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X-ORIGINAL-URL:https://studymanuals.naifa-florida.org
X-WR-CALDESC:Events for NAIFA-Florida
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20201126
DTEND;VALUE=DATE:20201128
DTSTAMP:20260429T211641
CREATED:20200213T191650Z
LAST-MODIFIED:20200213T191759Z
UID:23002-1606348800-1606521599@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Florida Office Closed - Holiday
DESCRIPTION:The NAIFA-Florida office will be closed beginning Wednesday afternoon (time TBD) November 25 through Friday\, November 27\, 2020 in observation of Thanksgiving.
URL:https://studymanuals.naifa-florida.org/event/naifa-florida-office-closed-holiday-4/
LOCATION:FL
CATEGORIES:Holiday Office Closure
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201119T160000
DTEND;TZID=America/New_York:20201119T170000
DTSTAMP:20260429T211641
CREATED:20200220T182557Z
LAST-MODIFIED:20200526T175726Z
UID:23297-1605801600-1605805200@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Florida- Local Presidents - Monthly Teleconference
DESCRIPTION:NAIFA-Florida President Joe Chalom has asked for a monthly teleconference of all local Chapter and local Affiliate Presidents for the remainder of 2020. The purpose of the teleconferences is to network regarding experiences with local association administration and initiatives\, successes with local meetings\, and idea sharing. \nThe teleconferences will be held the 3rd Thursday each month at 4:00 p.m. (ET)\, beginning in March. We anticipate the meetings should not last more than 45 minutes or so. Each month\, we will send local presidents a reminder of the meeting along with the teleconference (Zoom platform) log-in link / dial-in (for phone-only participation) info. The monthly schedule is: \n\nMarch 19 – 4:00 p.m.\nApril 16 – 4:00 p.m.\nMay 21 – 4:00 p.m.\nJune 18 – 4:00 p.m.\nJuly 16 – (no teleconference – NAIFA-Florida Sales Symposium in Orlando)\nAugust 20 – 4:00 p.m.\nSept. 17 – 4:00 p.m.\nOct. 15 – 4:00 p.m.\nNov. 19 – 4:00 p.m.\nDec. 17 – 4:00 p.m.
URL:https://studymanuals.naifa-florida.org/event/naifa-florida-local-presidents-monthly-teleconference-8/
LOCATION:Webinar
CATEGORIES:Conference Call,Monthly Leader Webinar,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201119T140000
DTEND;TZID=America/New_York:20201119T150000
DTSTAMP:20260429T211641
CREATED:20201105T155009Z
LAST-MODIFIED:20201105T155009Z
UID:27378-1605794400-1605798000@studymanuals.naifa-florida.org
SUMMARY:Members Only: Post-Election Webinar
DESCRIPTION:November 19\n2 pm eastern\n\n\nThe votes have been cast and we know who will be leading our country from who the President will be for the next four years and what the 117th Congress will look like.  Join NAIFA’s Government Relations team to discuss what the results mean for the industry and your clients. \n\nRegistration: In the NAIFA Member portal\, access the webinar from the “Advocacy” menu and select the webinar. \nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/members-only-post-election-webinar/
LOCATION:ZOOM
CATEGORIES:Legislative Event,Members Only,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201119T120000
DTEND;TZID=America/New_York:20201119T130000
DTSTAMP:20260429T211641
CREATED:20200526T175927Z
LAST-MODIFIED:20200526T175927Z
UID:24698-1605787200-1605790800@studymanuals.naifa-florida.org
SUMMARY:Chapter Staff Meeting: November 2020
DESCRIPTION:Chapter Staff Meeting: November 2020\n11/19/2020 \nTime: Noon Eastern\n Export to Your Calendar    Register
URL:https://studymanuals.naifa-florida.org/event/chapter-staff-meeting-november-2020/
LOCATION:ZOOM
CATEGORIES:Conference Call,Field Staff Meeting,Monthly Leader Webinar,Training Event,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201119T113000
DTEND;TZID=America/New_York:20201119T131500
DTSTAMP:20260429T211641
CREATED:20201015T204250Z
LAST-MODIFIED:20201028T200143Z
UID:27110-1605785400-1605791700@studymanuals.naifa-florida.org
SUMMARY:NAIFA Tampa Bay Women's Forum
DESCRIPTION:TAMPA’S MOST POPULAR ANNUAL event is coming back November 19th!!!  The 2020 Women’s Forum is a chance for advisors and their clients of all levels or experience to learn “with & from” 4 amazing talents.  Moderated by NAIFA Tampa BAY’s own Melissa Snively and directed by our Program Chair Katherine Jones we have secured another great November panel to learn from.  Join us as we welcome Susan L. Combs (past President of Women In Finance and a presenter at NAIFA national conference)\, Juli McNeely (Former Past President of NAIFA National)\, Wendy Jestings (MDRT\, NAIFA New England)\, and Celine Pastore (Host Women’s Wealth Radio). NAIFA Tampa BAY is making this virtual event free to members and nonmembers however there are limited registrations.\n\n\n\n\n\n\n\nSchedule\n11:30 A.M. TO 1:00\nSPEAKER BIOS\nSusan L Combs is the CEO of Combs & Company\, a full service insurance brokerage firm with an expertise in the “weird & unusual.”  