Pop-Up Social - Pensacola
2023-03-22 17:00 - 19:00 (America/North_Dakota/Center) | Walk-On’s Sports Bistreaux- Pensacola, 1240 Airport Blvd., Pensacola, FL
Wednesday, March 22, 2023
5:00 P.M. CT
Walk-On’s Sports Bistreaux, 1240 Airport Blvd., Pensacola, FL

Join your fellow NAIFA members for an informal time of after-work networking and drinks, where you can meet NAIFA-Florida President, Jeff Chernoff. The first drink is complimentary & we’ll kick in some appetizers! No formal program – just a time to reconnect and renew! Feel free to bring one or more fellow advisors. No need to RSVP. Members and non-members alike are welcome — spread the word!
Want more information? Contact Tom Ashley (tom.ashley@naifa-florida.org).
Sponsored By

NAIFA Northeast Florida Chapter Luncheon
2023-03-23 11:30 - 13:00 (America/New_York) | Terra Gaucha Brazilian Steakhouse, 4483 Southside Blvd., Jacksonville, FL, 32216
March 23, 2023
11:30AM – 1:00PM
WOMEN IN LEADERSHIP
How to Attract and Retain Good Leaders
Make Your Practice Grow

A presentation by
Jessica M. Salazar, MBA, CLU®, ChFC®, CLTC®
Northwestern Mutual
Managing Partner

LOCATION
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd.
Jacksonville, FL 32216
(Please understand that we may not be able to accommodate walkin’s)
Cost $25 members, $30 non members.
Online prepay and RSVP by 12noon
Monday, March 20th.

No refunds for cancellations less than 48 hours prior to the event.

NAIFA/CF March Luncheon
2023-03-23 11:30 - 13:00 (America/New_York) | Dubsdread Golf Course, 549 W Par Street, Orlando, FL, 32804
NAIFA Central Florida Invites You To
Join Us for the March monthly luncheon.
NOTE THAT IMMEDIATELY FOLLOWING THE LUNCHEON, THERE WILL BE A YAT EVENT. Information and registration for that event is below this luncheon announcement.
PRESENTATION: Demystifying Underwriting For A Successful Practice!
A 25-year veteran in the insurance industry. Peachie is founder and CEO of Peach Insurance Services, LLC., a wholly independent insurance firm recognized for technical astuteness. She mentors insurance advisors as well as serves RIAs and clients nationwide. Peachie recently launched her own preliminary underwriting APP for insurance advisors, a tool that helps insurance advisors navigate the underwriting process. She is also the host of The Just Peachie Show Podcast. Peachie is experienced in life, long term care, disability insurance and annuity. She has been engineering insurance solutions since 1997. A graduate of the University of Santo Tomas, she is a provider of insurance continuing education as well as frequent guest speaker at industry meetings and universities nationwide, such as the University of North Florida. She has written many articles and is immediate past president of the National Association of Insurance and Financial Advisors NE Florida. She is also the 2023 YAT chairwoman for NAIFA FL.

MEETING INFORMATION
11:30 am – 1:00 pm on Thursday, March 23, 2023
Dubsdread Golf Course
549 West Par Road, Orlando
Cost:
Member of NAIFA In Person $25.00
Non-Members In-Person $30.00
Invited and First-Time Guests – FREE

__________________________________________________________________
YAT EVENT
Immediately following the luncheon, there will be a YAT Event in the same room. This meeting is for all financial advisors 40 years of age and under or within the first five years of being a financial advisor.
Come join the fun and learn what it means to be a YAT, how NAIFA can help you in your career and ways you can impact your industry.
And there will be prizes!!!
There is no charge to attend this event, but we do ask that you register here.

