NAIFA-Florida

NAIFA Town Hall Meeting
2020-04-06 12:00 - 13:00 (America/New_York) | ZOOM
April 6 @ Noon eastern
Behavioral Finance and CARES Act
Speaker:
Jamie Hopkins
REGISTER

April 13 @ Noon eastern
Servant Leadership and Practice Management
Speaker:
Dave Resseguie
REGISTER

April 16 @ Noon eastern
Session title coming soon!
Speaker:
Joe Jordan
REGISTER

April 20 @ Noon eastern
Delivering Your Message in Uncertain Times—In Person or Virtually
Speaker:
Deidre Van Nest
REGISTER

April 23 @ Noon eastern
Session title coming soon!
Speaker:
Wade Pfau
REGISTER

April 27 @ Noon eastern
Session title coming soon!
Speaker:
David McKnight
REGISTER

April 30 @ Noon eastern
Session title coming soon!
Speaker:
Scott Brennan
REGISTER

NAIFA Live - April 2020
2020-04-09 14:00 - 16:00 | NAIFA Live
Bill Cates, CSP, CPAE
Radical Relevance:
Communicate More Compelling Value to Win More Ideal Clients
Your ideal prospects are bombarded with marketing messages, causing them to put up barriers to reaching them. Plus, many of the prospects you want to meet may already be working with someone else. So how do you cut through the noise and counteract inertia to grab someone’s attention and move them to take action? You deliver a message that hits the bullseye in their brain – that resonates so well that they can’t help but pay attention to you. Based on Bill’s newest book, Radical Relevance, this high-content session, will demonstrate how to:

Discover your full and complete value – getting everyone on your team on the same page.
Apply the neuroscience of relevance to craft more relevant and compelling messaging.
Discover and communicate what makes you different in a way that truly matters to your prospects and clients.
Craft an authentic Value Positioning Statement that will attract only the right prospects into your world.
Deliver a message that compels your prospects and clients to follow your requests and recommendations.

1 CE Approval

NAIFA-Florida Office Closed – Holiday
2020-04-10
The NAIFA-Florida office will be closed on Friday, April 10, 2020 in observation of Good Friday.

Onboarding Program Month #4: Personal Coaching Session
2020-04-10 13:00 - 14:00 | Webinar
Ever wonder how some advisors really take it to the next level? The secret is having a personal business coach! NAIFA’s membership includes a whole network of professional coaches who would love to provide a free session on what’s involved and why so many advisors make the investment in themselves & in their practice.

Online registration is available until: 4/10/2020

NAIFA Town Hall Meeting
2020-04-13 12:00 - 13:00 | ZOOM
April 13 @ Noon eastern
Servant Leadership and Practice Management
Speaker:
Dave Resseguie
REGISTER

April 16 @ Noon eastern
Session title coming soon!
Speaker:
Joe Jordan
REGISTER

April 20 @ Noon eastern
Delivering Your Message in Uncertain Times—In Person or Virtually
Speaker:
Deidre Van Nest
REGISTER

April 23 @ Noon eastern
Session title coming soon!
Speaker:
Wade Pfau
REGISTER

April 27 @ Noon eastern
Session title coming soon!
Speaker:
David McKnight
REGISTER

April 30 @ Noon eastern
Session title coming soon!
Speaker:
Scott Brennan
REGISTER

April Big Ideas Webinar: How Mortality Credits Improve Portfolio Outcomes
2020-04-14 15:00 - 16:00 | Webinar
April Big Ideas Webinar: How Mortality Credits Improve Portfolio Outcomes
Date: April 14 @ 3 pm ET
Presenter: Tom Hegna
In this session, Tom shows why math and science demand that insurance products be included in Retirement Portfolios. In fact, any retirement portfolio without an annuity will be suboptimal (less than what it could or should be). Research also shows that clients who have Guaranteed Lifetime Income are likely to be Happier and LIVE LONGER as well. It’s math, science, economics- but now he has added PSYCHONOMICS to the equation as well. He will also show you effective ways of communicating these facts to your clients and prospects. Don’t miss this powerful presentation.
Register

NAIFA-BROWARD Zoom Meeting
2020-04-15 09:00 - 10:00 | ZOOM
Wednesday, April 15th, 2020
9:00 AM
Secure Act and Market Viewpoint
A Review of the new Secure Act including Q and A on the current environment.

