NAIFA- Tampa “Legacy of Hope” Golf Tournament
SIGN UP TODAY FOR OUR Legacy of Hope Golf Charity Classic Friday, April 21st at 1pm Innisbrook They Fought for our Freedom. Now Play for their Legacy. The Legacy of…
10 events found.
Events
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Innisbrook Golf Course 36750 US Hwy 19 N, Palm Harbor, FL
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Making Your Data Work for You: Maximizing Your ROI
ZOOMGary Weber AccuPoint Solutions Wednesday, April 26 12 pm eastern Whether you're a small firm or large, the same best practices hold true for maximizing your ROI when using data…
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NAIFA-Northeast FL- The Financial Burdens of the Opioid Epidemic and The Role of the Financial Advisor
Terra Gaucha Brazilian Steakhouse 4483 Southside Blvd., Jacksonville, FLApril 27, 2023 11:30AM - 1:00PM The Financial Burdens of the Opioid Epidemic and The Role of the Financial Advisor A presentation by Cheryl Canzanella, CLU, ChSNC, LUTCF Movement Mortgage…
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Drive Business Growth by Embracing the Digital Age
ZOOMJohn Boothman iLife Technologies Tuesday, May 9 12 pm eastern At this webinar, Business Performance Center partner iLife Technologies will help make sure your business does not get left behind…
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Post SECURE Act 2.0: Actionable Techniques and Sophisticated Strategies in Retirement and Estate Planning
ZOOMJamie P. Hopkins, Esq., MBA, CFP, LLM, CLU, ChFC, RICP Carson Group Robert K. Kirkland, JD, LLM Kirkland Woods & Martinsen LLP Brandon Buckingham, JD, LLM Prudential Retirement…
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NAIFA-Broward – CE Class: “Disability Comprehensive Income Protection”
Coastal Wealth 1000 Corporate Drive 7th Floor, Fort Lauderdale, FLWe invite you to join us for a Continuing Education Class CE CLASS: "Disability Comprehensive Income Protection" Course: Increase your Disability sales and reach out to your clients during Disability Awareness…
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Webinar – 4 HR CE-Hour Life & Health – (Required) Law and Ethics
ZOOMThe Rosenthal Agency, Inc. is a proud sponsor of NAIFA Florida's upcoming 4 CE-Hours Life and Health CE Class "2023 Law and Ethics Update for Life and Health Advisors" This…
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Scaling Advice: How to Make the Financial Planning Process More Efficient
ZOOMAlison Susko VP of Community, Asset-Map Mike Hemmert Chief Sales Officer, Asset-Map Thursday, May 18 12 pm eastern NAIFA and Asset-Map have teamed up to show how they're enabling…
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Congressional Conference
Washington DC Washington DCCongressional Conference May 22-23, 2023 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…
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8th Annual DEI Symposium
JW Marriott 1331 Pennsylvania Ave, NW, Washington, DCMay 22, 2023 Washington, D.C. NAIFA 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…