Making Your Data Work for You: Maximizing Your ROI
Gary 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…
10 events found.
Events
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ZOOM
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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…
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NAIFA/CF May Luncheon
The Azalea Lodge at Mead Gardens 1300 S Denning Dr, Winter Park, FLNAIFA Central Florida Invites You To Join Us for the May monthly luncheon. SPEAKER Jeffrey Chernoff, MS, LUTCF, LACP NAIFA-Florida President Jeff Chernoff, M.S., LUTCF, LACP, Vice President of Insurance and…