CLTC Master Class
2021-11-16 12:00 - 16:00, 2021-11-18 12:00 - 16:00 (America/New_York) | ZOOM
CLTC Master Class

Bill Comfort, CSA, CLTC, LTCCP
LTC Specialist
November 9, 11, 16 & 18
12-4 pm eastern
Join Bill Comfort, CSA, CLTC, LTCCP for the upcoming CLTC Master Class. The Master Class provides a comprehensive classroom-based training experience designed to prepare students for the CLTC designation exam. Acquire a powerful set of planning skills to confidently craft appropriate funding solutions for your clients.
NAIFA members are able to redeem the following discounts for the September 2021 CLTC Master Class:
$850 with promo code: NAIFA1121$ before October 29.
$900 with promo code: NAIFA1121 after October 29.

The webinar is brought to you by

TIPS & SIPS Palm Beaches
2021-11-17 17:00 - 19:00 | Death or Glory, 116 NE 6th Ave, Delray Beach, FL
“TIPs & SIPs”: An informal happy hour hosted by NAIFA-FL YAT at a trendy local hangout in your area. All are welcome with appetizers and first round of drinks provided with 2-3 members sharing 5 minute sales ideas or best practices. The goal is to provide an opportunity for members to reconnect, introduce NAIFA to future members and everyone walks away with a few new tips to help grow their practice. Our generous sponsors will buy the first round of beer or wine and light appetizers.

Northeast Florida- Annual Meeting with Elections & Installations
2021-11-18 11:15 - 13:00 | Bonefish Grill, 10950 San Jose Boulevard, Jacksonville, FL, 32223
ANNUAL MEETING
November 18, 2021
11:15am – 1:00pm
Installation 2022 Officers & Board Members
plus a special presentation with CE
MONEY in MOTION
Opportunities and Obstacles for Rollovers
by Susan Wood, JD, CFP®, CRC®
Senior Retirement Strategies Group Consultant
PAC LIFE

CLICK HERE TO REGISTER!
Due to the nature of this topic; preregistration is necessary by November 12th.
This will allow us to prepare for ample seating and food. The space is limited.
NOTE: We may not be able to accommodate last minute attendees.

NAIFA/Central FL Luncheon Meeting
2021-11-18 11:30 - 13:00 | Dubsdread Golf Course, 549 W Par Street, Orlando, FL, 32804
NOTE: WE ARE MEETING AT DUBSDREAD AGAIN!!!
NAIFA Central Florida Monthly Meeting
Join members of NAIFA-CF and other Central Florida industry professionals for the November 18, 2021 luncheon back at Dubsdread, 549 W. Par Street, Orlando, FL.
MEETING INFORMATION
Topic: The State of NAIFA
11:30 am – 1:00 pm on Thursday, November 18, 2021
Dubsdread Conference Center
549 W. Par Street, Orlando, FL
SPEAKER

Kevin Mayeaux, CAE
CEO of NAIFA
As NAIFA’s Chief Executive Officer, Kevin Mayeux oversees the NAIFA National staff at NAIFA’s headquarters in Falls Church, Va. Mayeux manages all external affairs of the Association, including relationships with life, health and financial service companies, other industry organizations, legislators and regulators. Internally, Mayeux manages day-to-day headquarters operations, provides support and advice to NAIFA’s Board of Trustees and committees, coordinates Federation activities, and oversees NAIFA’s operating policies and procedures. Prior to joining NAIFA, Mayeux was Executive Vice President, Chief Officer for North American Operations and General Counsel for the Institute of Internal Auditors (IIA), an international professional society with 185,000 members throughout 190 countries. Mayeux received a Bachelor of Arts in Political Science and took Masters in Political Science and Public Administration courses concurrent with his Juris Doctorate at the University of Florida in Gainesville, where he also served as Student Body President.
Cost:
Member of NAIFA In Person $20.00
Non-Members In-Person $25.00
Member of NAIFA Via ZOOM $10.00
Non-Members Via ZOOM $15.00
Invited and First-Time Guests – FREE

NOTE: Immediately after registering you will receive a confirmation email. If you do not receive that, please check your spam folder. The ZOOM link is included in that email, if you registered to attend via ZOOM.

