NAIFA-Florida

Certified Long Term Care Designation Course
2020-08-06 13:00 - 17:00 (America/New_York) | ZOOM
Nancy Dykeman
The Certified Long Term Care Designation
Offered through our partnership with special pricing for NAIFA members.
CLTC is one of the founding sponsors of our Limited & Extended Care Planning Center (LECP). Our partnership allows NAIFA members to study for and sit for the CLTC designation at a preferred price. Additionally, the CLTC pairs wonderfully with the LACP to create an advisor who is the most well-versed on how to best fund long term care needs balanced with retirement and personal goals.
If you’re a member, visit the member event calendar to get your discount codes.
If you are not a member, consider joining NAIFA.

Upcoming Online Course Dates
August 6, 13, 20 & 26
Register for August
September 10, 17, 24 & October 1
Register for September

LTCi Refresher Course WEBCAST
2020-07-28 08:30 - 13:00 | ZOOM

Town Hall for Members Only on PPP Updates
2020-07-21 14:00 - 15:00 | ZOOM
Updates You Need to Know for Paycheck Protection Plan
July 21, 2020 @ 2 PM Eastern
This town hall features a panel of experts to help you navigate through the updates and changes to the Paycheck Protection Plan.

Julie Steed Kammer, J.D.

Robert Keebler, CPA/PFS, MST, AEP, CGMA

Keith Gillies, CFP, CLU, ChFC

Continuing Education - Affordable Care Act: Divorce, Family Law, and Retirement Planning
2020-07-21 12:00 - 13:00 | Webinar
“Affordable Care Act: Divorce, Family Law, and Retirement Planning — Webinar”
DATE: July 21, 2020
TIME: Noon
HOURS: One (1)
INSTRUCTOR: Craig Rodrigue
FORMAT: Virtual/Webinar/Online
PROVIDER#: 654 (NAIFA-Florida)
DFS COURSE #: 113576
COURSE OFFERING ID#: 1127373
AUTHORITY LINE(s): Health
Description
This one-hour virtual DFS-approved Continuing Education class educates health insurance advisors — whose clients may be experiencing divorce or a new marriage — about the impact of significant, unexpected expenses related to the Affordable Care Act.
REGISTER: https://naifacf.wufoo.com/forms/z1xy70vi0k23op2/

Chapter Staff Meeting: July 2020
2020-07-17 12:00 - 13:00 | ZOOM
Chapter Staff Meeting: July 2020

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7/17/2020

When:
Friday, July, 17 2020
Noon Eastern

Where:
Zoom
United States

Contact:
Member & Chapter Services Team
leadership@naifa.org
877-866-2432, ext. 0

"Tips and Sips - for IFAPAC!"
2020-07-16 16:00 - 17:00 | ZOOM
NOTE: This event is for NAIFA members only, due to
Political Committee fundraising restrictions.

Join NAIFA-Florida leaders Bryon Holz, Craig Duncan and Tim Meenan in this one-hour virtual “Happy Hour” event! Hosted by NAIFA-Florida Political Committee Chair Taylor Collins, you’ll hear sales tips and important legislative info, all-the-while being entertained by Bryon, Craig, and Tim as they discuss their favorite wines and spirits. The first 100 to register will receive a free wine glass – thanks to sponsor Prudential Annuities (Jessica Hughes)! Join the fun and help raise funds for the Political Committee!

Bryon Holz, CLU, ChFC, LUTCF, LACP — (Wine) — “How to Use Wine-Tasting in Your Marketing”
Craig Duncan, ChFC — (Bourbon) – “The Importance of Staying in Touch with Legislators”
Tim Meenan, NAIFA-Florida Lobbyist — (Margaritas) — “Update on Issues in the Age of Covid-19”

Register in advance for this webinar: Please click to register.

