Town Hall for Members Only on PPP Updates
2020-07-21 14:00 - 15:00 (America/New_York) | 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

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

Certified Long Term Care Designation Course
2020-08-06 13:00 - 17:00, 2020-08-13 13:00 - 17:00, 2020-08-20 13:00 - 17:00, 2020-08-26 08:00 - 17:00, 2020-09-10 13:00 - 17:00, 2020-09-17 13:00 - 17:00 | 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

Monthly Leader Webinar: August 2020
2020-08-07 12:00 - 13:00 | Webinar
Monthly Leader Webinar: August 2020
Date: 8/7/2020
Time: Noon Eastern Export to Your Calendar
Register

Continuing Education - Asset Transfer: A Pathway to Legacy Planning
2020-08-13 12:00 - 13:00 | ZOOM
“Asset Transfer: A Pathway to Legacy Planning – Virtual Class”
DATE: August 13, 2020
TIME: Noon
HOURS: One (1)
INSTRUCTOR: Joe Chalom
FORMAT: Virtual/Website/Online
PROVIDER#: 654 (NAIFA-Florida)
DFS COURSE #: 113556
COURSE OFFERING ID#: 1127374
AUTHORITY LINE(s): Life, Health, Variable Products
Description
This one-hour virtual DFS-approved Continuing Education class educates insurance advisors about beneficiary designations in terms of asset transfer, and how that interacts with wills and testaments. The class also reviews claim options and tax registration.
REGISTER: https://naifacf.wufoo.com/forms/z6iy1kh06xmw33/

NAIFA Live Featuring Dawn Wolfgram, CLF
2020-08-13 14:00 - 15:00 | NAIFA Live
Dawn Wolfgram, CLF
Managing Change
Changing times call for strong leadership. In this webinar, Dawn Wolfgram, CLF®, Regional Managing Director at Principal Financial and National President of Women in Insurance & Financial Services, will share her experiences and insights on change management and how to guide those you lead through the process of transition.

Schedule (all times Eastern):

2:00 pm – Welcome – Live Broadcast Begins

2:00 pm – Dawn Wolfgram Presentation

2:45 pm – Q&A Discussion

Onboarding Program Month #8: Designations & Certifications
2020-08-14 13:00 - 14:00 | Webinar
LUTCF & LACP are recognized marks of distinction for insurance agents and advisors. A panel of top producing designees will tell how the designations helped them write more business and distinguish them from the competition.

Online registration is available until: 8/14/2020

YAT - Working & Schooling from Home
2020-08-18 12:00 - 13:00
The webinar is brought to you by

Working and Schooling from Home
August 18, 2020
Noon Eastern

Summer is coming to an end and the air smells of pencils and paper. This a sure sign that school is about to start. As districts are determining their return to school practices, how are you preparing to balance your own return to work plans into your children’s virtual learning? Explore tips and tricks to balance work and school from home.

NAIFA-Florida- Local Presidents - Monthly Teleconference
2020-08-20 16:00 - 17:00, 2020-09-17 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.

Chapter Staff Meeting: August 2020
2020-08-21 12:00 - 13:00 | ZOOM
Chapter Staff Meeting: August 2020
8/21/2020
Time: Noon Eastern
Export to Your Calendar Register

Webinar- The Disparity and Opportunity
2020-08-25 14:00 - 17:00 | ZOOM
The webinar is brought to you by

The Disparity and Opportunity

Christopher Gandy
Midwest Legacy Group
President/Founder
August 25, 2020
2 pm eastern

We have all been riveted by the inhumane treatment that George Floyd received at the hands of a police officer. It has sent our typical the social norms into a chaotic tailspin and all while in a Pandemic.
Take a closer look at the disparity and opportunity with NAIFA’s very own African American advisor in leadership and in the field. Join us on this journey, as we embark on a unprecedented look behind the scenes of the diversity experience.

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MEMBERS ONLY: Administrative Actions in August: Tax and Other Implications from Recent Executive Orders
2020-08-26 14:00 - 15:00 | ZOOM
August 26 @ 2 PM eastern
MEMBERS ONLY: Administrative Actions in August: Tax and Other Implications from Recent Executive Orders
Aaron Fox, CPA & Mi-Mi Wong, CPA

Join us for a discussion on the four actions taken by the Executive Branch on August 8 and unpack each of them for discussion. The four actions include:

Student Loan Repayment Relief
Assistance to Renters & Homeowners
Relief to Unemployed
Deferring Payroll Tax Obligations

Webinar- Veteran Benefits
2020-08-27 14:00 - 15:00 | ZOOM
The webinar is brought to you by

Veteran’s Benefits
Dan Mangus
Senior Marketing Specialists
Vice President, Sales
August 27, 2020
2 PM Eastern

Our veterans have already gone above and beyond for this country. Now it’s our turn to give back by being fully educated about the benefits available to them. Join Dan Mangus as he walks through a variety of options and benefits available to veterans and how to access these benefits.

