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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220714T130000
DTEND;TZID=America/New_York:20220714T140000
DTSTAMP:20260403T191417
CREATED:20220602T171534Z
LAST-MODIFIED:20220602T171534Z
UID:34197-1657803600-1657807200@studymanuals.naifa-florida.org
SUMMARY:The 3 Step Marketing Plan to Turn Clients into Raving Fans that Refer and Never Leave
DESCRIPTION:Luke Acree\nPresident\, ReminderMedia\nTHURSDAY\, JULY 14\n1 PM EASTERN\n\nWhy is client relationship marketing important? Learn how to avoid the cycle of chasing new clients from ReminderMedia President and Advisor Today contributor Luke Acree. \nThis webinar will help you: \n\nDiscover how top companies create raving fans\nLearn what type of content to send to your clients and how often\nLearn how to connect with spouses\, build trust with the next generation\, and increase your AUM\n\n\nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/the-3-step-marketing-plan-to-turn-clients-into-raving-fans-that-refer-and-never-leave/
LOCATION:Webinar
CATEGORIES:Advisor Today,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20220714
DTEND;VALUE=DATE:20220716
DTSTAMP:20260403T191417
CREATED:20220311T142604Z
LAST-MODIFIED:20220323T182035Z
UID:33419-1657756800-1657929599@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Florida Sales Symposium
DESCRIPTION:Are you looking for great ideas\, new ways to sell\, or new ways to work smarter that will help grow your business?\nThen the NAIFA-Florida Financial Advisors Sales Symposium is for you!\nMark your calendar and join us July 14-15\, 2022 at the Reunion Resort\, Orlando.\n\n\nConference Highlights:\n\n\n\n\nWorld Class Keynote Speakers—Check back for the latest speaker lineup.\nBreakout Sessions—Creative and energizing\, our breakout sessions on Thursday and Friday conducted by industry experts offers something for everyone and will give you dozens of practical and useful ideas you can implement immediately.\nNetworking Opportunities—Most of our attendees tell us networking opportunities with colleagues at our conference is one of the greatest benefits of attendance.\nExhibitors—Don’t miss a chance to meet with vendors showcasing the latest in insurance and financial products and services.\n\nClick Here to Register and to View Hotel Information and Full Agenda\n\n\n 
URL:https://studymanuals.naifa-florida.org/event/naifa-florida-sales-symposium/
LOCATION:Reunion Resort\, 7593 Gathering Drive\, Kissimmee\, Florida\, 34747
CATEGORIES:Awards,Continuing Education,In Person Event,Membership,Networking,New Members,Non-Members,Open to Members & Non-Members,Symposium
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20220704
DTEND;VALUE=DATE:20220705
DTSTAMP:20260403T191417
CREATED:20220103T181312Z
LAST-MODIFIED:20220103T181811Z
UID:32736-1656892800-1656979199@studymanuals.naifa-florida.org
SUMMARY:Holiday Office Closure
DESCRIPTION:The NAIFA-Florida office will be closed in observation of Independence Day.
URL:https://studymanuals.naifa-florida.org/event/holiday-office-closure-12/
CATEGORIES:Holiday Office Closure
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220623T163000
DTEND;TZID=America/New_York:20220623T173000
DTSTAMP:20260403T191417
CREATED:20220601T180132Z
LAST-MODIFIED:20220622T133623Z
UID:34183-1656001800-1656005400@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Tampa Bay IFAPAC Fundraiser\, Trivia & Happy Hour
DESCRIPTION:Thursday Event — POSTPONED\nWe regret to inform you that the \nIFAPAC Trivia & Happy Hour Event \nat Wild Rover Brewing Co. on Thursday\, June 23rd has been postponed. \nWe will be announcing a new date for the event soon and look forward to having each of our NAIFA Tampa joining us for this fundraiser and a great evening of fun!\n\nIFAPAC Fundraiser\, Trivia & Happy Hour!\nThursday\, June 23rd\, 2022 4:30pm\nWild Rover Brewing Co.\n\nJoin us for a great time with your peers playing trivia and raising funds for our political action committee.\nAs NAIFA Tampa Bay member\, you have the opportunity to advocate for the industry and your consumers.\nRegistration: $40.00\nIncludes a beer and some finger foods \nThis event is for members only.\nNot a member? Join TODAY! https://belong.naifa.org/join \n 
URL:https://studymanuals.naifa-florida.org/event/naifa-tampa-bay-ifapac-fundraiser-trivia-happy-hour/
LOCATION:Wild Rover Brewing Co.\, 13921 Lynmar Blvd.\, Tampa\, FL\, 33626
CATEGORIES:IFAPAC,In Person Event,Members Only
ORGANIZER;CN="NAIFA-Tampa Bay":MAILTO:info@naifatampa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220623T113000
DTEND;TZID=America/New_York:20220623T130000
DTSTAMP:20260403T191417
CREATED:20220603T130814Z
LAST-MODIFIED:20220603T130814Z
UID:34212-1655983800-1655989200@studymanuals.naifa-florida.org
SUMMARY:Northeast Florida Chapter Meeting
DESCRIPTION:  \nJoin us at Terra Gaucha Brazilian Steakhouse\nChapter Meeting \nThursday June 23\nThe Dorothy L. Huckill Financial Literacy Act \n \nShannon Italia\, MBA\nJunior Achievement Of North Florida\nPresident\nJoin NAIFA members and their guest as we review the details of SB 1054“Financial Literacy Instruction in Public Schools”\, passed the Florida Senate and House unanimously.  Governor DeSantis signed it into law on March 22\, 2022. The law called the “Dorothy L. Hukill Financial Literacy Act”\, applies to students who enter ninth grade in the 2023-2024 school year or later. \nMost financial advisors agree that financial literacy and understanding starts at a young age.  Teaching children to be good stewards of their money is an important life-long learning task that will follow them as they mature into adulthood.  Providing tools and education enhances a student’s ability to make good financial decisions as young adults. Now with this new law in place\, organizations such as Junior Achievement will work with other organizations to provide the public schools with curriculum and volunteers to teach these important principles. \nJoin us on June 23rd to learn how you\, your firm and NAIFA can help. \nVenue\nTerra Gaucha Brazilian Steakhouse\n4483 Southside Blvd.\nJacksonville\, FL  32216\n(Please understand that we may not be able to accommodate walk in’s) \nClick here to learn more about the speaker.\nCost $25 members\, $30 non members.\nOnline prepay and RSVP required by Monday\, June 20th.
