National Association of Insurance and Financial Advisors-Florida
February 24-25 | 2-6 pm eastern NAIFA is a proud sponsor of this virtual summit with our new partners White Glove & Reminder Media. Retirement expert, Ed Slott will keynote the program and NAIFA's Treasurer, Brock Jolly will be a featured speaker. Topics include retirement planning, new SEC and tax rules, tips from top advisors…
NAIFA Central Florida Monthly Meeting Join members of NAIFA-CF and other Central Florida industry professionals for the February 2021 luncheon at our NEW VENUE, Hannibal's On The Square, Winter Park. NAIFA-Central Florida's monthly meeting is now in virtual and live attendance format! MEETING INFORMATION 11:30 am - 1:00 pm on Thursday, February 25, 2021 Either from your home or…
Why the Industry Needs More African-American Female Advisors Kristen Eskew OneDigital Business Development Executive Martina Jimenez Sperry Centurio Wealth, LLC Managing Partner February 25, 2021 2 PM Eastern Join our panelists for a discussion on the importance the role African-American women play in financial decision-making for their families, and why now more than ever we need…
NAIFA Central Florida Two Hours CE Class NAIFA-CF is pleased to offer a two hours CE class on Friday, February 26, 2021 from 11:15 am to 1:30 pm. TOPIC: Annuities - The Miracle Of Guaranteed Income - Virtual Class Course #116486 Course Offering #1138983 Instructor: Michael Aun, FIC, LUTCF, CSP®, CPAE Speaker Hall of Fame® From 11:15-11:30 is a Million…
CLTC Master Class Nancy Dykeman LTCI Partners, LLC MARCH 3, 11, 18 & 25 12-4 PM EASTERN The Master Class provides a comprehensive classroom-based training experience designed to prepare students for the CLTC designation exam. Acquire a powerful set of planning skills to confidently craft appropriate funding solutions for your clients. NAIFA members receive a…
CPA Partnering Perspectives Wednesday, March 10th | 2 pm eastern Join us for our monthly membership meeting where we'll hear from Phil Raymond, MBA, CLU, ChFC, CLF, CFEd, Founder of MarketAccessAdvisor, about the hows, what, and why of successful value based, marketing driven partnership business models.
“Health Management for Wealth Management” (Hosted by NAIFA-Ocala, a local affiliate of NAIFA) Thursday, March 11 – 11:30 a.m. to 1:00 p.m. ET – on Zoom All members of NAIFA-Florida are invited to join John Lazo and Mary Donavan of CSI – Caregiver Services for an informational presentation on how to address the needs of…
Thursday, March 11th and 25th | 12 pm eastern Invite a non-member to join this month's Advisor Ambassador Program. This free, award-winning advisor development program allows non-members learn from the best while sampling professional benefits that come with NAIFA membership. Our March speakers are John Hansbrough, LACP and Jeff Chernoff, LUTCF, LACP. John will…
CLTC Master Class Nancy Dykeman LTCI Partners, LLC MARCH 3, 11, 18 & 25 12-4 PM EASTERN The Master Class provides a comprehensive classroom-based training experience designed to prepare students for the CLTC designation exam. Acquire a powerful set of planning skills to confidently craft appropriate funding solutions for your clients. NAIFA members receive a…
Membership Chair Meetings are held on the second Friday of every month. Please note that all State and Local Membership Chairs have been registered through the rest of the year. Please check your email for the Zoom login details. If you are not a Membership Chair, and are interested in attending, please email leadership@naifa.org.