NAIFA-Florida

P&C Study Group: Premiums on the Rise & Liability Concerns
2024-07-30 15:00 - 16:00 (America/New_York) | ZOOM
TUESDAY, JULY 30, 2024
3 PM EASTERN

Members will discuss and review topics related to and impacting members working in the Property & Casualty market. Each month will feature a different topic. The format will feature case studies and open discussion.
Login to the members portal to register for this Member’s Only webinar.
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North Central Affiliate Call
2024-08-01 11:30 - 12:30 | ZOOM
We’re eager to hear from you about the events you’d like to see happening in your area for the remainder of this year. Your input is invaluable in shaping our community’s calendar and ensuring it reflects the interests and preferences of all members.
To facilitate this discussion, NAIFA-Florida Leadership is hosting a series of Zoom call by local affiliate. During this session, we’ll brainstorm ideas, share suggestions, and explore possibilities for upcoming events. Whether it’s educational luncheons, continuing education sessions, or recreational gatherings, your ideas will help us create memorable experiences for everyone.
Here are the details:
All calls will take place at 11:30 AM EST. Please register in advance to receive the zoom link.

July 9th: Palm Beaches – Register Here
July 11th: Miami Dade – Register Here
July 16th: Northwest Florida – Register Here
July 18th: Ocala – Register Here
July 30th: Daytona Beach – Register Here
August 1st: North Central – Register Here
August 6th: Capital – Register Here

Please mark your calendars and come prepared to contribute your thoughts and ideas. Your participation will be instrumental in making this year’s events truly special and inclusive.
If you have any specific topics or ideas you’d like to discuss during the call, feel free to share them with us in advance by clicking here.
We look forward to your active participation and fruitful discussions during the Zoom call. Together, let’s make this year’s events the best ones yet!

Capital Affiliate Call
2024-08-06 11:30 - 12:30 | ZOOM

Wake Up Wednesdays with Marques
2024-08-07 09:00 - 10:00 | ZOOM
Ogden is a three-time best-selling author and the host of the podcast “Get Authentic with Marques Ogden.” In his speaking engagements, Marques leads his audiences to understand why “Authenticity Creates Victory” by sharing his personal story of overcoming adversity and achieving success. Marques is on a mission to inspire CEOs and other senior leaders to maximize their potential to reach their personal and professional goals.
Login to the members portal to register for this Member’s Only webinar.
THIS WEBINAR IS BROUGHT TO YOU BY

Medicare Supplement: A Deep Dive with Humana's Experts
2024-08-07 12:00 - 13:00 | ZOOM
WEDNESDAY, AUGUST 7, 2024
12 PM EASTERN

Join two product experts – with a combined total of nearly 45 years of industry experience – for an in-depth discussion about Humana’s Medicare Supplement products, value-added services, competitive positions, and earning potential. Better understand how you can support your clients’ needs with the Humana team.

THIS WEBINAR IS BROUGHT TO YOU BY

Members Only - Coaches Circle with Dan Finley: The Advisor Solutions Master Mind Session
2024-08-08 16:00 - 17:00 | ZOOM
Thursday, August 8, 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

2024 Legislative Update with Tim Meenan
2024-08-13 11:30 - 12:30 | ZOOM
NAIFA-Florida Lobbyist, Tim Meenan
August 13, 2024 @ 11:30 AM
Zoom
Join us on August 13, 2024 for a Legislative Session Update for the State of Florida. Hosted by NAIFA-Florida’s Lobbyist, Tim Meenan, this one-hour virtual event will feature an update on several legislative and regulatory issues important to NAIFA members.
This event is free for all members. Zoom information will be sent to your email once registration is complete.

Members Only - NAIFA Live
2024-08-15 12:00 - 13:00 | ZOOM
NAIFA Live
August 15, 2024
September 19, 2024
October 17, 2024
November 21, 2024
12:00 pm ET

Join fellow NAIFA members for NAIFA Live, our monthly program!
To register for NAIFA Live, please go through the Member Portal. Once you have signed into the member portal, hover over the Educate tab and click on NAIFA Live to register.
NAIFA Live is a virtual event available to NAIFA members. Please register in advance. If you are not yet a member, please join us to take advantage of all the benefits NAIFA has to offer.

NAIFA Northeast Florida August In-District Meeting
2024-08-22 11:30 - 13:00 | Terra Gaucha Brazilian Steakhouse, 4483 Southside Blvd., Jacksonville, FL, 32216
Representative John Rutherford
AUGUST 22, 2024
11:30 AM – 1:00 PM

Join NAIFA Northeast Florida as we welcome Congressmen John Rutherford to answer your questions about legislation impacting the industry.
Members: $27.50 | Non-Members: $35.00
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd
Jacksonville, FL 32216

Members Only - Coaches Circle with Dan Finley: The Lost Art of Listening
2024-08-22 16:00 - 17:00 | ZOOM
Thursday, August 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.

