National Association of Insurance and Financial Advisors-Florida
WEDNESDAY, MAY 1, 2024 12 PM EASTERN This webinar will delve into the intricate relationship between financial assets and estate planning. Working with clients to effectively coordinate financial assets can assure that value is maximized and asset protection is enhanced. The webinar will review strategies to coordinate estate planning with various types of financial assets, including…
How the DOL Fiduciary-Only Rule Will Impact the Role of Financial Professionals Offering Retirement Planning Services THURSDAY, MAY 2, 2024 2 PM EASTERN On April 23, the Department of Labor and the White House released a final fiduciary-only rule after an astonishingly brief regulatory and review process and in spite of grave concerns expressed by…
WEDNESDAY, MAY 8, 2024 12 PM EASTERN The foundation of a solid financial plan during income earning years needs to be supported by a disability income plan and life insurance. We’ll examine easy and proven educational tools that assist you in having the income protection conversation. CE Credit Available. THIS WEBINAR IS BROUGHT…
The Congressional Conference May 20-21, 2024 J.W. Marriott in Washington, D.C. NAIFA’s annual Congressional Conference is crucial to our grassroots advocacy strategy. The event brings NAIFA members together as a critical mass to advocate on behalf of their businesses, clients, consumers, and the insurance and financial services industry. It provides targeted advocacy training with briefings…
Deflate, Relate, Elevate: The formula for building strong relationships Erin O'Malley MAY 23, 2024 11:30 AM - 1:00 PM Join NAIFA-Northeast Florida on May 23rd from 11:30 am - 1:00 pm for our May Member Meeting - Deflate, Relate, Elevate: The formula for building strong relationships. We will hear from Erin O'Malley. We can't wait to…
Join us at The Azalea Lodge at Mead Gardens, 1300 S. Denning Drive, Winter Park on May 23, 2024 from 11:30 am - 1:00 pm. Click here for a link to Google map. SPEAKER: DEGEAN LARSEN Degaen has over a decade of experience in the Florida Retirement System (FRS). He has successfully guided numerous individuals…
Carl Rockman Citizens MAY 29, 2024 11:30 AM - 2:00 PM EST Join NAIFA Tampa Bay tomorrow as we welcome Carl Rockman, Vice President, Agency & Market Services from Citizens, to discuss the current state of the property insurance marketplace and changes to expect for your clients. Even if you are not a multi line…
TUESDAY, JUNE 4, 2024 12 PM EASTERN Life insurance is a mainstay in planning. As circumstances change, advisors and their charitable clients can appropriately value and potentially monetize policies for more than their cash surrender value. The valuation of existing policies is used by fiduciaries to protect clients’ best interests and uncover value to help…
Thursday, June 13, 2024 1:30 pm eastern Tax reform is expected to consume the attention of Congress next year and preparation is well underway. Learn more about the Super Bowl of Tax as NAIFA’s lobbyists debate the politics of tax policy ahead of 2025 fiscal cliff. NAIFA’s early engagement is essential to inform tax writers…
Thursday, June 13, 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. Login to the members portal to register for this Member’s Only…