BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//NAIFA-Florida - ECPv6.15.16//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:NAIFA-Florida
X-ORIGINAL-URL:https://studymanuals.naifa-florida.org
X-WR-CALDESC:Events for NAIFA-Florida
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:America/New_York
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20230312T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20231105T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20240310T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20241103T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20250309T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20251102T060000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240718T113000
DTEND;TZID=America/New_York:20240718T123000
DTSTAMP:20260404T060411
CREATED:20240702T222406Z
LAST-MODIFIED:20240709T154334Z
UID:44433-1721302200-1721305800@studymanuals.naifa-florida.org
SUMMARY:Ocala Affiliate Call
DESCRIPTION:We’re eager to hear from you about the events you’d like to see happening in your area for the remainder of this year. Your input is invaluable in shaping our community’s calendar and ensuring it reflects the interests and preferences of all members. \nTo facilitate this discussion\, NAIFA-Florida Leadership is hosting a series of Zoom call by local affiliate. During this session\, we’ll brainstorm ideas\, share suggestions\, and explore possibilities for upcoming events. Whether it’s educational luncheons\, continuing education sessions\, or recreational gatherings\, your ideas will help us create memorable experiences for everyone. \nHere are the details: \nAll calls will take place at 11:30 AM EST. Please register in advance to receive the zoom link. \n\nJuly 9th: Palm Beaches – Register Here\nJuly 11th: Miami Dade – Register Here\nJuly 16th: Northwest Florida – Register Here\nJuly 18th: Ocala – Register Here\nJuly 30th: Daytona Beach – Register Here\nAugust 1st: North Central – Register Here\nAugust 6th: Capital – Register Here\n\nPlease mark your calendars and come prepared to contribute your thoughts and ideas. Your participation will be instrumental in making this year’s events truly special and inclusive. \nIf you have any specific topics or ideas you’d like to discuss during the call\, feel free to share them with us in advance by clicking here. \nWe look forward to your active participation and fruitful discussions during the Zoom call. Together\, let’s make this year’s events the best ones yet!
URL:https://studymanuals.naifa-florida.org/event/ocala-affiliate-call/
LOCATION:ZOOM
CATEGORIES:Affiliate Meeting,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240717T120000
DTEND;TZID=America/New_York:20240717T130000
DTSTAMP:20260404T060411
CREATED:20240712T205004Z
LAST-MODIFIED:20240712T205004Z
UID:44585-1721217600-1721221200@studymanuals.naifa-florida.org
SUMMARY:Pension Risk Transfer: Open the Door to New Client Opportunities
DESCRIPTION:WEDNESDAY\, JULY 17\, 2024\n12 PM EASTERN\n\nFinancial professionals across the country tell us they want prospective clients who have assets to move and are willing to meet on a favorable basis. They also tell us their current marketing efforts produce an inconsistent flow of new clients. This creates concern for how they will grow their practice outside of relying on market increases. Every financial professional should have a sustainable marketing strategy to gain prospective clients. Pension Risk Transfer (PRT) marketing is one way to do it. \n \n\n  \nTHIS WEBINAR IS BROUGHT TO YOU BY
URL:https://studymanuals.naifa-florida.org/event/pension-risk-transfer-open-the-door-to-new-client-opportunities/
LOCATION:ZOOM
CATEGORIES:Life Happens,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240716T120000
DTEND;TZID=America/New_York:20240716T130000
DTSTAMP:20260404T060411
CREATED:20240702T172609Z
LAST-MODIFIED:20240702T172609Z
UID:44403-1721131200-1721134800@studymanuals.naifa-florida.org
SUMMARY:Webinar: Buy-Sell Planning after Connelly
DESCRIPTION:  \nBuy-Sell Planning after Connelly\nTUESDAY\, JULY 16\, 2024\n12 PM EASTERN\n\nThe U.S. Supreme Court’s recent decision in Connelly v. United States has upended buy-sell planning for many business owners. Now more than ever\, effective buy-sell planning requires well-written legal documents\, deep knowledge of income and estate tax implications\, and practical experience with a wide range of planning concerns. Special attention will be given to the planning implications of this ruling for business owners with entity purchase or wait and see buy-sell agreements. We will discuss what went wrong\, how the result might have been avoided\, and innovative strategies to consider for cross purchase designs.
