesday, Feb. 16 at Noon (ET) This one-hour CE course provides advisors with details on education savings, including how creating a plan early can help their clients achieve their college dreams, and how investment returns can make a difference. Advisors will also learn about the rise in education costs and the education savings gap, understanding…

  • Q1 State of NAIFA

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    Q1 State of NAIFA Tom Michel, NAIFA President Kevin Mayeux, NAIFA CEO Diane Boyle, SVP Government Relations February 16, 2021 1 PM EASTERN Join us this month for our first "State of NAIFA" of 2021 webinar. MORE

  • LECP Webinar Series – Dispelling Myths about Reverse Mortgages

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    Dispelling Myths about Reverse Mortgages Jim Silbernagel, CFP®, LUTCF Host Of Real Wealth® And Power Session LIVE Harlan Accola, CRMP, CSA National Reverse Mortgage Director, Fairway Independent Mortgage Corporation February 17, 2021 2 PM Eastern Join this session to learn when a reverse mortgage might make sense for your clients' plans to hedge for obstacles like: Taxes; Falling…

  • Northeast Florida Chapter Meeting – 1 Hour of CE

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    FEBRUARY 18, 2021 11:30 AM-1:30 PM EASTERN Underwriting & Product Selection During A Pandemic This course will teach you about underwriting and how it affects product selection, pricing and processing of business during a pandemic. Course ID: 115313 ~ 1 Hour CE ~ Course Level: Intermediate ~ Course Authority: CE 2-16, 2-18 Cost to Attend:…

  • 2021 Virtual Day on the Hill

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    Make plans now to participate in NAIFA-Florida’s Virtual Legislative Day on the Hill – on Zoom Tuesday, Feb. 23 from 2:00 to 5:00 p.m. ET. This important event is hosted by President Craig Duncan and moderated by our Lobbyist Tim Meenan of Meenan, PA in Tallahassee. Your participation provides valuable support to Tim and his…

  • LECP: OneAmerica Webinar

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    LECP: OneAmerica Webinar Chris Gandy Founder Midwest Legacy Group Michelle Prather Senior Regional Sales Director, Care Solutions OneAmerica February 24, 2021 2 PM EASTERN Description to follow. MORE The webinar is brought to you by

  • Special Invitation for NAIFA Members: White Glove’s Host University Summit

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    February 24-25 | 2-6 pm eastern NAIFA is a proud sponsor of this virtual summit with our new partners White Glove & Reminder Media. Retirement expert, Ed Slott will keynote the program and NAIFA's Treasurer, Brock Jolly will be a featured speaker. Topics include retirement planning, new SEC and tax rules, tips from top advisors…

  • NAIFA Central Florida Monthly Meeting

    Hannibal's On The Square 511 W New England Ave, Winter Park, FL

    NAIFA Central Florida Monthly Meeting Join members of NAIFA-CF and other Central Florida industry professionals for the February 2021 luncheon at our NEW VENUE, Hannibal's On The Square, Winter Park.  NAIFA-Central Florida's monthly meeting is now in virtual and live attendance format! MEETING INFORMATION 11:30 am - 1:00 pm on Thursday, February 25, 2021 Either from your home or…

  • Why the Industry Needs More African-American Female Advisors

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    Why the Industry Needs More African-American Female Advisors Kristen Eskew OneDigital Business Development Executive Martina Jimenez Sperry Centurio Wealth, LLC Managing Partner February 25, 2021 2 PM Eastern Join our panelists for a discussion on the importance the role African-American women play in financial decision-making for their families, and why now more than ever we need…

  • NAIFA Central Florida – Two Hours CE Class

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    NAIFA Central Florida Two Hours CE Class NAIFA-CF is pleased to offer a two hours CE class on Friday, February 26, 2021 from 11:15 am to 1:30 pm. TOPIC: Annuities - The Miracle Of Guaranteed Income - Virtual Class Course #116486 Course Offering #1138983 Instructor: Michael Aun, FIC, LUTCF, CSP®, CPAE Speaker Hall of Fame® From 11:15-11:30 is a Million…