URL:https://studymanuals.naifa-florida.org/event/northeast-florida-chapter-meeting/
LOCATION:Terra Gaucha Brazilian Steakhouse\, 4483 Southside Blvd.\, Jacksonville\, FL\, 32216
CATEGORIES:Chapter Event,In Person Event,Open to Members & Non-Members
ORGANIZER;CN="NAIFA-Northeast Florida":MAILTO:info@naifa-jacksonville.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220623T113000
DTEND;TZID=America/New_York:20220623T130000
DTSTAMP:20260403T191417
CREATED:20220601T173205Z
LAST-MODIFIED:20220601T173205Z
UID:34179-1655983800-1655989200@studymanuals.naifa-florida.org
SUMMARY:NAIFA/CF May Luncheon
DESCRIPTION:NAIFA Central Florida Invites You To\nJoin Us for the June monthly luncheon.\nWe will offer a panel discussion on Disability.  Our featured speakers are Bob Herman\, CLU of Principal Financial Group and Chad Ourso of Asteya World as well as two members of NAIFA-Central Florida who will “tell their story” of disability situations with clients. \n  \nWe will offer a panel discussion on Disability.  Our featured speakers are Bob Herman\, CLU of Principal Financial Group and Chad Ourso  of Asteya World as well as two members of NAIFA-Central Florida who will “tell their story” of disability situations with clients. \nAbout Bob Herman\n \nBob Herman\, CLU is the Disability Income Regional VP of Principal Financial Group\, located in the North Port-Sarasota area. Bob has over 25 years of established sales success in the disability insurance marketplace. He is a graduate of Illinois State University. \nAbout Chad Ourso\n\nChad is with Asteya World\, helping insurance Agencies and Financial Advisors build revenue with income protection\, life insurance and risk mitigation convos.  He is a graduate of Rollins College\, Winter Park and lives/works in the Orlando area.  Chad is an avid chef and huge football fan. \n\nThe panel will also include two members of NAIFA-Central Florida who will tell their stories of experience with clients who needed the disability insurance products sold to them.\n\nMEETING INFORMATION\n11:30 am – 1:00 pm on Thursday\, June 23\, 2022\nDubsdread Golf Course\n549 West Par Road\, Orlando  \nCost:\nMember of NAIFA  In Person  $20.00\nNon-Members In-Person $25.00\nInvited and First-Time Guests – FREE
URL:https://studymanuals.naifa-florida.org/event/naifa-cf-may-luncheon-2/
LOCATION:Dubsdread Golf Course\, 549 W Par Street\, Orlando\, FL\, 32804
CATEGORIES:Chapter Event,In Person Event,New Members,Non-Members,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220616T140000
DTEND;TZID=America/New_York:20220616T150000
DTSTAMP:20260403T191417
CREATED:20220602T172340Z
LAST-MODIFIED:20220602T172340Z
UID:34199-1655388000-1655391600@studymanuals.naifa-florida.org
SUMMARY:NAIFA Live- Members Only
DESCRIPTION:Premium Financing-Revealing the Secrets of This Powerful Wealth Protection Tool\n  \n   \nAnthony S. Martinelli\, CLU\, CBEC\nWealth Advisor\nCo-Founder\nBob Bagonis\nTrivitum Private Wealth Strategies\, LLC\nFounding Partner\nThursday\, June 16th\n2 pm eastern\n\nYour high net-worth clients and business owners rely on you. Have you considered incorporating premium financing into your estate planning services? Premium financing is an emerging and vital planning strategy\, one your clients cannot afford to miss. \nJoin premium finance experts Anthony Martinelli\, Bob Bagonis\, and Bill Medico for our June NAIFA Live where we pull the veil off this fascinating and powerful estate planning strategy. \n \n\n  \nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/naifa-live-members-only-2/
LOCATION:Webinar
CATEGORIES:Members Only,NAIFA Live,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220615T113000
DTEND;TZID=America/New_York:20220615T130000
DTSTAMP:20260403T191417
CREATED:20220531T130418Z
LAST-MODIFIED:20220531T130418Z
UID:34161-1655292600-1655298000@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Broward: First Steps\, Last Steps: LTC Solutions (1 HR CE)