Virtual Standout Summit
2023-03-30 09:00 - 17:00 (America/New_York) | ZOOM
Thursday, March 30
9 am – 5 pm eastern

Join 5,000+ financial advisors, RIAs, Wealth Managers, CFPs®, for a day of complimentary virtual training from the Top 1% in the industry. This all-day (LIVE) event will feature some of the industry’s top names – including Jeremiah Desmarais, Tom Hegna, Christopher Gandy, LACP, Brian Haney, Brock Jolly, and much more.
Advisorist produces the largest virtual summits for financial professionals in the world. The Standout Summit is designed to share the latest ideas, trends and methods the fin serv industry can leverage to stand out in an increasingly complex time. The rise of ChatGPT, AI, crypto uncertainty, millennial shoppers, and finfluencers are crowding public attention. The summit will highlight both macro views of changes and micro trends working right now to get in front of more prospects with total authority.

Event brought to you by

Citizens Webinar
2023-03-30 10:00 - 17:00 (America/New_York) | ZOOM
Citizens Update Webinar is Thursday, March 30 at 10:00 a.m. EST

We’ll cover:

Legislative Changes
Roof Replacement Eligibility
Citizens New Business Eligibility
20% renewal on Clearinghouse 4/1/23
Hot Topics

To register, click here: https://us02web.zoom.us/j/9351425169

Q2 State of NAIFA
2023-04-04 12:00 - 13:00 (America/New_York) | ZOOM
TUESDAY, APRIL 4, 2023
12 PM EASTERN

Join us for the Q2 “State of NAIFA” 2023 webinar featuring:

Bryon Holz, NAIFA President
Kevin Mayeux, NAIFA CEO
Diane Boyle, NAIFA SVP of Government Relations

NAIFA 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.

3 Key Skills for a Successful Business – Webinar
2023-04-13 13:00 - 14:00 (America/New_York) | ZOOM
“3 Key Skills for Running a Successful Business in 2023″
1-Hour Free Webinar on April 13, 1:00 p.m. ET

Running your own business can be both incredibly rewarding, yet we know there are additional challenges and stressors that can come along with it. Join Coach Shari as she discusses 3 key skills for running a successful business.

In this 1 hour webinar you’ll learn:

How to set yourself up for business success
3 unexpected things you’ll need to do to take yourself there
Ways to build this toolbox!

Be sure to bring your questions because we’ll have plenty of time for Q&A at the end.

Shari is dedicated to helping people reach their next level successfully. Coaching is a result of her favorite parts of a 25+ year marketing and a 15+ year higher education career. Through building relationships, engaging in development, asking the hard questions and supporting professionals, she has enabled many clients to feel both personal and professional growth.

Working with all levels of professionals from emerging to senior-level leadership across profit and non-profit organizations, Shari’s ability to challenge, provide accountability and help set goals reinforce her clients’ feeling of value. This approach informs growth within an organization or the ability to pivot and secure a new opportunity.

Click here to register.

Members Only: NAIFA-Live- Success in Abundance: Lessons from Today's Industry Phenoms
2023-04-20 14:00 - 15:00 (America/New_York) | ZOOM
Eryka Morehead
Collaborative Planning Group, Inc.
Robert Fenby
Penn Mutual
Warren McGuire
NFP
Howard Sharfman
Thursday, April 20
2 pm eastern

At the next NAIFA Live, hear from some of the best young industry talents and get a peek into their unique business concepts. You will be inspired by their stories and learn to implement the techniques our panel has cultivated as they show you how they made their impact on the industry in such a short time.
Moderated by Howard Sharfman, one of Forbes’ 2021 Top Financial Security Professionals, you won’t want to miss the next NAIFA Live.
This month’s NAIFA Live is sponsored by Penn Mutual

NAIFA- Tampa "Legacy of Hope" Golf Tournament
2023-04-21 12:00 - 18:00 (America/New_York) | Innisbrook Golf Course, 36750 US Hwy 19 N, Palm Harbor, FL, 34684
SIGN UP TODAY FOR OUR
Legacy of Hope Golf Charity Classic Friday, April 21st at 1pm Innisbrook

