NAIFA-Florida

Drive Business Growth by Embracing the Digital Age
2023-05-09 12:00 - 13:00 (America/New_York) | ZOOM
John Boothman
iLife Technologies
Tuesday, May 9
12 pm eastern

At this webinar, Business Performance Center partner iLife Technologies will help make sure your business does not get left behind in the digital age. John Boothman will give you actionable tips on how to incorporate more digital solutions into your business to drive growth and keep up in today’s ever-changing market.

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Post SECURE Act 2.0: Actionable Techniques and Sophisticated Strategies in Retirement and Estate Planning
2023-05-09 12:00 - 15:00 | ZOOM
Jamie P. Hopkins, Esq., MBA, CFP, LLM, CLU, ChFC, RICP
Carson Group
Robert K. Kirkland, JD, LLM
Kirkland Woods & Martinsen LLP
Brandon Buckingham, JD, LLM
Prudential Retirement and Life Distribution
Tuesday, May 9
12 – 3 pm eastern

The SECURE Act brought a sea change in planning for the disposition of retirement assets. The recently issued regulations answered some questions and created new ones. This presentation will cover these and other developments in this important area.
Attendees will learn:

The new rules for timing of distributions from a decedent’s IRA
The consequences of naming a trust as IRA beneficiary
Strategies appropriate for when a special needs beneficiary is involved
Charitable strategies that might be considered with IRAs

CE Credit available. NAIFA members get free registration. Email apc@naifa.org to get your discount code.

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NAIFA-Broward - CE Class: "Disability Comprehensive Income Protection"
2023-05-10 10:30 - 23:30 | Coastal Wealth, 1000 Corporate Drive 7th Floor, Fort Lauderdale, FL, 33334
We invite you to join us for a Continuing Education Class
CE CLASS: “Disability Comprehensive Income Protection”

Course: Increase your Disability sales and reach out to your clients during Disability Awareness month by attending this course.
Learn how to position both Group and Individual Disability together for an optimum plan design!
Date: Wednesday, May 10, 2023
Time: Registration, 10:30 AM followed by 1-Hour CE Class. We will be providing lunch catered from Panera. Let us know if you have any dietary restrictions.
Location: 1000 Corporate Drive 7th Floor, Fort Lauderdale FL 33334. Coastal Wealth Kitchen area

MODERATED BY:

Bob Herman, Disability Income Regional Vice
President Principal Life Insurance Company

Michele Friedlander,
RHU, REBC
Brokerage Director/Disability Income, LTC Specialist Coastal Wealth

Cost Member: $20.00
Cost Non-Member: $30.00

Webinar - 4 HR CE-Hour Life & Health – (Required) Law and Ethics
2023-05-17 08:30 - 12:30 | ZOOM
The Rosenthal Agency, Inc. is a proud sponsor of NAIFA Florida’s upcoming
4 CE-Hours Life and Health CE Class
“2023 Law and Ethics Update for Life and Health Advisors”
This is a State of Florida Required Course for Compliance
Class is open to Members and Non-Members of NAIFA
CLICK HERE TO REGISTER TODAY!“

“2023 Law and Ethics Update for Life and Health Advisors – Webinar” (on Zoom)
Wednesday, May 17, 2023 – 8:30 AM to 12:30 PM ET

Instructor: Donald A. Brown

COURSE INFORMATION
This 4-Hour course fulfills the DFS requirement that Life and Health Insurance Advisors need four hours of law and ethics update in every two-year continuing education cycle. Content covers updates to state and federal law and rules for those in the life and health insurance arenas.
Course ID: 125558 ~ Course Offering: 1179069 ~ Hours – Four (4)
Course Level- Intermediate ~ Course Authority – CE 5-215 Law and Ethic Update – LHV

COST TO ATTEND
$30 – Members
$40 – Non-Members

REGISTRATION
Please note that as soon as you register, you will receive a confirmation email with the ZOOM link for the meeting. If you do not receive that email, please check your spam folder. A reminder email will be sent out on the morning of the class with the ZOOM link.

