National Association of Insurance and Financial Advisors-Florida
in light of the current situation with Covid 19, and out of concern for the health of our participants, sponsors and staff, we have decided to postpone the Golf4Kids event previously scheduled for Monday, April 6th until it is deemed safe to hold the event. We will keep you posted when a new date has…
April 6 @ Noon eastern Behavioral Finance and CARES Act Speaker: Jamie Hopkins REGISTER April 13 @ Noon eastern Servant Leadership and Practice Management Speaker: Dave Resseguie REGISTER April 16 @ Noon eastern Session title coming soon! Speaker: Joe Jordan REGISTER April 20 @ Noon eastern Delivering Your Message in Uncertain Times—In…
Bill Cates, CSP, CPAE Radical Relevance: Communicate More Compelling Value to Win More Ideal Clients Your ideal prospects are bombarded with marketing messages, causing them to put up barriers to reaching them. Plus, many of the prospects you want to meet may already be working with someone else. So how do you cut through the…
The NAIFA-Florida office will be closed on Friday, April 10, 2020 in observation of Good Friday.
Ever wonder how some advisors really take it to the next level? The secret is having a personal business coach! NAIFA’s membership includes a whole network of professional coaches who would love to provide a free session on what’s involved and why so many advisors make the investment in themselves & in their practice. Online…
April 13 @ Noon eastern Servant Leadership and Practice Management Speaker: Dave Resseguie REGISTER April 16 @ Noon eastern Session title coming soon! Speaker: Joe Jordan REGISTER April 20 @ Noon eastern Delivering Your Message in Uncertain Times—In Person or Virtually Speaker: Deidre Van Nest REGISTER April 23 @ Noon eastern Session title coming soon!…
April Big Ideas Webinar: How Mortality Credits Improve Portfolio Outcomes Date: April 14 @ 3 pm ET Presenter: Tom Hegna In this session, Tom shows why math and science demand that insurance products be included in Retirement Portfolios. In fact, any retirement portfolio without an annuity will be suboptimal (less than what it could or…
Wednesday, April 15th, 2020 9:00 AM Secure Act and Market Viewpoint A Review of the new Secure Act including Q and A on the current environment. GUEST SPEAKER: Dr. Jason E. Heller CFP®, CIMA®, MSFS, RICP®, ChFC®, CLU®, CMFC®, AAMS®, CRPC®, CFS®, AWMA®, CRPS®, BCAA, BCS, CAP®,AEP, CFBS® Head of Planning Solutions Group, Coastal Wealth…
Field Staff Meeting: April 2020 Date: 4/15/2020 Time: Noon ET Export to Your Calendar Register
NAIFA-Florida President Joe Chalom has asked for a monthly teleconference of all local Chapter and local Affiliate Presidents for the remainder of 2020. The purpose of the teleconferences is to network regarding experiences with local association administration and initiatives, successes with local meetings, and idea sharing. The teleconferences will be held the 3rd Thursday each…