DESCRIPTION:A Professional Association of Insurance and Financial Advisors \nFIRST STEPS\, LAST STEPS:\nLTC SOLUTIONS \nCE Hybrid meeting (in-person and via zoom ) \non June 15th\, 2022  \n\nCourse Authority:  CE0240 \nCourse Description: \nThis one-hour continuing education course provides a practical overview of long-term care solutions for health insurance agents. Topics include types of care\, the odds of needing LTC\, how to protect a client’s investment portfolio\, and the possible use of Medicaid as an option. \n\nApproved for 1 CE hour in Florida\nLevel of the class: Intermediate\nOffering ID #1162193\nCourse CE number ID # 121514\nA Health product and will apply to Life\, Health License\n\nDate: Wednesday\, June 15\, 2022 \nTime:  In-Person Meeting 11:30 AM – 1:00 PM\nCE Class 12:00 PM – 1:00 PM \nLocation: The Fort Lauderdale County Club\n415 County Club Circle\nFort Lauderdale\, FL 33317 \n  \nMODERATED BY: \n \n Jean Ausman\nInstructor ID #: 1345597\nDirector of Long-Term Care Solutions at Stewardship\nAdvisory Group\nBiography \n \n Mike Roberts\nInstructor ID # 1345591\nFounder and Managing Partner at CPT Wealth Strategies\nBiography \n \n\nPre-Registration\nPre-Registration is required\, RSVP today \nZoom registrants will receive a confirmation email containing information about joining the meeting. \nLunch Member- $30.00\nZoom Member- $10.00 \nLunch Non-Member- $40.00\nZoom Non-Member- $20.00 \n  \nComplete NAIFA Member Registration Lunch  \nComplete NAIFA Non-Member Registration Lunch  \nComplete NAIFA Member Zoom Registration \nComplete NAIFA Non-Member Zoom Registration \n 
URL:https://studymanuals.naifa-florida.org/event/naifa-broward-first-steps-last-steps-ltc-solutions-1-hr-ce/
LOCATION:Fort Lauderdale Country Club\, 415 E. Country Club Circle\, Plantation\, FL\, 33317
CATEGORIES:Chapter Event,Continuing Education,In Person Event,New Members,Non-Members,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Broward":MAILTO:admin@naifa-broward.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220609T130000
DTEND;TZID=America/New_York:20220609T180000
DTSTAMP:20260403T191417
CREATED:20220602T160053Z
LAST-MODIFIED:20220602T160053Z
UID:34194-1654779600-1654797600@studymanuals.naifa-florida.org
SUMMARY:NAIFA-FSP 2022 Advanced Practice Symposium In Phoenix
DESCRIPTION:     \nMark Massey\nVice President\nSMA Services\, Inc.\nMonte Harrick\nManaging Director\, Los Angeles Office\nFulcrum Partners\nSam Robert\nVice President – Retirement\nFulcrum Partners\nTroy Branch\, JD\, CLU\, ChFC\n2nd Vice President\, Advanced Solutions & Design\nAmeritas\nJune 9th\, 2022\n1 PM MST\n\nNAIFA-FSP is proud to announce the return of the in-person Advanced Practice Symposia! Join us to hear from premier thought leaders in the field of advanced financial planning to learn how to better partner with a variety of industry professionals to expand your offerings and create top-line growth. Join us for this high-impact\, half-day event. \nJoin us to learn new ways to approach complex cases and how you can better partner with a variety of industry professionals to expand your offerings and create top-line growth. \n \n\n  \n  \nBrought to you by
URL:https://studymanuals.naifa-florida.org/event/naifa-fsp-2022-advanced-practice-symposium-in-phoenix/
LOCATION:The Scott Resort & Spa\, 4925 North Scottsdale Road\, Scottsdale\, Arizona\, 85251
CATEGORIES:Advanced Practice Center,New Members,Non-Members,Open to Members & Non-Members,Symposium
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220608T180000
DTEND;TZID=America/New_York:20220608T210000
DTSTAMP:20260403T191417
CREATED:20220601T175355Z
LAST-MODIFIED:20220601T175355Z
UID:34181-1654711200-1654722000@studymanuals.naifa-florida.org
SUMMARY:Pop Up Social - Hour Glass Brewing\, Longwood\, FL
DESCRIPTION:NAIFA Central Florida Invites You To\nJoin Us At Hour Glass Brewing for a Pop Up Social.\nNAIFA/CF has formed a Meet Up Group and our second Pop Up Social June 8th.  If you missed the first Pop Up\, you definitely want to make it to this one.\n\nWho: All of us + significant others and friends (the more the merrier) \nWhat: Games and beers (being good at playing games is not required) \nWhen: Wednesday\, June 8th.  (Recommended you come around 6-6:30 pm) \nWhere: Ivanhoe Park Brewing\, 480 S. Ronald Reagan Blvd\, Suite 1020\, Longwood\, FL 32750 \nWhy: Why NOT???? \n\nIt is free to attend and no registration is required\, but if you could go to our Meet Up Group via the Register Now link above\, that would give our group more credibility.  Our ultimate goal is to get other like-minded people to join in the fun.