Field Staff Meeting: July 2020
2020-07-15 12:00 - 13:00 | Webinar
Field Staff Meeting: July 2020
Date: 7/15/2020
Time: Noon ET

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Big Ideas Webinar Series
2020-07-14 15:00 - 16:00 | ZOOM
David Fisher aka D.Fish
Building Relationships with Prospects & Clients by Combining LinkedIn Engagement & Offline Conversations
Tuesday, July 14
3 pm Eastern
In a world soaked in technology and information, we are longing for human connection and relationships. The secret to selling success lies in our fundamental capacity to connect with other people on a human-to-human level. Leveraging digital communication platforms like LinkedIn in the time of COVID-19 is critical, and it must be combined with time-tested interpersonal skills. By creating combined digital and offline channels, you can position yourself as the resource your clients want and need to work with.
Join David Fisher as he shows you how to:

Combine online and offline communication channels to engage your connections
Create robust digital presence that attracts your ideal clients and partners
Cultivate relationships in the short- and long-term to uncover business opportunities

NAIFA-Florida Virtual Sales Symposium
2020-07-13 - 2020-07-17 | ZOOM
Due to COVID-19, NAIFA-Florida made the difficult decision to cancel the annual Sales Symposium in Orlando. In it’s place a FREE virtual Sales Symposium to be hosted by NAIFA-Florida’s 2020 President, Joe Chalom! Each day will feature a special guest speaker with new and exciting sales tips and motivation.

Please visit https://studymanuals.naifa-florida.org/virtualsymposium for registration information.

Onboarding Program Month #7: Professional Development
2020-07-10 13:00 - 14:00 | Webinar
Create your summer reading list byjoining us to get an overview of all ofthe educational opportunities thatcome with your membership. FromBig Ideas webinars to Skillbuilders,find what’s right for you.

Online registration is available until: 7/10/2020

NAIFA Live Featuring Simon Reilly
2020-07-09 14:00 - 15:00 | NAIFA Live
Presented by Simon Reilly

Simon Reilly is an international values and behavioral analyst, business coach, speaker, and author. He has decades of experience working exclusively with financial service professionals combining extensive research and study in the areas of values & behaviors analysis, inspiration & motivation, leadership, change management, vision & business planning, team building and sales & marketing.
His coaching, speaking, webinars and workshops help financial services leaders, managers, professionals & their teams reach and exceed their goals in any economic climate.
Simon goes beyond the mechanics of success when working with clients, and pulls back the curtain and allows clients to really understand what holds them back from realizing their goals. His insights help his clients identify and release their unmet needs driven self-limiting, self-sabotaging beliefs and emotions so that they can realize their true values, positive beliefs and positive feelings so that they may reach the levels of success they dream of. Simon has written two books – “The Inspirational Tipping Point” and “Curing the Unmet Needs Disease.”

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.: Simon Reilly Presentation
3-3:30 p.m.: Q&A and Discussion at Watch Party Sites

Members Only: NAIFA LIVE
2020-07-09 13:00 - 15:30 | NAIFA Live
Members Only: NAIFA LIVE
Simon Reilly
Leading Advisor
Coach, Speaker & Author
July 9, 2020
2 PM Eastern

How To Regenerate Yourself & Your Business NOW! Bull is over and now is the time to face the truth and the Bear. What has changed in your mind since COVID-19? Nothing.
COVID-19 has just magnified the fear, procrastination and overwhelm that was already there crowding out your action, confidence and focus. Regenerate Yourself & Your Business NOW and create more action, confidence and focus for the brand new business world!

NAIFA-Florida Office Closed - Holiday
2020-07-03
The NAIFA-Florida office will be closed on Friday, July 3, 2020 in observation of the Fourth of July.

Monthly Leader Webinar: July 2020
2020-07-01 12:00 - 13:00 | Webinar
Monthly Leader Webinar: July 2020
Date: 7/1/2020
Time: Noon Eastern
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Town Hall with Tom Guzzardo
2020-06-30 12:00 - 13:00 | ZOOM
Tom Guzzardo
June 30, 2020 @ 12 PM Eastern
A business consultant & leadership coach with 24 years of experience, Tom Guzzardo is all about creating synergy and integration of your business and life. He understands all the pieces of your business puzzle and helps you align the stray pieces that limit your success. Join Tom for a Town Hall to talk about how you can take these extraordinary times into a great opportunity to connect with prospects and clients.

