NAIFA-Florida

Protecting Your Practice: Current E&O Trends and Loss Prevention Tips
2023-06-01 14:00 - 15:00 (America/New_York) | 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/.

MEMBERS ONLY - NAIFA Live: College Funding and Retirement
2023-08-17 14:00 - 15:00 | ZOOM
NAIFA Live: College Funding and Retirement
Brock Jolly
Managing Partner, Veritas Financial
August 17, 2023
2 PM Eastern

August’s NAIFA Live is exclusive to NAIFA members to give them an opportunity to hear from NAIFA Treasurer Brock Jolly the Founder of The College Funding Coach. Brock will discuss how paying for college can have a profound impact on parents’ or students’ financial security and retirement preparations.
Register through the NAIFA Member Portal at https://belong.naifa.org/.
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NAIFA NQA Award Applications -- Deadline is Aug. 31
2023-08-31
NAIFA NQA Award Applications — Deadline is Aug. 31

Application Deadline: August 31, 2023
Don’t miss this opportunity to apply for the 2023 NAIFA Quality Award. Originally established in 1945, the NQA stands as the hallmark of an agent or advisor that provides exceptional client service.
Applicants can submit in any or all of the four award categories:

Life Insurance
Multiline
Financial Advising
Health and Employee Benefits

Recipients of the NQA will receive a digital badge that they can put on their LinkedIn profile, email signatures, websites, and more. Distinguish yourself and apply for the NQA today!
Apply for the NQA

Sen. Rick Scott to Meet with All Members
2023-09-06 11:40 - 12:30 | ZOOM
U.S. Senator Rick Scott has agreed to meet with all NAIFA-Florida members on Zoom at 11:40 a.m. on Wednesday, Sept. 6. All members are invited to attend (see Zoom link below). The event will be moderated by NAIFA-Florida Grassroots Chair Glenn Ritchie and is being held in conjunction with a month-long NAIFA initiative to have members meet their members of Congress (House and Senate) in their district offices during August.
Sen. Scott
Ritchie
Zoom link / Phone dial-in:
Topic: Sen. Rick Scott
Time: Sep 6, 2023 11:40 AM Eastern Time (US and Canada)
Join Zoom Meeting
https://us02web.zoom.us/j/9351425169
Meeting ID: 935 142 5169
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 Town Hall Meeting #1
2023-09-12 12:00 - 13:00 | ZOOM
September 12th
12:00 pm eastern

Join us for a Town Hall meeting to discuss the pending merger of NAIFA, the Society of FSP, and Life Happens. Appearing to report on the merger and answer questions will be:

Bryon Holz, NAIFA President
Tom Cothron, NAIFA President-Elect
Lawrence Holzberg, NAIFA Immediate Past President
Brock Jolly, NAIFA Treasurer
Kevin Mayeux, NAIFA CEO

This is the first of two Town Hall meetings on the NAIFA-FSP-Life Happens merger.

MORE

NAIFA Town Hall Meeting #2
2023-09-14 15:00 - 16:00 | ZOOM
September 14th
3:00 pm eastern

Join us for a Town Hall meeting to discuss the pending merger of NAIFA, the Society of FSP, and Life Happens. Appearing to report on the merger and answer questions will be:

Bryon Holz, NAIFA President
Tom Cothron, NAIFA President-Elect
Lawrence Holzberg, NAIFA Immediate Past President
Brock Jolly, NAIFA Treasurer
Kevin Mayeux, NAIFA CEO

This is the second of two Town Hall meetings on the NAIFA-FSP-Life Happens merger.

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Webinar - 4 HR CE-Hour Life & Health – (Required) Law and Ethics
2023-09-20 10:00 - 14:00 | ZOOM
“2023 Law and Ethics Update for Life and Health Advisors – Webinar” (on Zoom)
Wednesday, September 20, 2023 – 10:00 AM to 2:00 PM ET

Instructor: Matthew Campbell

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: 1179269 ~ 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.

MEMBERS ONLY - NAIFA Live: Practice Growth and Success
2023-09-21 14:00 - 15:00 | ZOOM
Joey Davenport
President and Co-Founder of Hoopis Performance Network
September 21, 2023
2:00 PM EST
September’s NAIFA Live is exclusive to NAIFA members to give them an opportunity to hear from Joey Davenport about practicing professional and personal growth and how to achieve unimaginable success. Joey will be focusing on empowering financial professionals to become extraordinary!

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NAIFA-Broward: Legislative Meeting
2023-09-27 15:30 - 16:30
SAVE THE DATE
We invite you to join us for a Legislative Meeting
Drinks and Small Bites will be served.
The Future of Property Insurance in Florida
on September 27th, 2023

Date: Wed., Sept. 27, 2023
Time: 3:30 pm
Location: TBA

Presenter: Tim Meenan, NAIFA-Florida Lobbyist,
Join us for an important meeting to learn about the future of property insurance in Florida including the roof replacement issue. Our panel is uniquely qualified to present the state of Florida Property Insurance. We will discuss this important issue from the legislative, property insurance provider and the agent’s perspective.
Do you own your home? Do you have clients that own their homes? Then this meeting is a must attend! Learn about the future of homeowners given the recent news of the carriers exiting. Also hear from our State Lobbyist Tim Meenan on the issues we are advocating for right now and how you can be a part of the process! September 27th meeting. Please forward this to your fellow agents. Hope to see you there!

Best Practices Being Intentional in Balancing Your Professional & Personal Activities and Leading in Today's Environment
2023-09-28 11:30 - 13:00 | Terra Gaucha Brazilian Steakhouse, 4483 Southside Blvd., Jacksonville, FL, 32216
Guest Speaker
Jeff Chernoff, MS, LUTCF, LACP
A Tampa native, insurance advisor, vice president of his family business, father, husband, NAIFA 2022 Young Advisor of the Year, LILI graduate, NAIFA Florida President 2023.
Click Here to read 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, September 25th. Click here to complete your RSVP now.

Preparing Now for the Challenges Ahead: Guiding Clients Through Tax & Estate Planning in 2023 & 2024
2023-09-28 12:00 - 15:00 | ZOOM
September 28, 2023
12-3 pm eastern

NAIFA and the Society of FSP bring you this webinar on the provisions of the Tax Cuts and Jobs Act of 2017 (TCJA) that sunset at the end of 2025. The panel will examine the planning opportunities these changes present and also explore the best ways to talk to your clients who are reluctant to discuss estate planning, including providing fact-finding tips, explaining listening styles, and guiding you to have clear conversations.
Click Here for More Information

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