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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:20230509T120000
DTEND;TZID=America/New_York:20230509T130000
DTSTAMP:20260403T150848
CREATED:20230418T183032Z
LAST-MODIFIED:20230418T183032Z
UID:38016-1683633600-1683637200@studymanuals.naifa-florida.org
SUMMARY:Drive Business Growth by Embracing the Digital Age
DESCRIPTION:John Boothman\niLife Technologies\nTuesday\, May 9\n12 pm eastern\n\nAt 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 keep up in today’s ever-changing market. \n \n\n\n\nWebinar Brought to You By\n  \n 
URL:https://studymanuals.naifa-florida.org/event/drive-business-growth-by-embracing-the-digital-age/
LOCATION:ZOOM
CATEGORIES:Business Performance Center,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230509T120000
DTEND;TZID=America/New_York:20230509T150000
DTSTAMP:20260403T150848
CREATED:20230418T183303Z
LAST-MODIFIED:20230418T183303Z
UID:38018-1683633600-1683644400@studymanuals.naifa-florida.org
SUMMARY:Post SECURE Act 2.0: Actionable Techniques and Sophisticated Strategies in Retirement and Estate Planning
DESCRIPTION:     \nJamie P. Hopkins\, Esq.\, MBA\, CFP\, LLM\, CLU\, ChFC\, RICP\nCarson Group\nRobert K. Kirkland\, JD\, LLM\nKirkland Woods & Martinsen LLP\nBrandon Buckingham\, JD\, LLM\nPrudential Retirement and Life Distribution\nTuesday\, May 9\n12 – 3 pm eastern\n\nThe SECURE Act brought a sea change in planning for the disposition of retirement assets. The recently issued regulations answered some questions and created new ones. This presentation will cover these and other developments in this important area. \nAttendees will learn: \n\nThe new rules for timing of distributions from a decedent’s IRA\nThe consequences of naming a trust as IRA beneficiary\nStrategies appropriate for when a special needs beneficiary is involved\nCharitable strategies that might be considered with IRAs\n\nCE Credit available. NAIFA members get free registration. Email apc@naifa.org to get your discount code. \n\n \n\n\nWebinar Brought to You By\n  \n\n 
URL:https://studymanuals.naifa-florida.org/event/post-secure-act-2-0-actionable-techniques-and-sophisticated-strategies-in-retirement-and-estate-planning/
LOCATION:ZOOM
CATEGORIES:Advanced Practice Center,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230510T103000
DTEND;TZID=America/New_York:20230510T233000
DTSTAMP:20260403T150848
CREATED:20230428T193754Z
LAST-MODIFIED:20230428T193754Z
UID:38154-1683714600-1683761400@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Broward - CE Class: "Disability Comprehensive Income Protection"
DESCRIPTION:We invite you to join us for a Continuing Education Class\nCE CLASS: “Disability Comprehensive Income Protection” \n  \nCourse:  Increase your Disability sales and reach out to your clients during Disability Awareness month by attending this course. \nLearn how to position both Group and Individual Disability together for an optimum plan design! \nDate: Wednesday\, May 10\, 2023 \nTime:  Registration\, 10:30 AM followed by 1-Hour CE Class.  We will be providing lunch catered from Panera.  Let us know if you have any dietary restrictions. \nLocation:  1000 Corporate Drive 7th Floor\, Fort Lauderdale FL 33334. Coastal Wealth Kitchen area \n  \nMODERATED BY: \n \nBob Herman\, Disability Income Regional Vice \nPresident Principal Life Insurance Company \n  \n \nMichele Friedlander\,  \nRHU\, REBC \nBrokerage Director/Disability Income\, LTC Specialist Coastal Wealth   \n \nCost Member: $20.00\nCost Non-Member: $30.00\n 
URL:https://studymanuals.naifa-florida.org/event/naifa-broward-ce-class-disability-comprehensive-income-protection/
LOCATION:Coastal Wealth\, 1000 Corporate Drive 7th Floor\, Fort Lauderdale\, FL\, 33334
CATEGORIES:Continuing Education,In Person Event,Open to Members & Non-Members
ORGANIZER;CN="NAIFA-Broward":MAILTO:admin@naifa-broward.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230517T083000
DTEND;TZID=America/New_York:20230517T123000
DTSTAMP:20260403T150848
CREATED:20230403T142800Z
LAST-MODIFIED:20230428T173846Z
UID:37810-1684312200-1684326600@studymanuals.naifa-florida.org