They Fought for our Freedom.
Now Play for their Legacy.
The Legacy of Hope Charity Golf Classic (formerly Golf for Kids) is proud to partner with Folds of Honor as our newly chosen 501(c)(3) charity.
Folds of Honor is a four-star charity that provides educational scholarships to the families of military and first responders who have fallen or been disabled while on active duty.
Join us for a fun day of golf and prizes to help support Folds of Honor and NAIFA Tampa Bay so we can continue to create legacies and inspire hope for families around the Bay.
Best Innisbrook Tournament Package Around:
• Prime Date & Time (Friday Afternoon in April)
• Complimentary beer, water, Gatorade during play
• Goody bag, sleeve of balls & event hat
• Boxed Lunch with Bloody Mary Bar before play
• Buffet & awards banquet
• Raffle & Silent Auction at banquet
• Electronic scoring through mobile app
• Team & hole contests

Making Your Data Work for You: Maximizing Your ROI
2023-04-26 12:30 - 13:00 (America/New_York) | ZOOM
Gary Weber
AccuPoint Solutions
Wednesday, April 26
12 pm eastern

Whether you’re a small firm or large, the same best practices hold true for maximizing your ROI when using data to brand, market, recruit, analyze, or update your CRM.
Hear Gary Weber, Founder and CEO of Business Performance Center partner AccuPoint Solutions, discuss his experiences from over 35 years in the industry, where he has been both a user and supplier of data.

Webinar brought to you by

NAIFA-Northeast FL- The Financial Burdens of the Opioid Epidemic and The Role of the Financial Advisor
2023-04-27 11:30 - 13:00 (America/New_York) | Terra Gaucha Brazilian Steakhouse, 4483 Southside Blvd., Jacksonville, FL, 32216
April 27, 2023
11:30AM – 1:00PM
The Financial Burdens of the Opioid Epidemic and
The Role of the Financial Advisor
A presentation by

Cheryl Canzanella, CLU, ChSNC, LUTCF
Movement Mortgage
Retirement Solutions Advisor
As the opioid epidemic worsens across the US, the toll it imposes on the economy has risen to overwhelming heights causing an economic loss of more than $1,021 billion. The staggering numbers of opioid use disorder (OUD), overdoses and deaths continue to escalate, while threatening the economy, careers, family finances and retirement dreams. Protecting clients reaches beyond simply offering insurance, investments, or tax-saving strategies to protect, build and distribute their assets. Cheryl Canzanella, CLU, ChSNC, LUTCF has made it a priority to educate and prepare financial professionals to help their clients facing financial burdens due to the opioid epidemic.
This program is approved for 1 hour of CFP credit through program ID #312403.
Participants will learn:

How to identify unusual or repetitive financial behavior that could indicate addiction.
What the opioid epidemic is, how we got here and impact to the economy, businesses, and families.
What questions to ask and how to have a conversation about addiction and its financial implications.
Resources to offer clients facing opioid addiction and where to send them for help.
Understand key financial strategies that should be considered.

RSVP by April 24, 2023.
Click here to learn more about our speaker.
Sponsored by

LOCATION
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd.
Jacksonville, FL 32216
(Please understand that we may not be able to accommodate walkin’s)
Cost $25 members, $30 non members.
Online prepay and RSVP by 12noon
Monday, March 20th.

No refunds for cancellations less than 48 hours prior to the event without notification.

Drive Business Growth by Embracing the Digital Age
2023-05-09 12:00 - 13:00 (America/New_York) | ZOOM
John Boothman
iLife Technologies
Tuesday, May 9
12 pm eastern

At this webinar, Business Performance Center partner iLife Technologies will help make sure your business does not get left behind in the digital age. John Boothman will give you actionable tips on how to incorporate more digital solutions into your business to drive growth and keep up in today’s ever-changing market.