URL:https://studymanuals.naifa-florida.org/event/pop-up-social-hour-glass-brewing-longwood-fl/
LOCATION:Ivanhoe Brewing\, 1300 Alden Rd\, Orlando\, FL\, 32803
CATEGORIES:Chapter Event,In Person Event,Mixer,Networking,New Members,Non-Members,Open to Members & Non-Members,Pop Up Event
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20220530
DTEND;VALUE=DATE:20220531
DTSTAMP:20260403T191417
CREATED:20220103T181408Z
LAST-MODIFIED:20220103T181408Z
UID:32738-1653868800-1653955199@studymanuals.naifa-florida.org
SUMMARY:Holiday Office Closure
DESCRIPTION:The NAIFA-Florida office will be closed in observation of Memorial Day
URL:https://studymanuals.naifa-florida.org/event/holiday-office-closure-13/
CATEGORIES:Holiday Office Closure
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220527T113000
DTEND;TZID=America/New_York:20220527T123000
DTSTAMP:20260403T191417
CREATED:20220523T132545Z
LAST-MODIFIED:20220523T133630Z
UID:34096-1653651000-1653654600@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Central FL CE Class - Disability: What We Need To Know
DESCRIPTION:NAIFA Central Florida\nOne Hour CE Class\nNAIFA-CF is pleased to offer a one hour CE class on Friday\, May 27\, 2022 from 11:30 am to 12:30 pm.\nTOPIC: Disability: What We Need To Know – Webinar Course #121120 Course Offering #1162387\nCourse Authority 2-40 Health\, Approved for 1 HR of CE\nCourse Level: Intermediate\nProvider ID 654 \n\nInstructor:Maureen Ann Kirshhofer \nThis one-hour couse stresses the importance of replacing cash flow in the event of a disability\, reviews the different types of disability income products\, funding options\, and the statistics of the likelihood of incurring a disbablity. \nCOST\nNAIFA Members – Free\nNon-Members $15 \nClick the link below to register for the ZOOM call. You MUST register to participate.  The link to Zoom will be provided in your registration confirmation email.  If you do not receive a confirmation email immediately after registering\, please check your spam folder.  A reminder email will be sent the morning of the class. \n  \nFriday\, May 27th\n11:30 am to 12:30 pm Eastern Time Zone\nYour location
URL:https://studymanuals.naifa-florida.org/event/naifa-central-fl-ce-class-disability-what-we-need-to-know/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Continuing Education,New Members,Non-Members,Open to Members & Non-Members,Professional Development,Virtual
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220526T113000
DTEND;TZID=America/New_York:20220526T130000
DTSTAMP:20260403T191417
CREATED:20220516T130909Z
LAST-MODIFIED:20220516T130909Z
UID:34033-1653564600-1653570000@studymanuals.naifa-florida.org
SUMMARY:NAIFA/CF May Luncheon
DESCRIPTION:NAIFA Central Florida Invites You To\nJoin Us for the May monthly luncheon.\n \nBRYAN REPPLE\, Chief Executive Officer | Insurance\nBryan was born in Miami\, and has lived in Orlando since 1978\, when his family relocated from Birmingham\, Alabama\, to start G.A. Repple & Company. He graduated from Campbell University in 1998 with a major in Business Administration with a focus in Trust Management. After college\, Bryan followed his father’s footsteps and began working for G.A. Repple as a financial planner. For the past 15 years\, he has overseen the personal financial planning practice for G.A. Repple\, and trains financial planners around the country on complex estate\, financial\, and insurance planning concepts. \nBryan will discuss the differences between Whole Life and Indexed Universal Life policies. \n  \nMEETING INFORMATION\n11:30 am – 1:00 pm on Thursday\, May 26\, 2022\nDubsdread Golf Course\n549 West Par Road\, Orlando  \nCost:\nMember of NAIFA  In Person  $20.00\nNon-Members In-Person $25.00\nInvited and First-Time Guests – FREE
URL:https://studymanuals.naifa-florida.org/event/naifa-cf-may-luncheon/
LOCATION:Dubsdread Golf Course\, 549 W Par Street\, Orlando\, FL\, 32804
CATEGORIES:Chapter Event,In Person Event,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:20220525T113000
DTEND;TZID=America/New_York:20220525T130000
DTSTAMP:20260403T191417
CREATED:20220407T133633Z
LAST-MODIFIED:20220407T133633Z
UID:33701-1653478200-1653483600@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Tampa Bay- May Monthly Program: Citizens Insurance
DESCRIPTION:Wednesday\, May 25th\, 2022 11:30am\nBrio Italian Grill\nJoin NAIFA Tampa Bay as we welcome Carl Rockman 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.