SUMMARY:Webinar - 4 HR CE-Hour Life & Health – (Required) Law and Ethics
DESCRIPTION:The Rosenthal Agency\, Inc. is a proud sponsor of NAIFA Florida’s upcoming  \n4 CE-Hours Life and Health CE Class  \n“2023 Law and Ethics Update for Life and Health Advisors”  \nThis is a State of Florida Required Course for Compliance  \nClass is open to Members and Non-Members of NAIFA \nCLICK HERE TO REGISTER TODAY!“ \n\n\n“2023 Law and Ethics Update for Life and Health Advisors – Webinar” (on Zoom)\nWednesday\, May 17\, 2023 – 8:30 AM to 12:30 PM ET\n \n  \n  \n  \n  \n  \nInstructor: Donald A. Brown \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: 1179069 ~ 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 \n  \n  \n  \nSponsored By\n\n\n\n\nRobert Rosenthal\nPresident\nPhone: 305-412-0800\nCell: 954-242-0197\nEmail: Robert@therosenthalagency.com \n8000 SW 117 Ave\, PH-A\nMiami\, FL 33183  \nwww.TheRosenthalAgency.com\n\n\n\n  \n 
URL:https://studymanuals.naifa-florida.org/event/webinar-4-hr-ce-hour-life-health-required-law-and-ethics/
LOCATION:ZOOM
CATEGORIES:Continuing Education,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:20230518T120000
DTEND;TZID=America/New_York:20230518T130000
DTSTAMP:20260403T150848
CREATED:20230418T183534Z
LAST-MODIFIED:20230418T183546Z
UID:38021-1684411200-1684414800@studymanuals.naifa-florida.org
SUMMARY:Scaling Advice: How to Make the Financial Planning Process More Efficient
DESCRIPTION:   \nAlison Susko\nVP of Community\, Asset-Map\nMike Hemmert\nChief Sales Officer\, Asset-Map\nThursday\, May 18\n12 pm eastern\n\nNAIFA 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’ financials in one shared picture: the start of an easy-to-understand process for more extensive advice conversations. \nJoin Alison Susko and Mike Hemmert of Asset-Map as they show you how with clarity comes confidence for the informed decisions that improve your clients’ financial health and increase the value of your business. \n\n\nWebinar Brought to You By
URL:https://studymanuals.naifa-florida.org/event/scaling-advice-how-to-make-the-financial-planning-process-more-efficient/
LOCATION:ZOOM
CATEGORIES:Business Performance Center,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20230522
DTEND;VALUE=DATE:20230524
DTSTAMP:20260403T150848
CREATED:20230217T164358Z
LAST-MODIFIED:20230217T164358Z
UID:37247-1684713600-1684886399@studymanuals.naifa-florida.org
SUMMARY:Congressional Conference
DESCRIPTION:Congressional Conference\nMay 22-23\, 2023\nWashington\, D.C.\n\nNAIFA’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 on specific legislative issues\, best practices for conducting congressional meetings\, and tips for developing impactful long-term relationships with legislators. \n\nMore
URL:https://studymanuals.naifa-florida.org/event/congressional-conference/
LOCATION:Washington DC\, Washington DC
CATEGORIES:In Person Event,Legislative Event,New Members
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230522T080000
DTEND;TZID=America/New_York:20230522T120000
DTSTAMP:20260403T150848
CREATED:20230329T152136Z
LAST-MODIFIED:20230418T183751Z
UID:37750-1684742400-1684756800@studymanuals.naifa-florida.org
SUMMARY:8th Annual DEI Symposium
DESCRIPTION:May 22\, 2023\nWashington\, D.C.\n\n\n\n\n\nNAIFA aims to promote a diverse membership that serves under-targeted populations by fostering an environment of multiculturalism\, equity\, and inclusion. The 8th Annual DEI Symposium presents sessions from the lens of how agents and advisors can better utilize political engagement to further advance their practice. Additionally\, the sessions will gauge the extent to which we are making progress in bringing more advisors into the industry. \nFeatured speakers include NAIFA Trustee and Midwest Legacy Group\, LLC\, Founder & CEO Christopher Gandy\, LACP; Keynote Speaker Marques Ogden; Pearson & Associates President Rachel Pearson; Diversity in Government Relations Coalition (DGRC) Co-Founder Cicely Tomlinson; and Society for Human Resource Management Chief Knowledge Officer Alexander Alonso\, PhD\, SHRM-SCP.
