NAIFA-Florida

NAIFA-Broward- NAIFA Live Watch Party
2023-10-19 14:00 - 15:30 (America/New_York) | 1847 Financial, 1 North Federal Highway, Suite 201, Boca Raton, FL, 33432
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Join us on October 19, 2023, at 2 PM Eastern for an exclusive NAIFA Live event featuring David O’Malley, President and CEO of Penn Mutual, and Howard Sharfman, Senior Managing Director at NFP Solutions. In this session, moderated by Howard, David will share his CEO perspective on the industry outlook for 2024.

About the Presenters
Howard Sharfman
SENIOR MANAGING DIRECTOR | NFP SOLUTIONS

David O’Malley
PRESIDENT & CEO | PENN MUTUAL

SCHEDULE
1:55 PM – WELCOME, Live Broadcast Begins
2:00 PM – PRESENTATION
3:30 PM – NAIFA LIVE CONCLUDES

NAIFA-Broward is hosting a “Watch Party”

1 North Federal Highway, Suite 201, Boca Raton, FL 33432

Please register by email/telephone: Stephen Good
sgood@1847Financial.com
Tel: 425-606-0857

Tampa Bay Lightning Game and Tailgate
2023-10-19 18:00 - 21:30 | Thunderzone at Amalie Arena, 401 Channelside Drive, Tampa, FL, 33602
October 19, 2023
Doors Open at 6:00 pm
Game 7:00 pm ~ 9:30 pm

Join your fellow NAIFA-Tampa Bay members for Tailgating in the Thunderzone prior to the Lightning Game on October 19th!
Network with fellow NAIFA Members and watch the Tampa Bay Lightning take on the Vancouver Canucks.
Members: $30.00 | Non-Members: $50.00
* Any NAIFA member who brings a non-member that joins NAIFA to the game receives their registration & the new members registration free!
Price includes a Terrace level seats to the game, tailgating in the Thunderzone prior to the Lightning Game, and all alcohol, food, & beverage for the entire game.
Thunderzone at Amalie Arena
401 Channelside Drive
Tampa, FL 33602

Official registration coming soon at https://tampa.naifa.org/events.

Apex East
2023-10-24 | NAIFA Headquarters Building, 1000 Wilson Blvd, Arlington, VA, 22209
October 24, 2023

Launched in 2022, NAIFA’s Apex conference is designed to be a pure-play sales summit for producers and those in the financial services industry. The Apex design brings together producers with other industry professionals in estate planning law, accounting, technology, performance coaching, wellness, and more to create a dynamic event to take you to the top of your personal production. NAIFA is pleased to launch a regional conference in 2023 called Apex East.

NAIFA NE FL Luncheon - Legislative Updates
2023-10-26 11:30 - 13:30 | Terra Gaucha Brazilian Steakhouse, 4483 Southside Blvd., Jacksonville, FL, 32216
October 26, 2023
11:30AM – 1:30PM
Dan Olson is a Government Consultant responsible for lobbying the executive and legislative branches on behalf of the Firm’s clients. Dan served fifteen years in Florida’s executive agencies, working in multiple high-profile leadership roles, and three Governor’s administrations. He has extensive experience in Florida’s heavily regulated industries, including alcohol, gaming, tourism, and tobacco.
Prior to entering the private sector, Dan served as Director of Government Relations for Florida Attorney General Ashley Moody. In that role, he led multiple legislative efforts and helped Florida settle over $1.9 billion in opioid litigation. He oversaw state and federal lobbying, with a focus on budget and legislative priorities including, opioid abatement, national and state-wide litigation issues, anti-trust, criminal justice, racketeering, and elder fraud. Dan also advised the Attorney General on matters for consideration before the Governor and Cabinet, involving complex land issues and cabinet agency policies and rulemaking. Click here to learn more about our speaker.
Location
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd
Jacksonville, FL
RSVP necessary by October 23rd.

