• Q4 State of NAIFA

    ZOOM

    TUESDAY, OCTOBER 3, 2023 12 PM EASTERN Join us for the Q4 "State of NAIFA" 2023 webinar featuring: Bryon Holz, NAIFA President Kevin Mayeux, NAIFA CEO Diane Boyle, NAIFA SVP of Government Relations NAIFA leaders will provide an update on where NAIFA is as an association and highlight advocacy work to be done this year. They…

  • NAIFA South Florida Legislative Day

    Cooper’s Hawk 1822 Pointe Blvd., Unit H150, Dania Beach, FL

            Tim Meenan, P.A. Lee Gorodetsky, LUTCF, CLF               Sponsored By   NAIFA-Florida Lobbyist Tim Meenan NAIFA-Florida Rep to Citizens MAAC Committee, Lee Gorodetsky Panel Discussion Complimentary Happy Hour Door Prizes Make plans now to attend NAIFA South Florida Legislative Day, Thursday, Oct. 5 at Cooper’s…

  • A Conversation with Tim Meenan – Zoom Advocacy Update

    ZOOM

    "A Conversation with Tim Meenan” – Oct. 10 on Zoom Grab your favorite afternoon beverage and join us on Zoom for “A Conversation with Tim Meenan” – Tuesday, Oct. 10 at 4:00 p.m. ET. Hosted by NAIFA-Florida’s Advocacy Committee, this one-hour event will feature an update from Tim on several legislative and regulatory issues important…

  • NAIFA Membership Vote

    ZOOM

    NAIFA Membership Vote October 12th 12:00 pm eastern Are you ready to be a part of history? NAIFA agent & advisor members in good standing, have the right to exercise their vote to approve the recommendation of the Board of Trustees that NAIFA and the Society of Financial Service Professionals merge together to operate as…

  • Members Only: NAIFA Live-Looking Forward to 2024: A CEO Perspective

    ZOOM

    David O'Malley President & CEO | Penn Mutual Howard Sharfman Senior Managing Director | NFP Solutions October 19, 2023 2 pm eastern This month's NAIFA Live features a discussion between David O'Malley, Penn Mutual's President and CEO, and Howard Sharfman, Senior Managing Director at NFP Solutions, on the 2024 industry outlook. O'Malley, ascending to CEO…

  • NAIFA-Broward- NAIFA Live Watch Party

    1847 Financial 1 North Federal Highway, Suite 201, Boca Raton, FL

    . Join us on October 19, 2023, at 2 PM Eastern for an exclusive NAIFA Live event featuring David O'Malley, President and CEO of Penn Mutual, and Howard Sharfman, Senior Managing Director at NFP Solutions. In this session, moderated by Howard, David will share his CEO perspective on the industry outlook for 2024.   About…

  • Tampa Bay Lightning Game and Tailgate

    Thunderzone at Amalie Arena 401 Channelside Drive, Tampa, FL

    October 19, 2023 Doors Open at 6:00 pm Game 7:00 pm ~ 9:30 pm Join your fellow NAIFA-Tampa Bay members for Tailgating in the Thunderzone prior to the Lightning Game on October 19th! Network with fellow NAIFA Members and watch the Tampa Bay Lightning take on the Vancouver Canucks. Members: $30.00 | Non-Members: $50.00 *…

  • Apex East

    NAIFA Headquarters Building 1000 Wilson Blvd, Arlington, VA

    October 24, 2023 Launched in 2022, NAIFA's Apex conference is designed to be a pure-play sales summit for producers and those in the financial services industry. The Apex design brings together producers with other industry professionals in estate planning law, accounting, technology, performance coaching, wellness, and more to create a dynamic event to take you…

  • NAIFA NE FL Luncheon – Legislative Updates

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

    October 26, 2023 11:30AM - 1:30PM Dan Olson is a Government Consultant responsible for lobbying the executive and legislative branches on behalf of the Firm’s clients. Dan served fifteen years in Florida’s executive agencies, working in multiple high-profile leadership roles, and three Governor’s administrations. He has extensive experience in Florida’s heavily regulated industries, including alcohol, gaming, tourism, and tobacco.…

  • NAIFA-Central FL Luncheon

    Dubsdread Golf Course 549 W Par Street, Orlando, FL

    NAIFA Central Florida Invites You To Join Us for the October monthly luncheon. SPEAKER Bryon A. Holz, CLU, ChFC, CASL, LUTCF NAIFA National President TOPIC The State Of NAIFA MEETING INFORMATION 11:30 am - 1:00 pm on Thursday, October 26, 2023 Dubsdread Event Center 549 W. Par Street Orlando, FL Cost: Member of NAIFA  In Person …