NAIFA-Florida

Monthly Leader Webinar: December 2020
2020-12-04 12:00 - 13:00 (America/New_York) | ZOOM
Monthly Leader Webinar: December 2020
12/4/2020
Time: Noon Eastern
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Fireside Chat: Unconscious Bias & Microaggressions
2020-12-03 14:00 - 15:00 | ZOOM
The webinar is brought to you by

Fireside Chat: Unconscious Bias & Microaggressions
Angela Lapp-Johnson
Catalyst Recruiting & Consulting
Principal
Aprilyn Chavez-Geissler, LACP
Gateway Insurance Group
First Executive Vice President
Win Havir, CPCU, CLF, LUTCF, FSS, AIC, LACP
Educators Insurance Resources Services, Inc.
Executive Vice President
December 3, 2020
2 pm eastern

Join members of the Diversity, Equity & Inclusion Task Force for a candid discussion around unconscious bias and microaggressions. Understanding new ways of thinking and speaking can be challenging at first but when you are able to learn new ways to communicate you become more inclusive with clients, prospects, friends and neighbors. We will discuss the different types of bias. educate you on microaggressions and provide an open opportunity for discussion.

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CLTC Master Class
2020-12-03 12:00 - 16:00, 2020-12-01 12:00 - 16:00 | ZOOM
Bill Comfort, CSA, CLTC, LTCCP
Comfort Long Term Care
Owner
December 1, 3, 8 and 10, 2020
12-4 pm eastern

The December class to receive your CLTC is now enrolling. Spend four weeks in a CLTC virtual Master Class to learn the topics and then sit for your exam virtually to gain a new designation. Be confident in your knowledge of long term care options.
This special class is for NAIFA members, so be sure to use the NAIFA code when registering, available in the member portal. CLTC for NAIFA is brought to members from the Limited & Extended Care Planning Center.

The webinar is brought to you by

NAIFA-Florida Office Closed - Holiday
2020-11-26 - 2020-11-27
The NAIFA-Florida office will be closed beginning Wednesday afternoon (time TBD) November 25 through Friday, November 27, 2020 in observation of Thanksgiving.

NAIFA-Florida- Local Presidents - Monthly Teleconference
2020-11-19 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.

Members Only: Post-Election Webinar
2020-11-19 14:00 - 15:00 | ZOOM
November 19
2 pm eastern

The votes have been cast and we know who will be leading our country from who the President will be for the next four years and what the 117th Congress will look like. Join NAIFA’s Government Relations team to discuss what the results mean for the industry and your clients.

Registration: In the NAIFA Member portal, access the webinar from the “Advocacy” menu and select the webinar.
The webinar is brought to you by

Chapter Staff Meeting: November 2020
2020-11-19 12:00 - 13:00 | ZOOM
Chapter Staff Meeting: November 2020
11/19/2020
Time: Noon Eastern
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NAIFA Tampa Bay Women's Forum
2020-11-19 11:30 - 13:15 | ZOOM
TAMPA’S MOST POPULAR ANNUAL event is coming back November 19th!!! The 2020 Women’s Forum is a chance for advisors and their clients of all levels or experience to learn “with & from” 4 amazing talents. Moderated by NAIFA Tampa BAY’s own Melissa Snively and directed by our Program Chair Katherine Jones we have secured another great November panel to learn from. Join us as we welcome Susan L. Combs (past President of Women In Finance and a presenter at NAIFA national conference), Juli McNeely (Former Past President of NAIFA National), Wendy Jestings (MDRT, NAIFA New England), and Celine Pastore (Host Women’s Wealth Radio). NAIFA Tampa BAY is making this virtual event free to members and nonmembers however there are limited registrations.