Sponsored By

Robert Rosenthal
President
Phone: 305-412-0800
Cell: 954-242-0197
Email: Robert@therosenthalagency.com
8000 SW 117 Ave, PH-A
Miami, FL 33183
www.TheRosenthalAgency.com

Scaling Advice: How to Make the Financial Planning Process More Efficient
2023-05-18 12:00 - 13:00 | ZOOM
Alison Susko
VP of Community, Asset-Map
Mike Hemmert
Chief Sales Officer, Asset-Map
Thursday, May 18
12 pm eastern

NAIFA and Asset-Map have teamed up to show how they’re enabling financial professionals like you to lead with advice. See how in 15 minutes or less, you can put the most critical information about your clients’ financials in one shared picture: the start of an easy-to-understand process for more extensive advice conversations.
Join Alison Susko and Mike Hemmert of Asset-Map as they show you how with clarity comes confidence for the informed decisions that improve your clients’ financial health and increase the value of your business.

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Congressional Conference
2023-05-22 - 2023-05-23 | Washington DC, Washington DC
Congressional Conference
May 22-23, 2023
Washington, D.C.

NAIFA’s annual Congressional Conference is crucial to our grassroots advocacy strategy. The event brings NAIFA members together as a critical mass to advocate on behalf of their businesses, clients, consumers, and the insurance and financial services industry. It provides targeted advocacy training with briefings on specific legislative issues, best practices for conducting congressional meetings, and tips for developing impactful long-term relationships with legislators.

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8th Annual DEI Symposium
2023-05-22 08:00 - 12:00 | JW Marriott, 1331 Pennsylvania Ave, NW, Washington, DC, 20004
May 22, 2023
Washington, D.C.

NAIFA aims to promote a diverse membership that serves under-targeted populations by fostering an environment of multiculturalism, equity, and inclusion. The 8th Annual DEI Symposium presents sessions from the lens of how agents and advisors can better utilize political engagement to further advance their practice. Additionally, the sessions will gauge the extent to which we are making progress in bringing more advisors into the industry.
Featured speakers include NAIFA Trustee and Midwest Legacy Group, LLC, Founder & CEO Christopher Gandy, LACP; Keynote Speaker Marques Ogden; Pearson & Associates President Rachel Pearson; Diversity in Government Relations Coalition (DGRC) Co-Founder Cicely Tomlinson; and Society for Human Resource Management Chief Knowledge Officer Alexander Alonso, PhD, SHRM-SCP.

NAIFA/CF May Luncheon
2023-05-25 11:30 - 13:00 | The Azalea Lodge at Mead Gardens, 1300 S Denning Dr, Winter Park, FL, 32789
NAIFA Central Florida Invites You To
Join Us for the May monthly luncheon.
SPEAKER
Jeffrey Chernoff, MS, LUTCF, LACP
NAIFA-Florida President
Jeff Chernoff, M.S., LUTCF, LACP, Vice President of Insurance and Trust in Tampa, FL, is the National Association of Insurance and Financial Advisors (NAIFA) Young Advisor Team Leader of the Year for 2022.
Chernoff is the President of NAIFA-FL and has been a loyal NAIFA member since 2011. He is a graduate of NAIFA’s Leadership in Life Institute (LILI) and has remained active in the program, serving as a moderator of classes in Florida. He is a Past President of NAIFA-Tampa Bay and received that chapter’s Dick Cimino Distinguished Service Award in 2018 for his strong support of the chapter’s membership endeavors and public service projects.
As NAIFA-FL’s IFAPAC Chair, he oversaw the growth of the state chapter’s political action committee in both dollars raised and number of contributors.
MEETING INFORMATION
11:30 am – 1:00 pm on Thursday, May 25, 2023
The Azalea Lodge
1300 S. Denning Drive
Winter Park, FL
Cost:
Member of NAIFA In Person $25.00
Non-Members In-Person $30.00
Invited and First-Time Guests – FREE