URL:https://studymanuals.naifa-florida.org/event/naifa-tampa-bay-may-monthly-program-citizens-insurance/
LOCATION:Brio Italian Grille\, 2223 N. Westshore Boulevard\, Tampa\, Florida
CATEGORIES:Chapter Event,Citizens,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:20220523T090000
DTEND;TZID=America/New_York:20220523T120000
DTSTAMP:20260403T191417
CREATED:20220221T141034Z
LAST-MODIFIED:20220221T141034Z
UID:33260-1653296400-1653307200@studymanuals.naifa-florida.org
SUMMARY:Diversity\, Equity & Inclusion Symposium
DESCRIPTION:May 23\, 2022\n9 am -12 pm Eastern\n\nNAIFA’s Diversity Symposium comes back in person for 2022. Join us for our 7th Symposium in Washington\, D.C. on May 23rd. This year’s program is shaping up to be a strong lineup of influential leaders in the industry and DEI space. Speaker line up to be announced soon. This year we will be focusing on two main topics: “Underserved Does Not Mean Under-Funded” and “Recruiting Today’s Generation”. \nThere is no cost to attend the symposium. Participants are encouraged to register for Congressional Conference immediately following the Diversity Symposium. \n\n \n\n\nBrought to you by:
URL:https://studymanuals.naifa-florida.org/event/diversity-equity-inclusion-symposium/
LOCATION:Washington DC\, Washington DC
CATEGORIES:Diversity, Equity & Inclusion,In Person Event,Symposium
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20220523
DTEND;VALUE=DATE:20220525
DTSTAMP:20260403T191417
CREATED:20220203T160708Z
LAST-MODIFIED:20220203T160708Z
UID:33103-1653264000-1653436799@studymanuals.naifa-florida.org
SUMMARY:2022 Congressional Conference
DESCRIPTION:  \n\n\n\n\n\n\nMay 23-24\, 2022\nJoin Us in Washington\, D.C. \n\nMeet with your lawmakers.\nLearn to be an effective advocate.\nInfluence policies that impact your business and clients.\n\nEach year\, we list the names of attendees who pledge to advocate for their clients\, communities\, and country. \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  \nRegistration Now Open\n \n  \nTravel Stipends Available \nThe first 300 NAIFA members who register to attend the NAIFA Congressional Conference (May 23-24\, 2022) and meet the eligibility requirements will receive a $350 travel stipend.
URL:https://studymanuals.naifa-florida.org/event/2022-congressional-conference/
LOCATION:Washington DC\, Washington DC
CATEGORIES:In Person Event,Legislative Event,Members Only
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220518T060000
DTEND;TZID=America/New_York:20220518T200000
DTSTAMP:20260403T191417
CREATED:20220505T144822Z
LAST-MODIFIED:20220505T144844Z
UID:33945-1652853600-1652904000@studymanuals.naifa-florida.org
SUMMARY:NAIFA- Broward: A Case Study Group
DESCRIPTION:A Professional Association of Insurance and Financial Advisors \n  \nA Case Study Group\nUnique case study of various topics of insurance lines of business presented in open format and group learning. \nTOPIC:  How to Handle Death of a Spouse with Minor Children\n\nDate: Wednesday\, May 18\, 2022\n\nTime:  6:00 PM \nLocation: Anthony’s Coal Fired Pizza & Wings\n512 North Pine Island Road\, Plantation\, FL 33324 \n  \nMODERATED BY: \n \nYoni Markhoff \nPre-Registration\nPre-Registration is required\, RSVP today \nCharge-Member           Charge -Non-Member \n     $10.00                               $15.00 \nComplete NAIFA Member Registration  \nor \n     Complete NAIFA Non-Member Registration
URL:https://studymanuals.naifa-florida.org/event/33945/
LOCATION:Anthony’s Coal Fired Pizza & Wings\, 512 North Pine Island Road\, Plantation\, FL\, 33324
CATEGORIES:Chapter Event,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:20220517T130000
DTEND;TZID=America/New_York:20220517T140000
DTSTAMP:20260403T191417
CREATED:20220330T171739Z
LAST-MODIFIED:20220330T171739Z
UID:33635-1652792400-1652796000@studymanuals.naifa-florida.org
SUMMARY:Webinar -7 Keys to Create Relationships with the Adult Children of Your HNW Clients
DESCRIPTION:Simon Reilly\nCoach\, Speaker\, Author\, Leading Advisor \nTuesday\, MAY 17TH\n1 PM EASTERN\n\nA significant percentage of financial advisors do not have a meaningful relationship with their clients’ adult children. \nLimiting beliefs include; “It’s too challenging and time-consuming to create meaningful relationships with my client’s adult children.” \nWhy are these results happening? \nJoin Simon for this webinar to understand the importance of these relationships. \n\n \n\nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/webinar-7-keys-to-create-relationships-with-the-adult-children-of-your-hnw-clients/
LOCATION:ZOOM
CATEGORIES:Advisor Today,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220516T080000
DTEND;TZID=America/New_York:20220516T170000
DTSTAMP:20260403T191417
CREATED:20220516T132901Z
LAST-MODIFIED:20220516T132942Z
UID:34036-1652688000-1652720400@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Northeast Florida CE- Disability Insurance What We Need to Know
DESCRIPTION:Next Chapter Event – Thursday May 26\, 2022\nDISABILITY INSURANCE\nWhat We Need to Know \n\nMAUREEN KIRSCHHOFER\, CLU\, ChFC. \nJoin NAIFA members and their guest as we move through some important steps regarding disability insurance.  This one hour course stresses the importance of replacing cash flow in the event of a disability\, reviews the different types of disability income products\, funding options\, and the statistics of the likelihood of incurring a disability. \nCourse ID 121120\, Course Offering  1159899 \nCourse Authority 2-40 Health\, Approved for 1 HR of CE \nProvider ID 654 \nVenue\nTerra Gaucha Brazilian Steakhouse\n4483 Southside Blvd.\nJacksonville\, FL  32216\n(Please understand that we may not be able to accommodate walk in’s) \nClick here to learn more about the speaker.\nCost $25 members\, $30 non members.\nOnline prepay and RSVP required by Monday\, May 23rd. \n \nNo refunds for cancellations less than 48 hours prior to the event.