Schedule
11:30 A.M. TO 1:00
SPEAKER BIOS
Susan L Combs is the CEO of Combs & Company, a full service insurance brokerage firm with an expertise in the “weird & unusual.” Leveraging a knack for solving difficult circumstances, Combs & Co. has become a go-to resource for those companies that don’t fit an insurance carriers’ typical profile, such as entertainment, food, and international companies setting up their first U.S. operations. Susan also serves on the Advisory Board of Directors for Allay, Inc and Oscar Health, both insurance technology companies based in San Francisco and NYC respectively. She is the youngest National President (2014-2015) in the over 80-year history of Women in Insurance & Financial Services (WIFS), and served on the National Board for 7 years. In addition, Susan works diligently to stay current with the myriad of changes in the insurance industry. Currently, Susan is one of just seven brokers in New York City metro area to have the Patient Protection and Affordable Care Act (PPACA) designation. Her expertise in this complex area of health insurance has established Susan as a highly sought after expert witness, advisor, and speaker on the Affordable Care Act (ACA) by law firms, reinsurance companies, and organizations around the country. Most recently, Susan was the first female to receive the Broker of the Year (BOY) Award by BenefitsPro Magazine and was the recipient of Women in Insurance & Financial Services’ highest honor, Woman of the Year!
Even though Susan lives in NYC, she’s just a “Missouri girl in a New York world.” She grew up in King City, MO, a town of less than 1,000 people, with her mom, dad and two older brothers. She left the northwest corner of Missouri in 2001 to seek her success in NYC. Susan’s late father was a retired Major General AND county judge, while her mother owned a Merle Norman Cosmetics Studio and travel agency. (So, entrepreneurship is in her blood.) Susan’s interests are as diverse as her upbringing. She is a HUGE Kansas City Chiefs (Super Bowl LIV World Champs) and Royals (2015 World Champs) fan, and is always cheering for her alma mater, the Mizzou Tigers! She lives in Queens with her amazing husband, Sean, and their two furry kids, Pepper and Roxy. Susan loves playing football, hockey, is an avid CrossFitter and she’s a whiz in the kitchen and even owns a Mexican restaurant with her husband in her Missouri hometown!
Celine J. Pastore, CRPC®, MRFC®
Retirement Advisor
After losing her dad to Alzheimer’s and watching her mom, a self-made businesswoman, lose everything to a nursing home, Celine Pastore made it her life’s purpose, as a fiduciary and financial advocate, to help protect families from the common pitfalls of money, life, and business.

Celine is the youngest of five who was born on Long Island, NY and is a first-generation Irish American
She is an Investor Advisor Representative
She also holds a Life, Health, and Annuity Insurance License
She additionally holds the designation of Chartered Retirement Planning Counselor (CRPC®) as well as that of a Master Registered Financial Consultant (MRFC®).
She most recently has been awarded the Women’s Choice Award for Financial Advisors which is the only recognition program for well-qualified advisers who are committed to the women’s market and serving their female clients.
She has also hosted her own radio talk show in Tampa Bay under the name Women’s Wealth Radio
Celine lives in Palm Harbor, FL with her husband Frank of over 25 years and they have two beautiful grown children together, Nicole & Anthony.
Celine has been a NAIFA member since she was first licensed in 2015 and quickly jumped into a leadership role by joining the board of NAIFA North Suncoast as the programs chair where she won both the Outstanding New Member Achievement Award as well as the James Keegan Meritorious Award for outstanding service.
She is currently serving as the Vice President for NAIFA Tampa Bay and plans on taking the helm as President in 2021.

NAIFA Northeast Florida Annual Meeting
2020-11-19 11:30 - 13:00 | ZOOM
Marketing Healthcare in Today’s Environment

COVID-19 Requires Protection
Employers are being overcharged and are NOT aware of what’s in the Marketplace
Why a Young Advisor would want to be in the Benefits Marketplace in 2020 and Beyond

Speaker Scott Fjelstad, Regional Manager @ Rogers Benefit Group
Thursday, November 19, 2020 / 11:30 am – 1:00 pm
NAIFA NE FL welcomes JAHU attendees

A free event, click here to register now. Attendees are limited.