NAIFA-Tampa Bay's Florida Property Insurance Market Update Luncheon
2023-05-31 11:30 - 14:00 | Brio Italian Grille, 2223 N. Westshore Boulevard, Tampa, Florida
May Monthly Program: Florida Property Insurance Market Update Luncheon

Wednesday, May 31, 2023 11:30am-2:00PM
Brio Italian Grill
Join NAIFA Tampa Bay as we welcome Carl Rockman, Vice President, Agency & Market Services from Citizens, to discuss the current state of the property insurance marketplace and changes to expect for your clients.
Even if you are not a multi line agent, we highly recommend attending as these issues will directly or indirectly affect every client you have in the State of Florida. Be a resource for them to help show your value as a NAIFA member by attending.
Topics to Include:
Legislative Changes Impacting Citizens
Depopulation Program Enhancements
Tips on Working With Citizens
Open to all members, non-members, & their guests.
Don’t forget to bring your business cards and invite a potential NAIFA member!

How LifeSecure Supplemental Products Can Grow Your Business
2023-05-31 12:00 - 13:00 | ZOOM
Toby Kominek, CLTC
Sr. National Sales Manager, LifeSecure
Wednesday, May 31
12 pm eastern

LifeSecure’s accident, critical illness, and hospital indemnity products have incredible value as stand-alone products, but they also work well together when paired with health insurance.
Find out how they can provide a whole health solution for your clients, but also offer advantages to agents looking to grow their business at the next Advisor Today webinar on Wednesday, May 31 at 12 pm eastern.

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Protecting Your Practice: Current E&O Trends and Loss Prevention Tips
2023-06-01 14:00 - 15:00 | ZOOM
Ross Jordan, CPCU
Account Executive, CalSurance
Thursday, June 1
2 pm eastern

Join Ross Jordan of NAIFA partner CalSurance Associates for the next Business Performance Center webinar as he discusses the current Errors & Omissions (E&O) environment for financial professionals. At this webinar, he will review recent claim trends, share what you should be doing to protect your business, and go through important coverages which you should be reviewing in your E&O insurance.

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New Port Richey-Area Members – Pop-Up Social
2023-06-01 17:00 - 19:00 | The Social, 5650 Main St, New Port Richey, FL, 34652
Join your fellow NAIFA members from the New Port Richey region for an informal time of networking and drinks at The Social, 5650 Main St., New Port Richey – , Thursday, June 1, 5:00 p.m. The first drink is complimentary & we’ll kick in some appetizers! No formal program – just a time to reconnect and renew! Come meet NAIFA-Florida President Jeff Chernoff. Feel free to bring one or more fellow advisors. Members and non-members alike are welcome!!
WHEN: Thursday, June 1, 5:00 p.m
WHERE: The Social, 5650 Main St., New Port Richey
QUESTIONS? Contact Tom Ashley at tom.ashley@naifa-florida.org

Sponsored By

Robert Rosenthal
President
Phone: 305-412-0800
Cell: 954-242-0197
Email: Robert@therosenthalagency.com8000 SW 117 Ave, PH-A
Miami, FL 33183 www.TheRosenthalAgency.com

Tallahassee Members – Pop-Up Social
2023-06-07 17:00 - 19:00 | Glory Days Grill – Tallahassee, 1926 Capital Circle NE, Tallahassee, FL
Join your fellow NAIFA members from the Tallahassee region for an informal time of networking and drinks at Glory Days Grill, 1926 Capital Circle NE, Tallahassee, – Wednesday, June 7, 5:00 p.m. The first drink is complimentary & we’ll kick in some appetizers! No formal program – just a time to reconnect and renew! Come meet NAIFA-Florida President Jeff Chernoff. Feel free to bring one or more fellow advisors. Members and non-members alike are welcome!!
WHEN: Wednesday, June 7, 5:00 p.m.
WHERE: Glory Days Grill, 1926 Capital Circle NE, Tallahassee
QUESTIONS? Contact Tom Ashley at tom.ashley@naifa-florida.org