URL:https://studymanuals.naifa-florida.org/event/naifa-northeast-florida-disability-insurance-what-we-need-to-know/
CATEGORIES:Chapter Event,Continuing Education,In Person Event,New Members,Non-Members,Open to Members & Non-Members
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220506T080000
DTEND;TZID=America/New_York:20220506T143000
DTSTAMP:20260403T191417
CREATED:20220330T125743Z
LAST-MODIFIED:20220330T125743Z
UID:33626-1651824000-1651847400@studymanuals.naifa-florida.org
SUMMARY:NAIFA Ocala CE Event-P&C Agents
DESCRIPTION:NAIFA Ocala is hosting :\n 2-20 LAW/ETHICS UPDATES – 5\nFriday\, May 6\, 2022\nLaw/Ethics Updates for 2-20 (5-hours Credit)\nOffering ID#1159657\, Course ID#119654 \n(Provider #372090) –   1st Coast School (of Insurance) – (www.1stcoastschool.com) \n​\nLocation: Ocala Board of Realtors: 3105 NE 14th Street\, Ocala\, FL 34470\nTime: 8am-registration/snack & coffee (8:30 start) Lunch is provided\nFee- NO fee to attend\nIn Person attendance only\nEmail kelli@cfigroup.com to RSVP.\n  \n 
URL:https://studymanuals.naifa-florida.org/event/naifa-ocala-ce-event-pc-agents/
LOCATION:Ocala Board of Realtors\, 3105 NE 14th Street\, Ocala\, FL\, 34470
CATEGORIES:Affiliate Meeting,Continuing Education,In Person Event
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220505T190000
DTEND;TZID=America/New_York:20220505T210000
DTSTAMP:20260403T191417
CREATED:20220505T141910Z
LAST-MODIFIED:20220505T141910Z
UID:33942-1651777200-1651784400@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Central FL Pop Up Social - Ivanhoe Brewing
DESCRIPTION:NAIFA Central Florida Invites You To\nJoin Us At Ivanhoe Brewing\, May 5th\n\n\n\n\nNAIFA/CF has formed a Meet Up Group and our first Pop Up Social is May 5th (also Cinco de Mayo) for a night of trivia and beers.\n\nWho: All of us + significant other or friends (the more the merrier) \nWhat: Trivia night and beers (being good at trivia is not required) \nWhen: Thursday\, May 5th from 7 – 9 pm.  (Recommended you come around 6-6:30 pm) \nWhere: Ivanhoe Park Brewing\, 1300 Alden Rd.\, Orlando\, FL 32803 \nWhy: Why NOT???? \n\nIt is free to attend and not registration is required\, but if you could go to our Meet Up Group via the Register Now link above\, that would give our group more credibility.  Our ultimate goal is to get other like-minded people to join in the fun. \n 
URL:https://studymanuals.naifa-florida.org/event/naifa-central-fl-pop-up-social-ivanhoe-brewing/
LOCATION:Ivanhoe Brewing\, 1300 Alden Rd\, Orlando\, FL\, 32803
CATEGORIES:Chapter Event,In Person Event,Networking
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220429T180000
DTEND;TZID=America/New_York:20220429T200000
DTSTAMP:20260403T191417
CREATED:20220407T131514Z
LAST-MODIFIED:20220407T131514Z
UID:33696-1651255200-1651262400@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Tampa Bay Networking- Cigars and Cocktails
DESCRIPTION:Join NAIFA-Tampa Bay for Cigars & Cocktails\n\n\nJoin NAIFA Tampa Bay Friday\, April 29th at Cigar Paradise for an evening of entertainment and networking. Enjoy friendly cocktails\, smooth cigars\, and an exquisite view of St. Petersburg’s shopping district. \nOpen to all members\, non-members\, & their guests.\n$10 – one cigar or drink \nDon’t forget to bring your business cards and invite a potential NAIFA member!