Leveraging a knack for solving difficult circumstances\, Combs & Co. has become a go-to resource for those companies that don’t fit an insurance carriers’ typical profile\, such as entertainment\, food\, and international companies setting up their first U.S. operations.  Susan also serves on the Advisory Board of Directors for Allay\, Inc and Oscar Health\, both insurance technology companies based in San Francisco and NYC respectively. She is the youngest National President (2014-2015) in the over 80-year history of Women in Insurance & Financial Services (WIFS)\, and served on the National Board for 7 years.  In addition\, Susan works diligently to stay current with the myriad of changes in the insurance industry.  Currently\, Susan is one of just seven brokers in New York City metro area to have the Patient Protection and Affordable Care Act (PPACA) designation.  Her expertise in this complex area of health insurance has established Susan as a highly sought after expert witness\, advisor\, and speaker on the Affordable Care Act (ACA) by law firms\, reinsurance companies\, and organizations around the country.  Most recently\, Susan was the first female to receive the Broker of the Year (BOY) Award by BenefitsPro Magazine and was the recipient of Women in Insurance & Financial Services’ highest honor\, Woman of the Year! \nEven though Susan lives in NYC\, she’s just a “Missouri girl in a New York world.”  She grew up in King City\, MO\, a town of less than 1\,000 people\, with her mom\, dad and two older brothers.  She left the northwest corner of Missouri in 2001 to seek her success in NYC.  Susan’s late father was a retired Major General AND county judge\, while her mother owned a Merle Norman Cosmetics Studio and travel agency.  (So\, entrepreneurship is in her blood.)  Susan’s interests are as diverse as her upbringing.  She is a HUGE Kansas City Chiefs (Super Bowl LIV World Champs) and Royals (2015 World Champs) fan\, and is always cheering for her alma mater\, the Mizzou Tigers!  She lives in Queens with her amazing husband\, Sean\, and their two furry kids\, Pepper and Roxy. Susan loves playing football\, hockey\, is an avid CrossFitter and she’s a whiz in the kitchen and even owns a Mexican restaurant with her husband in her Missouri hometown! \nCeline J. Pastore\, CRPC®\, MRFC® \nRetirement Advisor \nAfter losing her dad to Alzheimer’s and watching her mom\, a self-made businesswoman\, lose everything to a nursing home\, Celine Pastore made it her life’s purpose\, as a fiduciary and financial advocate\, to help protect families from the common pitfalls of money\, life\, and business. \n\nCeline is the youngest of five who was born on Long Island\, NY and is a first-generation Irish American\nShe is an Investor Advisor Representative\nShe also holds a Life\, Health\, and Annuity Insurance License\nShe additionally holds the designation of Chartered Retirement Planning Counselor (CRPC®) as well as that of a Master Registered Financial Consultant (MRFC®).\nShe most recently has been awarded the Women’s Choice Award for Financial Advisors which is the only recognition program for well-qualified advisers who are committed to the women’s market and serving their female clients.\nShe has also hosted her own radio talk show in Tampa Bay under the name Women’s Wealth Radio\nCeline lives in Palm Harbor\, FL with her husband Frank of over 25 years and they have two beautiful grown children together\, Nicole & Anthony.\nCeline has been a NAIFA member since she was first licensed in 2015 and quickly jumped into a leadership role by joining the board of NAIFA North Suncoast as the programs chair where she won both the Outstanding New Member Achievement Award as well as the James Keegan Meritorious Award for outstanding service.\nShe is currently serving as the Vice President for NAIFA Tampa Bay and plans on taking the helm as President in 2021.
URL:https://studymanuals.naifa-florida.org/event/naifa-tampa-bay-womens-forum/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Virtual
ORGANIZER;CN="NAIFA-Tampa":MAILTO:info@naifatampa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201119T113000
DTEND;TZID=America/New_York:20201119T130000
DTSTAMP:20260429T211641
CREATED:20201112T142230Z
LAST-MODIFIED:20201112T142230Z
UID:27464-1605785400-1605790800@studymanuals.naifa-florida.org
SUMMARY:NAIFA Northeast Florida Annual Meeting
DESCRIPTION:Marketing Healthcare in Today’s Environment \n\nCOVID-19 Requires Protection\nEmployers are being overcharged and are NOT aware of what’s in the Marketplace\nWhy a Young Advisor would want to be in the Benefits Marketplace in 2020 and Beyond\n\nSpeaker Scott Fjelstad\, Regional Manager @ Rogers Benefit Group \nThursday\, November 19\, 2020  /  11:30 am – 1:00 pm \nNAIFA NE FL welcomes JAHU attendees\n\nA free event\, click here to register now.  Attendees are limited.