Sponsored By

Robert Rosenthal
President
Phone: 305-412-0800
Cell: 954-242-0197
Email: Robert@therosenthalagency.com8000 SW 117 Ave, PH-A
Miami, FL 33183 www.TheRosenthalAgency.com

Ocala – Pop-Up Social
2023-06-08 17:00 - 19:00 | Brick City Southern Kitchen & Whiskey Bar, 10 S. Magnolia Ave, Ocala, FL
Join your fellow NAIFA members from the Ocala region for an informal time of networking and drinks at Brick City Southern Kitchen & Whiskey Bar, 10 S. Magnolia Ave., Ocala – , Thursday, June 8, 5:00 p.m. The first drink is complimentary & we’ll kick in some appetizers! No formal program – just a time to reconnect and renew! Come meet NAIFA-Florida President Jeff Chernoff. Feel free to bring one or more fellow advisors. Members and non-members alike are welcome!!
WHEN: Thursday, June 8, 5:00 p.m.
WHERE: Brick City Southern Kitchen & Whiskey Bar, 10 S. Magnolia Ave., Ocala
QUESTIONS? Contact Tom Ashley at tom.ashley@naifa-florida.org

Sponsored By

Robert Rosenthal
President
Phone: 305-412-0800
Cell: 954-242-0197
Email: Robert@therosenthalagency.com8000 SW 117 Ave, PH-A
Miami, FL 33183 www.TheRosenthalAgency.com

Decumulation Diversification
2023-06-13 14:00 - 15:00 | ZOOM
Schyler Adams
Director, Advanced Strategies & Planning Platforms
Allianz
Tuesday, June 13
2 pm eastern

Join the next Advisor Today webinar as Allianz explores strategies for how you can diversify your income during retirement. Schyler Adams, Director of Advanced Strategies & Planning Platforms, will share advanced concepts to help hedge against and offset the potential increase of taxes and inflation in today’s uncertain market.

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How to Book 15 Meetings a Month with Ideal Prospects on LinkedIn
2023-06-14 12:00 - 13:00 | ZOOM
Bruno Nicoletti
Founder & CEO, Hummingbird
Wednesday, June 14
12 pm eastern

LinkedIn is a great place to prospect for potential clients, but it can be hard to come up with an effective strategy and process to get those potential prospects to book a call.
During this webinar, Hummingbird’s CEO Bruno Nicoletti, will reveal his step-by-step process to LinkedIn prospecting and everything you need to fill your calendar.

MEMBERS ONLY: NAIFA Live: Financial Security Advocate Academy
2023-06-15 14:00 - 15:00 | ZOOM
Andrew Holt
Government Relations & Grassroots Manager, NAIFA
Thursday, June 15
2 PM EASTERN
June’s NAIFA Live is exclusive to NAIFA members to give them the opportunity to learn more about the Financial Security Advocate badge together and go through the training as a group instead of taking the course programs on their own. It is the perfect chance for those who thrive in a group environment to learn and complete the FSA program!
After attending this NAIFA Live, members will have earned their FSA badge, which will be issued to them following the event to proudly post on social media and use in their marketing.

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Medicare 101 & ACA Health Plans
2023-06-22 11:30 - 13:00 | Terra Gaucha Brazilian Steakhouse, 4483 Southside Blvd., Jacksonville, FL, 32216
June 22, 2023
11:30AM – 1:00PM
MEDICARE 101 & ACA HEALTH PLANS
A presentation by

Lorie Johns
Tison Associates, Inc.
President & CEO
Her goal is to make insurance less cryptic, and unscramble the alphabet soup of Health Insurance.
ACA Marketplace Tax Credit guidelines and Medicare IRMAA Explained in laymen’s terms.
What Financial Advisors need to know to prepare their clients.
+
SPECIAL CHECK PRESENTATION TO
Junior Achievement of North Florida
RSVP by June 19, 2023.
Click here to learn more about our speaker.
LOCATION
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd.
Jacksonville, FL 32216
(Please understand that we may not be able to accommodate walkin’s)
Cost $25 members, $30 non members.
Online prepay and RSVP by 12noon
Monday, March 20th. Click here to purchase tickets now.