NAIFA-Central FL Luncheon
2023-10-26 11:30 - 13:30 | Dubsdread Golf Course, 549 W Par Street, Orlando, FL, 32804
NAIFA Central Florida Invites You To
Join Us for the October monthly luncheon.
SPEAKER

Bryon A. Holz, CLU, ChFC, CASL, LUTCF
NAIFA National President
TOPIC
The State Of NAIFA
MEETING INFORMATION
11:30 am – 1:00 pm on Thursday, October 26, 2023
Dubsdread Event Center
549 W. Par Street
Orlando, FL
Cost:
Member of NAIFA In Person $25.00
Non-Members In-Person $30.00
Invited and First-Time Guests – FREE

Webinar - IUL for Business Owners as an Edge in a Competitive Employee Marketplace
2023-10-27 12:00 - 13:00 | ZOOM
IUL for Business Owners as an Edge in a Competitive Employee Marketplace
Jordan Skog, J.D., CLU, ChFC, CFP
Allianz
https://at.naifa.org/leveragingiul
October 27th
12:00 pm eastern

According to recent survey data, business owners are continuing to face challenges with successfully transitioning their small- and mid-size businesses, and also with attracting, retaining, and motivating the key employees necessary to make their businesses as strong as possible.
In this presentation, we will discuss this survey to provide scope to the obstacles our business-owner clients are facing, and highlight several strategies that can address these obstacles using the powerful leverage of life insurance.

The Webinar is bought you by

Don't Be Scared of Long-Term Care
2023-10-31 12:00 - 15:00 | ZOOM
October 31, 2023
12-3 PM EASTERN

We’re kicking off Long-Term Care Awareness Month a day early. NAIFA’s Limited & Extended Care Planning (LECP) Center is holding a free virtual program of interactive sessions from industry leaders who will address the scariest of topics in the long-term care arena. Top members of the LECP Center and Advisory Council will share what advisors and agents need to know about the present and future of long-term care.

Citizens Update Webinar
2023-11-08 10:00 - 11:00 | ZOOM
Citizens Update Webinar – Wednesday, Nov. 8 (10:00 a.m. ET)
Interim Changes to the Clearinghouse Program
Depopulation Program
Flood Requirements
Office Operations
Citizens Resources
Hot Topics
Zoom
Register in advance for this meeting:
https://us02web.zoom.us/meeting/register/tZAqd-mqqD8tGdITKgdloEzhhqeMeLWbI1J-
After registering, you will receive a confirmation email containing information about joining the meeting.

Q4 State of NAIFA
2023-11-08 12:00 - 13:00 | ZOOM
WEDNESDAY, NOVEMBER 8, 2023
12 PM EASTERN

Join us for the Q4 “State of NAIFA” 2023 webinar featuring:

Bryon Holz, NAIFA President
Tom Cothron, NAIFA President-Elect
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: Financial Security Advocate Academy
2023-11-09 15:00 - 17:00 | ZOOM
Financial Security Advocate Academy
Diane Boyle
SVP, Government Relations | NAIFA
Andrew Holt
Grassroots Advocacy Manager, Government Relations | NAIFA
THURSDAY, NOVEMBER 9, 2023
3-5 PM EASTERN

One of the benefits of membership is free training to allow you to expand your circles of influence through participation in state and federal advocacy.
Our Financial Security Advocate Academy provides the training you need to advocate on behalf of your businesses, clients, and communities. It covers the basics of grassroots advocacy to more advanced concepts such as running for office. Those who complete the course have the training, knowledge, and skills to fully participate in the political process, exert their grassroots influence, and amplify our advocacy message.
Take advantage of this opportunity to earn your Financial Security Advocate badge in one group setting!