URL:https://studymanuals.naifa-florida.org/event/naifa-northeast-florida-annual-meeting/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Virtual
ORGANIZER;CN="NAIFA-Northeast Florida":MAILTO:info@naifa-jacksonville.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201119T113000
DTEND;TZID=America/New_York:20201119T130000
DTSTAMP:20260429T211641
CREATED:20201110T163910Z
LAST-MODIFIED:20201110T164011Z
UID:27439-1605785400-1605790800@studymanuals.naifa-florida.org
SUMMARY:NAIFA Central Florida Monthly Meeting
DESCRIPTION:Join members of NAIFA-CF and other Central Florida industry professionals for the November NAIFA-Central Florida monthly meeting\, now in virtual and live attendance format!\nOur keynote speaker is Rick Patterson\, NAIFA/CF member to discuss “Reflections On A 50 Year Career”  Rick will describe his life long relationship with NAIFA and the Financial Services Profession. \n \n  \n  \n  \n  \n  \n  \n  \nABOUT RICK \nRichard D. (Rick) Patterson has been in the financial services since 1967.\nPatterson founded Associated Planners Group\, a financial planning firm\, in 1978.\nClients include Individuals\, Hotel & Lodging Industry Executives\, Law Firms\, Medical Practices\, Corporate Retirement Plans and Closely Held Corporations specializing in the areas of Investment Planning\, Estate Planning\, Retirement Planning and Insurance Planning.\nHe holds the following professional designations:\nAccredited Investment Fiduciary®\nChartered Financial Consultant®\nChartered Life Underwriter® \nA recognized industry leader\, Rick has served two terms on the National Board of Trustees of the National Association of Insurance and Financial Advisors. This was an elected position by his peers and represents the National Association founded in 1890. \nRick has served as President\nof the following Financial Services Industry organizations:\n• Financial Planning Association of Central Florida\n• Florida Association of Insurance and Financial Advisors\n• Central Florida Association of Insurance and Financial Advisors\n• Central Florida Society of Financial Service Professionals\n• Central Florida Chapter\, International Association for Financial Planning \nRICK ALSO HOLDS MEMBERSHIP IN THE PRESTIGIOUS\nMILLION DOLLAR ROUND TABLE\nMemberships in civic organizations include:\n• Tiger Bay Club of Central Florida\n• Central Florida Hotel and Lodging Association (VIP Member)\n• Board of Directors\, Central Florida Hotel and Lodging Association Political Action Committee\n• Board of Directors\, Allied Relations Council\, Central Florida Hotel and Lodging Association\n• Visit Orlando \n  \nMEETING INFORMATION\n11:30 am – 1:00 pm from Thursday\, November 19\, 2020 \nEither from your home or in person at Dubsdread Golf Course\n549 W. Par Street\, Orlando\, FL \nCost:\nMember of NAIFA In Person At Dubsdread $15.00\nNon-Members In Person At Dubsdread $20.00\nInvited and First-Time Guests – FREE \nMembers Via ZOOM – FREE\nNon-Members Via ZOOM – Also FREE \nYou must register to attend! \n________________________________________________________ \n \n  \n  \n  \nNote that immediately after registering you will receive an automated confirmation with the ZOOM access information.  If you do not receive this email\, please check your junk folder.
URL:https://studymanuals.naifa-florida.org/event/naifa-central-florida-monthly-meeting-2/
LOCATION:Dubsdread Golf Course\, 549 W Par Street\, Orlando\, FL\, 32804
CATEGORIES:Chapter Event,In Person Event,Virtual
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201119T090000
DTEND;TZID=America/New_York:20201119T100000
DTSTAMP:20260429T211641
CREATED:20201118T175644Z
LAST-MODIFIED:20201118T175644Z
UID:27539-1605776400-1605780000@studymanuals.naifa-florida.org
SUMMARY:How to Incorporate Equity Into Retirement Strategies: Case Studies\, Q&A
DESCRIPTION:How to Incorporate Equity Into Retirement Strategies: Case Studies\, Q&A \nFinancial Professionals and Advisors today need professional resources they can turn to who understand how to incorporate equity into their retirement strategies. Moreover\, then need resources who can help them successfully visualize for clients the impact equity can have on their retirement. Using EquityTrax\, George Vrban will illustrate actual Case Studies submitted by Florida financial advisors and take live Questions from the participants. \nTomorrow (Thursday\, Nov. 19) at 9:00 a.m. ET. (See below for the Zoom link.) \nThursday\, Nov. 19 at 9:00 a.m. ET\nJoin Zoom: https://us02web.zoom.us/j/9351425169\n(Phone) — Dial by your location:\n+1 312 626 6799 US (Central Time Zone)\n+1 646 558 8656 US (Eastern Time Zone)\nMeeting ID: 935 142 5169
URL:https://studymanuals.naifa-florida.org/event/how-to-incorporate-equity-into-retirement-strategies-case-studies-qa/
LOCATION:ZOOM
CATEGORIES:Training Event,Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201118T130000
DTEND;TZID=America/New_York:20201118T140000
DTSTAMP:20260429T211641
CREATED:20201105T153113Z
LAST-MODIFIED:20201105T153113Z