NAIFA/CF-A Social Event, Crooked Can Brewing Company
2023-06-22 17:00 - 19:00 | The Crooked Can Brewing Company, 426 W. Plant Street, Winter Garden, FL, 34787
JOIN NAIFA/CF FOR A SOCIAL EVENT
Thursday, June 22, 2023
5:00 – 7:00 PM
AT
The Crooked Can Brewing Company
426 W. Plant Street
Winter Garden, FL 34787
https://crookedcan.com

NAIFA/CF will offer one drink ticket per person and light appetizers. Enjoy time with colleagues and friends.
Brings guests who might be interested in learning more about NAIFA. Be a part of the FUN!!!
There is no charge to attend, but we do ask that you register so we will know approximately how many people to plan for.

Annuity Awareness Month: How to Increase Your Annuity Sales
2023-06-28 12:00 - 13:00 | ZOOM
Bryan Albert
Eagle Life Insurance Company
VP, Head Of Sales
Ellen Donovan
Allianz Life Insurance Company of North America
External Wholesaler
Rona Guymon
Nationwide Financial
SVP, Annuity Distribution
Bryon Holz
NAIFA President
Wednesday, June 28
12 PM Eastern

Join the next Advisor Today webinar, where for the Annuity Awareness Month, NAIFA is featuring three top experts in annuity distribution to talk about why annuities are a key part of a holistic financial plan. The session will be moderated by NAIFA President Bryon Holz.

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Q3 State of NAIFA
2023-07-11 12:00 - 13:00 | ZOOM
TUESDAY, JULY 11, 2023
12 PM EASTERN

Join us for the Q3 “State of NAIFA” 2023 webinar featuring:

Bryon Holz, NAIFA President
Kevin Mayeux, NAIFA CEO
Diane Boyle, NAIFA SVP of Government Relations

NAIFA leaders will provide an update on where NAIFA is as an association and highlight advocacy work to be done this year. They will also provide an update on NAIFA programs and, most importantly, provide information to help you get the most out of NAIFA.

Members Only - NAIFA Live: Super-Producers Share Their Secrets of Success
2023-07-19 14:00 - 15:00 | ZOOM
Howard Sharfman
Senior Managing Director, NFP Solution
Ryan Barradas
Managing Partner, Wealth Point
Julian Movsesian
President & CEO, Succession Capital Alliance
Dan Munroe
Financial Professional, Equitable Advisors
July 19, 2023
2:00 PM EST

July’s NAIFA Live is exclusive to NAIFA members to give them the opportunity to hear from three top producers as they give proven sales ideas that they wish they’d known when they started in the biz. The session will be moderated by Howard Sharfman, one of Forbes’ 2021 Top Financial Security Professionals.
Register through the NAIFA Member Portal.

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Virtual Sales Symposium Series - Surfing the Next Baby Boomer Wave (“Life Insurance 303: Putting Your IRA to Work” – CE)
2023-07-20 14:00 - 15:00 | ZOOM
July 20 @ 2PM EST
Surfing the Next Baby Boomer Wave (“Life Insurance 303: Putting Your IRA to Work” – CE)
Presented by Michael Staeb
Course Offering # 1182985 ~ Provider #373455 (3GEN Insurance) ~ Course Authority – CE 2-16 Life ~ 1 Hour CE Credit
Tax planning isn’t just for those over 70 and paying RMDs. Clients with pre-tax savings they’re not drawing from will have future tax challenges. Learn 3 strategies to mitigate their tax liability using a life-insurance-based solution.
Michael Staeb, CLTC, LACP, LUTCF has over 18 years of experience in brokerage distribution. He designs and implements insurance solutions for personal, business, estate, retirement, and charitable planning. MDRT Focus Session Speaker in 2019, Speaker at FPA Puget Sound Symposium (Seattle) in 2018, NAIFA Conference speaker in 2016, LILI graduate, and YAT panelist at NAIFA Conference in 2014.
Each session is $19/Members or $29/Non-Members. A multi session discount is available for all five sessions. $69/Members or $99 Non-Members
To receive the five session discount, you MUST enter one of the following promo codes in step 2 of checkout:
member5
nonmember5
For the full schedule or to register, please visit https://studymanuals.naifa-florida.org/2023nfconv/.