GUEST SPEAKER:
Dr. Jason E. Heller
CFP®, CIMA®, MSFS, RICP®, ChFC®, CLU®, CMFC®, AAMS®, CRPC®, CFS®, AWMA®, CRPS®, BCAA, BCS, CAP®,AEP, CFBS®
Head of Planning Solutions Group, Coastal Wealth
CLICK FOR MORE ABOUT JASON

Join Zoom Meeting:
CLICK HERE
Meeting ID: 493 787 821
Or join by Phone:
1-646-876-9923
Meeting ID: 493787821
For more information, contact NAIFA-Broward Association Executive Rhonda Milrot at (954) 753-2262 or admin@naifa-broward.org.

Field Staff Meeting: April 2020
2020-04-15 12:00 - 13:00 | Webinar
Field Staff Meeting: April 2020
Date: 4/15/2020
Time: Noon ET

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NAIFA-Florida- Local Presidents - Monthly Teleconference
2020-04-16 08:00 - 17:00, 2020-05-21 16:00 - 17:00 | Webinar
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.
The 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:

March 19 – 4:00 p.m.
April 16 – 4:00 p.m.
May 21 – 4:00 p.m.
June 18 – 4:00 p.m.
July 16 – (no teleconference – NAIFA-Florida Sales Symposium in Orlando)
August 20 – 4:00 p.m.
Sept. 17 – 4:00 p.m.
Oct. 15 – 4:00 p.m.
Nov. 19 – 4:00 p.m.
Dec. 17 – 4:00 p.m.

NAIFA Tampa's 4 Under 40 Annual Meeting- ZOOM
2020-04-16 11:00 - 12:00 | ZOOM
Please click here for more information on this event.

NAIFA Town Hall Meeting
2020-04-16 12:00 - 13:00 | ZOOM
April 16 @ Noon eastern
Session title coming soon!
Speaker:
Joe Jordan
REGISTER

April 20 @ Noon eastern
Delivering Your Message in Uncertain Times—In Person or Virtually
Speaker:
Deidre Van Nest
REGISTER

April 23 @ Noon eastern
Session title coming soon!
Speaker:
Wade Pfau
REGISTER

April 27 @ Noon eastern
Session title coming soon!
Speaker:
David McKnight
REGISTER

April 30 @ Noon eastern
Session title coming soon!
Speaker:
Scott Brennan
REGISTER

NAIFA Town Hall Meeting
2020-04-20 12:00 - 13:00 | ZOOM
April 20 @ Noon eastern
Delivering Your Message in Uncertain Times—In Person or Virtually
Speaker:
Deidre Van Nest
REGISTER

April 23 @ Noon eastern
Session title coming soon!
Speaker:
Wade Pfau
REGISTER

April 27 @ Noon eastern
Session title coming soon!
Speaker:
David McKnight
REGISTER

April 30 @ Noon eastern
Session title coming soon!
Speaker:
Scott Brennan
REGISTER

NAIFA Town Hall Meeting
2020-04-22 14:00 - 15:00 | ZOOM
NAIFA Town Hall: Paycheck Protection Program Q&A Deeper Dive
April 22, 2 PM EDT

Last week’s NAIFA Town Hall on the Paycheck Protection Program, featuring Scott Sinder of Steptoe & Johnson, had more than 1,500 attendees. The hour-long session generated many excellent questions. There were so many questions, in fact, that Scott and his colleague Kate Jensen have agree to return Wednesday, April 22 to answer many of your questions submitted during this week’s session. (Please note: the 2 PM start time differs from the usual NAIFA Town Hall start.)
Register Now

Cancelled- NAIFA-Central Florida Luncheon Meeting
2020-04-23 11:30 - 13:00 | Dubsdread Golf Course, 549 W Par Street, Orlando, FL, 32804
NAIFA Central Florida Meeting Schedule
All Luncheon Meetings are held at Dubsdread Golf Course on the 4th Thursday of each month from 11:30-1:00 unless otherwise specified. Located at 549 W Par St. Orlando, FL 32804.
Meeting Dates
January – 1/23/2020
February – 2/27/2020
March – 3/26/2020
April – 4/23/2020 – Cancelled
May – 5/28/2020
June – 6/25/2020
July – No Meeting
August – No Meeting
September – 9/24/2020
October – 10/22/2020
November – 11/19/2020
December – 12/17/2020