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Monthly Leader Webinar: September 2020
2020-09-04 12:00 - 13:00 | ZOOM
Monthly Leader Webinar: September 2020
Date: 9/4/2020
Time: Noon Eastern
Register

Online registration is available until: 9/4/2020

NAIFA-Florida Office Closed - Holiday
2020-09-07
The NAIFA-Florida office will be closed on Monday, September 7, 2020 in observation of Labor Day.

NAIFA Live Featuring Dave Resseguie
2020-09-10 14:00 - 15:00 | NAIFA Live
Presented by
Dave Resseguie
y[OUR] Work Matters
So often, the greatest battle that we face is in between our own two ears. Have you ever felt like a sales person who is bothering people by trying to get them to do something?
#headtrash
There’s so much wrong with that statement, and in this powerful 60 minute session, your conviction will rebuild that y[OUR] work does, in fact, matter! And, given the recent events in 2020, your work has never been more valuable than it is today.

Schedule (all times Eastern):
2:00 p.m.: Live Broadcast Begins
2:00-3 p.m.: Presentation

MEMBERS ONLY: NAIFA Live: Y[our] Work Matters
2020-09-10 14:00 - 15:00 | Webinar
September 10 @ 2 PM eastern
MEMBERS ONLY: NAIFA Live: Y[our] Work Matters Dave Resseguie
So often, the greatest battle that we face is in between our own two ears. Have you ever felt like a sales person who is bothering people by trying to get them to do something? #headtrash
There’s so much wrong with that statement, and in this powerful session, your conviction will rebuild that y[OUR] work does, in fact, matter! And, given the recent events in 2020, your work has never been more valuable than it is today.

Onboarding Program Month #9: You, NAIFA & the Media
2020-09-11 13:00 - 14:00 | Webinar
Membership in NAIFA affords media access. Boost your personal brand and that of your firm by presenting yourself in print, social media and on camera. Benefit from the NAIFA National Communications team that will provide a session to help you take advantage of today’s media and reach new audiences.

Online registration is available until: 9/11/2020

NAIFA-Broward Tax-Reduction Seminar
2020-09-16 13:00 - 15:00 | ZOOM
YOU’RE INVITED! NAIFA-BROWARD VIRTUAL SEMINAR!

Keep More of Your Money in 2020!
Important Real-Time Updates You Need to Know About the New Tax Law!

Tax-Reduction Strategies for the Insurance and Financial Professional Remote
Strategies that save you time and money!
Wednesday, September 16th, 2020
1:00 pm – 3:00 pm
Please plan to login at 12:45 pm in case you have to download app or encounter login issues. Seminar begins promptly at 1:00 pm.
ZOOM MEETING – SPACES ARE LIMITED
NAIFA Members are FREE. Non-Member cost is $19.95.

For more information and to RSVP, please contact NAIFA-Broward Association Executive Rhonda Milrot at (954) 753-2262 or admin@naifa-broward.org.
For best results, please plan on attending this virtual program with your webcam on. This is an interactive program.

Here’s some of what you’ll learn:
* CHANGES in your 2020 Tax Deductions and why your accountant can’t “just take” the new deductions for you.
* Real-time updates on the new Stimulus Bill/CARES Act.
* HOW to navigate the NEW 20% 199A DEDUCTION designed for Self-Employed Professionals and worth up to $63,000!
* WHY you may want to buy a new or pre-owned car sooner than you think… the great 2020 “makeover” of the CAR DEDUCTION rules you will want to take advantage of!
* HOW TO deduct all of your FAMILY’S MEDICAL COSTS – even dental – as a BUSINESS expense!
* LEARN how to safely qualify your home office for big tax deductions, even if you spend most of your office time at a branch office. More Important than ever!
* THE New…and Improved… food and beverage deductions for insurance professionals that you probably don’t know about.