URL:https://studymanuals.naifa-florida.org/event/webinar-buy-sell-planning-after-connelly/
LOCATION:ZOOM
CATEGORIES:Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240716T113000
DTEND;TZID=America/New_York:20240716T123000
DTSTAMP:20260404T060411
CREATED:20240702T222225Z
LAST-MODIFIED:20240709T154351Z
UID:44430-1721129400-1721133000@studymanuals.naifa-florida.org
SUMMARY:Northwest Florida Affiliate Call
DESCRIPTION:We’re eager to hear from you about the events you’d like to see happening in your area for the remainder of this year. Your input is invaluable in shaping our community’s calendar and ensuring it reflects the interests and preferences of all members. \nTo facilitate this discussion\, NAIFA-Florida Leadership is hosting a series of Zoom call by local affiliate. During this session\, we’ll brainstorm ideas\, share suggestions\, and explore possibilities for upcoming events. Whether it’s educational luncheons\, continuing education sessions\, or recreational gatherings\, your ideas will help us create memorable experiences for everyone. \nHere are the details: \nAll calls will take place at 11:30 AM EST. Please register in advance to receive the zoom link. \n\nJuly 9th: Palm Beaches – Register Here\nJuly 11th: Miami Dade – Register Here\nJuly 16th: Northwest Florida – Register Here\nJuly 18th: Ocala – Register Here\nJuly 30th: Daytona Beach – Register Here\nAugust 1st: North Central – Register Here\nAugust 6th: Capital – Register Here\n\nPlease mark your calendars and come prepared to contribute your thoughts and ideas. Your participation will be instrumental in making this year’s events truly special and inclusive. \nIf you have any specific topics or ideas you’d like to discuss during the call\, feel free to share them with us in advance by clicking here. \nWe look forward to your active participation and fruitful discussions during the Zoom call. Together\, let’s make this year’s events the best ones yet!
URL:https://studymanuals.naifa-florida.org/event/northwest-florida-affiliate-call/
LOCATION:ZOOM
CATEGORIES:Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240711T160000
DTEND;TZID=America/New_York:20240711T170000
DTSTAMP:20260404T060411
CREATED:20240528T154549Z
LAST-MODIFIED:20240528T154739Z
UID:43865-1720713600-1720717200@studymanuals.naifa-florida.org
SUMMARY:Members Only - Coaches Circle with Dan Finley: Attracting Referrals
DESCRIPTION:Thursday\, July 11\, 2024\n4 pm eastern\n\nAs part of NAIFA’s Coaches Circle\, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally. \n\nLogin to the members portal to register for this Member’s Only webinar. \n  \nTHIS WEBINAR IS BROUGHT TO YOU BY
URL:https://studymanuals.naifa-florida.org/event/members-only-coaches-circle-with-dan-finley-attracting-referrals/
LOCATION:ZOOM
CATEGORIES:Coaches Circle,Members Only,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240711T120000
DTEND;TZID=America/New_York:20240711T120000
DTSTAMP:20260404T060411
CREATED:20240611T130820Z
LAST-MODIFIED:20240611T130820Z
UID:44137-1720699200-1720699200@studymanuals.naifa-florida.org
SUMMARY:Ambiguities in Per Capita Distributions: Navigating Complexities in Estate Planning & Life Insurance
DESCRIPTION:THURSDAY\, JULY 11\, 2024\n12:00 PM EASTERN\n\nPer stirpes and per capita options are commonly used by clients planning multigenerational assets transfers\, including both probate and nonprobate assets. This article delves into the distinctions between per capita distributions in estate planning versus life insurance\, underscoring the lack of a standard definition. During this program\, the authors will demonstrate how this ambiguity could impact a client’s distribution of assets. \n\n \n  \nTHIS AUDIO DISCUSSION IS BROUGHT TO YOU BY
URL:https://studymanuals.naifa-florida.org/event/ambiguities-in-per-capita-distributions-navigating-complexities-in-estate-planning-life-insurance/
LOCATION:ZOOM
CATEGORIES:Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240711T113000
DTEND;TZID=America/New_York:20240711T123000
DTSTAMP:20260404T060411
CREATED:20240702T221934Z
LAST-MODIFIED:20240709T154421Z
UID:44427-1720697400-1720701000@studymanuals.naifa-florida.org
SUMMARY:Miami Dade Affiliate Call
DESCRIPTION:We’re eager to hear from you about the events you’d like to see happening in your area for the remainder of this year. Your input is invaluable in shaping our community’s calendar and ensuring it reflects the interests and preferences of all members. \nTo facilitate this discussion\, NAIFA-Florida Leadership is hosting a series of Zoom call by local affiliate. During this session\, we’ll brainstorm ideas\, share suggestions\, and explore possibilities for upcoming events. Whether it’s educational luncheons\, continuing education sessions\, or recreational gatherings\, your ideas will help us create memorable experiences for everyone. \nHere are the details: \nAll calls will take place at 11:30 AM EST. Please register in advance to receive the zoom link. \n\nJuly 9th: Palm Beaches – Register Here\nJuly 11th: Miami Dade – Register Here\nJuly 16th: Northwest Florida – Register Here\nJuly 18th: Ocala – Register Here\nJuly 30th: Daytona Beach – Register Here\nAugust 1st: North Central – Register Here\nAugust 6th: Capital – Register Here\n\nPlease mark your calendars and come prepared to contribute your thoughts and ideas. Your participation will be instrumental in making this year’s events truly special and inclusive. \nIf you have any specific topics or ideas you’d like to discuss during the call\, feel free to share them with us in advance by clicking here. \nWe look forward to your active participation and fruitful discussions during the Zoom call. Together\, let’s make this year’s events the best ones yet!
