NAIFA-Florida

Members' Benefit Webinar
2024-03-05 14:00 - 15:00 (America/New_York) | 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 | FL
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:

NAIFA-Central FL 2024 Spring Swing Event
2024-04-05 07:30 - 17:00 | Dubsdread Golf Course, 549 W Par Street, Orlando, FL, 32804
April 5, 2024
7:30 Registration Opens 8:30 Shotgun Start

LOCATION: DUBSDREAD GOLF COURSE 549 W. PAR STREET, ORLANDO, FL
To register as an individual golfer or a foursome, complete this flyer and if you are paying with a debit/credit card, email to info@nabipcf.org or fax to 407-831-2990. If you are paying by check, mail the form with the check to NABIP, PO Box 160790, Altamonte Springs, FL 32716.
If you are interested in sponsorship, contact Cal Thompson at cal@syncins.com or call at 407-701-9916.

Q2 State of NAIFA
2024-04-11 12:00 - 13:00 | ZOOM
Thursday, April 11, 2024
12 pm eastern

Join us for the Q2 “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.

Coaches Circle with Dan Finley: Beyond the Production Plateau
2024-04-11 16:00 - 17:00 | ZOOM
Thursday, April 11, 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 Only: NAIFA Live April: Building a StoryBrand
2024-04-18 12:00 - 13:00 | ZOOM
Michael McGlothlin, CFP, CLU, ChFC, LUTCF
Thursday, April 18, 2024
12 pm eastern
When it comes to talking about their businesses, many people are so close to their products or services they don’t know where to start. Mike will explain how financial professionals like you can clarify your message to generate leads, create more referrals or empower your sales team. How? With StoryBrand. The StoryBrand Marketing Framework will help you understand what customers are looking for so you can tell your story in a way people listen.
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.

THIS WEBINAR IS BROUGHT TO YOU BY

NAIFA-Tampa Bay 35th Annual Golf Classic
2024-04-22 09:00 - 17:00 | Carrollwood Country Club, 13903 Clubhouse Drive, Tampa, FL, 33618
April 22, 2024
9:00 am Shotgun Start

Join NAIFA-Tampa Bay on Monday, April 22nd for our 35th Annual Golf Classic! We can’t wait to see you at Carrollwood Country Club.
8:00 am – Registration & Boxed Breakfast
9:00 am – Shotgun Start
1:00 pm – Banquet Lunch & Awards, Including Raffle Items & Silent Auction
Carrollwood Country Club
13903 Clubhouse Dr
Tampa, FL, 33618

Financial Security Advocate Academy
2024-04-24 14:00 - 15:00 | ZOOM
Wednesday, April 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.

NAIFA-Northeast FL - "NET" to "WORTH": Communicating Your NetWORTH in Professional Relationships
2024-04-25 11:30 - 13:00 | Terra Gaucha Brazilian Steakhouse, 4483 Southside Blvd., Jacksonville, FL, 32216
Jasmine Romaine
April 25, 2024
11:30 AM – 1:00 PM EST

Effective relationships can create more than a network, it can create a “NetWORTH” when strategies are learned. This talk shares the keys on how to communicate and build a brand that has effective relationships that will transform the NetWorth of professionals into proactive networkers that shape the success of their success.
Learning Objectives:
● Master the art of communicating in a way that builds lasting professional relationships
● Learn how to craft a personal brand that resonates with your professional network
● Discover how to transform your net worth into proactive networking, shaping the trajectory of your career and business success

Excessive Student Loans: The Harbinger of Death to a Financial Future (Journal Live)
2024-04-25 12:00 - 12:45 | FL
THURSDAY, APRIL 25, 2024
12 PM EASTERN

Join April’s Journal Live, with presenters Greg Geisler, and J. William Harden to learn how the findings of their study can help clients better understand the financial consequences of excessive borrowing for higher education.
Journal Live programs are approximately 45 minutes long and consist of a short presentation over the telephone by the Journal author followed by a Q&A session.

THIS AUDIO DISCUSSION IS BROUGHT TO YOU BY

Coaches Circle with Dan Finley: Mastering Time Management
2024-04-25 16:00 - 17:00 | ZOOM
Thursday, April 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.