After this seminar, you’ll have what you need to bring to your tax accountant so you qualify for thousands of dollars more in deductions.
“Awesome Tax Saving Strategies! This will revolutionize my business planning.” – Ben Robison, Northwestern Mutual Financial Services Rep, Louisville, KY
“Your instructor has the ability to bring these complicated issues to the common business owner. The instructor spoke our language… and empowered me to talk to my tax preparer in an educated fashion on subjects that I had no idea I could use to my advantage – Thank you Bradford and Company!!” – Theresa Schaffer, Launch Manager, Thrivent Financial, Watertown, SD
About your Instructor:
Maine Shafer, JD, has more than 15 years’ experience as a professional speaker delivering tax reduction strategies on behalf of Bradford and Company, Inc. His strong background in taxes started working for a U.S. Senator on Capitol Hill while receiving his law degree from Georgetown University Law Center and continued as an Assistant Attorney General for the State of New Mexico and attorney for the New Mexico Real Estate Commission. Maine’s platform abilities have involved not only making tax information clear and usable, but also delivering sales and motivational speeches and programs throughout the Western US.
Bradford and Company, Inc is a non-biased educational firm.
This is not a tax-prep class.
This lively, entertaining seminar is presented by Bradford Tax Solutions, Inc., a provider of tax reduction strategies for more than 40 years. Information in this seminar is excerpted from Bradford’s Business Tax Deductions program, optionally available to seminar attendees after the seminar.

Advanced Practice Symposium - "Meet the Feldmans" Case Study
2020-09-16 14:00 - 15:00 | ZOOM
Three Part Series –September 16, 23, & 30, 2020 | 2:00 pm eastern
“Meet the Feldmans” Case Study

NAIFA and Financial Service Professionals (FSP) have joined together to create a three-part virtual event to allow participants to work through a complex case with a panel of family estate and business planning experts.
Facts About the Event:

Case study scenario is distributed prior to the event for review & consideration
Expert speakers use the case study as a framework for in-depth discussions with both
online & in-person attendee live participation opportunities

Topics Include:

Estate planning involving family owned business with complex family relationships
Executive benefits in family-owned businesses
Business succession issues

September 16

Session Leader
Ron Lee

September 23

Session Leader
Kathleen Bilderback

September 30

Session Leader
Andrew Rinn

$99 NAIFA & FPS Members
$150 Non-Members
Agencies: Contact NAIFA for pricing

Virtual Event: How to Talk to Clients About Home Equity Planning & Compliance Officers
2020-09-16 14:00 - 15:00 | ZOOM
The webinar is brought to you by

How to Talk to Clients About Home Equity Planning & Compliance Officers

Jamie Hopkins, Esq., LLM, MBA, CFP, RICP
Carson Wealth
Director of Retirement Reserch

Harlan Accola
Fairway Independent Mortgage Corporation
National Reverse Mortgage Director
September 16
2 pm eastern

How do you talk to compliance and clients without getting in trouble? Because you care about your clients, from a liability and fiduciary perspective, you really cannot afford to NOT talk about $7.1 trillion in clients’ homes over the age of 62 with all the research and undeniable facts about the proper use of home equity.

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Chapter Staff Meeting: September 2020
2020-09-17 12:00 - 13:00 | ZOOM
Chapter Staff Meeting: September 2020
9/17/2020
Time: Noon Eastern
Export to Your Calendar Register

2020-09-17 12:00 - 13:00 | ZOOM
The webinar is brought to you by

Life Insurance Awareness Month: Educating & Empowering Policy Owners
Mike Pepe
Proformex
Founder
Marc Byrnes
Oswald Companies
Chairman Emeritus
Ken Leibow
InsurTech Express
CEO, Founder & Chairman
Ryan Pinney
Pinney Insurance
President
September 17, 2020
Noon EST

Join our panelists as they discuss the poignancy of this year’s Life Insurance Awareness Month (LIAM). They’ll share ideas on how to best honor LIAM, chat about industry trends, and offer their unique insights as to what the future holds for life insurance.

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Advanced Practice Symposium - "Meet the Feldmans" Case Study
2020-09-23 14:00 - 15:00 | ZOOM
Three Part Series — September 16, 23, & 30, 2020 | 2:00 pm eastern
“Meet the Feldmans” Case Study

NAIFA and Financial Service Professionals (FSP) have joined together to create a three-part virtual event to allow participants to work through a complex case with a panel of family estate and business planning experts.
Facts About the Event:

Case study scenario is distributed prior to the event for review & consideration
Expert speakers use the case study as a framework for in-depth discussions with both
online & in-person attendee live participation opportunities

Topics Include:

Estate planning involving family owned business with complex family relationships
Executive benefits in family-owned businesses
Business succession issues

September 16

Session Leader
Ron Lee

September 23

Session Leader
Kathleen Bilderback

September 30

Session Leader
Andrew Rinn

$99 NAIFA & FPS Members
$150 Non-Members
Agencies: Contact NAIFA for pricing