URL:https://studymanuals.naifa-florida.org/event/miami-dade-affiliate-call/
LOCATION:ZOOM
CATEGORIES:Affiliate Meeting,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240709T113000
DTEND;TZID=America/New_York:20240709T123000
DTSTAMP:20260404T060411
CREATED:20240702T221735Z
LAST-MODIFIED:20240709T154439Z
UID:44425-1720524600-1720528200@studymanuals.naifa-florida.org
SUMMARY:Palm Beaches Affiliate Call
DESCRIPTION:We’re eager to hear from you about the events you’d like to see happening in your area for the remainder of this year. Your input is invaluable in shaping our community’s calendar and ensuring it reflects the interests and preferences of all members. \nTo facilitate this discussion\, NAIFA-Florida Leadership is hosting a series of Zoom call by local affiliate. During this session\, we’ll brainstorm ideas\, share suggestions\, and explore possibilities for upcoming events. Whether it’s educational luncheons\, continuing education sessions\, or recreational gatherings\, your ideas will help us create memorable experiences for everyone. \nHere are the details: \nAll calls will take place at 11:30 AM EST. Please register in advance to receive the zoom link. \n\nJuly 9th: Palm Beaches – Register Here\nJuly 11th: Miami Dade – Register Here\nJuly 16th: Northwest Florida – Register Here\nJuly 18th: Ocala – Register Here\nJuly 30th: Daytona Beach – Register Here\nAugust 1st: North Central – Register Here\nAugust 6th: Capital – Register Here\n\nPlease mark your calendars and come prepared to contribute your thoughts and ideas. Your participation will be instrumental in making this year’s events truly special and inclusive. \nIf you have any specific topics or ideas you’d like to discuss during the call\, feel free to share them with us in advance by clicking here. \nWe look forward to your active participation and fruitful discussions during the Zoom call. Together\, let’s make this year’s events the best ones yet!
URL:https://studymanuals.naifa-florida.org/event/palm-beaches-affiliate-call/
LOCATION:ZOOM
CATEGORIES:Affiliate Meeting,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240628T120000
DTEND;TZID=America/New_York:20240628T130000
DTSTAMP:20260404T060411
CREATED:20240611T132228Z
LAST-MODIFIED:20240611T132228Z
UID:44141-1719576000-1719579600@studymanuals.naifa-florida.org
SUMMARY:June Book Club
DESCRIPTION:Friday\, June 28\, 2024\n12 pm eastern\n\n Each month\, members will discuss and review a featured book to help you grow personally and professionally. \nBuilding a StoryBrand: Clarify Your Message So Customers Will Listen \nBy: Donald Miller\nNAIFA Facilitator: John D. Richardson \nNew York Times best-selling author Donald Miller uses the seven universal elements of powerful stories to teach listeners how to dramatically improve how they connect with customers and grow their businesses. \n\nLogin to the members portal to register for this Member’s Only webinar on the event calendar.\n \n 
URL:https://studymanuals.naifa-florida.org/event/june-book-club/
LOCATION:ZOOM
CATEGORIES:Book Club,Members Only,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240627T160000
DTEND;TZID=America/New_York:20240627T170000
DTSTAMP:20260404T060411
CREATED:20240528T154046Z
LAST-MODIFIED:20240528T154834Z
UID:43863-1719504000-1719507600@studymanuals.naifa-florida.org
SUMMARY:Members Only - Coaches Circle with Dan Finley: Mastering Personality-Based Selling
DESCRIPTION:Thursday\, June 27\, 2024\n4 pm eastern\n\nAs part of NAIFA’s Coaches Circle\, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally. \n\nLogin to the members portal to register for this Member’s Only webinar. \n  \nTHIS WEBINAR IS BROUGHT TO YOU BY
URL:https://studymanuals.naifa-florida.org/event/members-only-coaches-circle-with-dan-finley-mastering-personality-based-selling/
LOCATION:ZOOM
CATEGORIES:Coaches Circle,Members Only,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240627T120000
DTEND;TZID=America/New_York:20240627T130000
DTSTAMP:20260404T060411
CREATED:20240103T191437Z
LAST-MODIFIED:20240103T192116Z
UID:41884-1719489600-1719493200@studymanuals.naifa-florida.org
SUMMARY:Q3 State of NAIFA
DESCRIPTION:  \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nQ3 State of NAIFA\nThursday\, June 27\, 2024\n12 pm eastern\n\nJoin us for the Q3 “State of NAIFA” 2024 webinar featuring: \n\n\n\n\n\n\n\n\n\n\n\n\n  \n\n\nTom Cothron\, NAIFA President\nKevin Mayeux\, NAIFA CEO\nDiane Boyle\, NAIFA SVP of Government Relations\n\nNAIFA leaders will provide an update on where NAIFA is as an association and highlight advocacy work to be done this year. They will also provide an update on NAIFA programs and\, most importantly\, provide information to help you get the most out of NAIFA.