NAIFA Central Florida - Two Hours CE Class
2020-06-25 13:30 - 15:30 | ZOOM
NAIFA-CF is pleased to offer a two hours CE class on Thursday, June 25th virtually via Zoom from 1:30 – 3:30 pm.
TOPIC: Annuities: How and Why Clients Use Them – Virtual Class
Instructor: Michael Aun, FIC, LUTCF, CSP®, CPAE Speaker Hall of Fame®

IMPORTANT
You MUST have a video option to get credit for this class. Paula Keyes will be administering the entire class and if she cannot see you in the Zoom window during the ENTIRE CLASS, you will not get credit.

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, June 25, 2020
1:30 – 3:30 pm
Your location

NAIFA-Central Florida Luncheon Meeting
2020-06-25 12:00 - 13:00 | ZOOM
Join members of NAIFA-CF and other Central Florida industry professionals for the June NAIFA-Central Florida monthly meeting, now in virtual form!
Our keynote speaker is Charles D. Wilder, Attorney At Law, who will discuss The Impact Of The Coronavirus On Estate Planning!

Charles D. “Chuck” Wilder specializes in the personal planning areas of the law, including estate and legacy planning; asset protection planning; wills, trusts, and estates; trust administration, probate, and trust settlement; guardianship planning and special needs trusts; family limited partnerships; corporate succession and business planning; IRA legacy trust planning, and elder law.
Chuck earned a Bachelor of Science degree from the University of South Florida in 1970. After working for Southern Bell for a number of years, Chuck attended the Nova Southeastern University Center for the Study of Law (now known as the Nova Southeastern University Shepard Broad College of Law), earning his Juris Doctor degree (cum laude) in 1980. Chuck then continued his education at the University of Florida, earning his Master of Laws in Taxation (LL.M.) in 1981.

Chuck and his wife, Karen, a Critical Care Nurse originally from Jamaica, live in Altamonte Springs, Florida. Outside of work, Chuck is an avid Orlando Magic basketball fan, attending as many home games as possible. He also enjoys traveling, photography, and honing his computer skills.
Click the link below to register for the ZOOM call. You MUST register to participate.

Thursday, June 25, 2020 from 12 noon – 1:00 pm
Your home

NAIFA-Jacksonville and WIFS Joint Virtual Meeting
2020-06-25 11:30 - 12:30 | ZOOM
SPECIAL JOINT MEETING & PRESENTATION!
How to Get a Seat at the Table:
A Woman’s Perspective

JOINT ZOOM MEETING PRESENTED BY
NAIFA Northeast Florida & WIFS – Women In Financial Services
Thursday, June 25th, 2020
11:30 AM – 12:30 PM

PANEL DISCUSSION FEATURING:
Christina L. Epstein
Director of Operations & Control with Prudential Advisors
CLICK FOR MORE ABOUT CHRISTINA
Commander Denise Boggs-Wilkerson
Family Medicine Physician and Current Officer-in-Charge of Naval Branch Health Clinic / Navy Medicine Readiness Training Unit Jacksonville
CLICK FOR MORE ABOUT DENISE
Michelle Grippi Baker, CLU®, ChFC®, ChSNC®, CASL®, RICP®, CFP®
Wealth Management Advisor with Northwestern Mutual
CLICK FOR MORE ABOUT MICHELLE
Our panelists will discuss their rise to leadership, the struggles and how they overcame. They will also provide practical tips for women to grow professionally and move into leadership.
DON’T MISS IT!
Register Now! All attendees must pre-register to join the meeting:

CLICK HERE TO REGISTER!
Once registered, the system will provide the access link and meeting ID. Please save this information until ready to join the meeting at 11:30 am on Thursday, June 25th.
For more information, please contact NAIFA-Northeast Florida at (904) 695-2300 or info@naifa-jacksonville.org.