UID:27376-1605704400-1605708000@studymanuals.naifa-florida.org
SUMMARY:The Proof is in the Proposal: Illustrating Home Equity as a Retirement Tool with EquityTrax (by MoneyTrax)
DESCRIPTION:November 18th\, 2020\n1:00 PM EST\n\nFairway Independent Mortgage Corp has teamed up with MoneyTrax and the Circle of Wealth to bring you EquityTrax\, the newest industry tool for visualizing Reverse Mortgage Loans as a key part of retirement planning. \n \n\nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/the-proof-is-in-the-proposal-illustrating-home-equity-as-a-retirement-tool-with-equitytrax-by-moneytrax/
LOCATION:ZOOM
CATEGORIES:Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201118T110000
DTEND;TZID=America/New_York:20201118T130000
DTSTAMP:20260429T211641
CREATED:20201009T143703Z
LAST-MODIFIED:20201020T132812Z
UID:26963-1605697200-1605704400@studymanuals.naifa-florida.org
SUMMARY:Citizens Webinar
DESCRIPTION:  \n  \n  \n  \n  \n\nCitizens Update\nCOVID Rules & Update\nUpdated Citizens Training Page & Platform\nIntro to Citizens Essentials Virtual Series\nManaged Repair & Inside Water Limits (DP-3/HO-3)\nThe Road Ahead\nCitizens Product Guide Review\nThe New Business Journey\nResources\n\nTime: Nov 18\, 2020 11:00 AM Eastern Time (US and Canada) \n  \nJoin Zoom Meeting \nhttps://us02web.zoom.us/j/9351425169 \n  \nMeeting ID: 935 142 5169 \nOne tap mobile \n+13017158592\,\,9351425169# US (New York) \n+13126266799\,\,9351425169# US (Chicago) \n  \nDial by your location \n+1 312 626 6799 US (Chicago) \n+1 646 558 8656 US (New York) \nMeeting ID: 935 142 5169 \nFind your local number: https://us02web.zoom.us/u/kcaBAMvL3k
URL:https://studymanuals.naifa-florida.org/event/citizens-webinar/
LOCATION:ZOOM
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201117T193000
DTEND;TZID=America/New_York:20201117T203000
DTSTAMP:20260429T211641
CREATED:20201012T155721Z
LAST-MODIFIED:20201012T171333Z
UID:27013-1605641400-1605645000@studymanuals.naifa-florida.org
SUMMARY:The Belong Event
DESCRIPTION:November 17 \nThe webinar is brought to you by: \n \nThe Belong Event\n7:30 pm eastern \nJoin your fellow members for camaraderie and celebration of all things NAIFA that will continue our legacy for another 130 years. The event will honor of all of our volunteer leaders\, past and present.
URL:https://studymanuals.naifa-florida.org/event/27013/
LOCATION:ZOOM
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201117T110000
DTEND;TZID=America/New_York:20201117T120000
DTSTAMP:20260429T211641
CREATED:20201013T131416Z
LAST-MODIFIED:20201013T132418Z
UID:27041-1605610800-1605614400@studymanuals.naifa-florida.org
SUMMARY:Home Equity & Reverse Mortgage Loans in Financial Planning
DESCRIPTION:Myths and Misconceptions of the reverse mortgage product (better known as the HECM)\nWhat the HECM is a HECM?\nThe Process of Loan Officers and Financial Professionals working together to better retirement!\nRedirecting misdirected funds back to CFP\n\n\nTopic: Home Equity & Reverse Mortgage Loans in Financial Planning\nTime: Nov 17\, 2020 11:00 AM Eastern Time (US and Canada) \nJoin Zoom Meeting: https://us02web.zoom.us/j/9351425169 \nMeeting ID: 935 142 5169\nOne tap mobile\n+13017158592\,\,9351425169# US (Germantown)\n+13126266799\,\,9351425169# US (Chicago) \nDial by your location\n+1 312 626 6799 US (Chicago)\n+1 646 558 8656 US (New York)\nMeeting ID: 935 142 5169 \nFind your local number: https://us02web.zoom.us/u/kcaBAMvL3k
URL:https://studymanuals.naifa-florida.org/event/home-equity-reverse-mortgage-loans-in-financial-planning/
LOCATION:ZOOM
CATEGORIES:Training Event,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201117T090000
DTEND;TZID=America/New_York:20201117T103000
DTSTAMP:20260429T211641
CREATED:20200909T203835Z
LAST-MODIFIED:20201013T201642Z
UID:26445-1605603600-1605609000@studymanuals.naifa-florida.org
SUMMARY:Membership Phone-A-Thon
DESCRIPTION:CALLING ALL VOLUNTEERS!\n\nMembership Phone-A-Thons will be held on:\nTuesday\, November 17 – from 9:00 a.m. to 10:30 a.m. (ET)\nWednesday\, January 27 – from 9:00 a.m. to 10:30 a.m. (ET) \nThe purpose of the event is to place “care calls” to current members around the state – to simply check-in with them and see how\nthey’re faring during these unusual times (business\, family\, etc.)\, and to thank them for their membership in the association and ask for membership referrals. \nAGENDA \n\n\n9:00-9:15 a.m. — Orientation Zoom Meeting\nOn the day of the Phone-A-Thon\, join other leaders on a Zoom call at 9:00 a.m. (ET) for approximately 15 minutes. (See below for the Zoom log-on/dial-in information.) \n9:15-10:15 a.m. — Make Phone Calls\nPlace calls and make notes on the spreadsheet of responses to your call. Send to diana.shipley@naifa-florida.org afterwards. \n10:15-10:30 a.m. — Debrief Zoom Meeting\nParticipate in a wrap-up Zoom call to celebrate!! (Use the same Zoom link as before – see below.) \n\n\n\nIf you would like to volunteer\, please email Diana Shipley at diana.shipley@naifa-florida.org.
