National Association of Insurance and Financial Advisors-Florida
CPA Partnering Perspectives Wednesday, March 10th | 2 pm eastern Join us for our monthly membership meeting where we'll hear from Phil Raymond, MBA, CLU, ChFC, CLF, CFEd, Founder of MarketAccessAdvisor, about the hows, what, and why of successful value based, marketing driven partnership business models.
“Health Management for Wealth Management” (Hosted by NAIFA-Ocala, a local affiliate of NAIFA) Thursday, March 11 – 11:30 a.m. to 1:00 p.m. ET – on Zoom All members of NAIFA-Florida are invited to join John Lazo and Mary Donavan of CSI – Caregiver Services for an informational presentation on how to address the needs of…
Thursday, March 11th and 25th | 12 pm eastern Invite a non-member to join this month's Advisor Ambassador Program. This free, award-winning advisor development program allows non-members learn from the best while sampling professional benefits that come with NAIFA membership. Our March speakers are John Hansbrough, LACP and Jeff Chernoff, LUTCF, LACP. John will…
CLTC Master Class Nancy Dykeman LTCI Partners, LLC MARCH 3, 11, 18 & 25 12-4 PM EASTERN The Master Class provides a comprehensive classroom-based training experience designed to prepare students for the CLTC designation exam. Acquire a powerful set of planning skills to confidently craft appropriate funding solutions for your clients. NAIFA members receive a…
Membership Chair Meetings are held on the second Friday of every month. Please note that all State and Local Membership Chairs have been registered through the rest of the year. Please check your email for the Zoom login details. If you are not a Membership Chair, and are interested in attending, please email leadership@naifa.org.
REGISTER TODAY! NAIFA-Broward Virtual Meeting! Wednesday, March 17th, 2021 9:00 am - 10:00 am via Zoom Featured Speaker: Bryon A. Holz, CLU, ChFC, LUTCF, CASL, LACP "SENSE-ational Client Service" Bryon Holz will share his unique and powerful client and prospect engagement strategies, utilizing the full palette of senses. Learn how improved connections and…
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: Jeffrey Chernoff, MS,…
CLTC Master Class Nancy Dykeman LTCI Partners, LLC MARCH 3, 11, 18 & 25 12-4 PM EASTERN The Master Class provides a comprehensive classroom-based training experience designed to prepare students for the CLTC designation exam. Acquire a powerful set of planning skills to confidently craft appropriate funding solutions for your clients. NAIFA members receive a…
Thursday, March 18, 2021 Biden's Proposed Tax Changes 8:30 am Login + Networking 8:45 am Short Business Presentation 9:00 am - 10:00 am Michelle L. Owens, JD, CLU, CEBS, CAMS Advances Market Specialist at Mutual of Omaha Insurance Company Michelle Owens is an Advances Markets Specialist at Mutual of Omaha Insurance Company focusing on…
YOUNG LEADERS SHARING BEST PRACTICE TIPS CHAPTER MEETING MARCH 18, 2021 11:30 AM-1:00 PM EASTERN A diversified group of young professionals Success as a young advisor Tips and Best Practice Ideas Panel moderated by Chapter President Matt Campbell Attend via Zoom free CLICK HERE TO REGISTER!