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X-ORIGINAL-URL:https://studymanuals.naifa-florida.org
X-WR-CALDESC:Events for NAIFA-Florida
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230711T120000
DTEND;TZID=America/New_York:20230711T130000
DTSTAMP:20260403T175655
CREATED:20230125T144821Z
LAST-MODIFIED:20230125T144821Z
UID:36889-1689076800-1689080400@studymanuals.naifa-florida.org
SUMMARY:Q3 State of NAIFA
DESCRIPTION:TUESDAY\, JULY 11\, 2023\n12 PM EASTERN\n\nJoin us for the Q3 “State of NAIFA” 2023 webinar featuring: \n\nBryon Holz\, NAIFA President\nKevin Mayeux\, NAIFA CEO\nDiane Boyle\, NAIFA SVP of Government Relations\n\nNAIFA leaders will provide an update on where NAIFA is as an association and highlight advocacy work to be done this year. They will also provide an update on NAIFA programs and\, most importantly\, provide information to help you get the most out of NAIFA.
URL:https://studymanuals.naifa-florida.org/event/q3-state-of-naifa/
LOCATION:ZOOM
CATEGORIES:State of NAIFA,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230719T140000
DTEND;TZID=America/New_York:20230719T150000
DTSTAMP:20260403T175655
CREATED:20230713T190458Z
LAST-MODIFIED:20230713T190458Z
UID:39180-1689775200-1689778800@studymanuals.naifa-florida.org
SUMMARY:Members Only - NAIFA Live: Super-Producers Share Their Secrets of Success
DESCRIPTION:Howard Sharfman\nSenior Managing Director\, NFP Solution\nRyan Barradas\nManaging Partner\, Wealth Point\nJulian Movsesian\nPresident & CEO\, Succession Capital Alliance\nDan Munroe\nFinancial Professional\, Equitable Advisors\nJuly 19\, 2023\n2:00 PM EST\n\nJuly’s NAIFA Live is exclusive to NAIFA members to give them the opportunity to hear from three top producers as they give proven sales ideas that they wish they’d known when they started in the biz. The session will be moderated by Howard Sharfman\, one of Forbes’ 2021 Top Financial Security Professionals. \nRegister through the NAIFA Member Portal. \n\nThe Webinar is bought you by\n  \n 
URL:https://studymanuals.naifa-florida.org/event/members-only-naifa-live-super-producers-share-their-secrets-of-success/
LOCATION:ZOOM
CATEGORIES:NAIFA Live,Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230720T140000
DTEND;TZID=America/New_York:20230720T150000
DTSTAMP:20260403T175655
CREATED:20230706T133611Z
LAST-MODIFIED:20230706T133611Z
UID:39044-1689861600-1689865200@studymanuals.naifa-florida.org
SUMMARY:Virtual Sales Symposium Series - Surfing the Next Baby Boomer Wave (“Life Insurance 303: Putting Your IRA to Work” – CE)
DESCRIPTION:July 20 @ 2PM EST\nSurfing the Next Baby Boomer Wave (“Life Insurance 303: Putting Your IRA to Work” – CE)\nPresented by Michael Staeb\nCourse Offering # 1182985 ~ Provider #373455 (3GEN Insurance) ~ Course Authority – CE 2-16 Life ~ 1 Hour CE Credit \nTax planning isn’t just for those over 70 and paying RMDs. Clients with pre-tax savings they’re not drawing from will have future tax challenges. Learn 3 strategies to mitigate their tax liability using a life-insurance-based solution. \nMichael Staeb\, CLTC\, LACP\, LUTCF has over 18 years of experience in brokerage distribution. He designs and implements insurance solutions for personal\, business\, estate\, retirement\, and charitable planning. MDRT Focus Session Speaker in 2019\, Speaker at FPA Puget Sound Symposium (Seattle) in 2018\, NAIFA Conference speaker in 2016\, LILI graduate\, and YAT panelist at NAIFA Conference in 2014. \nEach session is $19/Members or $29/Non-Members. A multi session discount is available for all five sessions. $69/Members or $99 Non-Members \nTo receive the five session discount\, you MUST enter one of the following promo codes in step 2 of checkout: \nmember5\nnonmember5 \nFor the full schedule or to register\, please visit https://studymanuals.naifa-florida.org/2023nfconv/.