URL:https://studymanuals.naifa-florida.org/event/membership-phone-a-thon-2/
LOCATION:FL
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201116T120000
DTEND;TZID=America/New_York:20201116T130000
DTSTAMP:20260429T211641
CREATED:20201105T152220Z
LAST-MODIFIED:20201105T152220Z
UID:27374-1605528000-1605531600@studymanuals.naifa-florida.org
SUMMARY:Leveraging Technology to Identify Policyowners Who Truly Benefit from Life Settlement
DESCRIPTION:November 16th\, 2020\n12:00 PM EST\n\nOne of the biggest takeaways from this year’s new regulatory measures regarding client service is that your approach needs to be proactive and comprehensive. It is not enough to comply to the lowest common denominator; you must establish compliance in all facets of your client relationships. \n\n \n\n  \nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/leveraging-technology-to-identify-policyowners-who-truly-benefit-from-life-settlement/
LOCATION:ZOOM
CATEGORIES:Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201116T120000
DTEND;TZID=America/New_York:20201116T130000
DTSTAMP:20260429T211641
CREATED:20201021T141306Z
LAST-MODIFIED:20201028T195703Z
UID:27166-1605528000-1605531600@studymanuals.naifa-florida.org
SUMMARY:David McKnight Virtual Event - Tax Free Income For Life
DESCRIPTION:  \n  \n  \n  \n  \n  \n  \n  \n  \nby David McKnight \nPresented by NAIFA-Tampa Bay and open to all NAIFA Members \n  \n\n\n\nMany of us have been long time fans of David McKnight and his “Power of Zero” philosophy.  We are presenting David McKnight on November 16th from Noon to 1pm as a virtual event.  Registration is free for NAIFA members and their agency teams but you must register no later than November 5th at 5pm.  \nThere is a huge freight train bearing down on America and it’s coming in the form of higher taxes. Yet\, most Americans continue to accumulate the vast majority of their savings in tax-deferred vehicles like 401(k)s and IRAs. In this presentation\, industry leader David McKnight discusses the perils of tax-deferred investing and explains how life insurance can help get your clients off the train tracks and into the 0% tax bracket by retirement. Why is zero percent so powerful? Because if tax rates double\, two times zero is still zero! \nIn this one-hour session\, you will: \n\n\n\nUnderstand that tax rates in the future are likely to be dramatically higher than they are today\nLearn the only way to truly insulate yourself from higher tax rates is to get to the 0% tax bracket\nRecognize it’s nearly impossible to get to the 0% tax bracket by relying on just one stream of tax-free income.\n\n\n\n\n\n\n\nCLICK HERE TO RSVP FOR DAVID MCKNIGHT ON 11/16/2020 AT NOON \nOver the past 20 years David has helped put thousands of Americans on the road to the zero percent tax bracket. He has been featured in Forbes\, USA Today\, The New York Times\, Fox Business\, Bloomberg Radio\, MarketWatch\, CBS Radio\, CNBC\, Yahoo Finance\, NASDAQ.com\, Reuters\, Investor’s Business Daily\, Kiplinger’s and numerous other national publications.  David was a Focus Speaker at the worldwide annual meeting of MDRT in Toronto\, Canada and is a multiple Top of the Table qualifier. His bestselling book The Power of Zero has sold over 250\,000 copies and the updated and revised version was published by Penguin Random House. \n 
URL:https://studymanuals.naifa-florida.org/event/tax-free-income-for-life/
LOCATION:ZOOM
CATEGORIES:Virtual
ORGANIZER;CN="NAIFA-Tampa Bay":MAILTO:info@naifatampa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201113T130000
DTEND;TZID=America/New_York:20201113T140000
DTSTAMP:20260429T211641
CREATED:20200526T175511Z
LAST-MODIFIED:20200526T175511Z
UID:24696-1605272400-1605276000@studymanuals.naifa-florida.org
SUMMARY:Member Benefits Program Month #11: Volunteer Opportunity Tour
DESCRIPTION:Member Benefits Program Month #11: Volunteer Opportunity Tour\n\n\n\n\n\nRegister Tell a Friend\n\n\n\n\n\n\n\n\n\nMembers say that taking on a leadership role at NAIFA helps set them apart from other advisors\, but but how do you get there? This month will focus on how you can map a path to NAIFA leadership. The sky’s the limit with NAIFA as you build your plan for personal growth. \n\n\n\n \n11/13/2020\n\n\nWhen:\nFriday\, November 13\, 2020\n1-2 pm Eastern\n\n\nWhere:\nZoom\nUnited States\n\n\nContact:\n866-877-2432
URL:https://studymanuals.naifa-florida.org/event/member-benefits-program-month-11-volunteer-opportunity-tour/
LOCATION:ZOOM
CATEGORIES:New Members,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201112T140000
DTEND;TZID=America/New_York:20201112T160000
DTSTAMP:20260429T211641
CREATED:20200219T200506Z
LAST-MODIFIED:20201012T155304Z
UID:23243-1605189600-1605196800@studymanuals.naifa-florida.org