Webinar Brought to You By

Post SECURE Act 2.0: Actionable Techniques and Sophisticated Strategies in Retirement and Estate Planning
2023-05-09 12:00 - 15:00 (America/New_York) | ZOOM
Jamie P. Hopkins, Esq., MBA, CFP, LLM, CLU, ChFC, RICP
Carson Group
Robert K. Kirkland, JD, LLM
Kirkland Woods & Martinsen LLP
Brandon Buckingham, JD, LLM
Prudential Retirement and Life Distribution
Tuesday, May 9
12 – 3 pm eastern

The SECURE Act brought a sea change in planning for the disposition of retirement assets. The recently issued regulations answered some questions and created new ones. This presentation will cover these and other developments in this important area.
Attendees will learn:

The new rules for timing of distributions from a decedent’s IRA
The consequences of naming a trust as IRA beneficiary
Strategies appropriate for when a special needs beneficiary is involved
Charitable strategies that might be considered with IRAs

CE Credit available. NAIFA members get free registration. Email apc@naifa.org to get your discount code.

Webinar Brought to You By

NAIFA-Broward - CE Class: "Disability Comprehensive Income Protection"
2023-05-10 10:30 - 23:30 (America/New_York) | Coastal Wealth, 1000 Corporate Drive 7th Floor, Fort Lauderdale, FL, 33334
We invite you to join us for a Continuing Education Class
CE CLASS: “Disability Comprehensive Income Protection”

Course: Increase your Disability sales and reach out to your clients during Disability Awareness month by attending this course.
Learn how to position both Group and Individual Disability together for an optimum plan design!
Date: Wednesday, May 10, 2023
Time: Registration, 10:30 AM followed by 1-Hour CE Class. We will be providing lunch catered from Panera. Let us know if you have any dietary restrictions.
Location: 1000 Corporate Drive 7th Floor, Fort Lauderdale FL 33334. Coastal Wealth Kitchen area

MODERATED BY:

Bob Herman, Disability Income Regional Vice
President Principal Life Insurance Company

Michele Friedlander,
RHU, REBC
Brokerage Director/Disability Income, LTC Specialist Coastal Wealth

Cost Member: $20.00
Cost Non-Member: $30.00

Webinar - 4 HR CE-Hour Life & Health – (Required) Law and Ethics
2023-05-17 08:30 - 12:30 (America/New_York) | ZOOM
The Rosenthal Agency, Inc. is a proud sponsor of NAIFA Florida’s upcoming
4 CE-Hours Life and Health CE Class
“2023 Law and Ethics Update for Life and Health Advisors”
This is a State of Florida Required Course for Compliance
Class is open to Members and Non-Members of NAIFA
CLICK HERE TO REGISTER TODAY!“

“2023 Law and Ethics Update for Life and Health Advisors – Webinar” (on Zoom)
Wednesday, May 17, 2023 – 8:30 AM to 12:30 PM ET

Instructor: Donald A. Brown

COURSE INFORMATION
This 4-Hour course fulfills the DFS requirement that Life and Health Insurance Advisors need four hours of law and ethics update in every two-year continuing education cycle. Content covers updates to state and federal law and rules for those in the life and health insurance arenas.
Course ID: 125558 ~ Course Offering: 1179069 ~ Hours – Four (4)
Course Level- Intermediate ~ Course Authority – CE 5-215 Law and Ethic Update – LHV

COST TO ATTEND
$30 – Members
$40 – Non-Members

REGISTRATION
Please note that as soon as you register, you will receive a confirmation email with the ZOOM link for the meeting. If you do not receive that email, please check your spam folder. A reminder email will be sent out on the morning of the class with the ZOOM link.

Sponsored By

Robert Rosenthal
President
Phone: 305-412-0800
Cell: 954-242-0197
Email: Robert@therosenthalagency.com
8000 SW 117 Ave, PH-A
Miami, FL 33183
www.TheRosenthalAgency.com

Scaling Advice: How to Make the Financial Planning Process More Efficient
2023-05-18 12:00 - 13:00 (America/New_York) | ZOOM
Alison Susko
VP of Community, Asset-Map
Mike Hemmert
Chief Sales Officer, Asset-Map
Thursday, May 18
12 pm eastern

NAIFA and Asset-Map have teamed up to show how they’re enabling financial professionals like you to lead with advice. See how in 15 minutes or less, you can put the most critical information about your clients’ financials in one shared picture: the start of an easy-to-understand process for more extensive advice conversations.
Join Alison Susko and Mike Hemmert of Asset-Map as they show you how with clarity comes confidence for the informed decisions that improve your clients’ financial health and increase the value of your business.