Advisor Ambassador Program
2021-11-18 12:00 - 13:00 | ZOOM
November 4th & 18th
12 pm eastern
Invite a non-member to join this month’s Advisor Ambassador Program. This free, award-winning advisor-development program allows non-members to learn from the best while sampling professional benefits that come with NAIFA membership.
Help others experience NAIFA by inviting them to attend the Advisor Ambassador program.
Speakers for November sessions include:
November 4th: TBD
November 18th: Gian Panetta, California

Tips & Sips at Township
2021-11-18 17:00 - 19:00 | Township, 219 S Andrews Ave, Fort Lauderdale, FL, 33301

Solutions for Business Owners - 1 Hour Continuing Education
2021-11-19
Solutions for Business Owners

Please join us for a complimentary one-hour intermediate CE Class Credit*
You’ll learn more about:

How business value impacts overall planning
Solutions to help the business owner protect their business
The importance of reviewing the buy-sell agreement to ensure it’s meeting the client’s objectives
Helping business owners see how their business can play a part in their retirement income strategy

Friday November 19th 2021

Two locations available:

Miami Office ~ 9-10am | 703 Waterford Way, Suite 190 Miami, FL 33126 (Danish & Coffee served) Offering ID: 72835
Miramar Office ~ 12-1pm | 3401 SW 160th Ave., Suite 400 Miramar, FL 33027 (Lunch served)

Offering ID: 72836

RSVP today by contacting Maria Hernandez at Hernandez.maria.i@principal.com | (954)885-5114

Presenters:
Steven Saladino, RICP®, LACP, LUTCF®
Managing Director
Joseph A. Nagy, CLF, CLU, LUTCF®, RICP®
Senior Managing Director

NAIFA Central Florida Two Hours CE Class
2021-11-19 11:15 - 13:30 | ZOOM
NAIFA Central Florida
Two Hours CE Class
NAIFA-CF is pleased to offer a two hours CE class on Friday, November 19, 2021, from 11:15 am to 1:30 pm.
TOPIC: Please Don’t Put Me In A Nursing Home – Virtual Class Course #119648 Course Offering #1152040 Instructor: Brian Lazusky
From 11:15-11:30 is a Million Dollar Sales Idea and the CE Class is from 11:30 am to 1:30 pm.
COST
NAIFA Members – Free
Non-Members $15
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. If you do not receive a confirmation email immediately after registering, please check your spam folder. A reminder email will be sent the morning of the class.
_________________________
Friday, November 19, 2021
11:15 am to 1:30 pm
Your location
_________________________

NAIFA/CF December 14, 2021 Luncheon Meeting
2021-11-22 08:00 - 17:00, 2021-12-14 11:30 - 13:00 | The Azalea Lodge at Mead Gardens, 1300 S Denning Dr, Winter Park, FL, 32789
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 Food & Beverage for all December meetings. So we will be at The Azalea Lodge at Mead Gardens, 1300 S Denning Dr, Winter Park, FL 32789.
Here is a link to Google map:
https://www.google.com/maps/dir//Mead+Botanical+Garden,+1300+S+Denning+Dr,+Winter+Park,+FL+32789/@28.5781692,-81.3735103,14z/data=!4m9!4m8!1m0!1m5!1m1!1s0x88e7700a7a610ef9:0x7d6c949fb27cded4!2m2!1d-81.3582944!2d28.5842464!3e0
MEETING INFORMATION
Topic: The Russell Home Raffle
11:30 am – 1:00 pm on Tuesday, December 14, 2021
The Azalea Lodge At Mead Gardens
1300 S Denning Dr, Winter Park, FL 32789
The Russell Home
The Russell Home was the first non-profit institution in the country for brain-damaged children. Today you would find quietly hanging in the home a dusty occupational license dated Nov. 13, 1951, when Mrs. Russell opened her home to the first child to “see if it would work out.” Since then, the home has opened its doors to hundreds of youngsters, sometimes after hearing pleas from desperate parents, and in more than one instance, finding them just left on the doorstep.
The physical home consists of a nursery, dormitory wing, playrooms, living room areas, kitchen and large laundry room. The nursery, done up in bright colors with many posters and stuffed animals, is cheerful for the children. However, if your are ever fortunate enough to visit, bring plenty of tissue as you will find before the end of your visit you will not have a dry eye. The love that is in this home, expressed through the eyes, sounds, and smiles from the children will make you count your blessings for the simple things in life.
The Russell Home is also a proud member of the Florida Association of Christian Child Caring Agencies. For more information on this organization, please go to https://russellhome.org/#:~:text=The%20Russell%20Home%20for%20Atypical,%EE%80%B0

NEEDS LIST
The Russell Home always needs supplies for their facilities. Please review this list and bring some items to the meeting. We will collect them and get them delivered to The Russell Home after the meeting.
https://russellhome.org/wp-content/uploads/2021/01/Russell-Home-Needs-List-1.22.21.pdf
PLEASE BRING ITEMS TO THE MEETING THAT WE CAN RAFFLE OFF!!!
Cost:
Member of NAIFA In Person $20.00
Non-Members In-Person $25.00
Member of NAIFA Via ZOOM $10.00
Non-Members Via ZOOM $15.00
Invited and First-Time Guests – FREE

Holiday Office Closure
2021-11-24 - 2021-11-26
The NAIFA-Florida office will be closed in observation of Thanksgiving.