SUMMARY:NAIFA Live - November 2020
DESCRIPTION:Delvin Joyce\, CLU\, ChFC\, RICP\nMembers Only: NAIFA Live-Sticktoitiveness\nFormer NFL player turned financial planner\, Delvin Joyce will share seven lessons that he learned through athletics that helped him to successfully transition into the financial services industry. Sticktoitiveness will provide insights on overcoming adversity\, creating a personal brand and goal setting.  In addition\, Delving will provide book recommendations that you can use to further your development. \nNAIFA Members: Log into the NAIFA Member portal to register. \n 
URL:https://studymanuals.naifa-florida.org/event/naifa-live-november-2020/
LOCATION:NAIFA Live
CATEGORIES:Members Only,NAIFA Live,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201111T140000
DTEND;TZID=America/New_York:20201111T150000
DTSTAMP:20260429T211641
CREATED:20201105T143303Z
LAST-MODIFIED:20201105T143303Z
UID:27371-1605103200-1605106800@studymanuals.naifa-florida.org
SUMMARY:Members Only: Building Relationships in a New Congress
DESCRIPTION:November 11\, 2020\n2 pm eastern\n\n\nWith the 117th Congress quickly approaching\, the freshman classes of the House and Senate are preparing to take their place in Washington\, DC. Join members of NAIFA’s National Grassroots Committee and NAIFA Grassroots Director Maggie Buneo to learn more about developing relationships with newly elected legislators\, becoming a trusted resource for your member of Congress\, and getting your foot in the door early to advocate for your industry and your clients.\n  \n\nRegistration: In the NAIFA Member portal\, access the webinar from the “Advocacy” menu and select the webinar. \nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/members-only-building-relationships-in-a-new-congress/
LOCATION:ZOOM
CATEGORIES:Legislative Event,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20201111
DTEND;VALUE=DATE:20201112
DTSTAMP:20260429T211641
CREATED:20200213T191339Z
LAST-MODIFIED:20200213T191339Z
UID:23000-1605052800-1605139199@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Florida Office Closed - Holiday
DESCRIPTION:The NAIFA-Florida office will be closed on Wednesday\, November 11\, 2020 in observation of Veterans Day.
URL:https://studymanuals.naifa-florida.org/event/naifa-florida-office-closed-holiday-3/
LOCATION:FL
CATEGORIES:Holiday Office Closure
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20201110
DTEND;VALUE=DATE:20201113
DTSTAMP:20260429T211641
CREATED:20201012T180618Z
LAST-MODIFIED:20201012T180626Z
UID:27021-1604966400-1605225599@studymanuals.naifa-florida.org
SUMMARY:Long Term Care Virtual Conference
DESCRIPTION:The webinar is brought to you by: \n \n12-3 pm eastern \nSave the date for the Limited & Extended Care Planning Solutions Conference! Join us three hours a day over the course of three days.\nHear from LTC experts about this rapidly changing industry. More information coming soon!
URL:https://studymanuals.naifa-florida.org/event/long-term-care-virtual-conference/
LOCATION:ZOOM
CATEGORIES:Conference,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201106T120000
DTEND;TZID=America/New_York:20201106T130000
DTSTAMP:20260429T211641
CREATED:20200526T174007Z
LAST-MODIFIED:20200526T174007Z
UID:24694-1604664000-1604667600@studymanuals.naifa-florida.org
SUMMARY:Monthly Leader Webinar: November 2020
DESCRIPTION:Monthly Leader Webinar: November 2020\n11/6/2020 \nTime: Noon Eastern\n Export to Your Calendar    Register
URL:https://studymanuals.naifa-florida.org/event/monthly-leader-webinar-november-2020/
LOCATION:ZOOM
CATEGORIES:Conference Call,Field Staff Meeting,Monthly Leader Webinar,Training Event,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201106T090000
DTEND;TZID=America/New_York:20201106T170000
DTSTAMP:20260429T211641
CREATED:20201105T142116Z
LAST-MODIFIED:20201105T142216Z
UID:27366-1604653200-1604682000@studymanuals.naifa-florida.org
SUMMARY:LAAIA Annual Conference
DESCRIPTION:November 6\, 2020\n9 am-5 pm eastern\n\nNAIFA Advocacy Partner\, Latin American Association of Insurance Agencies (LAAIA) is celebrating their 50th Anniversary with a virtual convention. \n \nRegister: https://laaia.com/meetinginfo.php?id=1&ts=1596993186 \n 
URL:https://studymanuals.naifa-florida.org/event/laaia-annual-conference/
LOCATION:ZOOM
CATEGORIES:Conference,Training Event,Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201105T163000
DTEND;TZID=America/New_York:20201105T173000
DTSTAMP:20260429T211641
CREATED:20200901T190853Z
LAST-MODIFIED:20200917T210048Z
UID:26300-1604593800-1604597400@studymanuals.naifa-florida.org
SUMMARY:Annual Awards Ceremony
