Free Webinar on the DOL Fiduciary-Only Rule
How 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…
10 events found.
Events
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ZOOM
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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…
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Members Only-Coaches Circle with Dan Finley: The Advisor Solutions Master Mind Session
ZOOMThursday, June 13, 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…
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NAIFA-Tampa – FICPA Networking Social
Cheeseology 1527 E 7th Ave, Tampa, FLFICPA Networking Social JUNE 18, 2024 5:30 PM-7:30 PM Join us along with our friends from FICPA for our June social at the lovely Cheeseology! Come and enjoy…