National Association of Insurance and Financial Advisors-Florida
April 12th | 2 pm eastern All 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…
April NAIFA Live: Eleanor I. Johnson, CPA, CLU, CGMA The 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. April 14th | 2 pm eastern Have you ever made a planning recommendation to a client that you worked…
Click here to RSVP for the YAT Social
The NAIFA-Florida office will be closed in observation of Good Friday.
We invite you to join us for a Continuing Education Class CE CLASS: Solutions for Business Owners 1-hr. CE Class: Credit for Florida insurance, CFP, CIMA and CPE. Approved for Investments & Wealth Institute CE. Florida CE Course #: PLIFE283, Offering ID: 73033, Approval ID: 119393 Course Authority: IND Life-FL, CFP, PRP Course Level: Intermediate Course Objective: This…
How a Survivorship Standby Trust Allows for Control and Flexibility during a Client’s Lifetime Jason Graham, MBA, LACP New Venue Terra Gaucha Brazilian Steakhouse 4483 Southside Blvd. Jacksonville, FL 32216 (Please understand that we may not be able to accommodate walk in's) Program Sponsored by Click here to learn more about the speaker. Cost…
NAIFA Central Florida Invites You To Join Us for the April monthly luncheon. KYLE WILLIAMSON, CLU, Managing Partner of New York Life will be the speaker. TOPIC: Best Practices - Eternal Fundamentals that will help you take your business to the next level. MEETING INFORMATION 11:30 am - 1:00 pm on Thursday, April 28, 2022 Dubsdread Golf…
Jamie Hopkins Esq., LLM, CFP, ChFC, CLU, RICP Professor Of Taxation, The American College Of Financial Services Director, Center For Retirement Income Harlan Accola, CRMP, CSA National Reverse Mortgage Director, Fairway Independent Mortgage Corporation FRIDAY, APRIL 29TH | 2 PM EASTERN Errors of Omission: When you must talk about reverse mortgages in retirement planning. Today,…
Join NAIFA-Tampa Bay for Cigars & Cocktails Join 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. Open to all members, non-members, & their guests. $10 - one cigar or drink Don't forget to…
NAIFA Central Florida Invites You To Join Us At Ivanhoe Brewing, May 5th NAIFA/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. Who: All of us + significant other or friends (the more the merrier) What: Trivia…