NAIFA Central Florida Monthly Meeting
2020-11-19 11:30 - 13:00 | Dubsdread Golf Course, 549 W Par Street, Orlando, FL, 32804
Join members of NAIFA-CF and other Central Florida industry professionals for the November NAIFA-Central Florida monthly meeting, now in virtual and live attendance format!
Our keynote speaker is Rick Patterson, NAIFA/CF member to discuss “Reflections On A 50 Year Career” Rick will describe his life long relationship with NAIFA and the Financial Services Profession.

ABOUT RICK
Richard D. (Rick) Patterson has been in the financial services since 1967.
Patterson founded Associated Planners Group, a financial planning firm, in 1978.
Clients include Individuals, Hotel & Lodging Industry Executives, Law Firms, Medical Practices, Corporate Retirement Plans and Closely Held Corporations specializing in the areas of Investment Planning, Estate Planning, Retirement Planning and Insurance Planning.
He holds the following professional designations:
Accredited Investment Fiduciary®
Chartered Financial Consultant®
Chartered Life Underwriter®
A recognized industry leader, Rick has served two terms on the National Board of Trustees of the National Association of Insurance and Financial Advisors. This was an elected position by his peers and represents the National Association founded in 1890.
Rick has served as President
of the following Financial Services Industry organizations:
• Financial Planning Association of Central Florida
• Florida Association of Insurance and Financial Advisors
• Central Florida Association of Insurance and Financial Advisors
• Central Florida Society of Financial Service Professionals
• Central Florida Chapter, International Association for Financial Planning
RICK ALSO HOLDS MEMBERSHIP IN THE PRESTIGIOUS
MILLION DOLLAR ROUND TABLE
Memberships in civic organizations include:
• Tiger Bay Club of Central Florida
• Central Florida Hotel and Lodging Association (VIP Member)
• Board of Directors, Central Florida Hotel and Lodging Association Political Action Committee
• Board of Directors, Allied Relations Council, Central Florida Hotel and Lodging Association
• Visit Orlando

MEETING INFORMATION
11:30 am – 1:00 pm from Thursday, November 19, 2020
Either from your home or in person at Dubsdread Golf Course
549 W. Par Street, Orlando, FL
Cost:
Member of NAIFA In Person At Dubsdread $15.00
Non-Members In Person At Dubsdread $20.00
Invited and First-Time Guests – FREE
Members Via ZOOM – FREE
Non-Members Via ZOOM – Also FREE
You must register to attend!
________________________________________________________

Note that immediately after registering you will receive an automated confirmation with the ZOOM access information. If you do not receive this email, please check your junk folder.

How to Incorporate Equity Into Retirement Strategies: Case Studies, Q&A
2020-11-19 09:00 - 10:00 | ZOOM
How to Incorporate Equity Into Retirement Strategies: Case Studies, Q&A
Financial Professionals and Advisors today need professional resources they can turn to who understand how to incorporate equity into their retirement strategies. Moreover, then need resources who can help them successfully visualize for clients the impact equity can have on their retirement. Using EquityTrax, George Vrban will illustrate actual Case Studies submitted by Florida financial advisors and take live Questions from the participants.
Tomorrow (Thursday, Nov. 19) at 9:00 a.m. ET. (See below for the Zoom link.)
Thursday, Nov. 19 at 9:00 a.m. ET
Join Zoom: https://us02web.zoom.us/j/9351425169
(Phone) — Dial by your location:
+1 312 626 6799 US (Central Time Zone)
+1 646 558 8656 US (Eastern Time Zone)
Meeting ID: 935 142 5169

The Proof is in the Proposal: Illustrating Home Equity as a Retirement Tool with EquityTrax (by MoneyTrax)
2020-11-18 13:00 - 14:00 | ZOOM
November 18th, 2020
1:00 PM EST

Fairway Independent Mortgage Corp has teamed up with MoneyTrax and the Circle of Wealth to bring you EquityTrax, the newest industry tool for visualizing Reverse Mortgage Loans as a key part of retirement planning.