URL:https://studymanuals.naifa-florida.org/event/virtual-sales-symposium-series-surfing-the-next-baby-boomer-wave-life-insurance-303-putting-your-ira-to-work-ce/
LOCATION:ZOOM
CATEGORIES:Conference,Continuing Education,New Members,Non-Members,Open to Members & Non-Members,Symposium,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230726T100000
DTEND;TZID=America/New_York:20230726T110000
DTSTAMP:20260403T175655
CREATED:20230707T132109Z
LAST-MODIFIED:20230707T132250Z
UID:39078-1690365600-1690369200@studymanuals.naifa-florida.org
SUMMARY:Citizens Webinar
DESCRIPTION:  \n  \n  \n  \n  \nCitizens Webinar – Wednesday\, 7/26 (10:00 a.m. ET) \n  \n\nAgency Operations\nRoof Replacement Eligibility\nCitizens New Business Eligibility\nFlood Requirements\nDepopulation Changes\nInterim Changes to the Clearinghouse Program\nHot Topics\n\n  \nJoin Zoom Meeting \nhttps://us02web.zoom.us/j/9351425169 \n  \nDial by your location \n\n+1 305 224 1968 US\n+1 309 205 3325 US\n+1 312 626 6799 US (Chicago)\n+1 646 558 8656 US (New York)\n\nMeeting ID: 935 142 5169
URL:https://studymanuals.naifa-florida.org/event/citizens-webinar-4/
LOCATION:ZOOM
CATEGORIES:Citizens
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230726T113000
DTEND;TZID=America/New_York:20230726T140000
DTSTAMP:20260403T175655
CREATED:20230706T144957Z
LAST-MODIFIED:20230706T151825Z
UID:39057-1690371000-1690380000@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Tampa Bay's Clark Capital Market Update Luncheon
DESCRIPTION:July Monthly Program: Clark Capital Market Update Luncheon\n\n\n\nWednesday\, July 26\, 2023 11:30am-2:00PM\nBrio Italian Grill\nJoin NAIFA Tampa Bay Wednesday\, July 26th as we welcome Jeff Daigneault from Clark Capital Management Group to discuss the current state of the capital markets and changes to expect for your clients. \nTopics to Include: \n·       An interactive economic & capital markets review to prepare you to answer your clients’ latest questions on the markets \n·       A review of how Clark Capital is positioning portfolios to help keep clients on course \n·       Tools for growing and retaining your high-net-worth business \nPresented By: Clark Capital Management Group \nJeff Daigneault \nInvestment Consultant \nOpen to all members\, non-members\, & their guests. \nDon’t forget to bring your business cards and invite a potential NAIFA member!
URL:https://studymanuals.naifa-florida.org/event/naifa-tampa-bays-clark-capital-market-update-luncheon/
LOCATION:Brio Italian Grille\, 2223 N. Westshore Boulevard\, Tampa\, Florida
CATEGORIES:Chapter Event,In Person Event,New Members,Non-Members,Open to Members & Non-Members
ORGANIZER;CN="NAIFA-Tampa Bay":MAILTO:info@naifatampa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230727T120000
DTEND;TZID=America/New_York:20230727T130000
DTSTAMP:20260403T175655
CREATED:20230706T133903Z
LAST-MODIFIED:20230706T133903Z
UID:39046-1690459200-1690462800@studymanuals.naifa-florida.org
SUMMARY:Virtual Sales Symposium Series - The Value of Working with a Professional Coach
DESCRIPTION:July 27 @ Noon EST\nThe Value of Working with a Professional Coach\nPresented by Shari Santoriello\nIt seems like coaches have sprung up everywhere these days. Shari will share tips on how to vet and select just the right personal coach for you and your goals. Whether it’s coaching for your career\, leadership development\, health\, or life\, Shari will walk you through the process of picking the right coach! \nShari Santoriello is a Career Specialist with Ama La Vida with a strong 25-year career in creative marketing communications and ten years of experience as a college professor. She has a Master’s in Communications Arts from the New York Institute of Technology and a Bachelor’s in English (concentration in Communications) from the University of Albany.  \nEach session is $19/Members or $29/Non-Members. A multi session discount is available for all five sessions. $69/Members or $99 Non-Members \nTo receive the five session discount\, you MUST enter one of the following promo codes in step 2 of checkout: \nmember5\nnonmember5 \nFor the full schedule or to register\, please visit https://studymanuals.naifa-florida.org/2023nfconv/.
URL:https://studymanuals.naifa-florida.org/event/virtual-sales-symposium-series-the-value-of-working-with-a-professional-coach/
LOCATION:ZOOM
CATEGORIES:Conference,Continuing Education,New Members,Non-Members,Open to Members & Non-Members,Symposium,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230803T100000
DTEND;TZID=America/New_York:20230803T110000
DTSTAMP:20260403T175655
CREATED:20230706T134203Z
LAST-MODIFIED:20230706T134249Z
UID:39048-1691056800-1691060400@studymanuals.naifa-florida.org
SUMMARY:Virtual Sales Symposium Series - Discover Untapped Markets to Boost Your Career
DESCRIPTION:Aug 3 @ 10:00AM EST\nDiscover Untapped Markets to Boost Your Career\nPresented by Darlene Flagg\nWhether you’re a seasoned advisor\, a new advisor\, or somewhere in between\, you’ll learn why untapped markets could be your key to boost sales and reach your goals! If you’re looking for ways to expand your business\, Darlene can help you do it! \nDarlene Flagg is VP of Marketing & Brand for National Life Group and she has over 25 years of marketing and sales experience in the life\, annuity\, and retirement arenas. She is the Immediate Past President of Women in Financial Services (WIFS) and she is a graduate of Seton Hall University with Bachelor’s and Master’s degrees. \nEach session is $19/Members or $29/Non-Members. A multi session discount is available for all five sessions. $69/Members or $99 Non-Members \nTo receive the five session discount\, you MUST enter one of the following promo codes in step 2 of checkout: \nmember5\nnonmember5 \nFor the full schedule or to register\, please visit https://studymanuals.naifa-florida.org/2023nfconv/.