National Leadership Conference
2021-12-06 - 2021-12-08 | Washington DC, Washington DC
National Leadership Conference
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.
Dates: December 6-8, 2021
Format: Face-to-face, Washington, D.C.

Members Only: NAIFA Live - The Go-Giver Way to Accelerating Your Business
2021-12-08 14:00 - 15:00 | ZOOM
Bob Burg
Inspirational Speaker & Author
The Go-Giver Way to Accelerating Your Business
Wednesday, December 8, 2021
2 pm eastern

As a Financial Professional, you know the benefit of doing business mainly through referrals. Among other things, it allows you to serve a lot more people while making your business a lot less stressful, much more predictable, and a lot more profitable.
During this powerful program, you will also learn the philosophy and principles at the heart of his sales classic, The Go-Giver (more than 1,000,000 copies sold), embraced by so many of today’s top producers.

Installation of 2022 Board of Directors/Awards Ceremony
2021-12-13 16:30 - 2021-12-14 17:30 | ZOOM
Please join us both afternoons using the zoom link below. The link is the same for both days.
Join Zoom Meeting
https://us02web.zoom.us/j/9351425169
Dial by your location
+1 301 715 8592 US (Washington DC)
+1 312 626 6799 US (Chicago)
Meeting ID: 935 142 5169

NAIFA Tampa Bay Installation & Holiday PARTY
2021-12-15 18:00 | Brio Italian Grille, 2223 N. Westshore Boulevard, Tampa, Florida
NAIFA Tampa Bay Holiday Party & Installation
When: Wednesday, December 15, 2021 6:00 PM, EST
Where: Brio Italian Grille

The NAIFA Tampa Bay Board of Directors cordially invite you and your guest to attend the 2021 NAIFA Tampa Bay Holiday Party, Awards & Installation Dinner.
Wednesday, December 15th at 6:00 p.m.
Brio Italian Grille ~ 2223 N. Westshore Boulevard, Tampa Florida
$45.00 per person

Join us as we celebrate the great achievements of our local association, while networking with fellow NAIFA members and networking professionals.
The Installation of our 2022 Board of Directors will be followed by our annual awards presentation and a fabulous meal and dessert.
Join us as we celebrate the great achievements of our local association, while networking with fellow NAIFA members and networking professionals.
The Installation of our 2022 Board of Directors will be followed by our annual awards presentation and a fabulous meal and dessert.

The festivities will also include:
Complimentary Holiday Photograph by Professional Photographer Rick Tauceda (dress to impress)
Raffles, Holiday Music & Great Cheer!

Menu
Choice of Lobster Bisque or Chopped Salad
Choice of Filet Mignon, Grilled Salmon, or Pesto Primavera
Dessert, Coffee & Non-Alcoholic Beverages
One complimentary glass of beer, wine or sangria
Cash bar for additional libations

Don’t forget to invite a prospective NAIFA member!

TIPS & SIPS-Jacksonville
2021-12-16 17:00 - 19:00 | Wicked Barley Brewing, 4100 Baymeadows Rd, Jacksonville, Florida

2021 NAIFA-Central Florida Inaugural Cornhole Tournament
2021-12-16 17:00 - 19:30 | The Twisted Handle, 1632 N Mills Ave, Orlando, FL, 32803

Holiday Office Closure
2021-12-23 - 2021-12-24
The NAIFA-Florida office will be closed in observation of Christmas.

Holiday Office Closure
2021-12-31
The NAIFA-Florida office will be closed in observation of New Year’s.

Financial Technology that Builds Long-Term Relationships for Long-Term Care
2022-01-11 13:00 - 14:00 | ZOOM
Financial Technology that Builds Long-Term Relationships for Long-Term Care

Todd Rovak
Carefull
Co-Founder
Michael Rubel
Carefull
Product Strategy

January 11th
1 PM Eastern

Find out about Carefull, the new technology tool that will open your practice to grow new relationships and deepen your current ones. Leverage data to learn more about your clients and their financial decisions.

