NAIFA-Florida

Holiday Office Closure
2021-12-31 | FL
The NAIFA-Florida office will be closed in observation of New Year’s.

Holiday Office Closure
2021-12-23 - 2021-12-24 | FL
The NAIFA-Florida office will be closed in observation of Christmas.

2021 NAIFA-Central Florida Inaugural Cornhole Tournament
2021-12-16 17:00 - 19:30 (America/New_York) | The Twisted Handle, 1632 N Mills Ave, Orlando, FL, 32803

TIPS & SIPS-Jacksonville
2021-12-16 17:00 - 19:00 | Wicked Barley Brewing, 4100 Baymeadows Rd, Jacksonville, Florida
“TIPs & SIPs”: An informal happy hour hosted by NAIFA-FL YAT at a trendy local hangout in your area. All are welcome with appetizers and first round of drinks provided with 2-3 members sharing 5 minute sales ideas or best practices. The goal is to provide an opportunity for members to reconnect, introduce NAIFA to future members and everyone walks away with a few new tips to help grow their practice. Our generous sponsors will buy the first round of beer or wine and light appetizers.

NAIFA Tampa Bay Installation & Holiday PARTY
2021-12-15 18:00 | Brio Italian Grille, 2223 N. Westshore Boulevard, Tampa, Florida
NAIFA Tampa Bay Holiday Party & Installation
When: Wednesday, December 15, 2021 6:00 PM, EST
Where: Brio Italian Grille

The NAIFA Tampa Bay Board of Directors cordially invite you and your guest to attend the 2021 NAIFA Tampa Bay Holiday Party, Awards & Installation Dinner.
Wednesday, December 15th at 6:00 p.m.
Brio Italian Grille ~ 2223 N. Westshore Boulevard, Tampa Florida
$45.00 per person

Join us as we celebrate the great achievements of our local association, while networking with fellow NAIFA members and networking professionals.
The Installation of our 2022 Board of Directors will be followed by our annual awards presentation and a fabulous meal and dessert.
Join us as we celebrate the great achievements of our local association, while networking with fellow NAIFA members and networking professionals.
The Installation of our 2022 Board of Directors will be followed by our annual awards presentation and a fabulous meal and dessert.

The festivities will also include:
Complimentary Holiday Photograph by Professional Photographer Rick Tauceda (dress to impress)
Raffles, Holiday Music & Great Cheer!

Menu
Choice of Lobster Bisque or Chopped Salad
Choice of Filet Mignon, Grilled Salmon, or Pesto Primavera
Dessert, Coffee & Non-Alcoholic Beverages
One complimentary glass of beer, wine or sangria
Cash bar for additional libations

Don’t forget to invite a prospective NAIFA member!

NAIFA/CF December 14, 2021 Luncheon Meeting
2021-12-14 11:30 - 13:00, 2021-11-22 08:00 - 17:00 | The Azalea Lodge at Mead Gardens, 1300 S Denning Dr, Winter Park, FL, 32789
NOTE THE REVISED DATE AND LOCATION FOR THE DECEMBER MEETING ONLY!
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 Tuesday, December 14, 2021
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/2021/01/Russell-Home-Needs-List-1.22.21.pdf
PLEASE BRING ITEMS TO THE MEETING THAT WE CAN RAFFLE OFF!!!
Cost:
Member of NAIFA In Person $20.00
Non-Members In-Person $25.00
Member of NAIFA Via ZOOM $10.00
Non-Members Via ZOOM $15.00
Invited and First-Time Guests – FREE

Installation of 2022 Board of Directors/Awards Ceremony
2021-12-13 16:30 - 2021-12-14 17:30 | ZOOM
Please join us both afternoons using the zoom link below. The link is the same for both days.
Join Zoom Meeting
https://us02web.zoom.us/j/9351425169
Dial by your location
+1 301 715 8592 US (Washington DC)
+1 312 626 6799 US (Chicago)
Meeting ID: 935 142 5169

Members Only: NAIFA Live - The Go-Giver Way to Accelerating Your Business
2021-12-08 14:00 - 15:00 | ZOOM
Bob Burg
Inspirational Speaker & Author
The Go-Giver Way to Accelerating Your Business
Wednesday, December 8, 2021
2 pm eastern

As a Financial Professional, you know the benefit of doing business mainly through referrals. Among other things, it allows you to serve a lot more people while making your business a lot less stressful, much more predictable, and a lot more profitable.
During this powerful program, you will also learn the philosophy and principles at the heart of his sales classic, The Go-Giver (more than 1,000,000 copies sold), embraced by so many of today’s top producers.

National Leadership Conference
2021-12-06 - 2021-12-08 | Washington DC, Washington DC
National Leadership Conference
The National Leadership Conference is NAIFA’s annual business meeting, volunteer leadership training conference and membership awards event to recognize the best of the best within NAIFA Nation.
Dates: December 6-8, 2021
Format: Face-to-face, Washington, D.C.