NAIFA Town Hall Meeting
2020-04-23 12:00 - 13:00 | ZOOM
April 23 @ Noon eastern
Session title coming soon!
Speaker:
Wade Pfau
REGISTER

April 27 @ Noon eastern
Session title coming soon!
Speaker:
David McKnight
REGISTER

April 30 @ Noon eastern
Session title coming soon!
Speaker:
Scott Brennan
REGISTER

NAIFA Central Florida FREE Two Hours CE Class
2020-04-23 13:15 - 15:15 | ZOOM
NAIFA-CF is pleased to offer a FREE two hours CE class on Thursday, April 23rd virtually via Zoom from 1:15 – 3:15 pm.
TOPIC: Life Settlements
Instructor: David Shifflett, LUTCF, FSS, CSA
Click the link below to register for the ZOOM call. You MUST register to participate. The link to Zoom will be provided in your registration confirmation email.
Thursday, April 23, 2020
1:15 – 3:15 pm
Your home
CLICK HERE TO REGISTER

NAIFA Central Florida Virtual Happy Hour
2020-04-23 16:00 - 17:00 | ZOOM
Join members of NAIFA-CF and other Central Florida industry professionals for the April NAIFA-Central Florida luncheon meeting, now in virtual happy hour form! Enjoy a delicious cocktail of your choosing, camaraderie between professionals in associated industries, and words of wisdom from our Keynote speaker, among other benefits! Click the link below to register for the ZOOM call. You MUST register to participate

Thursday, April 23, 2020 from 4:00pm – 5:00pm
Your home
Log on to the call just before the meeting to learn how to make a delicious Margarita!
Ingredients required
Silver Tequila
Margarita Mix
Orange Juice
Lime Juice
Triple Sec
Click Here For Registration
Presentation By Matthew Pisera, CFP, ChFC, CLU, RICP, CLTC
Modern Long Term Care Planning
Matt is a Financial Adviser with Eagle Strategies and Agent with New York Life Insurance Company. Starting with New York Life in 2013, he reached the status of Executive Council Agent in 2015 and shortly after transitioned to the role of Long-Term Care Planning Options Specialist. Working with 19 New York Life Offices in this role, Matt knows LTC inside and out, and is here to share some of that knowledge with us.
COST:
Free to all

Cancelled- NAIFA-Central Florida 2020 Spring Swing Event
2020-04-24 07:30 | Dubsdread Golf Course, 549 W Par Street, Orlando, FL, 32804
Presented by CFAHU & NAIFA Central Florida
Join us for our annual Spring Swing Event on April 24, 2020 at Dubsdread Golf Course located at 549 W Par St. Orlando, FL 32804. A portion of the Proceeds to Benefit The Russell Home.
To Register, please email your registration form to info@cfahu.org or fax to 407-831-2990. Sponsorship details also available.
*****Click here for the registration and sponsorship form.*****

NAIFA Town Hall Meeting
2020-04-27 12:00 - 13:00 | ZOOM
April 27 @ Noon eastern
Session title coming soon!
Speaker:
David McKnight
REGISTER

April 30 @ Noon eastern
Session title coming soon!
Speaker:
Scott Brennan
REGISTER

NAIFA Town Hall Meeting
2020-04-30 12:00 - 13:00 | ZOOM
April 30 @ Noon eastern
Session title coming soon!
Speaker:
Scott Brennan
REGISTER

Monthly Leader Webinar: May 2020
2020-05-01 12:00 - 13:00 | Webinar
Monthly Leader Webinar: May 2020
Date: 5/6/2020
Time: Noon Eastern Export to Your Calendar
Register

NAIFA Town Hall
2020-05-04 12:00 - 13:00 | ZOOM
How COVID-19 Just Accelerated the Tax Freight Train (and what you can do about it)
May 4 @ Noon eastern

Speaker: David McKnight
CLICK HERE TO REGISTER

NAIFA-Tampa Bay September Program
2020-05-06 08:00 - 17:00 | The Centre Club, 123 S Westshore Blvd, Tampa, FL, 33609
Thursday, September 17, 2020
11:30 AM – 1:15 PM