THIS WEBINAR IS BROUGHT TO YOU BY

NAIFA/Central FL Members-Only IFAPAC Event
2024-04-25 18:00 - 20:00 | Hannibal’s On The Square, 511 W New England Ave, Winter Park, FL, 32789
JOIN NAIFA/CF FOR A MEMBERS-ONLY IFAPAC EVENT
With special guests:
US Representative Daniel Webster
State Representatives Rachel Plakon
Susan Plasencia
Thursday, April 25, 2024
From 6 – 8 PM
Hannibal’s On The Square
511 W. New England Avenue
Winter Park, FL
Click Here for Directions

There is no charge to attend, but we do ask that you register so we will know approximately how many people to plan for.

Maximizing Wealth: The Importance of Coordinating Financial Assets with the Estate Plan
2024-05-01 12:00 - 13:00 | ZOOM
WEDNESDAY, MAY 1, 2024
12 PM EASTERN

This webinar will delve into the intricate relationship between financial assets and estate planning. Working with clients to effectively coordinate financial assets can assure that value is maximized and asset protection is enhanced. The webinar will review strategies to coordinate estate planning with various types of financial assets, including investments, real estate, retirement accounts, insurance, and other assets. We will discuss how to align financial assets with estate planning objectives.

THIS WEBINAR IS COSPONSORED BY

Free Webinar on the DOL Fiduciary-Only Rule
2024-05-02 09:00 - 10:00 | ZOOM
How the DOL Fiduciary-Only Rule Will Impact the Role of Financial Professionals Offering Retirement Planning Services
THURSDAY, MAY 2, 2024
2 PM EASTERN

On April 23, the Department of Labor and the White House released a final fiduciary-only rule after an astonishingly brief regulatory and review process and in spite of grave concerns expressed by NAIFA, members of Congress, and other stakeholders. Join representatives from NAIFA and Steptoe to learn how the fiduciary-only rule will impact financial professionals’ business and their clients.
This webinar will consist of a presentation followed by a Q&A session.

Income Protection - The Cornerstone to Financial Planning
2024-05-08 12:00 - 13:00 | ZOOM
WEDNESDAY, MAY 8, 2024
12 PM EASTERN

The foundation of a solid financial plan during income earning years needs to be supported by a disability income plan and life insurance. We’ll examine easy and proven educational tools that assist you in having the income protection conversation. CE Credit Available.

THIS WEBINAR IS BROUGHT TO YOU BY

2024 Congressional Conference
2024-05-20 - 2024-05-21 | Washington DC, Washington DC
The Congressional Conference
May 20-21, 2024
J.W. Marriott in Washington, D.C.

NAIFA’s annual Congressional Conference is crucial to our grassroots advocacy strategy. The event brings NAIFA members together as a critical mass to advocate on behalf of their businesses, clients, consumers, and the insurance and financial services industry. It provides targeted advocacy training with briefings on specific legislative issues, best practices for conducting congressional meetings, and tips for developing impactful long-term relationships with legislators.

NAIFA-Northeast FL - Deflate, Relate, Elevate: The formula for building strong relationships
2024-05-23 11:30 - 13:00 | Terra Gaucha Brazilian Steakhouse, 4483 Southside Blvd., Jacksonville, FL, 32216
Deflate, Relate, Elevate: The formula for building strong relationships
Erin O’Malley
MAY 23, 2024
11:30 AM – 1:00 PM

Join NAIFA-Northeast Florida on May 23rd from 11:30 am – 1:00 pm for our May Member Meeting – Deflate, Relate, Elevate: The formula for building strong relationships. We will hear from Erin O’Malley. We can’t wait to see you!
What You Can Expect:
Experience what it’s like to truly feel heard by practicing curious listening. We’ll challenge active listening myths and get to the heart of engaged listening.
Discover the true meaning of empathy and explore how to develop and use empathy as a skill set for connection and collaboration.
Learn how to embrace tough conversations and relieve the pressure of having to be the problem solver and fixer for all scenarios.
Learning Objectives:

Stronger, effective, and powerful communication with your colleagues and clients,
Less drama and more ownership of responsibilities, and…
A formula to get ahead of misunderstandings and miscommunications and turn misfires into opportunities for stronger and powerful relationships…the Deflate, Relate, Elevate©️ is the formula for you.