URL:https://studymanuals.naifa-florida.org/event/q2-state-of-naifa-4/
LOCATION:ZOOM
CATEGORIES:State of NAIFA,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240627T113000
DTEND;TZID=America/New_York:20240627T130000
DTSTAMP:20260404T060411
CREATED:20240402T202941Z
LAST-MODIFIED:20240612T202744Z
UID:43144-1719487800-1719493200@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Northeast FL CE- Roadmap to Transaction
DESCRIPTION:Brian Goodhart\nJUNE 27\, 2024\n11:30 AM – 1:00 PM\nCE APPROVED! \nCourse ID: 130213 – Course Offering: 1201855\nCourse Authority: CE 9901- Generic Life & General Lines\nLevel: Intermediate – Provider ID: 654\nHour(s) Approved: 1 hour \n\nJoin NAIFA-Northeast Florida on June 27th from 11:30 am – 1:00 pm for our June Member Meeting – “The Roadmap to Selling a Business” Process\, Pitfalls and a Path Forward. We will hear from Brian Goodhart. We can’t wait to see you! \nWhat You Can Expect to Learn: \n\nThe current state of the financial markets – Interest rates\, financial news\, financial trends in M&A\, private equity\, venture capital and more. Typically discuss any local concerns that may be important in a given area (recent trends\, newsworthy items\, etc.).\nWhat has Capstone learned in nearly 30 years of mid-market M&A? – The balance of owning a business. Why do people sell? What are their motivations for divesting of their business? What does a good transaction process look like? What is the role of their advisor during their transition exploration? How does a business owner vet various transition options including such options as Management Buyout\, ESOP\, external sale\, etc.\nThe M&A Process – What are the primary steps to the process? What should a business owner and/or their advisors look for in a good transaction professional? What does the process look like and when should advisors expect to be involved?\nWhat makes for a satisfied seller? How does this reconcile with their preparatory work done in the beginning of the process? Where do advisors typically add value?\n\nMembers: $27.50 | Non-Members: $35.00 \nTerra Gaucha Brazilian Steakhouse\n4483 Southside Blvd\nJacksonville\, FL 32216
URL:https://studymanuals.naifa-florida.org/event/naifa-northeast-fl-the-roadmap-to-selling-a-business-process-pitfalls-and-a-path-forward/
LOCATION:Terra Gaucha Brazilian Steakhouse\, 4483 Southside Blvd.\, Jacksonville\, FL\, 32216
CATEGORIES:Chapter Event,In Person Event,Networking,New Members,Non-Members,Open to Members & Non-Members
ORGANIZER;CN="NAIFA-Northeast Florida":MAILTO:info@naifa-jacksonville.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240626T120000
DTEND;TZID=America/New_York:20240626T130000
DTSTAMP:20260404T060411
CREATED:20240611T130459Z
LAST-MODIFIED:20240611T130459Z
UID:44135-1719403200-1719406800@studymanuals.naifa-florida.org
SUMMARY:Social Security: Will It Still Be There?
DESCRIPTION:  \nWEDNESDAY\, JUNE 26\, 2024\n12 PM EASTERN\n\nThe majority of Americans get the bulk of their retirement income from Social Security\, and the release of the Trust Fund Annual Report has become a spring ritual. The new report\, issued in May\, had a few minor—but no major—surprises. Just like every other year\, there has been a predictable flurry of general news media coverage since the report was released. Will Social Security still be there? Is it going broke? Are we going to have to live on less money? Your clients are hearing all this. Understanding a few important concepts can help you deal with the concerns they may have. \n \n\nTHIS WEBINAR IS BROUGHT TO YOU BY
URL:https://studymanuals.naifa-florida.org/event/social-security-will-it-still-be-there/
LOCATION:ZOOM
CATEGORIES:Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240620T120000
DTEND;TZID=America/New_York:20240620T130000
DTSTAMP:20260404T060411
CREATED:20240326T184714Z
LAST-MODIFIED:20240611T130015Z
UID:43043-1718884800-1718888400@studymanuals.naifa-florida.org
SUMMARY:Members Only - NAIFA Live: Train Your Brain for Success
DESCRIPTION:  \n\nNAIFA Live\nJune 20\, 2024\nJuly 18\, 2024\nAugust 15\, 2024\nSeptember 19\, 2024\nOctober 17\, 2024\nNovember 21\, 2024\n12:00 pm ET\n\n \n\n\n\n\n\n\n\n\n\n\n\nYour brain is the single biggest driver of your energy\, your focus\, and the results you get in every area of life. Your career\, your finances\, your physical health\, your relationships- all of them are constantly created and influenced by your thinking. Unfortunately\, your brain didn’t come with an owner’s manual … until now. \nIn Train Your Brain For Success\, you will learn to harness the incredible creative capacity of your mind and achieve your personal best – professionally\, financially\, and personally. \n\n\n\n\n\n\n\n\n\nTo register for NAIFA Live\, please go through the Member Portal. Once you have signed into the member portal\, hover over the Educate tab and click on NAIFA Live to register. \nNAIFA Live is a virtual event available to NAIFA members. Please register in advance. If you are not yet a member\, please join us to take advantage of all the benefits NAIFA has to offer.