Citizens Update – Webinar
2020-06-25 10:00 - 11:00 | ZOOM
Thursday, June 25 10:00 a.m. (ET)
Hosted by NAIFA-Florida
Presented by Carl Rockman, Sr. Director, Agency and Market Services at Citizens Property Insurance Corp.
Registration required – Click here to register

Topics:

Citizens Footprint
The Road Ahead
CAT Preparation
Save Time and Money and Enhance the Customer Experience
Move Your Business to The Private Market
Education/Staff Development

Advanced Practice Symposium: Opportunities with Business Owners & High Net Worth Families in the New Normal
2020-06-24 14:00 - 17:00 | ZOOM
Kathleen Bilderback
Affinity Law Group, Attorney

Ron Lee, JD, CLU, ChFC, CAP
Mutual of Omaha, Vice President, Advanced Markets & Brokerage Field Relations

Andrew J. Rinn, JD, CFP, CLU, ChFC
Ameritas, Vice President, Advanced Markets and Practice Management & Development

June 24, 2020
2:00 PM EASTERN

Are you looking to grow your practice? COVID-19 has afforded us with many opportunities to better serve small and medium-sized businesses. Now is a great time to provide additional ideas to your clients around retirement, benefits and estate planning.
Join our panel of experts for a webinar that will give you fresh ideas on how to have impactful conversations with your business clients.

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Chapter Staff Meeting: June 2020
2020-06-19 12:00 - 13:00 | Webinar
Chapter Staff Meeting: June 2020
Date: 6/19/2020
Time: Noon ET

Register

NAIFA's 130th Birthday Celebration
2020-06-18 17:30 - 18:30 | ZOOM
June 18, 2020
5:30 PM EST

Celebrate 130 years of NAIFA with us on June 18 as we toast our history. Test your knowledge with some NAIFA trivia, hear from some NAIFA legends, and have an opportunity to win some NAIFA swag!

Register

NAIFA-Florida- Local Presidents - Monthly Teleconference
2020-06-18 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.

Virtual Event Seminar: Taking Your Live Event to Virtual with a Splash of Haute Dokimazo
2020-06-18 14:00 - 17:00 | ZOOM
Liz Lanthan, CMP
Haute Dokimazo
CEO & Co-Founder

If you’ve struggled to figure out what to do without live events, then it’s time we introduce you to a concept called Haute Dokimazo (HD)! HD is a Spontaneous Think Tank; a way of meeting, sharing, and learning. HD creates an environment inspiring choice; an experience that focuses 100% on human connection, remotely! If you’ve been wondering how to really make an impact and leverage this virtual time to go forward, then you don’t want to miss this interactive workshop!
Participants come together to identify the problems they are trying to solve and offer expertise in areas where they can serve. The agenda is built based on the knowledge present in the room, and the discussion is lead by attendees.
Typically a $7,000/per person workshop, we are bringing you this seminar free as a way to give back to the industry and help us all advance forward!
This interactive workshop is ideal for people that hold any type of in-person session and are wondering how to bridge the digital divide to make it amazing for virtual attendance!

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Town Hall: State of NAIFA on Our 130th Anniversary
2020-06-18 12:00 - 13:00 | ZOOM
Coming Together as NAIFA Nation
June 2020

NAIFA put together a series of Town Halls that are open to all financial services professionals as a way to give back to the industry during COVID-19. Each session runs 30-45 minutes and features a thought leader that will inspire you to elevate the profession during this challenging time.

Each session begins at 12 pm eastern and is available on-demand following the live broadcast in the archives.

State of NAIFA on Our 130th Anniversary
June 18, 2020 @ 12 PM Eastern
Kevin Mayeux, CEO, SVP Diane Boyle; NAIFA Vice President of Government Relations and Cammie Scott, National President.