URL:https://studymanuals.naifa-florida.org/event/virtual-sales-symposium-series-discover-untapped-markets-to-boost-your-career/
LOCATION:ZOOM
CATEGORIES:Conference,Continuing Education,New Members,Non-Members,Open to Members & Non-Members,Symposium,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230803T173000
DTEND;TZID=America/New_York:20230803T193000
DTSTAMP:20260403T175655
CREATED:20230725T182929Z
LAST-MODIFIED:20230725T183745Z
UID:39360-1691083800-1691091000@studymanuals.naifa-florida.org
SUMMARY:NAIFA Northeast Happy Hour - Summer Social
DESCRIPTION:August 3\, 2023\nNAIFA Happy Hour – Summer Social\nLocation\nFogo de Chao \n4787 Town Center Blvd.\nJacksonville\, FL 32256 \nJoin NAIFA members for appetizers and drinks.\nA great way to meet other professionals in the industry.\nFirst 30 members attend free with RSVP.\nGuest are welcome\, cost $10 per person (must be prepaid online).\nAppetizers provided\n1st Happy Hour Beverage free (self-purchase thereafter). \nRSVP by August 1\, 2023.
URL:https://studymanuals.naifa-florida.org/event/naifa-northeast-happy-hour-summer-social/
LOCATION:Fogo de Chao\, 4787 Town Center Blvd.\, Jacksonville\, FL\, 32256
CATEGORIES:Chapter Event,In Person Event,Mixer,Networking,New Members,Non-Members,Open to Members & Non-Members
ORGANIZER;CN="NAIFA-Northeast Florida":MAILTO:info@naifa-jacksonville.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230810T120000
DTEND;TZID=America/New_York:20230810T130000
DTSTAMP:20260403T175655
CREATED:20230706T134528Z
LAST-MODIFIED:20230706T134956Z
UID:39050-1691668800-1691672400@studymanuals.naifa-florida.org
SUMMARY:Virtual Sales Symposium Series - Health Insurance: Inflation Reduction Act
DESCRIPTION:Aug 10 @ Noon EST\nHealth Insurance: Inflation Reduction Act\nPresented by Craig Rodrigue\nCourse Offering #1182875 ~ Provider #654 ~ Course Authority – CE 2-40 Health ~ 1 Hour CE Credit \nIf you a health insurance advisor or you are curious about what’s going on with health insurance costs\, the lowering of prescription drug prices\, including caps on out-of-pocket drug costs\, then hear it from NAIFA-Florida’s Health Insurance Committee chair! His no-nonsense approach makes for a fascinating look at how he keeps his clients and the business community informed and in compliance! \nCraig Rodrigue has been an independent agent with CSR & Associates Benefits Group for over 25 years and is on top of the current environment for healthcare coverage. He’s a benefits specialist and an advisor on ACA federal compliance. Craig is a graduate of the University of Central Florida College of Business Administration. \nEach session is $19/Members or $29/Non-Members. A multi session discount is available for all five sessions. $69/Members or $99 Non-Members \nTo receive the five session discount\, you MUST enter one of the following promo codes in step 2 of checkout: \nmember5\nnonmember5 \nFor the full schedule or to register\, please visit https://studymanuals.naifa-florida.org/2023nfconv/.
URL:https://studymanuals.naifa-florida.org/event/virtual-sales-symposium-series-health-insurance-inflation-reduction-act/
LOCATION:ZOOM
CATEGORIES:Conference,Continuing Education,New Members,Non-Members,Open to Members & Non-Members,Symposium,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230816T140000
DTEND;TZID=America/New_York:20230816T150000
DTSTAMP:20260403T175655
CREATED:20230706T134904Z
LAST-MODIFIED:20230706T134904Z
UID:39052-1692194400-1692198000@studymanuals.naifa-florida.org
SUMMARY:Virtual Sales Symposium Series - From Financial Professional to Respected Thought Leader – The Career-Boosting Pathway to Ridiculous Success
DESCRIPTION:Aug 16 @ 2:00PM EST\nFrom Financial Professional to Respected Thought Leader –\nThe Career-Boosting Pathway to Ridiculous Success\nPresented by Brian Haney\nBrian will share ways to step up your game and enhance your credibility by becoming a respected thought leader – not just a financial professional. Learn new communications tools which will have your prospects and clients regard you as a “must-have” advisor. \nBrian Haney\, CLTC\, CFS\, CIS\, CFBS\, LACP\, LUTCF\, CAE\, founded The Haney Company in Silver Spring\, MD\, along with his father\, in 2013. As CEO\, Brian has more than a decade of experience in banking investments\, asset management\, and insurance. He’s a perineal MDRT Qualifier since 2016 as well as Court of the Table since 2014. Brian is NAIFA’s 2021 YAT Leader of the Year and 2018 Diversity Champion Award winner. He currently sits on NAIFA’s Board of Trustees. \nEach session is $19/Members or $29/Non-Members. A multi session discount is available for all five sessions. $69/Members or $99 Non-Members \nTo receive the five session discount\, you MUST enter one of the following promo codes in step 2 of checkout: \nmember5\nnonmember5 \nFor the full schedule or to register\, please visit https://studymanuals.naifa-florida.org/2023nfconv/.