URL:https://studymanuals.naifa-florida.org/event/8th-annual-dei-symposium/
LOCATION:JW Marriott\, 1331 Pennsylvania Ave\, NW\, Washington\, DC\, 20004
CATEGORIES:Talent Development Center
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230525T113000
DTEND;TZID=America/New_York:20230525T130000
DTSTAMP:20260403T150848
CREATED:20230518T191701Z
LAST-MODIFIED:20230525T150930Z
UID:38411-1685014200-1685019600@studymanuals.naifa-florida.org
SUMMARY:NAIFA/CF May Luncheon
DESCRIPTION:NAIFA Central Florida Invites You To\nJoin Us for the May monthly luncheon.\nSPEAKER\nJeffrey Chernoff\, MS\, LUTCF\, LACP\nNAIFA-Florida President \nJeff Chernoff\, M.S.\, LUTCF\, LACP\, Vice President of Insurance and Trust in Tampa\, FL\, is the National Association of Insurance and Financial Advisors (NAIFA) Young Advisor Team Leader of the Year for 2022. \nChernoff is the President of NAIFA-FL and has been a loyal NAIFA member since 2011. He is a graduate of NAIFA’s Leadership in Life Institute (LILI) and has remained active in the program\, serving as a moderator of classes in Florida. He is a Past President of NAIFA-Tampa Bay and received that chapter’s Dick Cimino Distinguished Service Award in 2018 for his strong support of the chapter’s membership endeavors and public service projects. \nAs NAIFA-FL’s IFAPAC Chair\, he oversaw the growth of the state chapter’s political action committee in both dollars raised and number of contributors. \nMEETING INFORMATION\n11:30 am – 1:00 pm on Thursday\, May 25\, 2023\nThe Azalea Lodge\n1300 S. Denning Drive\nWinter Park\, FL \nCost:\nMember of NAIFA  In Person  $25.00\nNon-Members In-Person $30.00\nInvited and First-Time Guests – FREE
URL:https://studymanuals.naifa-florida.org/event/naifa-cf-may-luncheon-3/
LOCATION:The Azalea Lodge at Mead Gardens\, 1300 S Denning Dr\, Winter Park\, FL\, 32789
CATEGORIES:In Person Event,Membership,Mixer,New Members,Non-Members,Open to Members & Non-Members
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230531T113000
DTEND;TZID=America/New_York:20230531T140000
DTSTAMP:20260403T150848
CREATED:20230526T135114Z
LAST-MODIFIED:20230526T135130Z
UID:38499-1685532600-1685541600@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Tampa Bay's Florida Property Insurance Market Update Luncheon
DESCRIPTION:  \n \nMay Monthly Program: Florida Property Insurance Market Update Luncheon \n  \nWednesday\, May 31\, 2023 11:30am-2:00PM\nBrio Italian Grill\nJoin NAIFA Tampa Bay 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. \nEven if you are not a multi line agent\, we highly recommend attending as these issues will directly or indirectly affect every client you have in the State of Florida. Be a resource for them to help show your value as a NAIFA member by attending. \nTopics to Include: \nLegislative Changes Impacting Citizens \nDepopulation Program Enhancements \nTips on Working With Citizens \nOpen to all members\, non-members\, & their guests. \nDon’t forget to bring your business cards and invite a potential NAIFA member! \n \n  \n 
URL:https://studymanuals.naifa-florida.org/event/naifa-tampa-bays-florida-property-insurance-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:20230531T120000
DTEND;TZID=America/New_York:20230531T130000
DTSTAMP:20260403T150848
CREATED:20230517T140356Z
LAST-MODIFIED:20230517T140356Z
UID:38378-1685534400-1685538000@studymanuals.naifa-florida.org
SUMMARY:How LifeSecure Supplemental Products Can Grow Your Business