The webinar is brought to you by

Holiday Office Closure
2022-01-17
The NAIFA-Florida office will be closed in observation of Martin Luther King Day.

NAIFA-Broward: Common Mistakes to Avoid in Estate Planning and Medicaid Planning
2022-01-19 10:00 - 12:00 | ZOOM
Featuring:
Yoni Markhoff

Jerry Saresky
January 19, 2022
10:00 am
NAIFA members free
Non-member $10.00
Presentation on Estate Planning, Asset Protection, Probate, Guardianship, and Medicaid Planning.
Estate, Asset, and Probate, followed by Medicaid and Guardianship.

NAIFA Live - The Evolution of Client Acquisition...
2022-01-20 14:00 - 15:00 | ZOOM
Members Only: The Evolution of Client Acquisition: Web Search Secrets to Identify Prospect Opportunities, Ensure Business Relevancy, and Win More Business

Sam Richter
Hall of Fame Speaker & Best Selling Author
Thursday, January 20th
2 pm eastern

Client acquisition must never stop. The challenge is, in today’s world, the last person a prospect wants to hear from right now is a “cold call” advisor with an irrelevant message. Thankfully there is a solution – the Evolution of Client Acquisition.
Join Hall of Fame Speaker and Best-Selling Author, Sam Richter for this jaw-dropping, high-energy program with incredibly high-quality content. Through the knowledge gained and resources provided during this dynamic program, you will be able to immediately implement what you will learn to grow your business.

The webinar is brought to you by.

Tips and Sips- Central Florida
2022-01-20 17:00 - 19:00 | McQueens, 33 E Pine Street, Orlando, FL
An informal happy hour hosted by NAIFA-FL YAT at a trendy local hangout in your area. All are welcome with appetizers and first round of drinks provided with 2-3 members sharing 5 minute sales ideas or best practices. The goal is to provide an opportunity for members to reconnect, introduce NAIFA to future members and everyone walks away with a few new tips to help grow their practice. Our generous sponsors will buy the first round of beer or wine and light appetizers.

Why People Don't Buy -Clint Babcock, Sandler Training
2022-01-26 11:30 - 13:00 | The Centre Club, 123 S Westshore Blvd, Tampa, FL, 33609
EVENT DETAILS:
NAIFA Tampa Bay January
In-Person Program
“Why People Don’t Buy”
Presented by Clint Babcock, Sandler Training

During this interactive session, Clint will share with you some insights about buyer behavior and why although someone may appear interested, they just don’t move forward. We’ll also discuss:

The 3 emotions we must find during a sales call
How to uncover the truth?
Why are we ghosted when they liked me?
Questioning techniques to find commitment

*********************
Wednesday, January 26th, 2022
11:30 – Networking
Noon – Lunch & Program
Centre Club, 123 S. West Shore Blvd. Fl 8, Tampa FL 33609
*********************
MEMBER – $20.00
GUEST – $30.00
*********************
Meet Clint Babcock, Partner, Author, Sandler Training
Overview
With over 25 years of sales and leadership experience, Clint has worked with CEO’s, Presidents, and VP of Sales of various companies to help them strategically build their leadership teams and sales forces. He spends his days coaching, training, and developing his clients in real world situations, as well as training the Sandler Sales and Leadership methodologies and processes. His interactive style keeps the short attention span of the top producers of every company engaged, and learning. Clint advises his clients in four areas of the leadership and sales: Strategy, Structure, Staff, and Skills.
He is also the author of “Negotiating from the Inside Out”, an Amazon Best Seller, negotiation book written for the business professional.
Experience
Clint’s background includes top performances in leadership, sales, business development, as well as training and development.
Before joining Sandler, Clint was the Vice President of National Sales for a technology training and education organization. Clint directed, hired, and trained inside and outside sales forces during his tenure working for small, medium, and Fortune 500 companies.
Clint is a graduate of the University of Central Florida with a degree in Finance, which helps him keep his number accurate.
Personal
Visit his Linkedin profile for more detailed information:
http://www.linkedin.com/in/tampasalestraining

NAIFA-Northeast Monthly Meeting
2022-01-27 11:30 - 13:00 | Terra Gaucha Brazilian Steakhouse, 4483 Southside Blvd., Jacksonville, FL, 32216
In 2022 our monthly meetings will move to the 4th Thursday of each the month 11:30am – 1:00pm.
Please mark your calendar and save the date for our next meeting!
January 27, 2022
CYBER SECURITY

Ismael Amada, Founder
IT Ninjas
New Venue
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd.
Jacksonville, FL 32216
IT Ninjas provide multi-layered defense and proactive protection. They work with business owners to
proactively protect their business and customers. They can provide guidance to identify and
remediate cyberattacks on devices, and educate your team to avoid phishing scams and other common
threats. Come join your fellow colleagues to learn the latest tips on Cyber Security protection in 2022.
Cost $25 members, $30 non members.
Online prepay and RSVP required by Friday, January 21st.