URL:https://studymanuals.naifa-florida.org/event/members-only-naifa-live-8/
LOCATION:ZOOM
CATEGORIES:Members Only,NAIFA Live,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240620T113000
DTEND;TZID=America/New_York:20240620T123000
DTSTAMP:20260404T060411
CREATED:20240612T190003Z
LAST-MODIFIED:20240612T190244Z
UID:44161-1718883000-1718886600@studymanuals.naifa-florida.org
SUMMARY:NAIFA Southwest Florida Affiliate Meeting
DESCRIPTION:We’re eager to hear from you about the events you’d like to see happening in your area for the remainder of this year. Your input is invaluable in shaping our community’s calendar and ensuring it reflects the interests and preferences of all members.\n  \n\nTo facilitate this discussion\, NAIFA-Florida Leadership is hosting a Zoom call on June 20th at 11:30 AM. During this session\, we’ll brainstorm ideas\, share suggestions\, and explore possibilities for upcoming events. Whether it’s educational luncheons\, continuing education sessions\, or recreational gatherings\, your ideas will help us create memorable experiences for everyone.\n  \n\nHere are the details for the Zoom call:\n  \n\nDate: June 20th\nTime: 11:30 AM\nJoin Zoom Meeting\nhttps://naifa.zoom.us/j/89399128915\n  \n\nFind your local number: https://naifa.zoom.us/u/keo1np4EKr
URL:https://studymanuals.naifa-florida.org/event/naifa-southwest-florida-affiliate-meeting/
LOCATION:ZOOM
CATEGORIES:Affiliate Meeting,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240618T173000
DTEND;TZID=America/New_York:20240618T193000
DTSTAMP:20260404T060411
CREATED:20240510T180348Z
LAST-MODIFIED:20240510T181434Z
UID:43627-1718731800-1718739000@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Tampa - FICPA Networking Social
DESCRIPTION:  \n  \n  \n  \nFICPA Networking Social\nJUNE 18\, 2024 \n5:30 PM-7:30 PM \n\nJoin us along with our friends from FICPA for our June social at the lovely Cheeseology!\n\nCome and enjoy freshly baked pizza topped with amazing in house cheese along with an array of wine offerings.\n\n\n \nRegistration includes: \n\n\nAdmission to the event\nOne drink ticket for beer or wine (additional drinks available for purchase)\nPizza\n\nSpace is limited so register today!\n\nPricing: $25 Members\, $40 nonmembers\n\n  \nLocation:\nCheeseology\n1527 E 7th Ave\nTampa\, FL 33605\n 
URL:https://studymanuals.naifa-florida.org/event/naifa-tampa-ficpa-networking-social/
LOCATION:Cheeseology\, 1527 E 7th Ave\, Tampa\, FL\, 33605
CATEGORIES:Chapter Event,In Person Event,Networking,New Members,Non-Members,Open to Members & Non-Members
ORGANIZER;CN="NAIFA-Tampa Bay":MAILTO:info@naifatampa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240613T160000
DTEND;TZID=America/New_York:20240613T170000
DTSTAMP:20260404T060411
CREATED:20240528T153849Z
LAST-MODIFIED:20240528T154810Z
UID:43861-1718294400-1718298000@studymanuals.naifa-florida.org
SUMMARY:Members Only-Coaches Circle with Dan Finley: The Advisor Solutions Master Mind Session
DESCRIPTION:Thursday\, June 13\, 2024\n4 pm eastern\n\nAs part of NAIFA’s Coaches Circle\, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally. \n\nLogin to the members portal to register for this Member’s Only webinar. \n  \nTHIS WEBINAR IS BROUGHT TO YOU BY
URL:https://studymanuals.naifa-florida.org/event/members-only-coaches-circle-with-dan-finley-the-advisor-solutions-master-mind-session/
LOCATION:ZOOM
CATEGORIES:Coaches Circle,Members Only,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240613T133000
DTEND;TZID=America/New_York:20240613T143000
DTSTAMP:20260404T060411
CREATED:20240611T131519Z
LAST-MODIFIED:20240611T131519Z
UID:44139-1718285400-1718289000@studymanuals.naifa-florida.org
SUMMARY:Tax Reform Priorities and Politics
DESCRIPTION:Thursday\, June 13\, 2024\n1:30 pm eastern\nTax reform is expected to consume the attention of Congress next year and preparation is well underway. Learn more about the Super Bowl of Tax as NAIFA’s lobbyists debate the politics of tax policy ahead of 2025 fiscal cliff. NAIFA’s early engagement is essential to inform tax writers on the impact of tax changes will have on families\, businesses\, and communities. \n  \nLogin to the members portal to register for this Member’s Only webinar.