URL:https://studymanuals.naifa-florida.org/event/virtual-sales-symposium-series-from-financial-professional-to-respected-thought-leader-the-career-boosting-pathway-to-ridiculous-success/
LOCATION:ZOOM
CATEGORIES:Conference,Continuing Education,New Members,Non-Members,Open to Members & Non-Members,Symposium,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230817T140000
DTEND;TZID=America/New_York:20230817T150000
DTSTAMP:20260403T175655
CREATED:20230724T174846Z
LAST-MODIFIED:20230724T174846Z
UID:39336-1692280800-1692284400@studymanuals.naifa-florida.org
SUMMARY:MEMBERS ONLY - NAIFA Live: College Funding and Retirement
DESCRIPTION:NAIFA Live: College Funding and Retirement\nBrock Jolly\nManaging Partner\, Veritas Financial\nAugust 17\, 2023\n2 PM Eastern\n\nAugust’s NAIFA Live is exclusive to NAIFA members to give them an opportunity to hear from NAIFA Treasurer Brock Jolly the Founder of The College Funding Coach. Brock will discuss how paying for college can have a profound impact on parents’ or students’ financial security and retirement preparations. \nRegister through the NAIFA Member Portal at https://belong.naifa.org/. \nThe Webinar is bought you by\n  \n 
URL:https://studymanuals.naifa-florida.org/event/members-only-naifa-live-college-funding-and-retirement/
LOCATION:ZOOM
CATEGORIES:Members Only,NAIFA Live,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20230831
DTEND;VALUE=DATE:20230901
DTSTAMP:20260403T175655
CREATED:20230810T142631Z
LAST-MODIFIED:20230810T142700Z
UID:39712-1693440000-1693526399@studymanuals.naifa-florida.org
SUMMARY:NAIFA NQA Award Applications -- Deadline is Aug. 31
DESCRIPTION:  \n  \n  \n  \n  \nNAIFA NQA Award Applications — Deadline is Aug. 31 \n  \nApplication Deadline: August 31\, 2023 \nDon’t miss this opportunity to apply for the 2023 NAIFA Quality Award. Originally established in 1945\, the NQA stands as the hallmark of an agent or advisor that provides exceptional client service. \nApplicants can submit in any or all of the four award categories: \n\nLife Insurance\nMultiline\nFinancial Advising\nHealth and Employee Benefits\n\nRecipients of the NQA will receive a digital badge that they can put on their LinkedIn profile\, email signatures\, websites\, and more. Distinguish yourself and apply for the NQA today! \nApply for the NQA
URL:https://studymanuals.naifa-florida.org/event/39712/
CATEGORIES:Awards,Deadline,Members Only
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230906T114000
DTEND;TZID=America/New_York:20230906T123000
DTSTAMP:20260403T175655
CREATED:20230905T125307Z
LAST-MODIFIED:20230905T125334Z
UID:40269-1694000400-1694003400@studymanuals.naifa-florida.org
SUMMARY:Sen. Rick Scott to Meet with All Members
DESCRIPTION:U.S. Senator Rick Scott has agreed to meet with all NAIFA-Florida members on Zoom at 11:40 a.m. on Wednesday\, Sept. 6. All members are invited to attend (see Zoom link below). The event will be moderated by NAIFA-Florida Grassroots Chair Glenn Ritchie and is being held in conjunction with a month-long NAIFA initiative to have members meet their members of Congress (House and Senate) in their district offices during August. \n   Sen. Scott\nRitchie\nZoom link / Phone dial-in: \nTopic: Sen. Rick Scott \nTime: Sep 6\, 2023 11:40 AM Eastern Time (US and Canada) \nJoin Zoom Meeting \nhttps://us02web.zoom.us/j/9351425169 \nMeeting ID: 935 142 5169 \nDial by your location \n+1 305 224 1968 US \n+1 309 205 3325 US \n+1 312 626 6799 US (Chicago) \n+1 646 558 8656 US (New York) \nMeeting ID: 935 142 5169 \n 
URL:https://studymanuals.naifa-florida.org/event/sen-rick-scott-to-meet-with-all-members/
LOCATION:ZOOM
CATEGORIES:Legislative Event,Members Only,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230912T120000
DTEND;TZID=America/New_York:20230912T130000
DTSTAMP:20260403T175655
CREATED:20230907T132032Z
LAST-MODIFIED:20230907T132114Z
UID:40315-1694520000-1694523600@studymanuals.naifa-florida.org
SUMMARY:NAIFA Town Hall Meeting #1
DESCRIPTION:September 12th\n12:00 pm eastern\n\nJoin us for a Town Hall meeting to discuss the pending merger of NAIFA\, the Society of FSP\, and Life Happens. Appearing to report on the merger and answer questions will be: \n\nBryon Holz\, NAIFA President\nTom Cothron\, NAIFA President-Elect\nLawrence Holzberg\, NAIFA Immediate Past President\nBrock Jolly\, NAIFA Treasurer\nKevin Mayeux\, NAIFA CEO\n\nThis is the first of two Town Hall meetings on the NAIFA-FSP-Life Happens merger. \n\nMORE
URL:https://studymanuals.naifa-florida.org/event/naifa-town-hall-meeting-1/
LOCATION:ZOOM
CATEGORIES:Town Hall,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230914T150000
DTEND;TZID=America/New_York:20230914T160000
DTSTAMP:20260403T175655
CREATED:20230907T132358Z
LAST-MODIFIED:20230907T132358Z
UID:40319-1694703600-1694707200@studymanuals.naifa-florida.org
SUMMARY:NAIFA Town Hall Meeting #2
DESCRIPTION:September 14th\n3:00 pm eastern\n\nJoin us for a Town Hall meeting to discuss the pending merger of NAIFA\, the Society of FSP\, and Life Happens. Appearing to report on the merger and answer questions will be: \n\nBryon Holz\, NAIFA President\nTom Cothron\, NAIFA President-Elect\nLawrence Holzberg\, NAIFA Immediate Past President\nBrock Jolly\, NAIFA Treasurer\nKevin Mayeux\, NAIFA CEO\n\nThis is the second of two Town Hall meetings on the NAIFA-FSP-Life Happens merger. \n\nMORE