Call for Entries Deadline: 2023 NAIFA-Florida "Top 4 Advisors Under 40" Award
2023-11-10 | FL
Call for Entries: 2023 NAIFA-Florida “Top 4 Advisors Under 40” Award
Application deadline: Friday, Nov. 10, 2023

As the premier professional association in Florida for insurance and financial advisors, NAIFA-Florida each year is proud to recognize the success of young advisors in our industry.
This award recognizes excellence and achievement in the Insurance and Financial Services field by measuring business production, longevity in the business, professional association involvement and community involvement for professionals 40 years of age and younger. Candidates will consist of insurance and financial professionals throughout the state of Florida, and final recipients will be chosen by a panel of NAIFA-Florida Board of Directors members. The award will be based on an advisor’s 2022 commissions, NAIFA involvement, community involvement, and volunteer efforts in other organizations. For individual advisors, this program presents an opportunity to be recognized for their efforts. If you are a manager, or otherwise oversee advisors, this program provides a recognition opportunity to motivate other young producers to reach their maximum performance potential!
If a candidate is selected, they’ll be recognized as one of Florida’s Top 4 Advisors Under 40 on the NAIFA-Florida website, as well as recognition at the virtual Annual Awards Ceremony on Tuesday, Dec. 12 (4:00 p.m. ET – Zoom), which will be held in conjunction with the installation of the association’s 2024 Board of Directors. Click Here for the Application. (Deadline is Friday, Nov. 10, 2023).

Holiday Office Closure
2023-11-10 | FL
The NAIFA-Florida office will be closed in observation of Veteran’s Day.

NAIFA-Northeast FL Luncheon
2023-11-16 11:30 - 13:30 | Terra Gaucha Brazilian Steakhouse, 4483 Southside Blvd., Jacksonville, FL, 32216
Next Chapter Meeting – November 16, 2023
PLANNING for BUSINESS OWNERS
Setting the Table and Working with High Net Worth Individuals
11:30AM – 1:30PM

Mike Robert
CPT Wealth Strategies
Founding Manager Partner
About our speaker:
Mike Roberts has more than three decades of experience in the Financial Services and the Insurance and Risk Transfer industries. His area of expertise include the design and implementation of transfer risk programs, and he has a proven track record of creating and protecting wealth transfer programs.
Click here to learn more about our speaker.
Location
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd
Jacksonville, FL
RSVP necessary by Tuesday, November 14th

Members Only - NAIFA Live - Hit the Ground Running in 2024
2023-11-16 14:00 - 15:00 | ZOOM
J.K. McAndrews, CLU
President & CEO | MassMutual Greater Houston
Lena Allouche
Chief Growth Officer | MassMutual Greater Houston
November 16, 2023
2 PM EASTERN

Loyal NAIFA member since 1982 and President & CEO of MassMutual Greater Houston, J.K. McAndrews, CLU, along with NAIFA-Houston President and Chief Growth Officer of MassMutual Greater Houston, Lena Allouche, will present during a special NAIFA Live this month.
Join our expert panel as they will help you with your business’ year-end planning as 2023 winds down. Close out the year and start off 2024 with all the tools you need to succeed.

Log Into the NAIFA Member Portal to Register.
The Webinar is brought you by

Holiday Office Closure
2023-11-22 - 2023-11-24 | FL
The NAIFA-Florida office will be closed in observation of Thanksgiving on the following dates:
November 22- Closing at 1:00PM EST
November 23-24- Closed

NAIFA/CF Sponsors the 34th Annual Turkey Trot
2023-11-23 07:00 - 10:00 | Lake Eola Park, Downtown Orlando, FL
Once again, NAIFA (National Association of Insurance and Financial Advisors) of Central Florida is pleased to help raise money for the Seniors First “Meals on Wheels” program. 1 in 6 seniors do not know where their next meal is coming from. What better time to help feed our neighbors than on our annual day of Thanksgiving?
The 34th Annual “Turkey Trot” 5K around beautiful Lake Eola, downtown Orlando will start at 8:00 am on Thanksgiving Day. Our team is NAIFA of Central Florida, and our goal is to raise $5,000 for “Meals on Wheels”.
Below is a link to my NAIFA team Turkey Trot home page. Here you can register to run, walk, or make a contribution to my home page. So even if you can’t make the event this year, you can help by donating! 100% of your donation will help us feed Seniors in Central Florida through the Seniors First “Meals on Wheels” program. Any amount helps!
George Royal, Hub International, NAIFA/CF Community Service Chair
Link to Turkey Trot NAIFA/CF Team Home Page
https://secure.qgiv.com/event/34thannualturkeytrot2023/team/

National Leadership Conference
2023-12-03 - 2023-12-05 | Washington DC, Washington DC
December 3-5, 2023
Washington, D.C.