Citizens Webinar
2023-07-26 10:00 - 11:00 | ZOOM
Citizens Webinar – Wednesday, 7/26 (10:00 a.m. ET)

Agency Operations
Roof Replacement Eligibility
Citizens New Business Eligibility
Flood Requirements
Depopulation Changes
Interim Changes to the Clearinghouse Program
Hot Topics

Join Zoom Meeting
https://us02web.zoom.us/j/9351425169

Dial by your location

+1 305 224 1968 US
+1 309 205 3325 US
+1 312 626 6799 US (Chicago)
+1 646 558 8656 US (New York)

Meeting ID: 935 142 5169

NAIFA-Tampa Bay's Clark Capital Market Update Luncheon
2023-07-26 11:30 - 14:00 | Brio Italian Grille, 2223 N. Westshore Boulevard, Tampa, Florida
July Monthly Program: Clark Capital Market Update Luncheon

Wednesday, July 26, 2023 11:30am-2:00PM
Brio Italian Grill
Join NAIFA Tampa Bay Wednesday, July 26th as we welcome Jeff Daigneault from Clark Capital Management Group to discuss the current state of the capital markets and changes to expect for your clients.
Topics to Include:
· An interactive economic & capital markets review to prepare you to answer your clients’ latest questions on the markets
· A review of how Clark Capital is positioning portfolios to help keep clients on course
· Tools for growing and retaining your high-net-worth business
Presented By: Clark Capital Management Group
Jeff Daigneault
Investment Consultant
Open to all members, non-members, & their guests.
Don’t forget to bring your business cards and invite a potential NAIFA member!

Virtual Sales Symposium Series - The Value of Working with a Professional Coach
2023-07-27 12:00 - 13:00 | ZOOM
July 27 @ Noon EST
The Value of Working with a Professional Coach
Presented by Shari Santoriello
It seems like coaches have sprung up everywhere these days. Shari will share tips on how to vet and select just the right personal coach for you and your goals. Whether it’s coaching for your career, leadership development, health, or life, Shari will walk you through the process of picking the right coach!
Shari Santoriello is a Career Specialist with Ama La Vida with a strong 25-year career in creative marketing communications and ten years of experience as a college professor. She has a Master’s in Communications Arts from the New York Institute of Technology and a Bachelor’s in English (concentration in Communications) from the University of Albany.
Each session is $19/Members or $29/Non-Members. A multi session discount is available for all five sessions. $69/Members or $99 Non-Members
To receive the five session discount, you MUST enter one of the following promo codes in step 2 of checkout:
member5
nonmember5
For the full schedule or to register, please visit https://studymanuals.naifa-florida.org/2023nfconv/.