DESCRIPTION:Toby Kominek\, CLTC\nSr. National Sales Manager\, LifeSecure\nWednesday\, May 31\n12 pm eastern\n\nLifeSecure’s accident\, critical illness\, and hospital indemnity products have incredible value as stand-alone products\, but they also work well together when paired with health insurance. \nFind out how they can provide a whole health solution for your clients\, but also offer advantages to agents looking to grow their business at the next Advisor Today webinar on Wednesday\, May 31 at 12 pm eastern. \n\n \n  \nWebinar brought you by
URL:https://studymanuals.naifa-florida.org/event/how-lifesecure-supplemental-products-can-grow-your-business/
LOCATION:ZOOM
CATEGORIES:Advisor Today,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230601T140000
DTEND;TZID=America/New_York:20230601T150000
DTSTAMP:20260403T150848
CREATED:20230517T140618Z
LAST-MODIFIED:20230517T140618Z
UID:38380-1685628000-1685631600@studymanuals.naifa-florida.org
SUMMARY:Protecting Your Practice: Current E&O Trends and Loss Prevention Tips
DESCRIPTION:Ross Jordan\, CPCU\nAccount Executive\, CalSurance\nThursday\, June 1\n2 pm eastern\n\nJoin Ross Jordan of NAIFA partner CalSurance Associates for the next Business Performance Center webinar as he discusses the current Errors & Omissions (E&O) environment for financial professionals. At this webinar\, he will review recent claim trends\, share what you should be doing to protect your business\, and go through important coverages which you should be reviewing in your E&O insurance. \n \n\n  \nWebinar Brought to You By
URL:https://studymanuals.naifa-florida.org/event/protecting-your-practice-current-eo-trends-and-loss-prevention-tips/
LOCATION:ZOOM
CATEGORIES:Business Performance Center,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230601T170000
DTEND;TZID=America/New_York:20230601T190000
DTSTAMP:20260403T150848
CREATED:20230428T191135Z
LAST-MODIFIED:20230428T191427Z
UID:38139-1685638800-1685646000@studymanuals.naifa-florida.org
SUMMARY:New Port Richey-Area Members – Pop-Up Social
DESCRIPTION:Join your fellow NAIFA members from the New Port Richey region for an informal time of networking and drinks at The Social\, 5650 Main St.\, New Port Richey – \, Thursday\, June 1\, 5:00 p.m. The first drink is complimentary & we’ll kick in some appetizers! No formal program – just a time to reconnect and renew! Come meet NAIFA-Florida President Jeff Chernoff. Feel free to bring one or more fellow advisors. Members and non-members alike are welcome!! \nWHEN:  Thursday\, June 1\, 5:00 p.m \nWHERE: The Social\, 5650 Main St.\, New Port Richey \nQUESTIONS?  Contact Tom Ashley at tom.ashley@naifa-florida.org \n\nSponsored By\n \n\n\n\n\nRobert Rosenthal\nPresident\nPhone: 305-412-0800\nCell: 954-242-0197\nEmail: Robert@therosenthalagency.com8000 SW 117 Ave\, PH-A\nMiami\, FL 33183 www.TheRosenthalAgency.com\n\n\n\n  \n 
URL:https://studymanuals.naifa-florida.org/event/new-port-richey-area-members-pop-up-social/
LOCATION:The Social\, 5650 Main St\, New Port Richey\, FL\, 34652
CATEGORIES:In Person Event,Mixer,Networking,New Members,Non-Members,Open to Members & Non-Members,Pop Up Event
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230607T170000
DTEND;TZID=America/New_York:20230607T190000
DTSTAMP:20260403T150848
CREATED:20230428T191909Z
LAST-MODIFIED:20230428T191909Z
UID:38148-1686157200-1686164400@studymanuals.naifa-florida.org
SUMMARY:Tallahassee Members – Pop-Up Social
DESCRIPTION:Join your fellow NAIFA members from the Tallahassee region for an informal time of networking and drinks at Glory Days Grill\, 1926 Capital Circle NE\, Tallahassee\, – Wednesday\, June 7\, 5:00 p.m. The first drink is complimentary & we’ll kick in some appetizers! No formal program – just a time to reconnect and renew! Come meet NAIFA-Florida President Jeff Chernoff. Feel free to bring one or more fellow advisors. Members and non-members alike are welcome!! \nWHEN:  Wednesday\, June 7\, 5:00 p.m. \nWHERE: Glory Days Grill\, 1926 Capital Circle NE\, Tallahassee \nQUESTIONS?  Contact Tom Ashley at tom.ashley@naifa-florida.org \n\nSponsored By\n \n\n\n\n\nRobert Rosenthal\nPresident\nPhone: 305-412-0800\nCell: 954-242-0197\nEmail: Robert@therosenthalagency.com8000 SW 117 Ave\, PH-A\nMiami\, FL 33183 www.TheRosenthalAgency.com\n\n\n\n  \n 
