Holiday Office Closure
2024-01-15
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 (America/New_York) | 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.

The Webinar is bought you by

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

NAIFA-Northeast FL Luncheon
2024-01-25 11:30 - 13:30 | Terra Gaucha Brazilian Steakhouse, 4483 Southside Blvd., Jacksonville, FL, 32216
NEW PRODUCERS PANEL
11:30AM – 1:30PM
Get ready for an insightful discussion at our New
Producers Panel of NAIFA-Florida Advisors Under 40 Winners!
• Rodney Cooper (Jacksonville – National Financial Group)
• Austin Little (Ocala – Southern Farm Bureau)
• Philip Rogero, FSCP, CRPS (Jacksonville – Mass Mutual)
• Padric Scott, CFP®, AEP, CAP, CLU, WMCP, ChFC, MSFP (Tallahassee – Northwestern Mutual)
Join us as we dive into overcoming early career challenges, embracing technological advancements, building unique brands, mastering client relationships, continuous professional development, achieving work-life balance, community engagement, and strategic advisory practice growth. Don’t miss out on the wisdom and insights from these rising stars in the financial industry. Join us for a dynamic conversation that promises to illuminate the path to success in the ever-evolving world of finance.
Location
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd
Jacksonville, FL
RSVP necessary by Thursday, January 22nd

Q1 State of NAIFA
2024-01-25 12:00 - 13:00 | ZOOM
Thursday, January 25, 2024
12 pm eastern

Join us for the Q1 “State of NAIFA” 2024 webinar featuring:

Tom Cothron, 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 - Coaches Circle with Dan Finley
2024-01-25 16:00 - 17:00 | ZOOM
Thursday, January 25, 2024
4 pm eastern

As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally.

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

THIS WEBINAR IS BROUGHT TO YOU BY

FSP Institute 2024
2024-01-28 - 2024-01-31
This Event is brought to you by

A 3 day event taking place in Jacksonville, FL at the Marriott Jacksonville Downtown. This is more than an educational event—it’s an opportunity to experience the impact of one-of-a-kind gathering of subject matter experts and practitioners wanting to elevate their client service to new heights.

MEMBERS ONLY - NAIFA | FSP | Life Happens - Group Insurance Benefits Open Enrollment Webinar
2024-02-05 12:00 - 13:00 | ZOOM
Monday, February 5, 2024
12 pm eastern

We are excited to announce that NAIFA has adopted FSP’s group insurance portfolio. The following plans are available:

Business Overhead Expense Insurance
Group Short-Term and Long-Term Disability Insurance
Group Term Life and AD&D Insurance
Group Dental and Vision

Attend to learn more about the NAIFA Open Enrollment and insurance products.
Login to the members portal to register for this Member’s Only webinar.

THIS EVENT IS BROUGHT TO YOU BY

WEBINAR - Long-Term Care Planning - The Future is Now
2024-02-07 12:00 - 13:00 | ZOOM
Wednesday, February 7, 2024
12 PM EASTERN

As the U.S. faces an aging population, many states are considering state-mandated long-term care (LTC) plans, with Washington being the first to implement one. The discussion will cover the current state of LTC insurance, exploring costs, insurance options, and states’ planning processes. Attendees will learn about Washington’s LTC plan, understand how current LTC insurance options function, and how they can integrate into retirement plans.
CE Credit Available.

THIS WEBINAR IS BROUGHT TO YOU BY

Triangle Team Peak Performance Workshop
2024-02-09 12:00 - 13:00 | ZOOM
Thursday, February 8, 2024
12 pm eastern

Exclusive session for Triangle Team members with Coach Frank Maselli.
Triangle Team Members will receive information to participate.

Sponsored by

Webinar - The Newest Trends in Life Settlements
2024-02-15 12:00 - 13:00 | ZOOM
Thursday, February 15, 2024
12 PM Eastern

Life Settlements are back! The demand for life settlements has seen a resurgence as seniors realize the benefits of reevaluating their life insurance strategy.
Join us for this important webinar where the experts from Coventry will show you the newest trends in life settlements and how they can help your clients.
CE Credit Available.

This Webinar is bought to you by

MEMBERS ONLY - NAIFA Live - NAIFA's Competitive Edge
2024-02-16 12:00 - 13:00 | ZOOM
Friday, February 16, 2024
12 pm eastern

Join NAIFA Secretary and former NBA basketball player Christopher Gandy, NAIFA Trustee and marathon runner Carina Hatfield, Former MLB pitcher Jacob Turner, and West Point Graduate and U.S. Army Veteran Kathleen Owings for NAIFA’s Competitive Edge, an interactive NAIFA Live panel discussion.

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

THIS WEBINAR IS BROUGHT TO YOU BY

NAIFA-Broward - Top Golf Network Event
2024-02-21 15:00 - 17:00 | Top Golf – Borward, 400 Lucky Lane, Pompano Beach, FL, 33069
NAIFA-BROWARD NETWORKING EVENT:

JOIN US,

Wednesday, February 21, 2024
3:00 – 5:00 pm

400 Lucky Lane, Pompano Beach

A golf driving range game with electronically tracked golf balls.

$10.00 / pp
Appetizers & Raffle Prizes

Register: https://zfrmz.com/o0KODbjkAuJ0F7eAU7yi

Members Only: Coaches Circle with Dan Finley: Creating a Great Elevator Speech
2024-02-22 16:00 - 17:00 | ZOOM
Thursday, February 22, 2024
4 pm eastern

As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally.