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

THIS WEBINAR IS BROUGHT TO YOU BY

NAIFA-Broward Lunch Meeting & CE Class
2024-08-28 11:30 - 13:00 | Colony West Golf Club, 6850 NW 88th Ave, Tamarac, FL, 33321
We invite you to join us!
Uncovering Social Security
Secrets Superior CE Event

James Bonanno
We are excited to be able to offer you a very efficient way to receive 18 credits for FL state insurance, 10 credits for CFP, 15 credits for CIMA, and 22 credits for CLU/ChFC!
We hope you are able to join us!

To register to attend:
1. Click on the link in the attached flyer, and
2. Complete the info required on the QR Code below
Date: Wednesday, August 28, 2024
Time: 11:30 am – 1:00 pm EST
Conference Room @ The View at Colony West Golf Club
6850 NW 88th Ave
Tamarac, FL 33321
Exam required after presentation in order to earn credits
Please note: You must register by 2:00 pm (Eastern Time) on or before August 26th. If your registration is not received by the cutoff date, you will not be permitted to take the exam onsite (“walk-in”)
Registration including lunch
Member: $25.00
Non-Member: $35.00

QR CODE; on your phone or tablet, open the built-in app. Point the camera at the QR code below. Tap the banner that appears. Follow the instructions on the screen to finish signing in.

Wake Up Wednesdays with Marques
2024-09-04 09:00 - 10:00 | ZOOM
WEDNESDAY, SEPTEMBER 4, 2024
9 AM EASTERN

Ogden is a three-time best-selling author and the host of the podcast “Get Authentic with Marques Ogden.” In his speaking engagements, Marques leads his audiences to understand why “Authenticity Creates Victory” by sharing his personal story of overcoming adversity and achieving success. Marques is on a mission to inspire CEOs and other senior leaders to maximize their potential to reach their personal and professional goals.
Login to the members portal to register for this Member’s Only webinar.
THIS WEBINAR IS BROUGHT TO YOU BY

Legislative Meeting with Congressman Aaron Bean
2024-09-04 16:30 - 18:30 | Crosscreek BBQ and Steakhouse, 850 South Lane Ave, Jacksonville, FL, 32205
Congressman Aaron Bean
September 4, 2024
4:30 – 6:30 PM

Join NAIFA Northeast Florida for happy hour as we welcome Congressmen Aaron Bean to answer your questions about legislation impacting the industry.
Crosscreek BBQ and Steakhouse
850 South Lane Ave
Jacksonville, FL 32205

NAIFA-Central FL - Legislative Update
2024-09-12 11:30 - 13:00 | Dubsdread Golf Course, 549 W Par Street, Orlando, FL, 32804
Tim Meenan, Moderator
NAIFA-FL Lobbyist
SEPTEMBER 12, 2024
11:30 AM – 1:00 PM
TOPIC:
Annual Legislative Meeting with a Panel of Local Legislatures moderated by NAIFA-FL Lobbyist, Tim Meenan. The names of the legislators will be released as soon as we have them confirmed. This is always a very popular NAIFA/CF meeting because it is an opportunity to find out what issues are important to Central Florida and to our industry and how your local legislators feel about these issues.

COST::
Member of NAIFA $25.00
Non-Members $30.00
Invited and First-Time Guests – FREE

This meeting will take place at DUBSDREAD, 549 W PAR ST, ORLANDO. Note the change in venue for just this September meeting.
REGISTER HERE

Apex and NAIFA's National Leadership Conference
2024-09-19 - 2024-09-21 | Phoenix, AZ, Phoenix, AZ
Apex and NAIFA’s National Leadership Conference
September 19-21, 2024 | Phoenix

Apex Is NAIFA’s Race to the Top!
September 19-21 at the Arizona Biltmore
This year, we have combined two of NAIFA’s signature events, Apex and the National Leadership Conference (NLC). Apex focuses on growing your business, encouraging leadership skills, and developing your personal brand. It appeals to a wide range of professionals and helps you reach your highest level of success. The NLC optimizes how we work together as NAIFA leaders to bring us continued success as the number one association for financial services professionals in the United States. NLC and the associated Belong awards gala inspire and recognize servant leaders who are called to serve a greater purpose and understand that they are working for the success of something bigger than themselves.