URL:https://studymanuals.naifa-florida.org/event/naifa-town-hall-meeting-2-2/
LOCATION:ZOOM
CATEGORIES:Town Hall,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230920T100000
DTEND;TZID=America/New_York:20230920T140000
DTSTAMP:20260403T175655
CREATED:20230406T132453Z
LAST-MODIFIED:20230406T132506Z
UID:37855-1695204000-1695218400@studymanuals.naifa-florida.org
SUMMARY:Webinar - 4 HR CE-Hour Life & Health – (Required) Law and Ethics
DESCRIPTION:“2023 Law and Ethics Update for Life and Health Advisors – Webinar” (on Zoom) \nWednesday\, September 20\, 2023 – 10:00 AM to 2:00 PM ET\n \n  \n  \n  \n  \n  \n  \n  \nInstructor: Matthew Campbell \n  \nCOURSE INFORMATION \nThis 4-Hour course fulfills the DFS requirement that Life and Health Insurance Advisors need four hours of law and ethics update in every two-year continuing education cycle. Content covers updates to state and federal law and rules for those in the life and health insurance arenas. \nCourse ID: 125558 ~ Course Offering: 1179269 ~ Hours – Four (4)\nCourse Level- Intermediate ~ Course Authority – CE 5-215 Law and Ethic Update – LHV \n  \nCOST TO ATTEND \n$30 – Members\n$40 – Non-Members \n  \nREGISTRATION \nPlease note that as soon as you register\, you will receive a confirmation email with the ZOOM link for the meeting. If you do not receive that email\, please check your spam folder. A reminder email will be sent out on the morning of the class with the ZOOM link. \n 
URL:https://studymanuals.naifa-florida.org/event/webinar-4-hr-ce-hour-life-health-required-law-and-ethics-2/
LOCATION:ZOOM
CATEGORIES:Continuing Education,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230921T140000
DTEND;TZID=America/New_York:20230921T150000
DTSTAMP:20260403T175655
CREATED:20230724T175406Z
LAST-MODIFIED:20230724T175406Z
UID:39338-1695304800-1695308400@studymanuals.naifa-florida.org
SUMMARY:MEMBERS ONLY - NAIFA Live: Practice Growth and Success
DESCRIPTION:Joey Davenport\nPresident and Co-Founder of Hoopis Performance Network\nSeptember 21\, 2023\n2:00 PM EST\nSeptember’s NAIFA Live is exclusive to NAIFA members to give them an opportunity to hear from Joey Davenport about practicing professional and personal growth and how to achieve unimaginable success. Joey will be focusing on empowering financial professionals to become extraordinary!\n\n\n\n\nThe Webinar is bought you by
URL:https://studymanuals.naifa-florida.org/event/members-only-naifa-live-practice-growth-and-success/
LOCATION:ZOOM
CATEGORIES:Members Only,NAIFA Live,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230927T153000
DTEND;TZID=America/New_York:20230927T163000
DTSTAMP:20260403T175655
CREATED:20230814T154400Z
LAST-MODIFIED:20230814T154400Z
UID:39791-1695828600-1695832200@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Broward: Legislative Meeting
DESCRIPTION:SAVE THE DATE\n We invite you to join us for a Legislative Meeting\nDrinks and Small Bites will be served. \nThe Future of Property Insurance in Florida\non September 27th\, 2023  \n\nDate:  Wed.\, Sept. 27\, 2023 \nTime:  3:30 pm \nLocation:  TBA \n \nPresenter:    Tim Meenan\, NAIFA-Florida Lobbyist\, \nJoin us for an important meeting to learn about the future of property insurance in Florida including the roof replacement issue.  Our panel is uniquely qualified to present the state of Florida Property Insurance. We will discuss this important issue from the legislative\, property insurance provider and the agent’s perspective. \nDo you own your home?  Do you have clients that own their homes? Then this meeting is a must attend!  Learn about the future of homeowners given the recent news of the carriers exiting.  Also hear from our State Lobbyist Tim Meenan on the issues we are advocating for right now and how you can be a part of the process!  September 27th meeting. Please forward this to your fellow agents. Hope to see you there!
URL:https://studymanuals.naifa-florida.org/event/naifa-broward-legislative-meeting/
CATEGORIES:Chapter Event,In Person Event,Legislative Event
ORGANIZER;CN="NAIFA-Broward":MAILTO:admin@naifa-broward.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230928T113000
DTEND;TZID=America/New_York:20230928T130000
DTSTAMP:20260403T175655
CREATED:20230906T141707Z
LAST-MODIFIED:20230906T141707Z
UID:40290-1695900600-1695906000@studymanuals.naifa-florida.org
SUMMARY:Best Practices Being Intentional in Balancing Your Professional & Personal Activities and Leading in Today's Environment
DESCRIPTION:  \nGuest Speaker\nJeff Chernoff\, MS\, LUTCF\, LACP\nA Tampa native\, insurance advisor\, vice president of his family business\, father\, husband\, NAIFA 2022 Young Advisor of the Year\, LILI graduate\, NAIFA Florida President 2023.\nClick Here to read more about our speaker. \nLOCATION\nTerra Gaucha Brazilian Steakhouse\n4483 Southside Blvd.\nJacksonville\, FL  32216\n(Please understand that we may not be able to accommodate walkin’s)\nCost $25 members\, $30 non-members.\nOnline prepay and RSVP by 12noon\nMonday\, September 25th.  Click here to complete your RSVP now. 
