Advisor Ambassador Program
At NAIFA, we’re all about strengthening the insurance and financial services industry by helping advisors grow their knowledge and be their best at serving clients. That’s why we’re offering you…
10 events found.
Events
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ZOOM
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NAIFA Chapter Services – Membership Chairs Meeting
ZOOMMembership Chair Meetings are held on the second Friday of every month. Please note that all State and Local Membership Chairs have been registered through the rest of the year.…
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Tax Trends: Eight New Proposals Advisors Shouldn’t Ignore
ZOOMJudi Carsrud NAIFA AVP, Government Relations Maeghan Gale NAIFA Policy Director Tuesday, May 18th 2 pm eastern In this 1 hour webinar, NAIFA’s AVP of Government Relations, Judi Carsrud, and…
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NAIFA-Tampa – Membership Meeting: 5 Hour CE Day
Save the date and check back! Details TBA
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Legislative Update on issues that affect you with our Lobbyist Tim Meenan followed by 1 hour CE on Disability Buysell
ZOOMNAIFA-Broward Virtual Meeting Wednesday, May 19th, 2021 9:00 am - 11:15 am Our May 19th virtual meeting via Zoom will feature updates from NAIFA-Florida Lobbyist Tim Meenan discussing Florida Legislative…
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The Rebuilding American Retirement Summit
Suzanne Carawan NAIFA V.P., Marketing & Communications Brock Jolly, CFP, CLU, LACP, ChFC, CLTC, CASL, RICP Veritas Financial NAIFA Treasurer Christopher S. Barnthouse, MBA, CLTC Cheryl Canzanella, LUTCF, CLU,…
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NAIFA-Miami Dade CE- “Social Security: The Choice of a Lifetime”
ZOOMSPECIAL CE OPPORTUNITY FOR NAIFA-MIAMI DADE MEMBERS! Presented by Nationwide “Social Security: The Choice of a Lifetime” Wednesday, May 19, 2021 11:00 AM – 12:00 PM EDT 1-hour of FL…
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How to be the Mayor of Your Financial Town
ZOOMR.J. Kelly, CLU, ChFC, IAR, CAP, RICP, MSFS, AEP, CEPA Wealth Legacy Group Founder and Chief Visionary Officer Stephen Kagawa The Pacific Bridge Companies CEO Wednesday, May 19th 2…
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NAIFA-Palm Beaches – How to Calculate Provisional Taxes on Social Security
ZOOMThursday, May 20, 2021 How to Calculate Provisional Taxes on Social Security Virtual Presentation - 8:30 am/Login + Networking - 9 am Presentation Matthew J Oliver, CPA Matthew J…
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NAIFA-Northeast Florida Chapter Meeting- Live
Bonefish Grill 10950 San Jose Boulevard, Jacksonville, FLImpact of Estate Planning under the Biden Administration May 20, 2021 11:30 AM-1:00 PM EASTERN LOCATION: Bonefish Grill 10950 San Jose Boulevard Jacksonville, FL 32223 William A. O'Leary, JD, LL.M…