THIS WEBINAR IS BROUGHT TO YOU BY

Members' Benefit Webinar
2024-02-26 08:00 - 17:00 | ZOOM
Wednesday, March 5, 2024
2 pm eastern

Explore everything there is to love about being a member of NAIFA, your professional home. Join us for our webinar to find out about the newest benefits, as well as get a refresher on programs you may have forgotten we had!

MEMBERS ONLY - Comprehensive Estate Planning Update: Key Issues and Strategic Insights for 2024
2024-02-27 12:00 - 13:00 | ZOOM
Tuesday, February 27, 2024
12 pm eastern

In this timely and important program Marty Shenkman, JD, CPA, MBA, PFS, AEP, a respected authority in estate planning and personal finance, will present his insights on recent developments in estate planning for 2024. This session will benefit estate planners, attorneys, trust officers, accountants, insurance advisors and wealth management professionals.
Sponsored by American Cancer Society

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

THIS WEBINAR IS BROUGHT TO YOU BY

NAIFA/CF Membership Recruiting Event - Magic vs. Utah Jazz Basketball
2024-02-29 17:00 - 21:00 | The Amway Arena, 400 W Church St Suite 200, Orlando, FL, 32801

Financial Advisors and Planning for Aging Clients
2024-03-05 12:00 - 13:00 | ZOOM
Tuesday, March 5, 2024
12 PM EASTERN

The financial industry is waking up to the reality that clients are aging. Some are being thrust into caregiving roles, some are experiencing dementia, and many are leaving the workforce to care for aging loved ones. All of these issues impact AUM in a negative way. Advisors who understand, identify, and address these clients needs will differentiate themselves from those who ignore them.

This Webinar is Brought to you by

Members' Benefit Webinar
2024-03-05 14:00 - 15:00 | ZOOM
Wednesday, March 5, 2024
2 pm eastern

Explore everything there is to love about being a member of NAIFA, your professional home. Join us for our webinar to find out about the newest benefits, as well as get a refresher on programs you may have forgotten we had!

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

Members Only: Coaches Circle with Dan Finley: Creating a Great Elevator Speech
2024-03-14 16:00 - 17:00 | ZOOM
Thursday, March 14, 2024
4 pm eastern

As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally.

THIS WEBINAR IS BROUGHT TO YOU BY

Citizens Update Webinar
2024-03-19 10:00 - 11:00 | ZOOM
Citizens Update Webinar – on March 19, 2024, 10:00 a.m.

New Business Process & Underwriting Tips
Servicing the Policy & Underwriting Tips
Accounting Review & Reminders
myAgency Renewals & Dashboards

Zoom
Register in advance for this meeting:
https://community.naifa.org/events/register.aspx?id=1831808

After registering, you will receive a confirmation email containing information about joining the meeting.

Members Only- NAIFA Live
2024-03-21 12:00 - 13:00
NAIFA Live March
THURSDAY, MARCH 21, 2024
12 PM EASTERN
Stay tuned for more information.
Login to the members portal to register for this Member’s Only webinar.

NAIFA - Central Florida Luncheon Meeting
2024-03-28 11:30 - 13:00 | The Azalea Lodge at Mead Gardens, 1300 S Denning Dr, Winter Park, FL, 32789
NAIFA Central Florida Monthly Meeting
Join us at our new location, The Azalea Lodge, for a presentation by Amanda Mora, US Department of Labor, Employee Benefits Security Administration – Senior Benefits Advisor discusses Getting It Right: Know Your Fiduciary Responsibilities (Retirement Plans)?
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: Getting It Right: Know Your Fiduciary Responsibilities (Retirement Plans)?
11:30 am – 1:00 pm on Thursday, March 28, 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

NAIFA-Northeast FL March Member Meeting
2024-03-28 11:30 - 13:00 | Terra Gaucha Brazilian Steakhouse, 4483 Southside Blvd., Jacksonville, FL, 32216
Lori Camp
March 28, 2024
11:30 am – 1:00 pm

Join NAIFA-Northeast Florida on March 28th for our Monthly Member Meeting! We will hear from Lori Camp of Soul Sisters on learning how to up your digital marketing game.
Soul Sisters is a woman owned digital marketing agency with offices in Fernandina Beach and Lake Helen. Lori spent the majority of her career in Healthcare – but decided to pivot in 2020 and forged a new path in Digital Marketing. Melissa Chapman has worked in the IT Field and Higher Education prior to shifting to marketing. Together, they created Soul Sisters Digital Design, where they focus on getting to know their clients, and working hard to ensure that those clients achieve their goals. Soul Sisters Digital Design is your full scope digital marketing partner. Specializing in website design, search engine optimization, google map listings, PPC (Google Ads), Social Media Ads, and Social Media Management.
We can’t wait to see you!
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd
Jacksonville, FL 33216

Members Only: Coaches Circle with Dan Finley: Creating a Great Elevator Speech
2024-03-28 16:00 - 17:00 | ZOOM
Thursday, March 18, 2024
4 pm eastern

As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally.

THIS WEBINAR IS BROUGHT TO YOU BY

What Will Proposed Changes to Contract Year 2025 Medicare Advantage Mean for Your Business
2024-04-04 12:00 - 13:00 | ZOOM
Michael Hedge & Roger Moore
Thursday, April 4, 2024
12 pm eastern

Join us for an insightful webinar led by head lobbyist for health policy issues affecting producers, Michael Hedge, and policy director, Roger Moore, aimed at financial service professionals, IMOs and FMOs, and other stakeholders within the Medicare ecosystem. In this webinar, we’ll delve into the intricacies of these proposed changes and explore their potential impacts on various aspects of the Medicare landscape.
Topics will include:

Unpacking Proposed Rule Change
Medicare Advantage and Part D Plans
Strategies for Adaptation
Q&A Session

This webinar is brought to you by:
