NAIFA/Central FL Members-Only IFAPAC Event
JOIN 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…
10 events found.
Events
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Hannibal's On The Square 511 W New England Ave, Winter Park, FL
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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…
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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…
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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.…
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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…
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NAIFA-Northeast FL – Deflate, Relate, Elevate: The formula for building strong relationships
Terra Gaucha Brazilian Steakhouse 4483 Southside Blvd., Jacksonville, FLDeflate, Relate, Elevate: The formula for building strong relationships Erin O'Malley MAY 23, 2024 11:30 AM - 1:00 PM Join NAIFA-Northeast Florida on May 23rd from 11:30 am - 1:00…
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NAIFA-Central FL May Luncheon Meeting
The Azalea Lodge at Mead Gardens 1300 S Denning Dr, Winter Park, FLJoin us at The Azalea Lodge at Mead Gardens, 1300 S. Denning Drive, Winter Park on May 23, 2024 from 11:30 am - 1:00 pm. Click here for a link…
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NAIFA-Tampa Bay – Florida Property Insurance Market Update Luncheon
Brio Italian Grille 2223 N. Westshore Boulevard, Tampa, FloridaCarl Rockman Citizens MAY 29, 2024 11:30 AM - 2:00 PM EST Join NAIFA Tampa Bay tomorrow as we welcome Carl Rockman, Vice President, Agency & Market Services from Citizens,…
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Maximizing the Value of Life Insurance – An Innovative Approach to Charitable Giving
ZOOMTUESDAY, JUNE 4, 2024 12 PM EASTERN Life insurance is a mainstay in planning. As circumstances change, advisors and their charitable clients can appropriately value and potentially monetize policies for…
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Tax Reform Priorities and Politics
Thursday, June 13, 2024 1:30 pm eastern Tax reform is expected to consume the attention of Congress next year and preparation is well underway. Learn more about the Super Bowl…