Attendance at the 2023 NLC is crucial for all NAIFA leaders and future leaders. It is where we articulate our strategies for success and ensure we are in alignment as we advance our commitment to serving and empowering NAIFA Nation. It is an event where we learn, grow, and inspire our peers for the betterment of our association, the entire community of insurance and financial advisors, and the consumers who rely on our products, services, and advice. The NLC is a direct call to action for NAIFA leaders.

IFAPAC Contributors ONLY - Invitation to Nathan Gonzales Live Stream Event
2023-12-04 12:15 - 13:00 | ZOOM
Special Event Invitation: IFAPAC Contributors ONLY
Livestream of Nathan Gonzales at National Leadership Conference for IFAPAC Contributors

Monday, December 4th at approximately 12:15 pm eastern
Our IFAPAC contributors will have the ability to join a special live-streamed event and watch Nathan Gonzales of Inside Elections give his election predictions and discuss the political landscape next week during our National Leadership Conference.
We would love for you to join us next week. If you are not a current contributor, please make a contribution to IFAPAC to join the live-stream and receive Nathan’s monthly newsletter. Plus, contributing to IFAPAC meets the qualifications for one side of Triangle Team, the newest membership recognition program, that highlights our most engaged members.

Webinar- Adaptive-Based Retirement Income Planning
2023-12-12 12:00 - 13:00 | ZOOM
This Webinar is brought to you by

Tuesday, December 12, 2023
12 PM EASTERN

Join us for an enlightening webinar featuring renowned retirement income expert and IncomeLab board member, Jamie Hopkins, as he delves into the cutting-edge concept of adaptive-based retirement income planning. In an era of evolving financial landscapes, technological enhancements, and uncertain market conditions, traditional retirement income strategies like the 4 percent distribution strategy may no longer suffice. In fact, most of our planning today is too binary, focused on success and failure rates that miss the whole point and behavioral aspects of generating real-world retirement income for clients. Jamie will shed light on the benefits of embracing adaptability in your retirement income planning, allowing you to navigate the complexities of today’s financial world with confidence and resilience. Learn how to tailor your retirement income planning to your client’s unique circumstances, effectively managing risks and optimizing an adaptive-guardrail-based retirement income approach to deliver a more sustainable retirement income plan. Don’t miss this opportunity to gain invaluable insights from a leading authority in the field and enhance your financial future. Join us for this webinar and embark on a path towards a more secure and adaptive retirement for your clients.

Virtual 2024 Board Installation and Awards Ceremony
2023-12-12 16:00 - 17:00 | ZOOM
Maureen Kirschhofer
2024 NAIFA-Florida President

All NAIFA-Florida members are invited to attend the association’s virtual installation of the 2024 Board of Directors and Annual Awards Ceremony, Tuesday, Dec. 12 at 4:00 p.m. ET. These events are very important to the life of the association and it’s a time of celebration not only of our new leaders, but it’s also a time of well-deserved recognition of our award winners for 2023.

Past NAIFA-Northeast Florida President Maureen Kirschhofer, CLU, ChFC will serve as NAIF-Florida President in 2024 and lead the Board as it carries out the association’s Mission next year. Congratulations to Cheryl Canzanella who will serve as President-Elect.