NAIFA/CF January Luncheon
2022-01-27 11:30 - 13:00 | Dubsdread Golf Course, 549 W Par Street, Orlando, FL, 32804
Join NAIFA/CF for our first monthly luncheon of 2022. Our speaker will be George Royal, Past President of NAIFA/CF and current President of NAIFA-Florida. Together with Tom Ashley, CFO, NAIFA-FL, he will provide the State of NAIFA in 2022.
And then George will share with us the journey he took that led him to be an insurance broker. His topic is
How the “10 Little Two Letter Words’ led to the Insurance Industry
“A look back on how State President, George Royal became an insurance broker”

About George Royal, President of NAIFA-Florida
George is the 2022 NAIFA-Florida President. He serves as Senior Vice President for Employee Benefits at HUB International Florida in Winter Park and is a Past President of NAIFA-Central Florida. George is an Insurance Benefits Consultant and Broker with over 22 years of experience working with medium to large multi-state employer groups. He has a diverse business background which includes 38+ years of experience in Business Development, Sales, and Marketing. He began his sales career in 1984 in the Fund-Raising business where he was Southeastern Sales Director, managing 6 Southern States, while earning the Top Sales Award for his own territory in parts of North and South Carolina. He then led the largest Physician Recruiting Company in the U.S. out of Atlanta, where he Regional Vice President for parts of the Southeast and Midwest.
In 1998, he became head of Business Development for a software firm and helped secure $11.5 million in Venture Capital funding for that company, which eventually sold to a major drug manufacturer. In 2000, he decided to enter the Insurance business as an Independent Agent, and in 2002, joined Kuykendall Gardner, which became HUB International Florida in 2014.
As a past local NAIFA leader and a current President of NAIFA-Florida, George advocates for insurance industry reforms which protect us from bad legislative and insurance carrier actions. He works diligently to stay current with the myriad of changes in the insurance industry. His expertise, his NAIFA involvement, and with the support of HUB International, George is dialed in to the issues and concerns impacting NAIFA-Florida members and his clients.
George has a bachelor’s degree from the University of Central Florida and a master’s degree in higher education administration & supervision – also from UCF. In addition, George is an expert Smoked Boston Butt Chef!!

MEETING INFORMATION
11:30 am – 1:00 pm on Thursday, January 27, 2022
Dubsdread Golf Course
549 West Par Road, Orlando
Cost:
Member of NAIFA In Person $20.00
Non-Members In-Person $25.00
Member of NAIFA Via ZOOM $10.00
Non-Members Via ZOOM $15.00
Invited and First-Time Guests – FREE

2022 Legislative Day on the Hill
2022-01-31 14:00 - 2022-02-01 17:00 | Florida State Conference Center, 555 W. Pensacola Street, Tallahassee, FL, 32306
2022 Legislative Day on the Hill
Monday, Jan. 31 – Tuesday, Feb. 1
Tallahassee, FL

The 2022 Legislative Day on the Hill returns as in-person event!
Your participation provides valuable support to Tim and his year-round work of meeting with members of the Legislature to protect our industry and our pocketbooks!
Hear from top legislative and regulatory leaders in Tallahassee.
Be informed about the latest bills and issues to come before the Legislature and DFS in 2022.
Hear NAIFA-Florida Lobbyist, Tim Meenan’s overview of the 2022 Legislative Session and how it will impact our members.
Q&A period for all speakers.
All NAIFA-Florida members invited – especially our Young Advisors!

NAIFA Tampa Bay POP UP SOCIAL
2022-02-09 18:00 - 19:30 | Armature Works, 1910 N. Ola Avenue, Tampa, FL
Join us Wednesday evening for a mid week pause. Enjoy friendly cocktails with a spectacular view of Downtown Tampa with fellow NAIFA Members & Guests.

Wednesday, February 9th
6:00 – 7:30 pm

Armature Works
(The Bar by Market Hall)
1910 N Ola Ave, Tampa, FL
VENUE MAP

No Charge Event
RSVP Suggested, Not Required

Don’t Forget to Bring a Guest!