URL:https://studymanuals.naifa-florida.org/event/naifa-tampa-bay-networking-cigars-and-cocktails/
LOCATION:Cigar Paradise\, 400 Beach Dr NE Suite 142\, Tampa\, FL
CATEGORIES:Chapter Event,In Person Event,Membership,Mixer,Networking,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:20220429T140000
DTEND;TZID=America/New_York:20220429T150000
DTSTAMP:20260403T191417
CREATED:20220425T171132Z
LAST-MODIFIED:20220425T171132Z
UID:33868-1651240800-1651244400@studymanuals.naifa-florida.org
SUMMARY:Compliance & Home Equity Conversion Mortgages: Why you NEED to be talking about Reverse Mortgage Loans with your clients
DESCRIPTION:Jamie Hopkins Esq.\, LLM\, CFP\, ChFC\, CLU\, RICP\nProfessor Of Taxation\, The American College Of Financial Services Director\, Center For Retirement Income\n  \nHarlan Accola\, CRMP\, CSA\nNational Reverse Mortgage Director\,\nFairway Independent Mortgage Corporation\nFRIDAY\, APRIL 29TH | 2 PM EASTERN\n\nErrors of Omission: When you must talk about reverse mortgages in retirement planning. \nToday\, more than ever\, Home Equity Conversion Mortgage (commonly called reverse mortgages) loans are being used as a financial planning tool to maximize cash flow\, reduce taxes\, and minimize risks (such as longevity and sequence of return risks). As a financial professional who wants to give your clients the best chance at financial success\, you would be wise to incorporate home equity and\, consequently\, reverse mortgages into your practice when doing retirement income planning. \n \n\n  \nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/compliance-home-equity-conversion-mortgages-why-you-need-to-be-talking-about-reverse-mortgage-loans-with-your-clients/
LOCATION:ZOOM
CATEGORIES:Talent Development Center,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220428T113000
DTEND;TZID=America/New_York:20220428T130000
DTSTAMP:20260403T191417
CREATED:20220414T175106Z
LAST-MODIFIED:20220414T175106Z
UID:33780-1651145400-1651150800@studymanuals.naifa-florida.org
SUMMARY:NAIFA/CF April Luncheon
DESCRIPTION:NAIFA Central Florida Invites You To\nJoin Us for the April monthly luncheon.\n \nKYLE WILLIAMSON\, CLU\, Managing Partner of New York Life will be the speaker. \nTOPIC: Best Practices – Eternal Fundamentals that will help you take your business to the next level. \n\nMEETING INFORMATION\n11:30 am – 1:00 pm on Thursday\, April 28\, 2022\nDubsdread Golf Course\n549 West Par Road\, Orlando  \nCost:\nMember of NAIFA  In Person  $20.00\nNon-Members In-Person $25.00\nInvited and First-Time Guests – FREE
URL:https://studymanuals.naifa-florida.org/event/naifa-cf-april-luncheon/
LOCATION:Dubsdread Golf Course\, 549 W Par Street\, Orlando\, FL\, 32804
CATEGORIES:Chapter Event,In Person Event,Membership,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:20220428T113000
DTEND;TZID=America/New_York:20220428T130000
DTSTAMP:20260403T191417
CREATED:20220328T130816Z
LAST-MODIFIED:20220328T130816Z
UID:33594-1651145400-1651150800@studymanuals.naifa-florida.org
SUMMARY:NAIFA Northeast FL Chapter Meeting
DESCRIPTION:How a Survivorship Standby Trust Allows for Control and Flexibility during a Client’s Lifetime\n  \n \nJason Graham\, MBA\, LACP \nNew Venue\nTerra Gaucha Brazilian Steakhouse\n4483 Southside Blvd.\nJacksonville\, FL  32216\n(Please understand that we may not be able to accommodate walk in’s) \nProgram Sponsored by\nClick here to learn more about the speaker. \nCost $25 members\, $30 non members.\nOnline prepay and RSVP required by Friday\, April 22th.\n \nNo refunds for cancellations less than 48 hours prior to the event. 
URL:https://studymanuals.naifa-florida.org/event/naifa-northeast-fl-chapter-meeting/
LOCATION:Terra Gaucha Brazilian Steakhouse\, 4483 Southside Blvd.\, Jacksonville\, FL\, 32216
CATEGORIES:Chapter Event,In Person Event,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:20220420T110000
DTEND;TZID=America/New_York:20220420T130000
DTSTAMP:20260403T191417
CREATED:20220321T174012Z
LAST-MODIFIED:20220321T174021Z
UID:33502-1650452400-1650459600@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Broward CE CLASS: Solutions for Business Owners
DESCRIPTION:We invite you to join us for a Continuing Education Class \nCE CLASS:  Solutions for Business Owners \n1-hr. CE Class:  Credit for Florida insurance\, CFP\, CIMA and CPE.  Approved for Investments & Wealth Institute CE. \nFlorida CE Course #: PLIFE283\, Offering ID:  73033\, Approval ID: 119393 \nCourse Authority:  IND Life-FL\, CFP\, PRP \nCourse Level: Intermediate \n\nCourse Objective:\nThis course for financial advisors will explain a broad range of goals and solutions that advisors can provide to business owners\, to help them manage risk and meet their business objectives. Participants will also learn about income tax\, regulatory and practical implications that affect the clients’ needs and each type of solution. \n\nLearning Objectives: \n\nLearn how business value impacts overall planning\nDiscover solutions to help the business owner protect their business\n See the importance of reviewing the buy-sell agreement to ensure it’s meeting the client’s objectives.\n Help business owners see how their business can play a part in their retirement income strategy\n\n\nDate: Wednesday\, April 20\, 2022 \nTime:  11:00 AM\, Registration and Lunch\n11:45 AM\, 1-Hr CE Class \nLocation: Fort Lauderdale Country Club\n415 E. Country Club Circle\nFort Lauderdale\, FL 33317 \nMeeting Type: On-Site \n  \nMODERATED BY: \n \n  Steven Saladino\n RICP®\, LACP\, LUTCF®\nPrincipal Securities \n  \n \nJoe Nagy \nPre-Registration\nPre-Registration is required\,  RSVP today \nAfter registering\, you will receive a confirmation email containing information about joining the meeting. \n  \nCharge – Member\nLunch- $28.00\nZoom – FREE \nCharge – Member\nLunch- $40.00\nZoom – $10.00 \nComplete NAIFA Member Lunch Registration\nComplete NAIFA Member Zoom Registration \nComplete NAIFA Non-Member Lunch Registration\nComplete NAIFA Non-Member Zoom Registration\n\nADVANCE REGISTRATION AND PREPAYMENT IS REQUIRED\nIt is your responsibility to verify the CE course is not a repeat of a prior course\, taken less than two years from the previous one.\nThe Internet address to check your State CE credits and compliance periods is located at: http://dice.fldfs.com/public/pb_index.aspx \n\nNote: You must arrive on time for the CE Class to receive credit. Anyone arriving after 5 minutes into the class will not receive CE credit. Please know your license number\, and bring a photo ID.\n\nFor more information\, contact NAIFA-Broward Association Executive Rhonda Milrot at 954-753-2262\, or admin@naifa-broward.org
URL:https://studymanuals.naifa-florida.org/event/naifa-broward-ce-class-solutions-for-business-owners/
LOCATION:Fort Lauderdale Country Club\, 415 E. Country Club Circle\, Plantation\, FL\, 33317
CATEGORIES:Chapter Event,Continuing Education,In Person Event,New Members,Non-Members,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Broward":MAILTO:admin@naifa-broward.org
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20220415
DTEND;VALUE=DATE:20220416
DTSTAMP:20260403T191417
CREATED:20220103T182120Z
LAST-MODIFIED:20220103T182120Z
UID:32741-1649980800-1650067199@studymanuals.naifa-florida.org
SUMMARY:Holiday Office Closure
DESCRIPTION:The NAIFA-Florida office will be closed in observation of Good Friday.