Members Only - NAIFA Live
2024-09-19 12:00 - 13:00 | ZOOM
NAIFA Live
September 19, 2024
October 17, 2024
November 21, 2024
12:00 pm ET

Join fellow NAIFA members for NAIFA Live, our monthly program!
To register for NAIFA Live, please go through the Member Portal. Once you have signed into the member portal, hover over the Educate tab and click on NAIFA Live to register.
NAIFA Live is a virtual event available to NAIFA members. Please register in advance. If you are not yet a member, please join us to take advantage of all the benefits NAIFA has to offer.

M&A Summit: Opportunity of a Lifetime Webinar
2024-09-24 13:00 - 14:00 | ZOOM
TUESDAY, SEPTEMBER 24, 2024
1 PM EASTERN

One-third of financial advisors are predicated to retire in the next 10 years. This is creating an opportunity for advisors who are looking to grow their practice. Join NAIFA member, David Wood along with industry professionals and peers for an in-depth exploration of mergers and acquisitions (M&A) and learn how to harness the wave of retiring advisors to capitalize on this opportunity.
Login to the members portal to register for this Member’s Only webinar.
Brought to you by:

Using Life Insurance to Supplement Your Retirement
2024-09-26 11:30 - 13:00 | Terra Gaucha Brazilian Steakhouse, 4483 Southside Blvd., Jacksonville, FL, 32216
Steve Zadeh, FSCP
September 26, 2024
11:30 AM – 1:00 PM

Join NAIFA Northeast Florida as we take part in Life Insurance Awareness Month by welcoming NAIFA Apex speaker Steve Zadeh, FSCP.
Steve has over 35 years of experience in the insurance and financial services industry. Steve recently retired from Kansas City Life Insurance Company where he worked in the company’s Sales and Marketing Department. For over 21 years Steve provided support to Kansas City Life’s field force members with case design, training, client seminars, and competitive analysis.
To learn more about Steve, please click here.
COST
Members: $27.50
Non-Members At the Door: $35.00
Location
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd
Jacksonville, FL
THIS EVENT BROUGHT TO YOU BY

Members Only - Coaches Circle with Dan Finley: Networking Your Way to Success
2024-10-10 16:00 - 17:00 | ZOOM
Thursday, October 10, 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

Q4 State of NAIFA
2024-10-16 12:00 - 13:00 | ZOOM
Due to Hurricane Milton, the State of NAIFA scheduled for Thursday, October 10, 2024, at Noon ET of this week will be changed to Wednesday, October 16, 2024, at Noon ET.
Thursday, October 16, 2024
12 pm eastern

Join us for the Q4 “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 - NAIFA Live
2024-10-17 12:00 - 13:00 | ZOOM
NAIFA Live
October 17, 2024
November 21, 2024
12:00 pm ET

Join fellow NAIFA members for NAIFA Live, our monthly program!
To register for NAIFA Live, please go through the Member Portal. Once you have signed into the member portal, hover over the Educate tab and click on NAIFA Live to register.
NAIFA Live is a virtual event available to NAIFA members. Please register in advance. If you are not yet a member, please join us to take advantage of all the benefits NAIFA has to offer.

NAIFA-Tampa Bay Long Term Care Luncheon
2024-10-23 11:30 - 14:00 | Brio Italian Grille, 2223 N. Westshore Boulevard, Tampa, Florida
Heather Holmes
Genivity
Founder & CEO
October 23, 2024
11:30 AM – 2:00 PM

Join NAIFA Tampa Bay as we prepare for Long Term Care Awareness Month by hearing from Heather Holmes on how to use technology to maximize Long Term Care planning opportunities.
Founder and CEO of Genivity, Heather Holmes leads the vision for Genivity and focuses on product design, business development, and fundraising. She brings a decade of sales, marketing and market development experience to Genivity from her time in the medical device industry working for Medtronic & Abbott Vascular.
Heather focuses on helping advisors and consumers incorporate their individual health and wealth factors to plan for longevity. She brings science to financial planning to create personalized projections about your clients’ health and care costs.
$10 Members
$20.00 Non-Members
Brio Italian Grille
2223 N Westshore Blvd
Tampa, FL 33607
REGISTER HERE

NAIFA/CF October Luncheon Meeting
2024-10-24 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 on October 24th from 11:30 am – 1:00 pm.
TOPIC: Selling insurance products in an International Market.
SPEAKER:
Filka Forkin, J.D.
New York Life, North Virginia
Corporate Vice President, Advanced Planning Consultant

