National Association of Insurance and Financial Advisors-Florida
Jasmine Romaine April 25, 2024 11:30 AM - 1:00 PM EST Effective 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…
THURSDAY, APRIL 25, 2024 12 PM EASTERN Join 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. Journal Live programs are approximately 45 minutes long and consist of a short presentation…
Thursday, April 25, 2024 4 pm eastern As 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. THIS WEBINAR IS BROUGHT TO YOU BY
JOIN NAIFA/CF FOR A MEMBERS-ONLY IFAPAC EVENT With special guests: US Representative Daniel Webster State Representatives Rachel Plakon Susan Plasencia Thursday, April 25, 2024 From 6 - 8 PM Hannibal's On The Square 511 W. New England Avenue Winter Park, FL Click Here for Directions There is no charge to attend, but we do ask that…
WEDNESDAY, MAY 1, 2024 12 PM EASTERN This 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…
How the DOL Fiduciary-Only Rule Will Impact the Role of Financial Professionals Offering Retirement Planning Services THURSDAY, MAY 2, 2024 2 PM EASTERN On 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…
WEDNESDAY, MAY 8, 2024 12 PM EASTERN The 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. THIS WEBINAR IS BROUGHT…
The Congressional Conference May 20-21, 2024 J.W. Marriott in Washington, D.C. NAIFA’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…
Deflate, Relate, Elevate: The formula for building strong relationships Erin O'Malley MAY 23, 2024 11:30 AM - 1:00 PM Join 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…
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. Click here for a link to Google map. SPEAKER: DEGEAN LARSEN Degaen has over a decade of experience in the Florida Retirement System (FRS). He has successfully guided numerous individuals…