Holiday Office Closure
2021-11-24 - 2021-11-26 | FL
The NAIFA-Florida office will be closed in observation of Thanksgiving.

NAIFA Central Florida Two Hours CE Class
2021-11-19 11:15 - 13:30 | ZOOM
NAIFA Central Florida
Two Hours CE Class
NAIFA-CF is pleased to offer a two hours CE class on Friday, November 19, 2021, from 11:15 am to 1:30 pm.
TOPIC: Please Don’t Put Me In A Nursing Home – Virtual Class Course #119648 Course Offering #1152040 Instructor: Brian Lazusky
From 11:15-11:30 is a Million Dollar Sales Idea and the CE Class is from 11:30 am to 1:30 pm.
COST
NAIFA Members – Free
Non-Members $15
Click the link below to register for the ZOOM call. You MUST register to participate. The link to Zoom will be provided in your registration confirmation email. If you do not receive a confirmation email immediately after registering, please check your spam folder. A reminder email will be sent the morning of the class.
_________________________
Friday, November 19, 2021
11:15 am to 1:30 pm
Your location
_________________________

Solutions for Business Owners - 1 Hour Continuing Education
2021-11-19 | FL
Solutions for Business Owners

Please join us for a complimentary one-hour intermediate CE Class Credit*
You’ll learn more about:

How business value impacts overall planning
Solutions to help the business owner protect their business
The importance of reviewing the buy-sell agreement to ensure it’s meeting the client’s objectives
Helping business owners see how their business can play a part in their retirement income strategy

Friday November 19th 2021

Two locations available:

Miami Office ~ 9-10am | 703 Waterford Way, Suite 190 Miami, FL 33126 (Danish & Coffee served) Offering ID: 72835
Miramar Office ~ 12-1pm | 3401 SW 160th Ave., Suite 400 Miramar, FL 33027 (Lunch served)

Offering ID: 72836

RSVP today by contacting Maria Hernandez at Hernandez.maria.i@principal.com | (954)885-5114

Presenters:
Steven Saladino, RICP®, LACP, LUTCF®
Managing Director
Joseph A. Nagy, CLF, CLU, LUTCF®, RICP®
Senior Managing Director

Tips & Sips at Township
2021-11-18 17:00 - 19:00 | Township, 219 S Andrews Ave, Fort Lauderdale, FL, 33301

CLTC Master Class
2021-11-18 12:00 - 16:00, 2021-11-16 12:00 - 16:00, 2021-11-11 12:00 - 16:00, 2021-11-09 12:00 - 16:00 | ZOOM
CLTC Master Class

Bill Comfort, CSA, CLTC, LTCCP
LTC Specialist
November 9, 11, 16 & 18
12-4 pm eastern
Join Bill Comfort, CSA, CLTC, LTCCP for the upcoming CLTC Master Class. The Master Class provides a comprehensive classroom-based training experience designed to prepare students for the CLTC designation exam. Acquire a powerful set of planning skills to confidently craft appropriate funding solutions for your clients.
NAIFA members are able to redeem the following discounts for the September 2021 CLTC Master Class:
$850 with promo code: NAIFA1121$ before October 29.
$900 with promo code: NAIFA1121 after October 29.

The webinar is brought to you by

Advisor Ambassador Program
2021-11-18 12:00 - 13:00, 2021-11-04 12:00 - 13:00 | ZOOM
November 4th & 18th
12 pm eastern
Invite a non-member to join this month’s Advisor Ambassador Program. This free, award-winning advisor-development program allows non-members to learn from the best while sampling professional benefits that come with NAIFA membership.
Help others experience NAIFA by inviting them to attend the Advisor Ambassador program.
Speakers for November sessions include:
November 4th: TBD
November 18th: Gian Panetta, California

NAIFA/Central FL Luncheon Meeting
2021-11-18 11:30 - 13:00 | Dubsdread Golf Course, 549 W Par Street, Orlando, FL, 32804
NOTE: WE ARE MEETING AT DUBSDREAD AGAIN!!!
NAIFA Central Florida Monthly Meeting
Join members of NAIFA-CF and other Central Florida industry professionals for the November 18, 2021 luncheon back at Dubsdread, 549 W. Par Street, Orlando, FL.
MEETING INFORMATION
Topic: The State of NAIFA
11:30 am – 1:00 pm on Thursday, November 18, 2021
Dubsdread Conference Center
549 W. Par Street, Orlando, FL
SPEAKER