URL:https://studymanuals.naifa-florida.org/event/best-practices-being-intentional-in-balancing-your-professional-personal-activities-and-leading-in-todays-environment/
LOCATION:Terra Gaucha Brazilian Steakhouse\, 4483 Southside Blvd.\, Jacksonville\, FL\, 32216
CATEGORIES:Chapter Event,In Person Event,Networking,New Members,Non-Members,Open to Members & Non-Members
ORGANIZER;CN="NAIFA-Northeast Florida":MAILTO:info@naifa-jacksonville.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230928T120000
DTEND;TZID=America/New_York:20230928T150000
DTSTAMP:20260403T175655
CREATED:20230816T173514Z
LAST-MODIFIED:20230816T173628Z
UID:39940-1695902400-1695913200@studymanuals.naifa-florida.org
SUMMARY:Preparing Now for the Challenges Ahead: Guiding Clients Through Tax & Estate Planning in 2023 & 2024
DESCRIPTION:September 28\, 2023\n12-3 pm eastern\n\nNAIFA and the Society of FSP bring you this webinar on the provisions of the Tax Cuts and Jobs Act of 2017 (TCJA) that sunset at the end of 2025. The panel will examine the planning opportunities these changes present and also explore the best ways to talk to your clients who are reluctant to discuss estate planning\, including providing fact-finding tips\, explaining listening styles\, and guiding you to have clear conversations. \nClick Here for More Information\n\nThe Webinar is bought you by
URL:https://studymanuals.naifa-florida.org/event/preparing-now-for-the-challenges-ahead-guiding-clients-through-tax-estate-planning-in-2023-2024/
LOCATION:ZOOM
CATEGORIES:Advanced Practice Center,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230928T180000
DTEND;TZID=America/New_York:20230928T200000
DTSTAMP:20260403T175655
CREATED:20230926T135518Z
LAST-MODIFIED:20230926T135518Z
UID:40607-1695924000-1695931200@studymanuals.naifa-florida.org
SUMMARY:NAIFA/CF Special Fall Kick-Off Event
DESCRIPTION:JOIN NAIFA/CF FOR A SPECIAL FALL KICK-OFF EVENT\nNote that Jimmy Patronis\, CFO is NOT able to attend due to a scheduling conflict.\nHowever\, we do have Representative David Smith and Senator Linda Steward.  In addition\, Tom Ashley\, CEO\, NAIFA-FL\, and Jeff Chernoff\, President – NAIFA-FL will be in attendance. \nIf you previously registered in anticipation of meeting with Jimmy Patronis and need to cancel\, please let Paula Keyes know at pkeyes@paulakeyes.com. \nThursday\, September 28\, 2023\nFrom 6 – 8 PM \nAT \nWinter Park Racquet Club\n2111 Via Tuscany\nWinter Park\, FL 32789 \nhttps://winterparkracquetclub.com/\n                        \nThere is no charge to attend\, but we do ask that you register so we will know approximately how many people to plan for.\n\n                                            
URL:https://studymanuals.naifa-florida.org/event/naifa-cf-special-fall-kick-off-event/
LOCATION:Winter Park Raquet Club\, 2111 via Tuscany\, Winter Park\, FL\, 32789
CATEGORIES:Chapter Event,In Person Event,Membership,Mixer,New Members,Non-Members,Open to Members & Non-Members
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231003T120000
DTEND;TZID=America/New_York:20231003T130000
DTSTAMP:20260403T175655
CREATED:20230125T145051Z
LAST-MODIFIED:20230125T145051Z
UID:36891-1696334400-1696338000@studymanuals.naifa-florida.org
SUMMARY:Q4 State of NAIFA
DESCRIPTION:TUESDAY\, OCTOBER 3\, 2023\n12 PM EASTERN\n\nJoin us for the Q4 “State of NAIFA” 2023 webinar featuring: \n\nBryon Holz\, NAIFA President\nKevin Mayeux\, NAIFA CEO\nDiane Boyle\, NAIFA SVP of Government Relations\n\nNAIFA leaders will provide an update on where NAIFA is as an association and highlight advocacy work to be done this year. They will also provide an update on NAIFA programs and\, most importantly\, provide information to help you get the most out of NAIFA.