DESCRIPTION:As with many others\, Covid-19 caused the July cancellation of these two in-person events which are most important in the life of NAIFA-Florida. The good news is that all members of NAIFA-Florida are now able to attend and be a part of these events by way of the Zoom platform!\n\n\nThe virtual NAIFA-Florida annual Awards Ceremony will be Thursday\, Nov. 5 at 4:30 p.m. ET – featuring the association’s top award. The IFAPAC awards will also be presented at that time. This event will also last about one hour. See Zoom link below.\n\nSo\, pull up an adult beverage and enjoy the festivities in November – as we celebrate and congratulate!\n\nZoom Link:\n\n\nFAIFA-Florida Annual Awards Ceremony\n\nTopic: NAIFA-Florida Annual Awards Ceremony\nTime: Nov 5\, 2020 04:30 PM Eastern Time (US and Canada)\n\nJoin Zoom Meeting\nhttps://us02web.zoom.us/j/9351425169\n\nMeeting ID: 935 142 5169\nOne tap mobile\n+13017158592\,\,9351425169# US (Germantown)\n\nDial by your location\n       +1 646 558 8656 US (New York)\nMeeting ID: 935 142 5169\nFind your local number: https://us02web.zoom.us/u/kcaBAMvL3k
URL:https://studymanuals.naifa-florida.org/event/annual-awards-ceremony/
LOCATION:ZOOM
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201105T140000
DTEND;TZID=America/New_York:20201105T150000
DTSTAMP:20260429T211641
CREATED:20201105T141626Z
LAST-MODIFIED:20201105T141626Z
UID:27364-1604584800-1604588400@studymanuals.naifa-florida.org
SUMMARY:Members Only: Empower Advisors & Fight Exploitation
DESCRIPTION:Members Only: Empower Advisors & Fight Exploitation\nJilenne Gunther\, MSW\, JD\nAARP\nNational Director of BankSafe \nNovember 5\, 2020\n2 pm eastern\n\n\nLearn about AARP’s BankSafe training—a free\, award-winning online platform that helps financial advisors identify potential financial exploitation and take actions to stop the money before it leaves the account. Get a sneak peek of the training’s interactive learning modules and tools\, including games\, interactive videos\, real-life scenarios and more. \n\nRegistration: In the NAIFA Member portal\, access the AARP/BankSafe page under “Partners” to register for this webinar. \nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/members-only-empower-advisors-fight-exploitation/
LOCATION:ZOOM
CATEGORIES:Members Only
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201104T163000
DTEND;TZID=America/New_York:20201104T173000
DTSTAMP:20260429T211641
CREATED:20200901T190707Z
LAST-MODIFIED:20200917T210036Z
UID:26298-1604507400-1604511000@studymanuals.naifa-florida.org
SUMMARY:Installation of the 2021 Board of Directors
DESCRIPTION: As with many others\, Covid-19 caused the July cancellation of these two in-person events which are most important in the life of NAIFA-Florida. The good news is that all members of NAIFA-Florida are now able to attend and be a part of these events by way of the Zoom platform!\n  \n\nThe virtual Installation of the 2021 Board of Directors will take place on Wednesday\, Nov. 4 at 4:30 p.m. ET and will feature 2021 NAIFA President Tom Michel from Los Angeles will install new Board – to take office on January 1. This event will last approximately one hour. See Zoom link below.\n  \n\nSo\, pull up an adult beverage and enjoy the festivities in November – as we celebrate and congratulate!\n  \n\nZoom Link:\n  \n\nBoard of Directors Installation – Wed.\, Nov. 4 – 4:30 p.m.\n  \n\nTopic: Installation of NAIFA-Florida Board of Directors\nTime: Nov 4\, 2020 04:30 PM Eastern Time (US and Canada)\n  \n\nJoin Zoom Meeting\nhttps://us02web.zoom.us/j/9351425169\n  \n\nMeeting ID: 935 142 5169\nOne tap mobile\n+13017158592\,\,9351425169# US (Germantown)\n  \n\nDial by your location\n       +1 646 558 8656 US (New York)\nMeeting ID: 935 142 5169\n  \nFind your local number: https://us02web.zoom.us/u/kcaBAMvL3k
URL:https://studymanuals.naifa-florida.org/event/installation-of-the-2021-board-of-directors/
LOCATION:ZOOM
CATEGORIES:Board of Directors
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201104T120000
DTEND;TZID=America/New_York:20201104T130000
DTSTAMP:20260429T211641
CREATED:20201105T141330Z
LAST-MODIFIED:20201105T141330Z
UID:27360-1604491200-1604494800@studymanuals.naifa-florida.org
SUMMARY:Q4 State of NAIFA
DESCRIPTION:We have finally reached the final quarter of 2020. We have navigated this unprecedented year together.  Our NAIFA Leaders reflect back on 2020 and look forward to 2021 when we present the new strategic plan. \nThis Q4 State of NAIFA focuses on our advocacy work at the grassroots\, state and federal level. Hear directly from key members as to what you need to know –and do– to get ready to advocate in 2021 for your business and the clients you serve. \n 
URL:https://studymanuals.naifa-florida.org/event/q4-state-of-naifa/
LOCATION:ZOOM
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201029T163000
DTEND;TZID=America/New_York:20201029T173000
