• 3 Key Skills for a Successful Business – Webinar

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    “3 Key Skills for Running a Successful Business in 2023" 1-Hour Free Webinar on April 13, 1:00 p.m. ET Running 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…

  • Members Only: NAIFA-Live- Success in Abundance: Lessons from Today’s Industry Phenoms

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    Eryka Morehead Collaborative Planning Group, Inc. Robert Fenby Penn Mutual Warren McGuire NFP Howard Sharfman Thursday, April 20 2 pm eastern At 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…

  • NAIFA- Tampa “Legacy of Hope” Golf Tournament

    Innisbrook Golf Course 36750 US Hwy 19 N, Palm Harbor, FL

    SIGN UP TODAY FOR OUR Legacy of Hope Golf Charity Classic Friday, April 21st at 1pm Innisbrook They Fought for our Freedom. Now Play for their Legacy. The 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. Folds of Honor is…

  • Making Your Data Work for You: Maximizing Your ROI

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    Gary Weber AccuPoint Solutions Wednesday, April 26 12 pm eastern Whether 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. Hear Gary Weber, Founder and CEO of Business Performance Center partner AccuPoint Solutions, discuss his experiences from over…

  • NAIFA-Northeast FL- The Financial Burdens of the Opioid Epidemic and The Role of the Financial Advisor

    Terra Gaucha Brazilian Steakhouse 4483 Southside Blvd., Jacksonville, FL

    April 27, 2023 11:30AM - 1:00PM The Financial Burdens of the Opioid Epidemic and The Role of the Financial Advisor A presentation by Cheryl Canzanella, CLU, ChSNC, LUTCF Movement Mortgage Retirement Solutions Advisor As the opioid epidemic worsens across the US, the toll it imposes on the economy has risen to overwhelming heights causing an…

  • Drive Business Growth by Embracing the Digital Age

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    John Boothman iLife Technologies Tuesday, May 9 12 pm eastern At 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…

  • NAIFA-Broward – CE Class: “Disability Comprehensive Income Protection”

    Coastal Wealth 1000 Corporate Drive 7th Floor, Fort Lauderdale, FL

    We invite you to join us for a Continuing Education Class CE CLASS: "Disability Comprehensive Income Protection"   Course:  Increase your Disability sales and reach out to your clients during Disability Awareness month by attending this course. Learn how to position both Group and Individual Disability together for an optimum plan design! Date: Wednesday, May 10, 2023…

  • Webinar – 4 HR CE-Hour Life & Health – (Required) Law and Ethics

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    The Rosenthal Agency, Inc. is a proud sponsor of NAIFA Florida's upcoming 4 CE-Hours Life and Health CE Class "2023 Law and Ethics Update for Life and Health Advisors" This is a State of Florida Required Course for Compliance Class is open to Members and Non-Members of NAIFA CLICK HERE TO REGISTER TODAY!" “2023 Law…

  • Scaling Advice: How to Make the Financial Planning Process More Efficient

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      Alison Susko VP of Community, Asset-Map Mike Hemmert Chief Sales Officer, Asset-Map Thursday, May 18 12 pm eastern NAIFA 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'…