Location

Centre Club
123 S West Shore Blvd. 8th Floor,
Tampa, FL 33609
Meeting Registration Fees
Members Pricing – $15.00 for Members
Non-Members Pricing – $25.00 Guests
Schedule
Networking will begin at 11:30 AM
The Program will begin at 12:00 PM

NAIFA Live Featuring Marcus Henderson
2020-05-07 14:00 - 15:00 | Webinar
Presented by Marcus Henderson

Schedule (all times Eastern):
1:15-1:45 p.m.: Tech Check in from Watch Party Sites
2:00 p.m.: Live Broadcast Begins
2:00-3 p.m.: Marcus Henderson Presentation
3-3:30 p.m.: Q&A and Discussion at Watch Party Sites

Onboarding Program Month #5: Publication, Papers & Research
2020-05-08 13:00 - 14:00 | Webinar
NAIFA authors publications and reports that the media cite as the go-to voice of the industry. This month we will review the publications to ensure they match your interests. Know what content applies to your own practice and your clients.

Online registration is available until: 5/8/2020

NAIFA Impact Week (Virtual Event Replacing Congressional Conference)
2020-05-19 12:00 - 2020-05-21 15:00 | ZOOM
Diversity Symposium
Adapting Your Practice to a Changing MainStreetUSA
The US Census is this year. What will it tell us about our changed American population? How will COVID-19 further affect MainStreetUSA? Join us for a program that explores what we need to do in recruiting & retaining new advisors, as well as provide exceptional service to a continuously changing MainStreetUSA.
Learn More

Advocacy In Action Day
Your Voice is Needed More than Ever
While we can’t go to Capitol Hill this year to visit our Congressional leaders, we can gather together virtually and empower our Grassroots Army. Hear from Congressional leaders and participate in training sessions to empower you to make in-district meetings in August.
Learn More

Leadership Day
Leading Your Practice in Challenging Times
We’re living in the most challenging time in history for American business. How will you lead? Join us for sessions on leading in uncertain times with expert speakers who will give you the framework for leading change. You will leave with confidence to drive your business forward and persevere during COVID-19.
Learn More

NAIFA-Tampa Bay May Program
2020-05-21 09:00 - 13:15 | The Centre Club, 123 S Westshore Blvd, Tampa, FL, 33609
NAIFA – Tampa Bay is pleased to welcome
Famed Keynote Speaker
Presented by: Van Mueller

Internationally renowned “Top of the Table” MDRT speaker, voice of the insurance and financial services advisor community will be here to encourage and speak to us as a friend and supporter of NAIFA. Mark your calendars for THURSDAY, MAY 21, 2020 and save the date! If you have had the privilege of seeing him before, you will want to see him again for his updates and powerful training. If you have never been in his presence, this will be a game-changer for you and your business.
Why is Van’s message so important to your personal success? Because if you don’t have someone to talk to it really doesn’t matter how much you know.
“This is the best time ever to be in the insurance and financial services industry” Uncertainty over everything from politics and policy to interest rates and taxes are preventing our prospects and clients from acting now to protect their financials futures. In the next 25 years, 74 million Baby Boomers and 66 million Generation X’ers will be turning 65, retiring, transferring wealth and looking to us for advice. To achieve the success you desire, you must know how to engage prospects and clients with questions designed to educate and identify their most pressing concerns. No other advisors are asking, they’re telling, the market is yours.” Van Mueller
Van will also conduct a 2-hour workshop before the general membership meeting for the first 50 advisors that register for the event. He will share with us the questions and sales concepts that inspire your prospects and clients to meet with you and make you an invaluable part of their financial success.

Location

Centre Club
123 S West Shore Blvd. 8th Floor,
Tampa, FL 33609
Meeting Registration Fees
Member Workshop & Lunch – $75
Non-Member Workshop & Lunch – $95
Member Lunch Only – $15
Non-Member Lunch Only – $25
Schedule
Workshop: 9:00 AM – 11:00 AM

Lunch Meeting: 11:30 AM – 1:00 PM

Thank you to our Sponsor

NAIFA-Florida Office Closed - Holiday
2020-05-25
The NAIFA-Florida office will be closed on Monday, May 25, 2020 in observation of Memorial Day.

NAIFA May Membership Chair Meeting
2020-05-26 08:00 - 17:00 | ZOOM
May Membership Chair Meeting
5/28/2020
Time: 3:00 PM Eastern
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