National Association of Insurance and Financial Advisors-Florida
We Look Forward to Celebrating Together The National Leadership Conference is NAIFA's annual business meeting, volunteer leadership training conference, and membership awards event to recognize the best of the best within NAIFA Nation. The purpose of the National Leadership Conference is to optimize how we work together so that we are the number one association…
STUDY GROUP MEETING November 16th, 2022 @ 6:00PM Unique case study of various topics of insurance lines of business presented in open format and group learning. $10 member/ $15 non-member ALL THE PIZZA YOU CAN EAT! TOPIC: New and Growing Business Challenges Date: Wednesday, November 16, 2022 Time: 6:00 PM Location: Anthony’s Coal Fired Pizza &…
NAIFA Central Florida Invites You To Join Us for the November monthly luncheon. Note the meeting is one week early due to the Thanksgiving holiday. PRESENTATION: How A Survivorship Standby Trust Allows For Control and Flexibility During A Client's Lifetime Jason Graham, MBA, LACP Columbus Life Insurance Company Regional Vice President, Florida MEETING INFORMATION…
PROTECTING VULNERABLE ADULTS A presentation by William A. O'Leary, JD, LL.M (Tax) Attorney Attendees will learn facts about: Freezing Assets by Advisors Determining Legal Capacity Determining Undue Influence Power of Attorneys vs. Trust - Which is Better LOCATION Terra Gaucha Brazilian Steakhouse 4483 Southside Blvd. Jacksonville, FL 32216 (Please understand that we may not be…
The NAIFA-Florida office will close at noon on Wednesday, Nov. 23 and remain closed until Monday, Nov. 28th in observation of Thanksgiving.
NAIFA Tampa Bay November Luncheon Planning for LTC w/ Carroll Golden Planning for LTC Hosted by Carroll Golden November is Long Term Care Awareness Month! Join NAIFA Tampa Bay Wednesday, November 30th as we welcome Carroll Golden to discuss Long Term Care. Presented By: Carroll Golden Proudly Sponsored By: Chris Bruser Mutual of Omaha Reverse…
All NAIFA-Florida members are invited to attend the association’s virtual installation of the 2023 Board of Directors and Annual Awards Ceremony, Tuesday, Dec. 6 at 4:00 p.m. ET. These events are very important to the life of the association and it’s a time of celebration not only of our new leaders, but it’s also a…
ADVANCE REGISTRATION AND PREPAYMENT IS REQUIRED American Social - Las Olas 721 E Las Olas Blvd Fort Lauderdale, FL Join us for Happy Hour!
4 Life Insurance Opportunities You May Have Missed Ryan Mattern, Modern Life Brandon Parry, Modern Life Thursday, December 8 2 pm eastern While many advisors are well-equipped to help their clients evaluate their life insurance needs, some scenarios may call for outside-of-the-box solutions. Life insurance experts Ryan Mattern and Brandon Parry will walk attendees through four conversations where life…
NOTE THE REVISED DATE AND LOCATION FOR THE DECEMBER MEETING ONLY! NAIFA Central Florida Monthly Meeting December is always a fun meeting. This is when we raffle items to raise funds for The Russell Home For Atypical Children But we had to change the date and the location because Dubsdread has some high minimums for…