URL:https://studymanuals.naifa-florida.org/event/tax-reform-priorities-and-politics/
CATEGORIES:Legislative Event,Members Only,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240604T120000
DTEND;TZID=America/New_York:20240604T130000
DTSTAMP:20260404T060411
CREATED:20240424T144155Z
LAST-MODIFIED:20240424T144155Z
UID:43435-1717502400-1717506000@studymanuals.naifa-florida.org
SUMMARY:Maximizing the Value of Life Insurance - An Innovative Approach to Charitable Giving
DESCRIPTION:TUESDAY\, JUNE 4\, 2024\n12 PM EASTERN\n\nLife insurance is a mainstay in planning. As circumstances change\, advisors and their charitable clients can appropriately value and potentially monetize policies for more than their cash surrender value. The valuation of existing policies is used by fiduciaries to protect clients’ best interests and uncover value to help solve other planning needs. CE Credit Available. \n \n\n\nTHIS WEBINAR IS BROUGHT TO YOU BY
URL:https://studymanuals.naifa-florida.org/event/maximizing-the-value-of-life-insurance-an-innovative-approach-to-charitable-giving/
LOCATION:ZOOM
CATEGORIES:Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240529T113000
DTEND;TZID=America/New_York:20240529T140000
DTSTAMP:20260404T060411
CREATED:20240402T203629Z
LAST-MODIFIED:20240402T203629Z
UID:43146-1716982200-1716991200@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Tampa Bay - Florida Property Insurance Market Update Luncheon
DESCRIPTION:Carl Rockman\nCitizens\nMAY 29\, 2024\n11:30 AM – 2:00 PM EST\n\nJoin NAIFA Tampa Bay tomorrow as we welcome Carl Rockman\, Vice President\, Agency & Market Services from Citizens\, to discuss the current state of the property insurance marketplace and changes to expect for your clients. \nEven if you are not a multi line agent\, we highly recommend attending as these issues will directly or indirectly affect every client you have in the State of Florida. Be a resource for them to help show your value as a NAIFA member by attending. \nTopics to Include: \n• Legislative Changes Impacting Citizens \n• Depopulation Program Enhancements \n• Tips on Working With Citizens \nOpen to all members\, non-members\, & their guests. \nDon’t forget to bring your business cards and invite a potential NAIFA member! \nMembers: $10.00 | Non-Members: $20.00 \nBrio Italian Grille\n2223 N Westshore Blvd\nTampa\, FL 33607
URL:https://studymanuals.naifa-florida.org/event/naifa-tampa-bay-florida-property-insurance-market-update-luncheon/
LOCATION:Brio Italian Grille\, 2223 N. Westshore Boulevard\, Tampa\, Florida
CATEGORIES:Chapter Event,In Person Event,Networking,New Members,Non-Members,Open to Members & Non-Members
ORGANIZER;CN="NAIFA-Tampa Bay":MAILTO:info@naifatampa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240523T113000
DTEND;TZID=America/New_York:20240523T130000
DTSTAMP:20260404T060411
CREATED:20240510T154042Z
LAST-MODIFIED:20240510T154159Z
UID:43622-1716463800-1716469200@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Central FL May Luncheon Meeting
DESCRIPTION:Join us at The Azalea Lodge at Mead Gardens\, 1300 S. Denning Drive\, Winter Park on May 23\, 2024 from 11:30 am – 1:00 pm.\nClick here for a link to Google map. \nSPEAKER:\nDEGEAN LARSEN\n\n\n\n\n\n\n\n\n\n\n\nDegaen has over a decade of experience in the Florida Retirement System (FRS).  He has successfully guided numerous individuals towards retirement.  Throughout his career\, he has assisted a wide range of professionals\, including judges\, lawyers\, police officers\, firefighters\, and teacher\, in their retirement journey. \nOne particular focus area of his expertise is the Deferred Retirement Option Plan (DROP).  Degean has extensive knowledge of the procedures and requirements for entering and exiting DROP.  He is with Siler Wealth Management in Longwood\, FL. \nMEETING INFORMATION\nTopic: Deferred Retirement Option Plan (DROP)\n11:30 am – 1:00 pm on Thursday\, May 23\, 2024\nThe Azalea Lodge At Mead Gardens\n1300 S Denning Dr\, Winter Park\, FL 32789 \nCOST\nMember of NAIFA  $25.00\nNon-Members $30.00\nInvited and First-Time Guests – FREE \n\n                                                                     \n 
URL:https://studymanuals.naifa-florida.org/event/naifa-central-fl-may-luncheon-meeting/
LOCATION:The Azalea Lodge at Mead Gardens\, 1300 S Denning Dr\, Winter Park\, FL\, 32789
CATEGORIES:Chapter Event,In Person Event,Networking,New Members,Non-Members,Open to Members & Non-Members
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240523T113000
DTEND;TZID=America/New_York:20240523T130000
DTSTAMP:20260404T060411
CREATED:20240402T202626Z
LAST-MODIFIED:20240405T171504Z
UID:43142-1716463800-1716469200@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Northeast FL - Deflate\, Relate\, Elevate: The formula for building strong relationships
DESCRIPTION:Deflate\, Relate\, Elevate: The formula for building strong relationships\nErin O’Malley\nMAY 23\, 2024\n11:30 AM – 1:00 PM\n\nJoin NAIFA-Northeast Florida on May 23rd from 11:30 am – 1:00 pm for our May Member Meeting – Deflate\, Relate\, Elevate: The formula for building strong relationships. We will hear from Erin O’Malley. We can’t wait to see you! \nWhat You Can Expect:\nExperience what it’s like to truly feel heard by practicing curious listening. We’ll challenge active listening myths and get to the heart of engaged listening. \nDiscover the true meaning of empathy and explore how to develop and use empathy as a skill set for connection and collaboration. \nLearn how to embrace tough conversations and relieve the pressure of having to be the problem solver and fixer for all scenarios. \nLearning Objectives: \n\nStronger\, effective\, and powerful communication with your colleagues and clients\,\nLess drama and more ownership of responsibilities\, and…\nA formula to get ahead of misunderstandings and miscommunications and turn misfires into opportunities for stronger and powerful relationships…the Deflate\, Relate\, Elevate©️ is the formula for you.\n\nMembers: $27.50 | Non-Members: $35.00 \nTerra Gaucha Brazilian Steakhouse\n4483 Southside Blvd\nJacksonville\, FL 32216
