Holiday Office Closure
The NAIFA-Florida office will be closed in observation of Good Friday.
10 events found.
Events
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NAIFA-Broward CE CLASS: Solutions for Business Owners
Fort Lauderdale Country Club 415 E. Country Club Circle, Plantation, FLWe 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…
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NAIFA Northeast FL Chapter Meeting
Terra Gaucha Brazilian Steakhouse 4483 Southside Blvd., Jacksonville, FLHow 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…
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NAIFA/CF April Luncheon
Dubsdread Golf Course 549 W Par Street, Orlando, FLNAIFA 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…
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Compliance & Home Equity Conversion Mortgages: Why you NEED to be talking about Reverse Mortgage Loans with your clients
ZOOMJamie 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,…
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NAIFA-Tampa Bay Networking- Cigars and Cocktails
Cigar Paradise 400 Beach Dr NE Suite 142, Tampa, FLJoin 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…
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NAIFA-Central FL Pop Up Social – Ivanhoe Brewing
Ivanhoe Brewing 1300 Alden Rd, Orlando, FLNAIFA 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…
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NAIFA Ocala CE Event-P&C Agents
Ocala Board of Realtors 3105 NE 14th Street, Ocala, FLNAIFA Ocala is hosting : 2-20 LAW/ETHICS UPDATES - 5 Friday, May 6, 2022 Law/Ethics Updates for 2-20 (5-hours Credit) Offering ID#1159657, Course ID#119654 (Provider #372090) - 1st Coast School (of Insurance) - (www.1stcoastschool.com) Location: Ocala Board of Realtors: 3105 NE 14th Street, Ocala, FL 34470 Time: 8am-registration/snack & coffee (8:30 start) Lunch is provided Fee-…
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NAIFA-Northeast Florida CE- Disability Insurance What We Need to Know
Next Chapter Event - Thursday May 26, 2022 DISABILITY INSURANCE What We Need to Know MAUREEN KIRSCHHOFER, CLU, ChFC. Join 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…
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Webinar -7 Keys to Create Relationships with the Adult Children of Your HNW Clients
ZOOMSimon Reilly Coach, Speaker, Author, Leading Advisor Tuesday, MAY 17TH 1 PM EASTERN A significant percentage of financial advisors do not have a meaningful relationship with their clients' adult children. Limiting beliefs include; "It's too challenging and time-consuming to create meaningful relationships with my client's adult children." Why are these results happening? Join Simon for…