National Association of Insurance and Financial Advisors-Florida
NAIFA-Broward Virtual Meeting Wednesday, May 19th, 2021 9:00 am - 11:15 am Our May 19th virtual meeting via Zoom will feature updates from NAIFA-Florida Lobbyist Tim Meenan discussing Florida Legislative Events and the many issues that affect us, with guest Rep. Dan Daley and another legislator, with time for questions. Immediately followed by 1-Hour Disability…
Suzanne Carawan NAIFA V.P., Marketing & Communications Brock Jolly, CFP, CLU, LACP, ChFC, CLTC, CASL, RICP Veritas Financial NAIFA Treasurer Christopher S. Barnthouse, MBA, CLTC Cheryl Canzanella, LUTCF, CLU, ChNSC Wednesday, May 19th 10:30 AM - 6:00 PM EASTERN NAIFA is a proud to support Fairway in their first financial advisor summit. The day…
SPECIAL CE OPPORTUNITY FOR NAIFA-MIAMI DADE MEMBERS! Presented by Nationwide “Social Security: The Choice of a Lifetime” Wednesday, May 19, 2021 11:00 AM – 12:00 PM EDT 1-hour of FL state insurance and/or CFP, PACE, CIMA and CPE credit Hosted by: David Smitherman Instructed by: Tim O’Mara The decision on when and how to file for Social…
R.J. Kelly, CLU, ChFC, IAR, CAP, RICP, MSFS, AEP, CEPA Wealth Legacy Group Founder and Chief Visionary Officer Stephen Kagawa The Pacific Bridge Companies CEO Wednesday, May 19th 2 pm eastern This online event is for any agent or advisor who is seeking to leverage their relationships within their circles to achieve greater ROI.…
Thursday, May 20, 2021 How to Calculate Provisional Taxes on Social Security Virtual Presentation - 8:30 am/Login + Networking - 9 am Presentation Matthew J Oliver, CPA Matthew J Oliver, CPA, PLLC (772) 486-0311 (C) 561-802-7362 matt.oliver@mjocpa.com Serving small business and individuals' tax planning, compliance and business advisory needs. Matt practices public accounting…
Impact of Estate Planning under the Biden Administration May 20, 2021 11:30 AM-1:00 PM EASTERN LOCATION: Bonefish Grill 10950 San Jose Boulevard Jacksonville, FL 32223 William A. O'Leary, JD, LL.M (Tax) Attorney Legacy Planning Law Group. Bill's Bio Basic Estate Planning tips Understanding the implications and tax law changes Importance of Estate Planning CLICK HERE…
“Draft a Plan to Help Protect Business Owners” (CE – 1 Hour – Health) Thursday, May 20 – Noon to 1:00 p.m. ET by Steve Saladino This one-hour course examines the different solutions business owners can use to protect themselves and their business from the threat of a disability. Health insurance advisers will learn…
Citizens Property issued an Alert on Monday, May 17 which addresses the recent approval by the OIR of three companies to non-renew or cancel selected Personal Lines policies. The companies are: Gulfstream Property and Casualty Insurance Company; Southern Fidelity Insurance Company; and Universal Insurance Company of North America. (See below for the complete Citizens…
Reserve Your Spot for 2021 Congressional Conference | May 25-26 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…
“Life Insurance and Estate Planning” Presented by Yoni Markoff, PA, NAIFA-Broward Study Group Chair Wednesday, May 26th, 2021 ~ 9:00 AM FREE TO ALL. RSVP TO YONI: Phone: 786-463-4463 ~ Email: yoni@markhoffpa.com Registration should include name, company, phone number, email address, and NAIFA local.