NAIFA-Tampa Bay 35th Annual Golf Classic
April 22, 2024 9:00 am Shotgun Start Join NAIFA-Tampa Bay on Monday, April 22nd for our 35th Annual Golf Classic! We can't wait to see you at Carrollwood Country Club.…
10 events found.
Events
-
-
Carrollwood Country Club 13903 Clubhouse Drive, Tampa, FL
-
Financial Security Advocate Academy
ZOOMWednesday, April 24, 2024 2 pm eastern Financial Security Advocates have the training, knowledge, and skills to fully participate in the political process, exert their grassroots influence, and amplify NAIFA's…
-
NAIFA-Northeast FL – “NET” to “WORTH”: Communicating Your NetWORTH in Professional Relationships
Terra Gaucha Brazilian Steakhouse 4483 Southside Blvd., Jacksonville, FLJasmine Romaine April 25, 2024 11:30 AM - 1:00 PM EST Effective relationships can create more than a network, it can create a "NetWORTH" when strategies are learned. This talk…
-
Excessive Student Loans: The Harbinger of Death to a Financial Future (Journal Live)
THURSDAY, APRIL 25, 2024 12 PM EASTERN Join April's Journal Live, with presenters Greg Geisler, and J. William Harden to learn how the findings of their study can help clients…
-
Coaches Circle with Dan Finley: Mastering Time Management
ZOOMThursday, April 25, 2024 4 pm eastern As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching…
-
NAIFA/Central FL Members-Only IFAPAC Event
Hannibal's On The Square 511 W New England Ave, Winter Park, FLJOIN NAIFA/CF FOR A MEMBERS-ONLY IFAPAC EVENT With special guests: US Representative Daniel Webster State Representatives Rachel Plakon Susan Plasencia Thursday, April 25, 2024 From 6 - 8 PM Hannibal's On…
-
-
Maximizing Wealth: The Importance of Coordinating Financial Assets with the Estate Plan
ZOOMWEDNESDAY, MAY 1, 2024 12 PM EASTERN This webinar will delve into the intricate relationship between financial assets and estate planning. Working with clients to effectively coordinate financial assets can assure…
-
Free Webinar on the DOL Fiduciary-Only Rule
ZOOMHow the DOL Fiduciary-Only Rule Will Impact the Role of Financial Professionals Offering Retirement Planning Services THURSDAY, MAY 2, 2024 2 PM EASTERN On April 23, the Department of Labor…
-
Income Protection – The Cornerstone to Financial Planning
ZOOMWEDNESDAY, MAY 8, 2024 12 PM EASTERN The foundation of a solid financial plan during income earning years needs to be supported by a disability income plan and life insurance.…
-
2024 Congressional Conference
Washington DC Washington DCThe Congressional Conference May 20-21, 2024 J.W. Marriott in Washington, D.C. NAIFA’s annual Congressional Conference is crucial to our grassroots advocacy strategy. The event brings NAIFA members together as a…