Webinar Brought to You By

Congressional Conference
2023-05-22 - 2023-05-23 | Washington DC, Washington DC
Congressional Conference
May 22-23, 2023
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 on specific legislative issues, best practices for conducting congressional meetings, and tips for developing impactful long-term relationships with legislators.

More

8th Annual DEI Symposium
2023-05-22 08:00 - 12:00 (America/New_York) | JW Marriott, 1331 Pennsylvania Ave, NW, Washington, DC, 20004
May 22, 2023
Washington, D.C.

NAIFA aims to promote a diverse membership that serves under-targeted populations by fostering an environment of multiculturalism, equity, and inclusion. The 8th Annual DEI Symposium presents sessions from the lens of how agents and advisors can better utilize political engagement to further advance their practice. Additionally, the sessions will gauge the extent to which we are making progress in bringing more advisors into the industry.
Featured speakers include NAIFA Trustee and Midwest Legacy Group, LLC, Founder & CEO Christopher Gandy, LACP; Keynote Speaker Marques Ogden; Pearson & Associates President Rachel Pearson; Diversity in Government Relations Coalition (DGRC) Co-Founder Cicely Tomlinson; and Society for Human Resource Management Chief Knowledge Officer Alexander Alonso, PhD, SHRM-SCP.

NAIFA/CF May Luncheon
2023-05-25 11:30 - 13:00 (America/New_York) | The Azalea Lodge at Mead Gardens, 1300 S Denning Dr, Winter Park, FL, 32789
NAIFA Central Florida Invites You To
Join Us for the May monthly luncheon.
SPEAKER
Jeffrey Chernoff, MS, LUTCF, LACP
NAIFA-Florida President
Jeff Chernoff, M.S., LUTCF, LACP, Vice President of Insurance and Trust in Tampa, FL, is the National Association of Insurance and Financial Advisors (NAIFA) Young Advisor Team Leader of the Year for 2022.
Chernoff is the President of NAIFA-FL and has been a loyal NAIFA member since 2011. He is a graduate of NAIFA’s Leadership in Life Institute (LILI) and has remained active in the program, serving as a moderator of classes in Florida. He is a Past President of NAIFA-Tampa Bay and received that chapter’s Dick Cimino Distinguished Service Award in 2018 for his strong support of the chapter’s membership endeavors and public service projects.
As NAIFA-FL’s IFAPAC Chair, he oversaw the growth of the state chapter’s political action committee in both dollars raised and number of contributors.
MEETING INFORMATION
11:30 am – 1:00 pm on Thursday, May 25, 2023
The Azalea Lodge
1300 S. Denning Drive
Winter Park, FL
Cost:
Member of NAIFA In Person $25.00
Non-Members In-Person $30.00
Invited and First-Time Guests – FREE

NAIFA-Tampa Bay's Florida Property Insurance Market Update Luncheon
2023-05-31 11:30 - 14:00 (America/New_York) | Brio Italian Grille, 2223 N. Westshore Boulevard, Tampa, Florida
May Monthly Program: Florida Property Insurance Market Update Luncheon

Wednesday, May 31, 2023 11:30am-2:00PM
Brio Italian Grill
Join NAIFA Tampa Bay 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.
Even 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.
Topics to Include:
Legislative Changes Impacting Citizens
Depopulation Program Enhancements
Tips on Working With Citizens
Open to all members, non-members, & their guests.
Don’t forget to bring your business cards and invite a potential NAIFA member!