URL:https://studymanuals.naifa-florida.org/event/holiday-office-closure-14/
CATEGORIES:Holiday Office Closure
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220414T173000
DTEND;TZID=America/New_York:20220414T190000
DTSTAMP:20260403T191417
CREATED:20220328T125809Z
LAST-MODIFIED:20220328T125951Z
UID:33588-1649957400-1649962800@studymanuals.naifa-florida.org
SUMMARY:Young Advisors April Social
DESCRIPTION:Click here to RSVP for the YAT Social
URL:https://studymanuals.naifa-florida.org/event/33588/
LOCATION:Lynch’s Irish Pub\, 514 1st Street North\, Jacksonville Beach\, FL
CATEGORIES:Chapter Event,In Person Event,Mixer,Networking,New Members,Non-Members,Open to Members & Non-Members,YAT
ORGANIZER;CN="NAIFA-Northeast Florida":MAILTO:info@naifa-jacksonville.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220414T140000
DTEND;TZID=America/New_York:20220414T150000
DTSTAMP:20260403T191417
CREATED:20220328T133838Z
LAST-MODIFIED:20220328T133850Z
UID:33601-1649944800-1649948400@studymanuals.naifa-florida.org
SUMMARY:NAIFA Live: Eleanor I. Johnson\, CPA\, CLU\, CGMA
DESCRIPTION:April NAIFA Live: Eleanor I. Johnson\, CPA\, CLU\, CGMA\nThe Conversation BEFORE the Conversation: How to create a common dialogue that uncovers client priorities and motivates them to move forward with the implementation of planning strategies.\nApril 14th | 2 pm eastern \n \nHave you ever made a planning recommendation to a client that you worked on extensively but that was never actually implemented? Or if implemented\, did the client later “forget” why they did what they did? In most cases that outcome was predictable – either because the recommendation made was not fully understood\, or because the client had other planning priorities that may not have been discovered. \nIn this session\, Eleanor Johnson\, CPA\, CLU\, CGMA\, Founding Principal\, Highland Capital Brokerage\, will describe her “three buckets” level setting approach that is used as part of every first client meeting and again when a new advisor or center of influence is added to the team. \n \n 
URL:https://studymanuals.naifa-florida.org/event/33601/
LOCATION:ZOOM
CATEGORIES:Members Only,NAIFA Live,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220412T140000
DTEND;TZID=America/New_York:20220412T150000
DTSTAMP:20260403T191417
CREATED:20220328T133609Z
LAST-MODIFIED:20220328T133609Z
UID:33599-1649772000-1649775600@studymanuals.naifa-florida.org
SUMMARY:Q2 State of NAIFA
DESCRIPTION:April 12th | 2 pm eastern\n  \nAll NAIFA members are invited to attend the State of NAIFA webinar for 2022 on April 12th at 2 pm eastern. Our 30-minute Q2 event will include an update on our work as an association and highlight what to expect during Congressional Conference. This event is open to the public\, so please feel free to invite media\, potential members\, sponsors\, and potential sponsors to allow them to get to know NAIFA Nation. \nWhat’s in it for You:\nThis is your association! The work we undertake is based on your ideas and involvement. We hold these quarterly webinars and issue quarterly association dashboard reports so that you can see what your membership fees support. The webinars are open to all to increase transparency within the industry and provide media with access to NAIFA. \nSpeakers Include: \n\nLarry Holzberg\, LUTCF\, LACP\, NAIFA President\nKevin Mayeux\, CAE\, NAIFA CEO\nDiane Boyle\, SVP NAIFA Government Relations
URL:https://studymanuals.naifa-florida.org/event/q2-state-of-naifa-2/
LOCATION:ZOOM
CATEGORIES:Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
END:VCALENDAR