Members: $27.50 | Non-Members: $35.00
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd
Jacksonville, FL 32216

NAIFA-Central FL May Luncheon Meeting
2024-05-23 11:30 - 13:00 | The Azalea Lodge at Mead Gardens, 1300 S Denning Dr, Winter Park, FL, 32789
Join us at The Azalea Lodge at Mead Gardens, 1300 S. Denning Drive, Winter Park on May 23, 2024 from 11:30 am – 1:00 pm.
Click here for a link to Google map.
SPEAKER:
DEGEAN LARSEN

Degaen has over a decade of experience in the Florida Retirement System (FRS). He has successfully guided numerous individuals towards retirement. Throughout his career, he has assisted a wide range of professionals, including judges, lawyers, police officers, firefighters, and teacher, in their retirement journey.
One particular focus area of his expertise is the Deferred Retirement Option Plan (DROP). Degean has extensive knowledge of the procedures and requirements for entering and exiting DROP. He is with Siler Wealth Management in Longwood, FL.
MEETING INFORMATION
Topic: Deferred Retirement Option Plan (DROP)
11:30 am – 1:00 pm on Thursday, May 23, 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-Tampa Bay - Florida Property Insurance Market Update Luncheon
2024-05-29 11:30 - 14:00 | Brio Italian Grille, 2223 N. Westshore Boulevard, Tampa, Florida
Carl Rockman
Citizens
MAY 29, 2024
11:30 AM – 2:00 PM EST

Join NAIFA Tampa Bay tomorrow as we welcome Carl Rockman, Vice President, Agency & Market Services from Citizens, to discuss the current state of the property insurance marketplace and changes to expect for your clients.
Even if you are not a multi line agent, we highly recommend attending as these issues will directly or indirectly affect every client you have in the State of Florida. Be a resource for them to help show your value as a NAIFA member by attending.
Topics to Include:
• Legislative Changes Impacting Citizens
• Depopulation Program Enhancements
• Tips on Working With Citizens
Open to all members, non-members, & their guests.
Don’t forget to bring your business cards and invite a potential NAIFA member!
Members: $10.00 | Non-Members: $20.00
Brio Italian Grille
2223 N Westshore Blvd
Tampa, FL 33607

Maximizing the Value of Life Insurance - An Innovative Approach to Charitable Giving
2024-06-04 12:00 - 13:00 | ZOOM
TUESDAY, JUNE 4, 2024
12 PM EASTERN

Life insurance is a mainstay in planning. As circumstances change, advisors and their charitable clients can appropriately value and potentially monetize policies for more than their cash surrender value. The valuation of existing policies is used by fiduciaries to protect clients’ best interests and uncover value to help solve other planning needs. CE Credit Available.

THIS WEBINAR IS BROUGHT TO YOU BY

Tax Reform Priorities and Politics
2024-06-13 13:30 - 14:30 | FL
Thursday, June 13, 2024
1:30 pm eastern
Tax reform is expected to consume the attention of Congress next year and preparation is well underway. Learn more about the Super Bowl of Tax as NAIFA’s lobbyists debate the politics of tax policy ahead of 2025 fiscal cliff. NAIFA’s early engagement is essential to inform tax writers on the impact of tax changes will have on families, businesses, and communities.

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

Members Only-Coaches Circle with Dan Finley: The Advisor Solutions Master Mind Session
2024-06-13 16:00 - 17:00 | ZOOM
Thursday, June 13, 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-Tampa - FICPA Networking Social
2024-06-18 17:30 - 19:30 | Cheeseology, 1527 E 7th Ave, Tampa, FL, 33605
FICPA Networking Social
JUNE 18, 2024
5:30 PM-7:30 PM

Join us along with our friends from FICPA for our June social at the lovely Cheeseology!

Come and enjoy freshly baked pizza topped with amazing in house cheese along with an array of wine offerings.

Registration includes:

Admission to the event
One drink ticket for beer or wine (additional drinks available for purchase)
Pizza

Space is limited so register today!

Pricing: $25 Members, $40 nonmembers

Location:
Cheeseology
1527 E 7th Ave
Tampa, FL 33605

NAIFA Southwest Florida Affiliate Meeting
2024-06-20 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 Zoom call on June 20th at 11:30 AM. 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 for the Zoom call:

Date: June 20th
Time: 11:30 AM
Join Zoom Meeting
https://naifa.zoom.us/j/89399128915

Find your local number: https://naifa.zoom.us/u/keo1np4EKr