URL:https://studymanuals.naifa-florida.org/event/q4-state-of-naifa-4/
LOCATION:ZOOM
CATEGORIES:State of NAIFA,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231005T150000
DTEND;TZID=America/New_York:20231005T183000
DTSTAMP:20260403T175655
CREATED:20230920T132101Z
LAST-MODIFIED:20230920T132101Z
UID:40507-1696518000-1696530600@studymanuals.naifa-florida.org
SUMMARY:NAIFA South Florida Legislative Day
DESCRIPTION:  \n  \n  \n  \nTim Meenan\, P.A. \nLee Gorodetsky\, LUTCF\, CLF \n  \n  \n  \n  \n  \n  \n  \nSponsored By \n \n  \n\nNAIFA-Florida Lobbyist Tim Meenan\nNAIFA-Florida Rep to Citizens MAAC Committee\, Lee Gorodetsky\nPanel Discussion\nComplimentary Happy Hour\nDoor Prizes\n\nMake plans now to attend NAIFA South Florida Legislative Day\, Thursday\, Oct. 5 at Cooper’s Hawk Winery and Restaurant in Dania Beach. Speakers will include NAIFA-Florida Lobbyist Tim Meenan\, who will bring the latest life and health news from the Florida legislature and the Department of Financial Service. Lee Gorodetsky\, the NAIFA-Florida representative to the Citizens Market Accountability Advisory Committee (MAAC) will provide an update on the status of Florida’s property market including its impact on Citizens. In addition\, there’ll be a panel discussion on property insurance and other insurance issues impacting NAIFA members in South Florida. NAIFA-Florida President Jeff Chernoff\, from Tampa\, and CEO Tom Ashley\, from Tallahassee will also be in attendance. \nCheck-in opens at 3:00 and the program begins at 3:30. Stay for a complimentary Happy Hour immediately following the program. This event is being hosted by NAIFA-Broward and is open to all members in Miami-Dade\, Broward\, and Palm Beaches. Registration (see link below) is required with space limited to the first 45 who register. Fee is $10. \nDate \nThursday\, Oct. 5\n3:00 – Check-in\n3:30 – Program\nHappy Hour to follow \nLocation \nCooper’s Hawk (Meritage Room)\n1822 Pointe Blvd.\, Unit H150\nDania Beach\, FL 33004 \nAfter the presentation there will be refreshments\, drinks and door prizes. \n(This event is being cost-shared by the NAIFA members in Miami-Dade\, Broward\, and Palm Beach counties.)
URL:https://studymanuals.naifa-florida.org/event/naifa-south-florida-legislative-day/
LOCATION:Cooper’s Hawk\, 1822 Pointe Blvd.\, Unit H150\, Dania Beach\, FL\, 33004
CATEGORIES:In Person Event,Legislative Event,Mixer
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231010T160000
DTEND;TZID=America/New_York:20231010T170000
DTSTAMP:20260403T175655
CREATED:20230810T140805Z
LAST-MODIFIED:20230810T140820Z
UID:39693-1696953600-1696957200@studymanuals.naifa-florida.org
SUMMARY:A Conversation with Tim Meenan - Zoom Advocacy Update
DESCRIPTION:“A Conversation with Tim Meenan” – Oct. 10 on Zoom  \nGrab 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 to NAIFA members\, plus informal time for “open-mic” where you can ask questions\, share your thoughts and hear from others. Members and non-members alike are invited! \nNo pre-registration required and there is no fee – simply click the Zoom link below on Oct. 10 at 4:00 p.m. ET. Not near your computer\, telephone option is available. \nZoom log-on / dial-in \nJoin Zoom Meeting \nhttps://us02web.zoom.us/j/9351425169 \nMeeting ID: 935 142 5169 \nOr dial by your location \n+1 305 224 1968 US \n+1 309 205 3325 US \n+1 312 626 6799 US (Chicago) \n+1 646 558 8656 US (New York) \nMeeting ID: 935 142 5169
URL:https://studymanuals.naifa-florida.org/event/a-conversation-with-tim-meenan-zoom/
LOCATION:ZOOM
CATEGORIES:Legislative Event,New Members,Non-Members,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231012T120000
DTEND;TZID=America/New_York:20231012T130000
DTSTAMP:20260403T175655
CREATED:20231009T172145Z
LAST-MODIFIED:20231009T172145Z
UID:40939-1697112000-1697115600@studymanuals.naifa-florida.org
SUMMARY:NAIFA Membership Vote
DESCRIPTION:NAIFA Membership Vote\nOctober 12th\n12:00 pm eastern\n\nAre 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 one organization. \nThese NAIFA leaders will be present to answer any questions prior to the vote: \n\nBryon Holz\, NAIFA President\nTom Cothron\, NAIFA President-Elect\nLawrence Holzberg\, NAIFA Immediate Past President\nBrock Jolly\, NAIFA Treasurer\nKevin Mayeux\, NAIFA CEO\n\nNAIFA members eligible to vote received an invitation on September 7th to register. \nPlease note: You must be present to vote and must be logged in with your full name appearing on your Zoom registration.
