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X-ORIGINAL-URL:https://studymanuals.naifa-florida.org
X-WR-CALDESC:Events for NAIFA-Florida
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TZID:America/New_York
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DTSTART:20231105T060000
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DTSTART:20240310T070000
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240305T140000
DTEND;TZID=America/New_York:20240305T150000
DTSTAMP:20260404T160357
CREATED:20240304T201636Z
LAST-MODIFIED:20240304T201636Z
UID:42776-1709647200-1709650800@studymanuals.naifa-florida.org
SUMMARY:Members' Benefit Webinar
DESCRIPTION:Wednesday\, March 5\, 2024\n2 pm eastern\n\nExplore everything there is to love about being a member of NAIFA\, your professional home. Join us for our webinar to find out about the newest benefits\, as well as get a refresher on programs you may have forgotten we had! \n\nLogin to the members portal to register for this Member’s Only webinar.
URL:https://studymanuals.naifa-florida.org/event/members-benefit-webinar-2/
LOCATION:ZOOM
CATEGORIES:Members Only,New Members,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240314T160000
DTEND;TZID=America/New_York:20240314T170000
DTSTAMP:20260404T160357
CREATED:20240226T161525Z
LAST-MODIFIED:20240226T161525Z
UID:42646-1710432000-1710435600@studymanuals.naifa-florida.org
SUMMARY:Members Only: Coaches Circle with Dan Finley: Creating a Great Elevator Speech
DESCRIPTION:Thursday\, March 14\, 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  \nTHIS WEBINAR IS BROUGHT TO YOU BY
URL:https://studymanuals.naifa-florida.org/event/members-only-coaches-circle-with-dan-finley-creating-a-great-elevator-speech-2/
LOCATION:ZOOM
CATEGORIES:Coaches Circle,Members Only,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240319T100000
DTEND;TZID=America/New_York:20240319T110000
DTSTAMP:20260404T160357
CREATED:20240304T194633Z
LAST-MODIFIED:20240304T194704Z
UID:42768-1710842400-1710846000@studymanuals.naifa-florida.org
SUMMARY:Citizens Update Webinar
DESCRIPTION:  \n  \n  \n  \n  \nCitizens Update Webinar – on March 19\, 2024\, 10:00 a.m.  \n\nNew Business Process & Underwriting Tips\nServicing the Policy & Underwriting Tips\nAccounting Review & Reminders\nmyAgency Renewals & Dashboards\n\n  \nZoom \nRegister in advance for this meeting: \nhttps://community.naifa.org/events/register.aspx?id=1831808 \n  \nAfter registering\, you will receive a confirmation email containing information about joining the meeting.
URL:https://studymanuals.naifa-florida.org/event/citizens-update-webinar-4/
LOCATION:ZOOM
CATEGORIES:Citizens,Open to Members & Non-Members,Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240321T120000
DTEND;TZID=America/New_York:20240321T130000
DTSTAMP:20260404T160357
CREATED:20240304T201006Z
LAST-MODIFIED:20240304T201406Z
UID:42772-1711022400-1711026000@studymanuals.naifa-florida.org
SUMMARY:Members Only- NAIFA Live
DESCRIPTION:  \n \nNAIFA Live March \nTHURSDAY\, MARCH 21\, 2024 \n12 PM EASTERN \nStay tuned for more information. \nLogin to the members portal to register for this Member’s Only webinar.