NAIFA-Tampa June Virtual Meeting
2020-06-18 11:00 - 12:00 | ZOOM
Tips & Tricks for Successful Email Marketing – The Power of the Inbox
Presented by Joanie Sigal

Tips and Tricks for Successful Email Marketing
What is the first impression you give when they see you in their email inbox?
And when they see you there, what do they do?
This powerful seminar takes you step-by-step through the keys to effective email marketing:

What it really is (and isn’t)
What it can do for your business
And the five easy steps you must take to harness the power of the inbox

Grow a healthy list
Create great content
Customize a beautiful, mobile-friendly template that matches your brand
How to get your emails opened
Tracking your results

From revealing why regular email doesn’t work, to insider tips and techniques like automated list building tools and the design elements that work (and those that don’t!), this seminar will give you the keys to the most effective marketing you can do: email marketing. Join us!

Location

This meeting will be held virtually. Please register to receive the link and code to join the meeting
Meeting Registration Fees
Members Pricing – Free
Non-Members Pricing – Free

Schedule
The Program will begin at 11:00 AM

Special Invitation for NAIFA-Miami Dade Members!
2020-06-17 11:45 - 13:00 | ZOOM
THIS MONTH’S VIRTUAL MEETING:

14 Days to Reaching More People on Social Media!

Have you ever wondered what to do with your social media marketing? What should you post? How can you reach more people? In this workshop, you’ll begin by learning 10 essential tips for using social media for your business. Next, you’ll design your unique 14-day content calendar using a template that Misty will provide to help you craft a strategic social media plan and create content like a PRO. By a PRO!
Wednesday, June 17, 2020

Sign In & Chapter Announcements: 11:45 AM
Speaker: Misty Buck, 12:00 – 12:45 PM
Closing Remarks: 12:45 – 1:00 PM

COST: FREE

Please feel free to invite guests.

For more information:

wifs.southfl@gmail.com

www.wifssouthflorida.org

NAIFA-Broward Live ZOOM Webinar with Van Mueller, LUTCF, LACP!
2020-06-17 11:00 - 12:00 | ZOOM
REGISTER TODAY!
Now is STILL the Greatest Time
to Be an Insurance Agent! .

NAIFA-Broward Live ZOOM Webinar
with Van Mueller, LUTCF, LACP!
Wednesday, June 17th, 2020
11:00 AM – 12:00 PM
Van Mueller, LUTCF, LACP will be hosting a ZOOM webinar on June 17th to show us why now is still the greatest time to be an insurance agent!
He will share questions he is putting to use RIGHT NOW to generate appointments and sales.

CLICK HERE TO REGISTER for this incredible opportunity to learn from one of the best in the industry! He is having one of his best years yet despite everything that is going on.
We are planning for an in-person lunch meeting with Van Mueller on Wednesday, August 26th, at The Fort Lauderdale Country Club, 11:00 am -1:30 pm. SAVE THE DATE!
To learn more about Van, visit
www.vanmueller.com/about-us
For more information, contact NAIFA-Broward Association Executive Rhonda Milrot at (954) 753-2262 or admin@naifa-broward.org.

NAIFA YAT - Achieving Work-Life Balance
2020-06-16 15:00 - 16:00 | ZOOM
Achieving Work-Life Balance
June 16, 2020
3:00 PM EASTERN

This webinar is hosted by NAIFA’s Young Advisor Team (YATs).
In this era of work from home, we take a dive into understanding what work life balance means and why it is important.
Discover methods to keep functioning at your optimal pace. Come away with a plan of practical solutions to achieve and implement your work life balance.

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Onboarding Program Month #6: IFAPAC
2020-06-12 13:00 - 14:00 | Webinar
As a member, you are helping to protect our industry and your clients. Increase grassroots efforts with training from NAIFA’s Government Relations team. Learn how to talk to representatives and build relationships with policy makers on Capitol Hill and in your state legislature.

Online registration is available until: 6/12/2020
