National Association of Insurance and Financial Advisors-Florida
Tuesday, February 27, 2024 12 pm eastern In this timely and important program Marty Shenkman, JD, CPA, MBA, PFS, AEP, a respected authority in estate planning and personal finance, will present his insights on recent developments in estate planning for 2024. This session will benefit estate planners, attorneys, trust officers, accountants, insurance advisors and wealth management…
Tuesday, March 5, 2024 12 PM EASTERN The financial industry is waking up to the reality that clients are aging. Some are being thrust into caregiving roles, some are experiencing dementia, and many are leaving the workforce to care for aging loved ones. All of these issues impact AUM in a negative way. Advisors who…
Wednesday, March 5, 2024 2 pm eastern Explore everything there is to love about being a member of NAIFA, your professional home. Join us for our webinar to find out about the newest benefits, as well as get a refresher on programs you may have forgotten we had! Login to the members portal to register…
Thursday, March 14, 2024 4 pm eastern As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally. THIS WEBINAR IS BROUGHT TO YOU BY
Citizens Update Webinar – on March 19, 2024, 10:00 a.m. New Business Process & Underwriting Tips Servicing the Policy & Underwriting Tips Accounting Review & Reminders myAgency Renewals & Dashboards Zoom Register in advance for this meeting: https://community.naifa.org/events/register.aspx?id=1831808 After registering, you will receive a confirmation email containing information…
NAIFA Live March THURSDAY, MARCH 21, 2024 12 PM EASTERN Stay tuned for more information. Login to the members portal to register for this Member’s Only webinar.
NAIFA Central Florida Monthly Meeting Join us at our new location, The Azalea Lodge, for a presentation by Amanda Mora, US Department of Labor, Employee Benefits Security Administration - Senior Benefits Advisor discusses Getting It Right: Know Your Fiduciary Responsibilities (Retirement Plans)? This meeting (and all the meetings for 2024)…
Lori Camp March 28, 2024 11:30 am - 1:00 pm Join NAIFA-Northeast Florida on March 28th for our Monthly Member Meeting! We will hear from Lori Camp of Soul Sisters on learning how to up your digital marketing game. Soul Sisters is a woman owned digital marketing agency with offices in Fernandina Beach and Lake…
Thursday, March 18, 2024 4 pm eastern As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally. THIS WEBINAR IS BROUGHT TO YOU BY