How LifeSecure Supplemental Products Can Grow Your Business
2023-05-31 12:00 - 13:00 (America/New_York) | ZOOM
Toby Kominek, CLTC
Sr. National Sales Manager, LifeSecure
Wednesday, May 31
12 pm eastern

LifeSecure’s accident, critical illness, and hospital indemnity products have incredible value as stand-alone products, but they also work well together when paired with health insurance.
Find out how they can provide a whole health solution for your clients, but also offer advantages to agents looking to grow their business at the next Advisor Today webinar on Wednesday, May 31 at 12 pm eastern.

Webinar brought you by

Protecting Your Practice: Current E&O Trends and Loss Prevention Tips
2023-06-01 14:00 - 15:00 (America/New_York) | ZOOM
Ross Jordan, CPCU
Account Executive, CalSurance
Thursday, June 1
2 pm eastern

Join Ross Jordan of NAIFA partner CalSurance Associates for the next Business Performance Center webinar as he discusses the current Errors & Omissions (E&O) environment for financial professionals. At this webinar, he will review recent claim trends, share what you should be doing to protect your business, and go through important coverages which you should be reviewing in your E&O insurance.

Webinar Brought to You By

New Port Richey-Area Members – Pop-Up Social
2023-06-01 17:00 - 19:00 (America/New_York) | The Social, 5650 Main St, New Port Richey, FL, 34652
Join your fellow NAIFA members from the New Port Richey region for an informal time of networking and drinks at The Social, 5650 Main St., New Port Richey – , Thursday, June 1, 5:00 p.m. The first drink is complimentary & we’ll kick in some appetizers! No formal program – just a time to reconnect and renew! Come meet NAIFA-Florida President Jeff Chernoff. Feel free to bring one or more fellow advisors. Members and non-members alike are welcome!!
WHEN: Thursday, June 1, 5:00 p.m
WHERE: The Social, 5650 Main St., New Port Richey
QUESTIONS? Contact Tom Ashley at tom.ashley@naifa-florida.org

Sponsored By

Robert Rosenthal
President
Phone: 305-412-0800
Cell: 954-242-0197
Email: Robert@therosenthalagency.com8000 SW 117 Ave, PH-A
Miami, FL 33183 www.TheRosenthalAgency.com

Tallahassee Members – Pop-Up Social
2023-06-07 17:00 - 19:00 (America/New_York) | Glory Days Grill – Tallahassee, 1926 Capital Circle NE, Tallahassee, FL
Join your fellow NAIFA members from the Tallahassee region for an informal time of networking and drinks at Glory Days Grill, 1926 Capital Circle NE, Tallahassee, – Wednesday, June 7, 5:00 p.m. The first drink is complimentary & we’ll kick in some appetizers! No formal program – just a time to reconnect and renew! Come meet NAIFA-Florida President Jeff Chernoff. Feel free to bring one or more fellow advisors. Members and non-members alike are welcome!!
WHEN: Wednesday, June 7, 5:00 p.m.
WHERE: Glory Days Grill, 1926 Capital Circle NE, Tallahassee
QUESTIONS? Contact Tom Ashley at tom.ashley@naifa-florida.org

Sponsored By

Robert Rosenthal
President
Phone: 305-412-0800
Cell: 954-242-0197
Email: Robert@therosenthalagency.com8000 SW 117 Ave, PH-A
Miami, FL 33183 www.TheRosenthalAgency.com

Ocala – Pop-Up Social
2023-06-08 17:00 - 19:00 (America/New_York) | Brick City Southern Kitchen & Whiskey Bar, 10 S. Magnolia Ave, Ocala, FL
Join your fellow NAIFA members from the Ocala region for an informal time of networking and drinks at Brick City Southern Kitchen & Whiskey Bar, 10 S. Magnolia Ave., Ocala – , Thursday, June 8, 5:00 p.m. The first drink is complimentary & we’ll kick in some appetizers! No formal program – just a time to reconnect and renew! Come meet NAIFA-Florida President Jeff Chernoff. Feel free to bring one or more fellow advisors. Members and non-members alike are welcome!!
WHEN: Thursday, June 8, 5:00 p.m.
WHERE: Brick City Southern Kitchen & Whiskey Bar, 10 S. Magnolia Ave., Ocala
QUESTIONS? Contact Tom Ashley at tom.ashley@naifa-florida.org