The webinar is brought to you by

Citizens Webinar
2020-11-18 11:00 - 13:00 | ZOOM
Citizens Update
COVID Rules & Update
Updated Citizens Training Page & Platform
Intro to Citizens Essentials Virtual Series
Managed Repair & Inside Water Limits (DP-3/HO-3)
The Road Ahead
Citizens Product Guide Review
The New Business Journey
Resources

Time: Nov 18, 2020 11:00 AM Eastern Time (US and Canada)

Join Zoom Meeting
https://us02web.zoom.us/j/9351425169

Meeting ID: 935 142 5169
One tap mobile
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+13126266799,,9351425169# US (Chicago)

Dial by your location
+1 312 626 6799 US (Chicago)
+1 646 558 8656 US (New York)
Meeting ID: 935 142 5169
Find your local number: https://us02web.zoom.us/u/kcaBAMvL3k

The Belong Event
2020-11-17 19:30 - 20:30 | ZOOM
November 17
The webinar is brought to you by:

The Belong Event
7:30 pm eastern
Join your fellow members for camaraderie and celebration of all things NAIFA that will continue our legacy for another 130 years. The event will honor of all of our volunteer leaders, past and present.

Home Equity & Reverse Mortgage Loans in Financial Planning
2020-11-17 11:00 - 12:00 | ZOOM
Myths and Misconceptions of the reverse mortgage product (better known as the HECM)
What the HECM is a HECM?
The Process of Loan Officers and Financial Professionals working together to better retirement!
Redirecting misdirected funds back to CFP

Topic: Home Equity & Reverse Mortgage Loans in Financial Planning
Time: Nov 17, 2020 11:00 AM Eastern Time (US and Canada)
Join Zoom Meeting: https://us02web.zoom.us/j/9351425169
Meeting ID: 935 142 5169
One tap mobile
+13017158592,,9351425169# US (Germantown)
+13126266799,,9351425169# US (Chicago)
Dial by your location
+1 312 626 6799 US (Chicago)
+1 646 558 8656 US (New York)
Meeting ID: 935 142 5169
Find your local number: https://us02web.zoom.us/u/kcaBAMvL3k

Membership Phone-A-Thon
2020-11-17 09:00 - 10:30
CALLING ALL VOLUNTEERS!

Membership Phone-A-Thons will be held on:
Tuesday, November 17 – from 9:00 a.m. to 10:30 a.m. (ET)
Wednesday, January 27 – from 9:00 a.m. to 10:30 a.m. (ET)
The purpose of the event is to place “care calls” to current members around the state – to simply check-in with them and see how
they’re faring during these unusual times (business, family, etc.), and to thank them for their membership in the association and ask for membership referrals.
AGENDA

9:00-9:15 a.m. — Orientation Zoom Meeting
On the day of the Phone-A-Thon, join other leaders on a Zoom call at 9:00 a.m. (ET) for approximately 15 minutes. (See below for the Zoom log-on/dial-in information.)
9:15-10:15 a.m. — Make Phone Calls
Place calls and make notes on the spreadsheet of responses to your call. Send to diana.shipley@naifa-florida.org afterwards.
10:15-10:30 a.m. — Debrief Zoom Meeting
Participate in a wrap-up Zoom call to celebrate!! (Use the same Zoom link as before – see below.)

If you would like to volunteer, please email Diana Shipley at diana.shipley@naifa-florida.org.

Leveraging Technology to Identify Policyowners Who Truly Benefit from Life Settlement
2020-11-16 12:00 - 13:00 | ZOOM
November 16th, 2020
12:00 PM EST

One of the biggest takeaways from this year’s new regulatory measures regarding client service is that your approach needs to be proactive and comprehensive. It is not enough to comply to the lowest common denominator; you must establish compliance in all facets of your client relationships.