URL:https://studymanuals.naifa-florida.org/event/tallahassee-members-pop-up-social/
LOCATION:Glory Days Grill – Tallahassee\, 1926 Capital Circle NE\, Tallahassee\, FL
CATEGORIES:In Person Event,Mixer,New Members,Non-Members,Open to Members & Non-Members,Pop Up Event
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230608T170000
DTEND;TZID=America/New_York:20230608T190000
DTSTAMP:20260403T150848
CREATED:20230428T192321Z
LAST-MODIFIED:20230428T192321Z
UID:38151-1686243600-1686250800@studymanuals.naifa-florida.org
SUMMARY:Ocala – Pop-Up Social
DESCRIPTION:Join your fellow NAIFA members from the Ocala region for an informal time of networking and drinks at Brick City Southern Kitchen & Whiskey Bar\, 10 S. Magnolia Ave.\, Ocala  – \, Thursday\, June 8\, 5:00 p.m. The first drink is complimentary & we’ll kick in some appetizers! No formal program – just a time to reconnect and renew! Come meet NAIFA-Florida President Jeff Chernoff. Feel free to bring one or more fellow advisors. Members and non-members alike are welcome!! \nWHEN:  Thursday\, June 8\, 5:00 p.m. \nWHERE: Brick City Southern Kitchen & Whiskey Bar\, 10 S. Magnolia Ave.\, Ocala \nQUESTIONS?  Contact Tom Ashley at tom.ashley@naifa-florida.org \n\nSponsored By\n \n\n\n\n\nRobert Rosenthal\nPresident\nPhone: 305-412-0800\nCell: 954-242-0197\nEmail: Robert@therosenthalagency.com8000 SW 117 Ave\, PH-A\nMiami\, FL 33183 www.TheRosenthalAgency.com\n\n\n\n  \n 
URL:https://studymanuals.naifa-florida.org/event/ocala-pop-up-social-2/
LOCATION:Brick City Southern Kitchen & Whiskey Bar\, 10 S. Magnolia Ave\, Ocala\, FL
CATEGORIES:In Person Event,Mixer,Networking,New Members,Non-Members,Open to Members & Non-Members,Pop Up Event
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230613T140000
DTEND;TZID=America/New_York:20230613T150000
DTSTAMP:20260403T150848
CREATED:20230517T140851Z
LAST-MODIFIED:20230517T140851Z
UID:38382-1686664800-1686668400@studymanuals.naifa-florida.org
SUMMARY:Decumulation Diversification
DESCRIPTION:Schyler Adams\nDirector\, Advanced Strategies & Planning Platforms\nAllianz\nTuesday\, June 13\n2 pm eastern\n\nJoin the next Advisor Today webinar as Allianz explores strategies for how you can diversify your income during retirement. Schyler Adams\, Director of Advanced Strategies & Planning Platforms\, will share advanced concepts to help hedge against and offset the potential increase of taxes and inflation in today’s uncertain market. \n\n \n  \nWebinar Brought to You By
URL:https://studymanuals.naifa-florida.org/event/decumulation-diversification/
LOCATION:ZOOM
CATEGORIES:Advisor Today,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230614T120000
DTEND;TZID=America/New_York:20230614T130000
DTSTAMP:20260403T150848
CREATED:20230517T141145Z
LAST-MODIFIED:20230517T141145Z
UID:38384-1686744000-1686747600@studymanuals.naifa-florida.org
SUMMARY:How to Book 15 Meetings a Month with Ideal Prospects on LinkedIn
DESCRIPTION:Bruno Nicoletti\nFounder & CEO\, Hummingbird\nWednesday\, June 14\n12 pm eastern\n\nLinkedIn is a great place to prospect for potential clients\, but it can be hard to come up with an effective strategy and process to get those potential prospects to book a call. \nDuring this webinar\, Hummingbird’s CEO Bruno Nicoletti\, will reveal his step-by-step process to LinkedIn prospecting and everything you need to fill your calendar.