DTSTAMP:20260429T211641
CREATED:20200901T183408Z
LAST-MODIFIED:20210303T143916Z
UID:26296-1603989000-1603992600@studymanuals.naifa-florida.org
SUMMARY:NAIFA Florida IFAPAC Tips and Sips: HALLOWEEN
DESCRIPTION:NOTE: This event is for NAIFA members only\, due to\nPolitical Committee fundraising restrictions.\n \n\n \n  \n\nJoin NAIFA-Florida in this one-hour virtual “Happy Hour” event to help raise funds for the Political Committee! \nNAIFA-Florida Political Committee Chair\, Taylor Collins\, will host this event and be joined by the following guest speakers: \n  \nCheryl Canzanella\, LUTCF (Octoberfest – beer)\n“Prospecting During the Pandemic” \nCharisse Rivers\, (Retirement – new cocktail)\n“How to Be an Income Wizard” \nMelissa Snively\, (Kentucky Derby – mint julep)\n“Advocacy Tips for the Winner’s Circle”  \nKelli Keith\, (Fall is Here! – cinnamon toast crunch)\n“Team Communications” \n  \nYou are invited to a Zoom webinar. \nWhen: Oct 29\, 2020 04:30 PM Eastern Time (US and Canada) \nTopic: NAIFA Florida IFAPAC Tips and Sips: HALLOWEEN \nRegister in advance for this webinar: https://us02web.zoom.us/webinar/register/WN_cHTvrPrKQvS1mkR54pFQ7A \nAfter registering\, you will receive a confirmation email containing information about joining the webinar. \n  \nIFAPAC Disclaimer \n Contributions to IFAPAC are voluntary and are used to contribute to campaigns of candidates for elected office. Your contributions will be divided between your state chapter’s IFAPAC and IFAPAC National\, if you have directed NAIFA to do so. You have the right to refuse to contribute without reprisal. Corporate contributions to IFAPAC’s political fund are prohibited. Contributions to IFAPAC are not deductible for federal income tax purposes.
URL:https://studymanuals.naifa-florida.org/event/26296/
LOCATION:ZOOM
CATEGORIES:Legislative Event,Members Only,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201029T120000
DTEND;TZID=America/New_York:20201029T160000
DTSTAMP:20260429T211641
CREATED:20200917T135306Z
LAST-MODIFIED:20200917T135306Z
UID:26569-1603972800-1603987200@studymanuals.naifa-florida.org
SUMMARY:CLTC Master Class
DESCRIPTION:Nancy Dykeman\nLong-Term Care Planning Consultants\, LLC\nPresident \nOctober 8\, 15\, 22 & 29\, 2020\nNoon-4 pm Eastern\n\nThe CLTC Master Class is a virtual live class providing participants with a learning experience that allows professionals to walk away with the confidence and competence to discuss LTCi issues with their clients. \n\nMORE
URL:https://studymanuals.naifa-florida.org/event/cltc-master-class-4/
LOCATION:ZOOM
CATEGORIES:Designation Training,Training Event,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201028T120000
DTEND;TZID=America/New_York:20201028T130000
DTSTAMP:20260429T211641
CREATED:20201012T152345Z
LAST-MODIFIED:20201012T152345Z
UID:27008-1603886400-1603890000@studymanuals.naifa-florida.org
SUMMARY:Get In or Get Out: The Compounding Complexities of Succession Planning During Tumultuous Times
DESCRIPTION:October 28 \nThe webinar is brought to you by: \n \n\nSponsored by: \n \n\nGet In or Get Out: The Compounding Complexities of Succession Planning During Tumultuous Times\n12 pm eastern\nIn this webinar\, our panelists will help simplify some of these complexities and share their best practices for successfully transitioning out of the business\, regardless of global instability. They will offer ideas on how you can evaluate your book and strike a fair deal relative to your book’s value and your lifetime of relationship building and caring for your clients.\nJoin us to learn more; succession planning doesn’t have to be as overwhelming as it may seem. \n 
URL:https://studymanuals.naifa-florida.org/event/get-in-or-get-out-the-compounding-complexities-of-succession-planning-during-tumultuous-times/
LOCATION:ZOOM
CATEGORIES:Training Event,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20201028T120000
DTEND;TZID=America/New_York:20201028T130000
DTSTAMP:20260429T211641
CREATED:20201008T135703Z
LAST-MODIFIED:20201021T143720Z
UID:26927-1603886400-1603890000@studymanuals.naifa-florida.org
SUMMARY:CE Webinar - Hosted by NAIFA-Florida
DESCRIPTION:Offering ID\n1131731\n\n\nCourse Name\nWHY CONSIDER A REVOCABLE LIVING TRUST? STEPS TO CREATE AN ESTATE PLAN — WEBINAR\n\n\nCourse ID Number\n114819\n\n\nProgram Type\nPublic\n\n\nProvider ID\n654\n\n\nProvider Name\nNATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS – FLORIDA\n\n\nSelected Instructors\nCHARLES DAVID WILDER\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n 
URL:https://studymanuals.naifa-florida.org/event/ce-webinar-hosted-by-naifa-central-fl/
LOCATION:Webinar
CATEGORIES:Chapter Event,Continuing Education,Virtual
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
END:VEVENT
END:VCALENDAR