National Association of Insurance and Financial Advisors-Florida
Thursday, June 27, 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…
Friday, June 28, 2024 12 pm eastern Each month, members will discuss and review a featured book to help you grow personally and professionally. Building a StoryBrand: Clarify Your Message…
We’re eager to hear from you about the events you’d like to see happening in your area for the remainder of this year. Your input is invaluable in shaping our…
We’re eager to hear from you about the events you’d like to see happening in your area for the remainder of this year. Your input is invaluable in shaping our…
THURSDAY, JULY 11, 2024 12:00 PM EASTERN Per stirpes and per capita options are commonly used by clients planning multigenerational assets transfers, including both probate and nonprobate assets. This article…
Thursday, July 11, 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…
We’re eager to hear from you about the events you’d like to see happening in your area for the remainder of this year. Your input is invaluable in shaping our…
Buy-Sell Planning after Connelly TUESDAY, JULY 16, 2024 12 PM EASTERN The U.S. Supreme Court’s recent decision in Connelly v. United States has upended buy-sell planning for many business owners. Now more…
WEDNESDAY, JULY 17, 2024 12 PM EASTERN Financial professionals across the country tell us they want prospective clients who have assets to move and are willing to meet on a…
We’re eager to hear from you about the events you’d like to see happening in your area for the remainder of this year. Your input is invaluable in shaping our…