The webinar is brought to you by

David McKnight Virtual Event - Tax Free Income For Life
2020-11-16 12:00 - 13:00 | ZOOM
by David McKnight
Presented by NAIFA-Tampa Bay and open to all NAIFA Members

Many of us have been long time fans of David McKnight and his “Power of Zero” philosophy. We are presenting David McKnight on November 16th from Noon to 1pm as a virtual event. Registration is free for NAIFA members and their agency teams but you must register no later than November 5th at 5pm.
There is a huge freight train bearing down on America and it’s coming in the form of higher taxes. Yet, most Americans continue to accumulate the vast majority of their savings in tax-deferred vehicles like 401(k)s and IRAs. In this presentation, industry leader David McKnight discusses the perils of tax-deferred investing and explains how life insurance can help get your clients off the train tracks and into the 0% tax bracket by retirement. Why is zero percent so powerful? Because if tax rates double, two times zero is still zero!
In this one-hour session, you will:

Understand that tax rates in the future are likely to be dramatically higher than they are today
Learn the only way to truly insulate yourself from higher tax rates is to get to the 0% tax bracket
Recognize it’s nearly impossible to get to the 0% tax bracket by relying on just one stream of tax-free income.

CLICK HERE TO RSVP FOR DAVID MCKNIGHT ON 11/16/2020 AT NOON
Over the past 20 years David has helped put thousands of Americans on the road to the zero percent tax bracket. He has been featured in Forbes, USA Today, The New York Times, Fox Business, Bloomberg Radio, MarketWatch, CBS Radio, CNBC, Yahoo Finance, NASDAQ.com, Reuters, Investor’s Business Daily, Kiplinger’s and numerous other national publications. David was a Focus Speaker at the worldwide annual meeting of MDRT in Toronto, Canada and is a multiple Top of the Table qualifier. His bestselling book The Power of Zero has sold over 250,000 copies and the updated and revised version was published by Penguin Random House.

Member Benefits Program Month #11: Volunteer Opportunity Tour
2020-11-13 13:00 - 14:00 | ZOOM
Member Benefits Program Month #11: Volunteer Opportunity Tour

Register Tell a Friend

Members say that taking on a leadership role at NAIFA helps set them apart from other advisors, but but how do you get there? This month will focus on how you can map a path to NAIFA leadership. The sky’s the limit with NAIFA as you build your plan for personal growth.

11/13/2020

When:
Friday, November 13, 2020
1-2 pm Eastern

Where:
Zoom
United States

Contact:
866-877-2432

NAIFA Live - November 2020
2020-11-12 14:00 - 16:00 | NAIFA Live
Delvin Joyce, CLU, ChFC, RICP
Members Only: NAIFA Live-Sticktoitiveness
Former NFL player turned financial planner, Delvin Joyce will share seven lessons that he learned through athletics that helped him to successfully transition into the financial services industry. Sticktoitiveness will provide insights on overcoming adversity, creating a personal brand and goal setting. In addition, Delving will provide book recommendations that you can use to further your development.
NAIFA Members: Log into the NAIFA Member portal to register.

Members Only: Building Relationships in a New Congress
2020-11-11 14:00 - 15:00 | ZOOM
November 11, 2020
2 pm eastern

With the 117th Congress quickly approaching, the freshman classes of the House and Senate are preparing to take their place in Washington, DC. Join members of NAIFA’s National Grassroots Committee and NAIFA Grassroots Director Maggie Buneo to learn more about developing relationships with newly elected legislators, becoming a trusted resource for your member of Congress, and getting your foot in the door early to advocate for your industry and your clients.

Registration: In the NAIFA Member portal, access the webinar from the “Advocacy” menu and select the webinar.
The webinar is brought to you by

NAIFA-Florida Office Closed - Holiday
2020-11-11
The NAIFA-Florida office will be closed on Wednesday, November 11, 2020 in observation of Veterans Day.

Long Term Care Virtual Conference
2020-11-10 - 2020-11-12 | ZOOM
The webinar is brought to you by:

12-3 pm eastern
Save the date for the Limited & Extended Care Planning Solutions Conference! Join us three hours a day over the course of three days.
Hear from LTC experts about this rapidly changing industry. More information coming soon!