Virtual Sales Symposium Series - Discover Untapped Markets to Boost Your Career
2023-08-03 10:00 - 11:00 | ZOOM
Aug 3 @ 10:00AM EST
Discover Untapped Markets to Boost Your Career
Presented by Darlene Flagg
Whether you’re a seasoned advisor, a new advisor, or somewhere in between, you’ll learn why untapped markets could be your key to boost sales and reach your goals! If you’re looking for ways to expand your business, Darlene can help you do it!
Darlene Flagg is VP of Marketing & Brand for National Life Group and she has over 25 years of marketing and sales experience in the life, annuity, and retirement arenas. She is the Immediate Past President of Women in Financial Services (WIFS) and she is a graduate of Seton Hall University with Bachelor’s and Master’s degrees.
Each session is $19/Members or $29/Non-Members. A multi session discount is available for all five sessions. $69/Members or $99 Non-Members
To receive the five session discount, you MUST enter one of the following promo codes in step 2 of checkout:
member5
nonmember5
For the full schedule or to register, please visit https://studymanuals.naifa-florida.org/2023nfconv/.

NAIFA Northeast Happy Hour - Summer Social
2023-08-03 17:30 - 19:30 | Fogo de Chao, 4787 Town Center Blvd., Jacksonville, FL, 32256
August 3, 2023
NAIFA Happy Hour – Summer Social
Location
Fogo de Chao
4787 Town Center Blvd.
Jacksonville, FL 32256
Join NAIFA members for appetizers and drinks.
A great way to meet other professionals in the industry.
First 30 members attend free with RSVP.
Guest are welcome, cost $10 per person (must be prepaid online).
Appetizers provided
1st Happy Hour Beverage free (self-purchase thereafter).
RSVP by August 1, 2023.

Virtual Sales Symposium Series - Health Insurance: Inflation Reduction Act
2023-08-10 12:00 - 13:00 | ZOOM
Aug 10 @ Noon EST
Health Insurance: Inflation Reduction Act
Presented by Craig Rodrigue
Course Offering #1182875 ~ Provider #654 ~ Course Authority – CE 2-40 Health ~ 1 Hour CE Credit
If you a health insurance advisor or you are curious about what’s going on with health insurance costs, the lowering of prescription drug prices, including caps on out-of-pocket drug costs, then hear it from NAIFA-Florida’s Health Insurance Committee chair! His no-nonsense approach makes for a fascinating look at how he keeps his clients and the business community informed and in compliance!
Craig Rodrigue has been an independent agent with CSR & Associates Benefits Group for over 25 years and is on top of the current environment for healthcare coverage. He’s a benefits specialist and an advisor on ACA federal compliance. Craig is a graduate of the University of Central Florida College of Business Administration.
Each session is $19/Members or $29/Non-Members. A multi session discount is available for all five sessions. $69/Members or $99 Non-Members
To receive the five session discount, you MUST enter one of the following promo codes in step 2 of checkout:
member5
nonmember5
For the full schedule or to register, please visit https://studymanuals.naifa-florida.org/2023nfconv/.

Virtual Sales Symposium Series - From Financial Professional to Respected Thought Leader – The Career-Boosting Pathway to Ridiculous Success
2023-08-16 14:00 - 15:00 | ZOOM
Aug 16 @ 2:00PM EST
From Financial Professional to Respected Thought Leader –
The Career-Boosting Pathway to Ridiculous Success
Presented by Brian Haney
Brian will share ways to step up your game and enhance your credibility by becoming a respected thought leader – not just a financial professional. Learn new communications tools which will have your prospects and clients regard you as a “must-have” advisor.
Brian Haney, CLTC, CFS, CIS, CFBS, LACP, LUTCF, CAE, founded The Haney Company in Silver Spring, MD, along with his father, in 2013. As CEO, Brian has more than a decade of experience in banking investments, asset management, and insurance. He’s a perineal MDRT Qualifier since 2016 as well as Court of the Table since 2014. Brian is NAIFA’s 2021 YAT Leader of the Year and 2018 Diversity Champion Award winner. He currently sits on NAIFA’s Board of Trustees.
Each session is $19/Members or $29/Non-Members. A multi session discount is available for all five sessions. $69/Members or $99 Non-Members
To receive the five session discount, you MUST enter one of the following promo codes in step 2 of checkout:
member5
nonmember5
For the full schedule or to register, please visit https://studymanuals.naifa-florida.org/2023nfconv/.