URL:https://studymanuals.naifa-florida.org/event/naifa-northeast-fl-deflate-relate-elevate-the-formula-for-building-strong-relationships/
LOCATION:Terra Gaucha Brazilian Steakhouse\, 4483 Southside Blvd.\, Jacksonville\, FL\, 32216
CATEGORIES:Chapter Event,In Person Event,Networking,New Members,Non-Members,Open to Members & Non-Members
ORGANIZER;CN="NAIFA-Northeast Florida":MAILTO:info@naifa-jacksonville.org
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20240520
DTEND;VALUE=DATE:20240522
DTSTAMP:20260404T060411
CREATED:20240201T184544Z
LAST-MODIFIED:20240430T191641Z
UID:42352-1716163200-1716335999@studymanuals.naifa-florida.org
SUMMARY:2024 Congressional Conference
DESCRIPTION:The Congressional Conference\nMay 20-21\, 2024\nJ.W. Marriott in Washington\, D.C. \n\n\n\n\nNAIFA’s annual Congressional Conference is crucial to our grassroots advocacy strategy. The event brings NAIFA members together as a critical mass to advocate on behalf of their businesses\, clients\, consumers\, and the insurance and financial services industry. It provides targeted advocacy training with briefings on specific legislative issues\, best practices for conducting congressional meetings\, and tips for developing impactful long-term relationships with legislators. \n\n\n\n\n \n 
URL:https://studymanuals.naifa-florida.org/event/2024-congressional-conference/
LOCATION:Washington DC\, Washington DC
CATEGORIES:In Person Event,Legislative Event
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240508T120000
DTEND;TZID=America/New_York:20240508T130000
DTSTAMP:20260404T060411
CREATED:20240424T142444Z
LAST-MODIFIED:20240424T142444Z
UID:43432-1715169600-1715173200@studymanuals.naifa-florida.org
SUMMARY:Income Protection - The Cornerstone to Financial Planning
DESCRIPTION:WEDNESDAY\, MAY 8\, 2024\n12 PM EASTERN\n\nThe foundation of a solid financial plan during income earning years needs to be supported by a disability income plan and life insurance. We’ll examine easy and proven educational tools that assist you in having the income protection conversation. CE Credit Available. \n \n\n  \n  \n\nTHIS WEBINAR IS BROUGHT TO YOU BY
URL:https://studymanuals.naifa-florida.org/event/income-protection-the-cornerstone-to-financial-planning/
LOCATION:ZOOM
CATEGORIES:Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240502T090000
DTEND;TZID=America/New_York:20240502T100000
DTSTAMP:20260404T060411
CREATED:20240430T190812Z
LAST-MODIFIED:20240430T190940Z
UID:43512-1714640400-1714644000@studymanuals.naifa-florida.org
SUMMARY:Free Webinar on the DOL Fiduciary-Only Rule
DESCRIPTION:How the DOL Fiduciary-Only Rule Will Impact the Role of Financial Professionals Offering Retirement Planning Services\nTHURSDAY\, MAY 2\, 2024\n2 PM EASTERN\n\nOn April 23\, the Department of Labor and the White House released a final fiduciary-only rule after an astonishingly brief regulatory and review process and in spite of grave concerns expressed by NAIFA\, members of Congress\, and other stakeholders. Join representatives from NAIFA and Steptoe to learn how the fiduciary-only rule will impact financial professionals’ business and their clients. \nThis webinar will consist of a presentation followed by a Q&A session. \n \n\n 
URL:https://studymanuals.naifa-florida.org/event/free-webinar-on-the-dol-fiduciary-only-rule/
LOCATION:ZOOM
CATEGORIES:Legislative Event,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240501T120000
DTEND;TZID=America/New_York:20240501T130000
DTSTAMP:20260404T060411
CREATED:20240424T141909Z
LAST-MODIFIED:20240424T141909Z
UID:43430-1714564800-1714568400@studymanuals.naifa-florida.org
SUMMARY:Maximizing Wealth: The Importance of Coordinating Financial Assets with the Estate Plan
DESCRIPTION:WEDNESDAY\, MAY 1\, 2024\n12 PM EASTERN\n\nThis webinar will delve into the intricate relationship between financial assets and estate planning. Working with clients to effectively coordinate financial assets can assure that value is maximized and asset protection is enhanced. The webinar will review strategies to coordinate estate planning with various types of financial assets\, including investments\, real estate\, retirement accounts\, insurance\, and other assets. We will discuss how to align financial assets with estate planning objectives. \n \n\n  \nTHIS WEBINAR IS COSPONSORED BY
URL:https://studymanuals.naifa-florida.org/event/maximizing-wealth-the-importance-of-coordinating-financial-assets-with-the-estate-plan/
LOCATION:ZOOM
CATEGORIES:Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240425T180000
DTEND;TZID=America/New_York:20240425T200000
DTSTAMP:20260404T060411
CREATED:20240411T172459Z
LAST-MODIFIED:20240411T173451Z
UID:43263-1714068000-1714075200@studymanuals.naifa-florida.org
SUMMARY:NAIFA/Central FL Members-Only IFAPAC Event
DESCRIPTION:JOIN NAIFA/CF FOR A MEMBERS-ONLY IFAPAC EVENT\nWith special guests:\nUS Representative Daniel Webster\nState Representatives Rachel Plakon\nSusan Plasencia \nThursday\, April 25\, 2024\nFrom 6 – 8 PM \nHannibal’s On The Square\n511 W. New England Avenue\nWinter Park\, FL \n Click Here for Directions\n \nThere is no charge to attend\, but we do ask that you register so we will know approximately how many people to plan for.
