NAIFA Northeast FL Chapter Meeting
How a Survivorship Standby Trust Allows for Control and Flexibility during a Client’s Lifetime Jason Graham, MBA, LACP New Venue Terra Gaucha Brazilian Steakhouse 4483 Southside Blvd. Jacksonville, FL …
10 events found.
Events
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Terra Gaucha Brazilian Steakhouse 4483 Southside Blvd., Jacksonville, FL
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NAIFA/CF April Luncheon
Dubsdread Golf Course 549 W Par Street, Orlando, FLNAIFA Central Florida Invites You To Join Us for the April monthly luncheon. KYLE WILLIAMSON, CLU, Managing Partner of New York Life will be the speaker. TOPIC: Best Practices - Eternal…
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Compliance & Home Equity Conversion Mortgages: Why you NEED to be talking about Reverse Mortgage Loans with your clients
ZOOMJamie Hopkins Esq., LLM, CFP, ChFC, CLU, RICP Professor Of Taxation, The American College Of Financial Services Director, Center For Retirement Income Harlan Accola, CRMP, CSA National Reverse Mortgage Director,…
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NAIFA-Tampa Bay Networking- Cigars and Cocktails
Cigar Paradise 400 Beach Dr NE Suite 142, Tampa, FLJoin NAIFA-Tampa Bay for Cigars & Cocktails Join NAIFA Tampa Bay Friday, April 29th at Cigar Paradise for an evening of entertainment and networking. Enjoy friendly cocktails, smooth cigars, and…
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NAIFA-Central FL Pop Up Social – Ivanhoe Brewing
Ivanhoe Brewing 1300 Alden Rd, Orlando, FLNAIFA Central Florida Invites You To Join Us At Ivanhoe Brewing, May 5th NAIFA/CF has formed a Meet Up Group and our first Pop Up Social is May 5th (also…
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NAIFA Ocala CE Event-P&C Agents
Ocala Board of Realtors 3105 NE 14th Street, Ocala, FLNAIFA Ocala is hosting : 2-20 LAW/ETHICS UPDATES - 5 Friday, May 6, 2022 Law/Ethics Updates for 2-20 (5-hours Credit) Offering ID#1159657, Course ID#119654 (Provider #372090) - 1st Coast School (of Insurance)…
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NAIFA-Northeast Florida CE- Disability Insurance What We Need to Know
Next Chapter Event - Thursday May 26, 2022 DISABILITY INSURANCE What We Need to Know MAUREEN KIRSCHHOFER, CLU, ChFC. Join NAIFA members and their guest as we move through some…
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Webinar -7 Keys to Create Relationships with the Adult Children of Your HNW Clients
ZOOMSimon Reilly Coach, Speaker, Author, Leading Advisor Tuesday, MAY 17TH 1 PM EASTERN A significant percentage of financial advisors do not have a meaningful relationship with their clients' adult children.…
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NAIFA- Broward: A Case Study Group
Anthony’s Coal Fired Pizza & Wings 512 North Pine Island Road, Plantation, FLA Professional Association of Insurance and Financial Advisors A Case Study Group Unique case study of various topics of insurance lines of business presented in open format and group…
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2022 Congressional Conference
Washington DC Washington DCMay 23-24, 2022 Join Us in Washington, D.C. Meet with your lawmakers. Learn to be an effective advocate. Influence policies that impact your business and clients. Each year, we…