National Association of Insurance and Financial Advisors-Florida
Join members of NAIFA-CF and other Central Florida industry professionals for the first meeting of 2021 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, January 28, 2021 Either from your home or in person at Hannibal's…
This course has been rescheduled from January 12, 2021. Incorporating Housing Wealth into Retirement Strategies Presented by George Vrban Reverse Mortgage Planner Fairway Independent Mortgage Corporation Retirement Cash Flow Strategies Using the Reverse Mortgage Product THREE WAYS HECMs HELP WITH TAX PLANNING* How to purchase a home with a HECM and take advantage of tax…
Members Only: How to Double Your Practice in 24 Months February 10, 2021 2 pm eastern Chris Gandy Founder Midwest Legacy Group How to Double Your Practice in 24 Months OneAmerica top producer, Chris Gandy will share lessons that he learned while navigating his financial services career path. This session will provide great tools…
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.
Tuesday, Feb. 16 at Noon (ET) This one-hour CE course provides advisors with details on education savings, including how creating a plan early can help their clients achieve their college dreams, and how investment returns can make a difference. Advisors will also learn about the rise in education costs and the education savings gap, understanding…
Q1 State of NAIFA Tom Michel, NAIFA President Kevin Mayeux, NAIFA CEO Diane Boyle, SVP Government Relations February 16, 2021 1 PM EASTERN Join us this month for our first "State of NAIFA" of 2021 webinar. MORE
Dispelling Myths about Reverse Mortgages Jim Silbernagel, CFP®, LUTCF Host Of Real Wealth® And Power Session LIVE Harlan Accola, CRMP, CSA National Reverse Mortgage Director, Fairway Independent Mortgage Corporation February 17, 2021 2 PM Eastern Join this session to learn when a reverse mortgage might make sense for your clients' plans to hedge for obstacles like: Taxes; Falling…
FEBRUARY 18, 2021 11:30 AM-1:30 PM EASTERN Underwriting & Product Selection During A Pandemic This course will teach you about underwriting and how it affects product selection, pricing and processing of business during a pandemic. Course ID: 115313 ~ 1 Hour CE ~ Course Level: Intermediate ~ Course Authority: CE 2-16, 2-18 Cost to Attend:…
Make plans now to participate in NAIFA-Florida’s Virtual Legislative Day on the Hill – on Zoom Tuesday, Feb. 23 from 2:00 to 5:00 p.m. ET. This important event is hosted by President Craig Duncan and moderated by our Lobbyist Tim Meenan of Meenan, PA in Tallahassee. Your participation provides valuable support to Tim and his…
LECP: OneAmerica Webinar Chris Gandy Founder Midwest Legacy Group Michelle Prather Senior Regional Sales Director, Care Solutions OneAmerica February 24, 2021 2 PM EASTERN Description to follow. MORE The webinar is brought to you by