Filka Forkin is a Corporate Vice President and Advanced Planning Consultant with New York Life Insurance Company, supporting agents working in the Latino cultural market.
A thoughtful and engaging consultant, Filka collaborates with agents, their clients and other professional advisors in the identification and presentation of sophisticated estate, business and insurance-based planning solutions.
Filka joined New York Life as a dynamic and disciplined professional, blending education and experience with planning and practice. As a practicing attorney, he handled casework in trial advocacy, conducted legal research and drafted complex motions and documents; and, with a concentration in estate planning, Filka is uniquely qualified to help clients realize their overall financial goals by implementing optimal estate planning strategies for wealthy clients and business owners.
Filka earned his law degree from Barry University School of Law, Orlando, Florida and his Bachelor of Science degree in Criminal Justice, from Florida International University. Filka worked in the Public Defender’s Office, Sanford, Florida; and, is a U.S. Air Force Military Training Honor Graduate, having served as an Airborne Cryptologic Linguist in the United States Air Force. Filka is a member of the Florida and New York state bars. Filka is fluent in English and Spanish.

MEETING INFORMATION
11:30 am – 1:00 pm on Thursday, October 24, 2024
The Azalea Lodge, 1300 S. Denning Drive, Winter Park, FL 32789
Cost:
Member of NAIFA $25.00
Non-Members $30.00
Invited and First-Time Guests – FREE

Northeast Florida October Luncheon
2024-10-24 11:30 - 13:00 | Terra Gaucha Brazilian Steakhouse, 4483 Southside Blvd., Jacksonville, FL, 32216
Lorie Johns
President of Tison Associates, Inc.
October 24, 2024
11:30 AM – 1:00 PM

When selecting a health insurance plan for a client, it’s crucial to adhere to federal government rules, particularly for individuals aged 65 and over, as well as those under 65.
Come meet with Lorie Johns to pick her brain with all of your questions and concerns about the turmoil in today’s health insurance landscape. There are changes coming with many plans.
COST
Members: $27.50
Non-Members/At the Door: $35.00
Location
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd
Jacksonville, FL

REGISTER HERE

Members Only - Coaches Circle with Dan Finley: Designing Your Business Purpose
2024-10-24 16:00 - 17:00 | ZOOM
Thursday, October 24, 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

NAIFA-Broward Lunch Meeting
2024-11-06 11:30 - 13:00 | Colony West Golf Club, 6850 NW 88th Ave, Tamarac, FL, 33321
We invite you to join us!
Please join NAIFA’s own Diane Boyle as we get an update on where everything stands the day after the election. While many races may not be sorted out, we want to give our members the first chance to hear from our own head of government relations where the lay of the land appears to be post-election day. This interactive session with Diane and her team will give us a first look at what could be coming, and a head start in what efforts we may need to engage our members to help drive the agenda for the new President and congress.
For over 30 years, Diane Boyle has been the Senior Vice President of Government Relations for NAIFA. Diane advocates for state, interstate, and federal laws that benefit the good of the people. She graduated from Louisiana State University with a degree in political science and government.

Wednesday, November 6, 2024
11:30 am – 1:00 pm EST
Conference Room @ The View at Colony West Golf Club
6850 NW 88th Ave., Tamarac, FL 33321
Registration including lunch
Member: $25.00
Non-Member: $35.00
To register to attend and pay:
Complete the info required on the QR Code below
QR CODE: on your phone or tablet, open the built-in app. Point the camera at the QR code below.
Tap the banner that appears. Follow the instructions on the screen to finish signing in.
or
CLICK HERE
Please forward this to your fellow agents. Hope to see you there!

Members Only - Coaches Circle with Dan Finley: The Advisor Solutions Master Mind Session
2024-11-14 16:00 - 17:00 | ZOOM
Thursday, November 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.

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

THIS WEBINAR IS BROUGHT TO YOU BY

Members Only - NAIFA Live
2024-11-21 12:00 - 13:00 | ZOOM
NAIFA Live
November 21, 2024
12:00 pm ET

Join fellow NAIFA members for NAIFA Live, our monthly program!
To register for NAIFA Live, please go through the Member Portal. Once you have signed into the member portal, hover over the Educate tab and click on NAIFA Live to register.
NAIFA Live is a virtual event available to NAIFA members. Please register in advance. If you are not yet a member, please join us to take advantage of all the benefits NAIFA has to offer.

Board Installation and Awards Ceremony
2024-12-11 16:00 - 17:00 | ZOOM
December 11, 2024
4:00 – 5:00 PM

Join us on December 11, 2024 for NAIFA-Florida’s virtual end of the year board installation for 2025 and awards ceremony.

CLICK HERE TO REGISTER

Members Only - Coaches Circle with Dan Finley: Building Your Business Blueprint
2024-12-12 16:00 - 17:00 | FL
Thursday, December 12, 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