Sponsored By

Robert Rosenthal
President
Phone: 305-412-0800
Cell: 954-242-0197
Email: Robert@therosenthalagency.com8000 SW 117 Ave, PH-A
Miami, FL 33183 www.TheRosenthalAgency.com

Decumulation Diversification
2023-06-13 14:00 - 15:00 (America/New_York) | ZOOM
Schyler Adams
Director, Advanced Strategies & Planning Platforms
Allianz
Tuesday, June 13
2 pm eastern

Join the next Advisor Today webinar as Allianz explores strategies for how you can diversify your income during retirement. Schyler Adams, Director of Advanced Strategies & Planning Platforms, will share advanced concepts to help hedge against and offset the potential increase of taxes and inflation in today’s uncertain market.

Webinar Brought to You By

How to Book 15 Meetings a Month with Ideal Prospects on LinkedIn
2023-06-14 12:00 - 13:00 (America/New_York) | ZOOM
Bruno Nicoletti
Founder & CEO, Hummingbird
Wednesday, June 14
12 pm eastern

LinkedIn is a great place to prospect for potential clients, but it can be hard to come up with an effective strategy and process to get those potential prospects to book a call.
During this webinar, Hummingbird’s CEO Bruno Nicoletti, will reveal his step-by-step process to LinkedIn prospecting and everything you need to fill your calendar.

MEMBERS ONLY: NAIFA Live: Financial Security Advocate Academy
2023-06-15 14:00 - 15:00 (America/New_York) | ZOOM
Andrew Holt
Government Relations & Grassroots Manager, NAIFA
Thursday, June 15
2 PM EASTERN
June’s NAIFA Live is exclusive to NAIFA members to give them the opportunity to learn more about the Financial Security Advocate badge together and go through the training as a group instead of taking the course programs on their own. It is the perfect chance for those who thrive in a group environment to learn and complete the FSA program!
After attending this NAIFA Live, members will have earned their FSA badge, which will be issued to them following the event to proudly post on social media and use in their marketing.

Webinar brought to you by

Medicare 101 & ACA Health Plans
2023-06-22 11:30 - 13:00 (America/New_York) | Terra Gaucha Brazilian Steakhouse, 4483 Southside Blvd., Jacksonville, FL, 32216
June 22, 2023
11:30AM – 1:00PM
MEDICARE 101 & ACA HEALTH PLANS
A presentation by

Lorie Johns
Tison Associates, Inc.
President & CEO
Her goal is to make insurance less cryptic, and unscramble the alphabet soup of Health Insurance.
ACA Marketplace Tax Credit guidelines and Medicare IRMAA Explained in laymen’s terms.
What Financial Advisors need to know to prepare their clients.
+
SPECIAL CHECK PRESENTATION TO
Junior Achievement of North Florida
RSVP by June 19, 2023.
Click here to learn more about our speaker.
LOCATION
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd.
Jacksonville, FL 32216
(Please understand that we may not be able to accommodate walkin’s)
Cost $25 members, $30 non members.
Online prepay and RSVP by 12noon
Monday, March 20th. Click here to purchase tickets now.

NAIFA/CF-A Social Event, Crooked Can Brewing Company
2023-06-22 17:00 - 19:00 (America/New_York) | The Crooked Can Brewing Company, 426 W. Plant Street, Winter Garden, FL, 34787
JOIN NAIFA/CF FOR A SOCIAL EVENT
Thursday, June 22, 2023
5:00 – 7:00 PM
AT
The Crooked Can Brewing Company
426 W. Plant Street
Winter Garden, FL 34787
https://crookedcan.com

NAIFA/CF will offer one drink ticket per person and light appetizers. Enjoy time with colleagues and friends.
Brings guests who might be interested in learning more about NAIFA. Be a part of the FUN!!!
There is no charge to attend, but we do ask that you register so we will know approximately how many people to plan for.