The Installation segment of the program will be conducted by NAIFA-Florida’s own Tom Cothron, LUTC who will be President of NAIFA in 2024. During the Annual Awards Ceremony, the association’s top award winners will be honored. Again, this is a time to celebrate the association and we encourage all members (and non-members) to attend. The event will last approximately one hour and is open to all. Please join us!! Here is the Zoom link: https://us02web.zoom.us/j/9351425169 or dial in by phone:

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/CF Luncheon Meeting
2023-12-14 11:30 - 13:00 | The Azalea Lodge at Mead Gardens, 1300 S Denning Dr, Winter Park, FL, 32789
NOTE THE REVISED DATE AND PLEASE NOTE ALL MEETINGS FOR 2024 WILL BE HELD AT THIS LOCATION
NAIFA Central Florida Monthly Meeting
December is always a fun meeting. This is when we raffle items to raise funds for The Russell Home For Atypical Children
But we had to change the date and the location because Dubsdread has some high minimums for Food & Beverage for all December meetings. So we will be at The Azalea Lodge at Mead Gardens, 1300 S Denning Dr, Winter Park, FL 32789.
Here is a link to Google map:
https://www.google.com/maps/dir//Mead+Botanical+Garden,+1300+S+Denning+Dr,+Winter+Park,+FL+32789/@28.5781692,-81.3735103,14z/data=!4m9!4m8!1m0!1m5!1m1!1s0x88e7700a7a610ef9:0x7d6c949fb27cded4!2m2!1d-81.3582944!2d28.5842464!3e0
MEETING INFORMATION
Topic: The Russell Home Raffle
11:30 am – 1:00 pm on Thursday, December 14, 2023
The Azalea Lodge At Mead Gardens
1300 S Denning Dr, Winter Park, FL 32789
The Russell Home
The Russell Home was the first non-profit institution in the country for brain-damaged children. Today you would find quietly hanging in the home a dusty occupational license dated Nov. 13, 1951, when Mrs. Russell opened her home to the first child to “see if it would work out.” Since then, the home has opened its doors to hundreds of youngsters, sometimes after hearing pleas from desperate parents, and in more than one instance, finding them just left on the doorstep.
The physical home consists of a nursery, dormitory wing, playrooms, living room areas, kitchen and large laundry room. The nursery, done up in bright colors with many posters and stuffed animals, is cheerful for the children. However, if your are ever fortunate enough to visit, bring plenty of tissue as you will find before the end of your visit you will not have a dry eye. The love that is in this home, expressed through the eyes, sounds, and smiles from the children will make you count your blessings for the simple things in life.
The Russell Home is also a proud member of the Florida Association of Christian Child Caring Agencies. For more information on this organization, please go to https://russellhome.org/#:~:text=The%20Russell%20Home%20for%20Atypical,%EE%80%B0
NEEDS LIST
The Russell Home always needs supplies for their facilities. Please review this list and bring some items to the meeting. We will collect them and get them delivered to The Russell Home after the meeting.
https://russellhome.org/wp-content/uploads/2022/07/Needs-list-7-2-22.pdf
PLEASE BRING ITEMS TO THE MEETING THAT WE CAN RAFFLE OFF!!!
Cost:
Member of NAIFA $25.00
Non-Members $30.00
Invited and First-Time Guests – FREE

Holiday Office Closure
2023-12-25 - 2023-12-26 | FL
The NAIFA-Florida office will be closed in observation of Christmas on December 25-26.

Holiday Office Closure
2024-01-01 | FL
The NAIFA-Florida office will be closed in observation of New Year’s Day.

Holiday Office Closure
2024-01-15 | FL
The NAIFA-Florida office will be closed in observation of Martin Luther King, Jr. Day.

Webinar: Reverse Mortgage Loans as a Financial Planning Tool
2024-01-17 12:00 - 13:00 | ZOOM
January 17, 2024
12:00 PM EST

Join us for a webinar featuring George Bain discussing challenges retirees face, how they may benefit from a reverse mortgage, and incorporating home equity into a retirement income strategy. Members can earn CE credits from participation.
NAIFA members, log into the Member Portal and check the Event Calendar for a code to register for free!