URL:https://studymanuals.naifa-florida.org/event/naifa-membership-vote/
LOCATION:ZOOM
CATEGORIES:Members Only,Membership,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231019T140000
DTEND;TZID=America/New_York:20231019T150000
DTSTAMP:20260403T175655
CREATED:20231006T131333Z
LAST-MODIFIED:20231006T131434Z
UID:40887-1697724000-1697727600@studymanuals.naifa-florida.org
SUMMARY:Members Only: NAIFA Live-Looking Forward to 2024: A CEO Perspective
DESCRIPTION:David O’Malley\nPresident & CEO | Penn Mutual\nHoward Sharfman\nSenior Managing Director | NFP Solutions\n\nOctober 19\, 2023\n2 pm eastern\n\nThis 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 in 2022 following a tenure beginning in 1994\, will share his CEO perspective\, while Sharfman\, noted as a Forbes’ 2021 Top Financial Security Professional\, will moderate the session. \n\nLog Into the NAIFA Member Portal to Register. \n\nThe Webinar is brought you by\n  \n 
URL:https://studymanuals.naifa-florida.org/event/members-only-naifa-live-looking-forward-to-2024-a-ceo-perspective/
LOCATION:ZOOM
CATEGORIES:Members Only,NAIFA Live,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231019T140000
DTEND;TZID=America/New_York:20231019T153000
DTSTAMP:20260403T175655
CREATED:20231011T190000Z
LAST-MODIFIED:20231011T190000Z
UID:40969-1697724000-1697729400@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Broward- NAIFA Live Watch Party
DESCRIPTION:. \nJoin 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. \n  \nAbout the Presenters\nHoward Sharfman\nSENIOR MANAGING DIRECTOR | NFP SOLUTIONS \n \nDavid O’Malley\nPRESIDENT & CEO | PENN MUTUAL\n  \nSCHEDULE\n1:55 PM –  WELCOME\,    Live Broadcast Begins\n2:00 PM – PRESENTATION\n3:30 PM – NAIFA LIVE CONCLUDES \n  \nNAIFA-Broward is hosting a “Watch Party”  \n     \n\n1 North Federal Highway\, Suite 201\, Boca Raton\, FL 33432 \n  \nPlease register by email/telephone:  Stephen Good\nsgood@1847Financial.com \nTel:  425-606-0857
URL:https://studymanuals.naifa-florida.org/event/naifa-broward-naifa-live-watch-party/
LOCATION:1847 Financial\, 1 North Federal Highway\, Suite 201\, Boca Raton\, FL\, 33432
CATEGORIES:Chapter Event,In Person Event,Members Only
ORGANIZER;CN="NAIFA-Broward":MAILTO:admin@naifa-broward.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231019T180000
DTEND;TZID=America/New_York:20231019T213000
DTSTAMP:20260403T175655
CREATED:20230828T174553Z
LAST-MODIFIED:20230828T174553Z
UID:40145-1697738400-1697751000@studymanuals.naifa-florida.org
SUMMARY:Tampa Bay Lightning Game and Tailgate
DESCRIPTION:October 19\, 2023\nDoors Open at 6:00 pm\nGame 7:00 pm ~ 9:30 pm\n\n\nJoin your fellow NAIFA-Tampa Bay members for Tailgating in the Thunderzone prior to the Lightning Game on October 19th! \nNetwork with fellow NAIFA Members and watch the Tampa Bay Lightning take on the Vancouver Canucks. \nMembers: $30.00 | Non-Members: $50.00\n* Any NAIFA member who brings a non-member that joins NAIFA to the game receives their registration & the new members registration free! \nPrice includes a Terrace level seats to the game\, tailgating in the Thunderzone prior to the Lightning Game\, and all alcohol\, food\, & beverage for the entire game. \nThunderzone at Amalie Arena\n401 Channelside Drive\nTampa\, FL 33602 \n\nOfficial registration coming soon at https://tampa.naifa.org/events.
URL:https://studymanuals.naifa-florida.org/event/tampa-bay-lightning-game-and-tailgate/
LOCATION:Thunderzone at Amalie Arena\, 401 Channelside Drive\, Tampa\, FL\, 33602
CATEGORIES:In Person Event,Mixer,Networking,New Members,Non-Members,Open to Members & Non-Members
ORGANIZER;CN="NAIFA-Tampa Bay":MAILTO:info@naifatampa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20231024
DTEND;VALUE=DATE:20231025
DTSTAMP:20260403T175655
CREATED:20230418T184200Z
LAST-MODIFIED:20230817T203104Z
UID:38025-1698105600-1698191999@studymanuals.naifa-florida.org
SUMMARY:Apex East
DESCRIPTION:October 24\, 2023\n\nLaunched 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 to the top of your personal production. NAIFA is pleased to launch a regional conference in 2023 called Apex East.
URL:https://studymanuals.naifa-florida.org/event/apex-east/
LOCATION:NAIFA Headquarters Building\, 1000 Wilson Blvd\, Arlington\, VA\, 22209
CATEGORIES:Conference,In Person Event
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231026T113000
DTEND;TZID=America/New_York:20231026T133000
DTSTAMP:20260403T175655
CREATED:20231004T131252Z
LAST-MODIFIED:20231004T131337Z
UID:40826-1698319800-1698327000@studymanuals.naifa-florida.org
SUMMARY:NAIFA NE FL Luncheon - Legislative Updates
DESCRIPTION:October 26\, 2023\n11:30AM – 1:30PM \nDan 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. \nPrior to entering the private sector\, Dan served as Director of Government Relations for Florida Attorney General Ashley Moody.  In that role\, he led multiple legislative efforts and helped Florida settle over $1.9 billion in opioid litigation.  He oversaw state and federal lobbying\, with a focus on budget and legislative priorities including\, opioid abatement\, national and state-wide litigation issues\, anti-trust\, criminal justice\, racketeering\, and elder fraud. Dan also advised the Attorney General on matters for consideration before the Governor and Cabinet\, involving complex land issues and cabinet agency policies and rulemaking.  Click here to learn more about our speaker. \nLocation\nTerra Gaucha Brazilian Steakhouse\n4483 Southside Blvd\nJacksonville\, FL \nRSVP necessary by October 23rd.
URL:https://studymanuals.naifa-florida.org/event/naifa-ne-fl-luncheon-legislative-updates/
LOCATION:Terra Gaucha Brazilian Steakhouse\, 4483 Southside Blvd.\, Jacksonville\, FL\, 32216
CATEGORIES:Chapter Event,Legislative Event,Networking,New Members,Non-Members,Open to Members & Non-Members
ORGANIZER;CN="NAIFA-Northeast Florida":MAILTO:info@naifa-jacksonville.org
END:VEVENT
END:VCALENDAR