Kevin Mayeaux, CAE
CEO of NAIFA
As NAIFA’s Chief Executive Officer, Kevin Mayeux oversees the NAIFA National staff at NAIFA’s headquarters in Falls Church, Va. Mayeux manages all external affairs of the Association, including relationships with life, health and financial service companies, other industry organizations, legislators and regulators. Internally, Mayeux manages day-to-day headquarters operations, provides support and advice to NAIFA’s Board of Trustees and committees, coordinates Federation activities, and oversees NAIFA’s operating policies and procedures. Prior to joining NAIFA, Mayeux was Executive Vice President, Chief Officer for North American Operations and General Counsel for the Institute of Internal Auditors (IIA), an international professional society with 185,000 members throughout 190 countries. Mayeux received a Bachelor of Arts in Political Science and took Masters in Political Science and Public Administration courses concurrent with his Juris Doctorate at the University of Florida in Gainesville, where he also served as Student Body President.
Cost:
Member of NAIFA In Person $20.00
Non-Members In-Person $25.00
Member of NAIFA Via ZOOM $10.00
Non-Members Via ZOOM $15.00
Invited and First-Time Guests – FREE

NOTE: Immediately after registering you will receive a confirmation email. If you do not receive that, please check your spam folder. The ZOOM link is included in that email, if you registered to attend via ZOOM.

Northeast Florida- Annual Meeting with Elections & Installations
2021-11-18 11:15 - 13:00 | Bonefish Grill, 10950 San Jose Boulevard, Jacksonville, FL, 32223
ANNUAL MEETING
November 18, 2021
11:15am – 1:00pm
Installation 2022 Officers & Board Members
plus a special presentation with CE
MONEY in MOTION
Opportunities and Obstacles for Rollovers
by Susan Wood, JD, CFP®, CRC®
Senior Retirement Strategies Group Consultant
PAC LIFE

CLICK HERE TO REGISTER!
Due to the nature of this topic; preregistration is necessary by November 12th.
This will allow us to prepare for ample seating and food. The space is limited.
NOTE: We may not be able to accommodate last minute attendees.

TIPS & SIPS Palm Beaches
2021-11-17 17:00 - 19:00 | Death or Glory, 116 NE 6th Ave, Delray Beach, FL

Exploring Money Mountaineering
2021-11-12 14:00 - 15:00 | ZOOM
Harlan Accola, CRMP
Fairway Independent Mortgage Company
National Reverse Mortgage Director
Peter Neuwirth
Actuarial Consultant/Author
November 12th
2 PM Eastern

Harlan Accola, CRMP, CSA will be joined by Peter Neuwirth, FSA as they discuss the principles of Holistic Financial Wellness. People need a framework to make good financial decisions about their future, as well as support to psychologically handle the changing landscape. That’s what “Money Mountaineering” and Peter Neuwirth’s six foundational principles of Holistic Financial Wellness can provide.

The webinar is brought to you by

NAIFA Chapter Services - Membership Chairs Meeting
2021-11-12 14:00 - 15:00 | ZOOM
Membership Chair Meetings are held on the second Friday of every month. Please note that all State and Local Membership Chairs have been registered through the rest of the year. Please check your email for the Zoom login details.
If you are not a Membership Chair, and are interested in attending, please email leadership@naifa.org.

Holiday Office Closure
2021-11-11 | FL
The NAIFA-Florida office will be closed in observation of Veteran’s Day.

Holiday Cards & Communications with Grieving Clients
2021-11-10 14:00 - 15:00 | ZOOM
Amy Florian
Coregenius, Inc.
CEO
Wednesday, November 10th
2 pm eastern
Financial professionals often send the same holiday card to all their clients, wishing them Happy Holidays. But what about those clients for whom the holidays are not so bright? What if they’ve had a death in the family in the past year, or someone they love is currently in the hospital or in hospice? You will alienate those clients if you fail to acknowledge the reality of their lives.
This session is for insurance and financial advisors who want to learn how to build strong, loyal relationships with clients and their families by supporting them through the difficult times of their lives in ways that make a difference.
This event will not be available on-demand – register now for the live event so that you don’t miss out!

The webinar is brought to you by

Members Only: NAIFA Live
2021-11-10 14:00 - 15:00 | ZOOM
Calling all NAIFA members! Each month we gather together and hear from a great speaker in our industry as one nation, one NAIFA.
Check out our NAIFA Live page and mark your calendars for the next meeting.

2021 Impact Week
2021-11-01 12:00 - 2021-11-05 13:00 | ZOOM
November 1st – 5th,
12 – 1 PM Eastern, Daily

Over five days, thought leaders in the long-term care industry will provide important information on what you need to know to advance your practice and provide the best services for your clients. Each day, Impact Week will focus on topics ranging from new products, advocacy, leadership perspectives, technology, and providing solutions.

This event is brought to you by

IFAPAC Aims High - Tampa Bay Sporting Clays - MEMBERS ONLY
2021-10-29 14:00 - 18:00 | : Tampa Bay Sporting Clays, 10514 Ehren Cutoff, Land O'Lakes, FL, 34639
Register Here:
https://naifatampa.org/event-4513231
