Virtual Standout Summit
Thursday, March 30 9 am - 5 pm eastern Join 5,000+ financial advisors, RIAs, Wealth Managers, CFPs®, for a day of complimentary virtual training from the Top 1% in the…
10 events found.
Events
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ZOOM
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Citizens Webinar
ZOOMCitizens Update Webinar is Thursday, March 30 at 10:00 a.m. EST We’ll cover: Legislative Changes Roof Replacement Eligibility Citizens New Business Eligibility 20% renewal on Clearinghouse…
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Q2 State of NAIFA
ZOOMTUESDAY, APRIL 4, 2023 12 PM EASTERN Join us for the Q2 "State of NAIFA" 2023 webinar featuring: Bryon Holz, NAIFA President Kevin Mayeux, NAIFA CEO Diane Boyle, NAIFA SVP…
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3 Key Skills for a Successful Business – Webinar
ZOOM“3 Key Skills for Running a Successful Business in 2023" 1-Hour Free Webinar on April 13, 1:00 p.m. ET Running your own business can be both incredibly rewarding, yet we…
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Members Only: NAIFA-Live- Success in Abundance: Lessons from Today’s Industry Phenoms
ZOOMEryka Morehead Collaborative Planning Group, Inc. Robert Fenby Penn Mutual Warren McGuire NFP Howard Sharfman Thursday, April 20 2 pm eastern At the next NAIFA Live, hear from some of…
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NAIFA- Tampa “Legacy of Hope” Golf Tournament
Innisbrook Golf Course 36750 US Hwy 19 N, Palm Harbor, FLSIGN UP TODAY FOR OUR Legacy of Hope Golf Charity Classic Friday, April 21st at 1pm Innisbrook They Fought for our Freedom. Now Play for their Legacy. The Legacy of…
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Making Your Data Work for You: Maximizing Your ROI
ZOOMGary Weber AccuPoint Solutions Wednesday, April 26 12 pm eastern Whether you're a small firm or large, the same best practices hold true for maximizing your ROI when using data…
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NAIFA-Northeast FL- The Financial Burdens of the Opioid Epidemic and The Role of the Financial Advisor
Terra Gaucha Brazilian Steakhouse 4483 Southside Blvd., Jacksonville, FLApril 27, 2023 11:30AM - 1:00PM The Financial Burdens of the Opioid Epidemic and The Role of the Financial Advisor A presentation by Cheryl Canzanella, CLU, ChSNC, LUTCF Movement Mortgage…
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Drive Business Growth by Embracing the Digital Age
ZOOMJohn 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…
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Post SECURE Act 2.0: Actionable Techniques and Sophisticated Strategies in Retirement and Estate Planning
ZOOMJamie 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…