The Webinar is brought to you by

NAIFA Live: Increasing Your Brain's Performance for Greater Selling Success While Managing the Stress of Change
2024-01-18 12:00 - 13:00 | ZOOM
Jerry Teplitz, JD, Ph.D.
Thursday, January 18, 2024
12:00 pm eastern
Join Amazon’s bestselling author of Switched-On Selling and Switched-On Networking, Dr. Jerry Teplitz. Stress is not only impacting your sales and business performance, it is affecting every aspect of your brain’s performance. There is a solution, and it is found in the secrets of neurolinguistics. Through this entertaining and informative NAIFA Live, Dr. Teplitz shares his unique insights and shows you how to easily change your brain to destress while optimizing your brain function.

Login to the members portal to register for this Member’s Only webinar.

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Members Only: Members' Debrief: DOL Ruling
2024-01-19 12:00 - 13:00 | ZOOM
Friday, January 19, 2024
12 pm eastern

The U.S. Department of Labor has released its final independent contractor rule aimed at defining whether an individual is an employee or an independent contractor under the Fair Labor Standards Act. The rule could threaten the classification of many financial advisors from coast to coast and cause a reduction in the number of advisors serving American consumers. Hear from Kevin Mayeux, NAIFA CEO, Diane Boyle, NAIFA SVP Government Relations, and Michael Hedge, Senior Director, Government Relations on this critical topic. This debrief is exclusively for NAIFA members.

Login to the members portal to register for this Member’s Only webinar.

2024 Legislative Day on the Hill
2024-01-22 - 2024-01-23 | Tallahassee, FL, Tallahassee, FL
2024 Legislative Day on the Hill
Save the date – Monday-Tuesday, January 22-23 — for the 2024 NAIFA-Florida Legislative Day on the Hill! Our Lobbyist Tim Meenan needs as many members from around the state as possible to attend and visit with (in group fashion) their legislators to discuss the issues most concerning to our life, health, and property insurance advisors. Viewed as NAIFA-Florida’s most popular event, plan now to attend Day on the Hill in Tallahassee, Jan. 22-23, 2024.

Financial Security Advocate Academy Webinar
2024-01-24 14:00 - 15:00 | ZOOM
Wednesday, January 24, 2024
2 pm eastern

Financial Security Advocates have the training, knowledge, and skills to fully participate in the political process, exert their grassroots influence, and amplify NAIFA’s advocacy message on behalf of their businesses, colleagues, clients, and communities. They truly make a difference. You, too, can be a part of something big and join the ranks of Financial Security Advocates.

Login to the members portal and view the calendar to register for this Member’s Only webinar.

THIS WEBINAR IS BROUGHT TO YOU BY

NAIFA Central Florida Monthly Meeting
2024-01-25 11:30 - 13:00 | The Azalea Lodge at Mead Gardens, 1300 S Denning Dr, Winter Park, FL, 32789
PLEASE NOTE ALL MEETINGS FOR 2024 WILL BE HELD AT THE AZALEA LODGE AT MEAD GARDENS
NAIFA Central Florida Monthly Meeting
Join NAIFA/CF as we bring in 2024. The Central Florida President, Michael LaPorte, will give a State of the Chapter Report and will talk about the value of NAIFA membership and how together we can shape what we get out of our membership. There will also be a recap of Day On The Hill and how our Tallahassee meetings with local legislators went.
This meeting (and all the meetings for 2024) will be at The Azalea Lodge at Mead Gardens, 1300 S Denning Dr, Winter Park, FL 32789.
Here is a link to Google map:
https://www.google.com/maps/dir//Mead+Botanical+Garden,+1300+S+Denning+Dr,+Winter+Park,+FL+32789/@28.5781692,-81.3735103,14z/data=!4m9!4m8!1m0!1m5!1m1!1s0x88e7700a7a610ef9:0x7d6c949fb27cded4!2m2!1d-81.3582944!2d28.5842464!3e0
MEETING INFORMATION
Topic: State of the Chapter and Day On The Hill Update
11:30 am – 1:00 pm on Thursday, January 25, 2024
The Azalea Lodge At Mead Gardens
1300 S Denning Dr, Winter Park, FL 32789
Cost:
Member of NAIFA $25.00
Non-Members $30.00
Invited and First-Time Guests – FREE