URL:https://studymanuals.naifa-florida.org/event/how-to-book-15-meetings-a-month-with-ideal-prospects-on-linkedin/
LOCATION:ZOOM
CATEGORIES:Business Performance Center,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230615T140000
DTEND;TZID=America/New_York:20230615T150000
DTSTAMP:20260403T150848
CREATED:20230517T141547Z
LAST-MODIFIED:20230517T141547Z
UID:38386-1686837600-1686841200@studymanuals.naifa-florida.org
SUMMARY:MEMBERS ONLY: NAIFA Live: Financial Security Advocate Academy
DESCRIPTION:Andrew Holt\nGovernment Relations & Grassroots Manager\, NAIFA\nThursday\, June 15\n2 PM EASTERN\nJune’s NAIFA Live is exclusive to NAIFA members to give them the opportunity to learn more about the Financial Security Advocate badge together and go through the training as a group instead of taking the course programs on their own. It is the perfect chance for those who thrive in a group environment to learn and complete the FSA program! \nAfter attending this NAIFA Live\, members will have earned their FSA badge\, which will be issued to them following the event to proudly post on social media and use in their marketing. \n \n  \nWebinar brought to you by
URL:https://studymanuals.naifa-florida.org/event/members-only-naifa-live-financial-security-advocate-academy/
LOCATION:ZOOM
CATEGORIES:Members Only,NAIFA Live,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230622T113000
DTEND;TZID=America/New_York:20230622T130000
DTSTAMP:20260403T150848
CREATED:20230606T131138Z
LAST-MODIFIED:20230606T131150Z
UID:38623-1687433400-1687438800@studymanuals.naifa-florida.org
SUMMARY:Medicare 101 & ACA Health Plans
DESCRIPTION:June 22\, 2023\n11:30AM – 1:00PM\nMEDICARE 101 & ACA HEALTH PLANS \nA presentation by \n \nLorie Johns\nTison Associates\, Inc.\nPresident & CEO\nHer goal is to make insurance less cryptic\, and unscramble the alphabet soup of Health Insurance.\nACA Marketplace Tax Credit guidelines and Medicare IRMAA Explained in laymen’s terms.\nWhat Financial Advisors need to know to prepare their clients. \n+ \nSPECIAL CHECK PRESENTATION TO \nJunior Achievement of North Florida \nRSVP by June 19\, 2023. \nClick here to learn 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\, March 20th.  Click here to purchase tickets now.
URL:https://studymanuals.naifa-florida.org/event/medicare-101-aca-health-plans/
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:20230622T170000
DTEND;TZID=America/New_York:20230622T190000
DTSTAMP:20260403T150848
CREATED:20230601T130333Z
LAST-MODIFIED:20230601T130352Z
UID:38562-1687453200-1687460400@studymanuals.naifa-florida.org
SUMMARY:NAIFA/CF-A Social Event\, Crooked Can Brewing Company
DESCRIPTION:JOIN NAIFA/CF FOR A SOCIAL EVENT\nThursday\, June 22\, 2023\n5:00 – 7:00 PM \nAT \nThe Crooked Can Brewing Company\n426 W. Plant Street\nWinter Garden\, FL 34787 \nhttps://crookedcan.com\n                       \nNAIFA/CF will offer one drink ticket per person and light appetizers.  Enjoy time with colleagues and friends.\nBrings guests who might be interested in learning more about NAIFA.  Be a part of the FUN!!! \nThere is no charge to attend\, but we do ask that you register so we will know approximately how many people to plan for.
URL:https://studymanuals.naifa-florida.org/event/naifa-cf-a-social-event-crooked-can-brewing-company/
LOCATION:The Crooked Can Brewing Company\, 426 W. Plant Street\, Winter Garden\, FL\, 34787
CATEGORIES:Chapter Event,In Person Event,Networking,New Members,Non-Members,Open to Members & Non-Members
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230628T120000
DTEND;TZID=America/New_York:20230628T130000
DTSTAMP:20260403T150848
CREATED:20230622T182257Z
LAST-MODIFIED:20230622T182257Z
UID:38878-1687953600-1687957200@studymanuals.naifa-florida.org
SUMMARY:Annuity Awareness Month: How to Increase Your Annuity Sales
DESCRIPTION:Bryan Albert\nEagle Life Insurance Company\nVP\, Head Of Sales\nEllen Donovan\nAllianz Life Insurance Company of North America\nExternal Wholesaler\nRona Guymon\nNationwide Financial\nSVP\, Annuity Distribution\nBryon Holz\nNAIFA President\nWednesday\, June 28\n12 PM Eastern\n\nJoin the next Advisor Today webinar\, where for the Annuity Awareness Month\, NAIFA is featuring three top experts in annuity distribution to talk about why annuities are a key part of a holistic financial plan. The session will be moderated by NAIFA President Bryon Holz. \n \n\n  \nWebinar Brought to You By
URL:https://studymanuals.naifa-florida.org/event/annuity-awareness-month-how-to-increase-your-annuity-sales/
LOCATION:ZOOM
CATEGORIES:Advisor Today,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230711T120000
DTEND;TZID=America/New_York:20230711T130000
DTSTAMP:20260403T150848
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:20260403T150848
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:20260403T150848
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:20260403T150848
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:20260403T150848
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:20260403T150848
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:20260403T150848
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:20260403T150848
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:20260403T150848
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:20260403T150848
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
END:VCALENDAR