URL:https://studymanuals.naifa-florida.org/event/naifa-central-fl-members-only-ifapac-event/
LOCATION:Hannibal’s On The Square\, 511 W New England Ave\, Winter Park\, FL\, 32789
CATEGORIES:Chapter Event,IFAPAC,In Person Event,Members Only
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240425T160000
DTEND;TZID=America/New_York:20240425T170000
DTSTAMP:20260404T060411
CREATED:20240326T134428Z
LAST-MODIFIED:20240326T134428Z
UID:43022-1714060800-1714064400@studymanuals.naifa-florida.org
SUMMARY:Coaches Circle with Dan Finley: Mastering Time Management
DESCRIPTION:Thursday\, April 25\, 2024\n4 pm eastern\n\nAs part of NAIFA’s Coaches Circle\, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally. \n \n\n  \n  \n  \n\nTHIS WEBINAR IS BROUGHT TO YOU BY \n \n 
URL:https://studymanuals.naifa-florida.org/event/coaches-circle-with-dan-finley-mastering-time-management/
LOCATION:ZOOM
CATEGORIES:Coaches Circle,Members Only,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240425T120000
DTEND;TZID=America/New_York:20240425T124500
DTSTAMP:20260404T060411
CREATED:20240326T131523Z
LAST-MODIFIED:20240326T131523Z
UID:43011-1714046400-1714049100@studymanuals.naifa-florida.org
SUMMARY:Excessive Student Loans: The Harbinger of Death to a Financial Future (Journal Live)
DESCRIPTION:THURSDAY\, APRIL 25\, 2024\n12 PM EASTERN\n\nJoin April’s Journal Live\, with presenters Greg Geisler\, and J. William Harden to learn how the findings of their study can help clients better understand the financial consequences of excessive borrowing for higher education. \nJournal Live programs are approximately 45 minutes long and consist of a short presentation over the telephone by the Journal author followed by a Q&A session. \n \n\n  \n  \nTHIS AUDIO DISCUSSION IS BROUGHT TO YOU BY
URL:https://studymanuals.naifa-florida.org/event/excessive-student-loans-the-harbinger-of-death-to-a-financial-future-journal-live/
CATEGORIES:Journal Live,Open to Members & Non-Members
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240425T113000
DTEND;TZID=America/New_York:20240425T130000
DTSTAMP:20260404T060411
CREATED:20240402T202201Z
LAST-MODIFIED:20240402T202201Z
UID:43140-1714044600-1714050000@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Northeast FL - "NET" to "WORTH": Communicating Your NetWORTH in Professional Relationships
DESCRIPTION:Jasmine Romaine\nApril 25\, 2024\n11:30 AM – 1:00 PM EST\n\nEffective relationships can create more than a network\, it can create a “NetWORTH” when strategies are learned. This talk shares the keys on how to communicate and build a brand that has effective relationships that will transform the NetWorth of professionals into proactive networkers that shape the success of their success. \nLearning Objectives: \n● Master the art of communicating in a way that builds lasting professional relationships \n● Learn how to craft a personal brand that resonates with your professional network \n● Discover how to transform your net worth into proactive networking\, shaping the trajectory of your career and business success
URL:https://studymanuals.naifa-florida.org/event/naifa-northeast-fl-net-to-worth-communicating-your-networth-in-professional-relationships/
LOCATION:Terra Gaucha Brazilian Steakhouse\, 4483 Southside Blvd.\, Jacksonville\, FL\, 32216
CATEGORIES:Chapter Event,In Person Event,Networking,New Members,Non-Members,Open to Members & Non-Members
ORGANIZER;CN="NAIFA-Northeast Florida":MAILTO:info@naifa-jacksonville.org
END:VEVENT
END:VCALENDAR