Monthly Leader Webinar: November 2020
2020-11-06 12:00 - 13:00 | ZOOM
Monthly Leader Webinar: November 2020
11/6/2020
Time: Noon Eastern
Export to Your Calendar Register

LAAIA Annual Conference
2020-11-06 09:00 - 17:00 | ZOOM
November 6, 2020
9 am-5 pm eastern

NAIFA Advocacy Partner, Latin American Association of Insurance Agencies (LAAIA) is celebrating their 50th Anniversary with a virtual convention.

Register: https://laaia.com/meetinginfo.php?id=1&ts=1596993186

Annual Awards Ceremony
2020-11-05 16:30 - 17:30 | ZOOM
As with many others, Covid-19 caused the July cancellation of these two in-person events which are most important in the life of NAIFA-Florida. The good news is that all members of NAIFA-Florida are now able to attend and be a part of these events by way of the Zoom platform!

The virtual NAIFA-Florida annual Awards Ceremony will be Thursday, Nov. 5 at 4:30 p.m. ET – featuring the association’s top award. The IFAPAC awards will also be presented at that time. This event will also last about one hour. See Zoom link below.

So, pull up an adult beverage and enjoy the festivities in November – as we celebrate and congratulate!

Zoom Link:

FAIFA-Florida Annual Awards Ceremony

Topic: NAIFA-Florida Annual Awards Ceremony
Time: Nov 5, 2020 04:30 PM Eastern Time (US and Canada)

Join Zoom Meeting
https://us02web.zoom.us/j/9351425169

Meeting ID: 935 142 5169
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+13017158592,,9351425169# US (Germantown)

Dial by your location
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Meeting ID: 935 142 5169
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Members Only: Empower Advisors & Fight Exploitation
2020-11-05 14:00 - 15:00 | ZOOM
Members Only: Empower Advisors & Fight Exploitation
Jilenne Gunther, MSW, JD
AARP
National Director of BankSafe
November 5, 2020
2 pm eastern

Learn about AARP’s BankSafe training—a free, award-winning online platform that helps financial advisors identify potential financial exploitation and take actions to stop the money before it leaves the account. Get a sneak peek of the training’s interactive learning modules and tools, including games, interactive videos, real-life scenarios and more.

Registration: In the NAIFA Member portal, access the AARP/BankSafe page under “Partners” to register for this webinar.
The webinar is brought to you by

Installation of the 2021 Board of Directors
2020-11-04 16:30 - 17:30 | ZOOM
As with many others, Covid-19 caused the July cancellation of these two in-person events which are most important in the life of NAIFA-Florida. The good news is that all members of NAIFA-Florida are now able to attend and be a part of these events by way of the Zoom platform!

The virtual Installation of the 2021 Board of Directors will take place on Wednesday, Nov. 4 at 4:30 p.m. ET and will feature 2021 NAIFA President Tom Michel from Los Angeles will install new Board – to take office on January 1. This event will last approximately one hour. See Zoom link below.

So, pull up an adult beverage and enjoy the festivities in November – as we celebrate and congratulate!

Zoom Link:

Board of Directors Installation – Wed., Nov. 4 – 4:30 p.m.

Topic: Installation of NAIFA-Florida Board of Directors
Time: Nov 4, 2020 04:30 PM Eastern Time (US and Canada)

Join Zoom Meeting
https://us02web.zoom.us/j/9351425169

Meeting ID: 935 142 5169
One tap mobile
+13017158592,,9351425169# US (Germantown)

Dial by your location
+1 646 558 8656 US (New York)
Meeting ID: 935 142 5169

Find your local number: https://us02web.zoom.us/u/kcaBAMvL3k

Q4 State of NAIFA
2020-11-04 12:00 - 13:00 | ZOOM
We have finally reached the final quarter of 2020. We have navigated this unprecedented year together. Our NAIFA Leaders reflect back on 2020 and look forward to 2021 when we present the new strategic plan.
This Q4 State of NAIFA focuses on our advocacy work at the grassroots, state and federal level. Hear directly from key members as to what you need to know –and do– to get ready to advocate in 2021 for your business and the clients you serve.