URL:https://studymanuals.naifa-florida.org/event/42772/
CATEGORIES:Members Only,NAIFA Live,Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240328T113000
DTEND;TZID=America/New_York:20240328T130000
DTSTAMP:20260404T160357
CREATED:20240308T183913Z
LAST-MODIFIED:20240308T184940Z
UID:42819-1711625400-1711630800@studymanuals.naifa-florida.org
SUMMARY:NAIFA - Central Florida Luncheon Meeting
DESCRIPTION:  \n  \n  \n  \n  \nNAIFA Central Florida Monthly Meeting\nJoin us at our new location\, The Azalea Lodge\, for a presentation by Amanda Mora\, US Department of Labor\, Employee Benefits Security Administration – Senior Benefits Advisor discusses Getting It Right: Know Your Fiduciary Responsibilities (Retirement Plans)? \nThis meeting (and all the meetings for 2024) will be at The Azalea Lodge at Mead Gardens\,  1300 S Denning Dr\, Winter Park\, FL 32789. \nHere 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 \nMEETING INFORMATION\nTopic: Getting It Right: Know Your Fiduciary Responsibilities (Retirement Plans)?\n11:30 am – 1:00 pm on Thursday\, March 28\, 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 
URL:https://studymanuals.naifa-florida.org/event/naifa-central-florida-luncheon-meeting-7/
LOCATION:The Azalea Lodge at Mead Gardens\, 1300 S Denning Dr\, Winter Park\, FL\, 32789
CATEGORIES:Chapter Event,Membership,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:20240328T113000
DTEND;TZID=America/New_York:20240328T130000
DTSTAMP:20260404T160357
CREATED:20240326T182633Z
LAST-MODIFIED:20240326T182633Z
UID:43032-1711625400-1711630800@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Northeast FL March Member Meeting
DESCRIPTION:Lori Camp\nMarch 28\, 2024\n11:30 am – 1:00 pm\n\nJoin NAIFA-Northeast Florida on March 28th for our Monthly Member Meeting! We will hear from Lori Camp of Soul Sisters on learning how to up your digital marketing game. \nSoul Sisters is a woman owned digital marketing agency with offices in Fernandina Beach and Lake Helen. Lori spent the majority of her career in Healthcare – but decided to pivot in 2020 and forged a new path in Digital Marketing.  Melissa Chapman has worked in the IT Field and Higher Education prior to shifting to marketing.  Together\, they created Soul Sisters Digital Design\, where they focus on getting to know their clients\, and working hard to ensure that those clients achieve their goals. Soul Sisters Digital Design is your full scope digital marketing partner.  Specializing in website design\, search engine optimization\, google map listings\, PPC (Google Ads)\, Social Media Ads\, and Social Media Management. \nWe can’t wait to see you! \nTerra Gaucha Brazilian Steakhouse\n4483 Southside Blvd\nJacksonville\, FL 33216
URL:https://studymanuals.naifa-florida.org/event/naifa-northeast-fl-march-member-meeting/
LOCATION:Terra Gaucha Brazilian Steakhouse\, 4483 Southside Blvd.\, Jacksonville\, FL\, 32216
CATEGORIES:Chapter Event,In Person Event,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:20240328T160000
DTEND;TZID=America/New_York:20240328T170000
DTSTAMP:20260404T160357
CREATED:20240304T202058Z
LAST-MODIFIED:20240304T202058Z
UID:42779-1711641600-1711645200@studymanuals.naifa-florida.org
SUMMARY:Members Only: Coaches Circle with Dan Finley: Creating a Great Elevator Speech
DESCRIPTION:Thursday\, March 18\, 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  \nTHIS WEBINAR IS BROUGHT TO YOU BY
URL:https://studymanuals.naifa-florida.org/event/members-only-coaches-circle-with-dan-finley-creating-a-great-elevator-speech-3/
LOCATION:ZOOM
CATEGORIES:Coaches Circle,Members Only,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240404T120000
DTEND;TZID=America/New_York:20240404T130000
DTSTAMP:20260404T160357
CREATED:20240326T132842Z
LAST-MODIFIED:20240326T132842Z
UID:43014-1712232000-1712235600@studymanuals.naifa-florida.org
SUMMARY:What Will Proposed Changes to Contract Year 2025 Medicare Advantage Mean for Your Business
DESCRIPTION:Michael Hedge & Roger Moore\nThursday\, April 4\, 2024\n12 pm eastern\n\nJoin us for an insightful webinar led by head lobbyist for health policy issues affecting producers\, Michael Hedge\, and policy director\, Roger Moore\, aimed at financial service professionals\, IMOs and FMOs\, and other stakeholders within the Medicare ecosystem. In this webinar\, we’ll delve into the intricacies of these proposed changes and explore their potential impacts on various aspects of the Medicare landscape. \nTopics will include: \n\nUnpacking Proposed Rule Change\nMedicare Advantage and Part D Plans\nStrategies for Adaptation\nQ&A Session\n\n \n\n  \n  \nThis webinar is brought to you by: \n \n 
URL:https://studymanuals.naifa-florida.org/event/what-will-proposed-changes-to-contract-year-2025-medicare-advantage-mean-for-your-business/
LOCATION:ZOOM
CATEGORIES:Legislative Event,Members Only,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240405T073000
DTEND;TZID=America/New_York:20240405T170000
DTSTAMP:20260404T160357
CREATED:20240326T183521Z
LAST-MODIFIED:20240326T183521Z
UID:43036-1712302200-1712336400@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Central FL 2024 Spring Swing Event
DESCRIPTION:April 5\, 2024\n7:30 Registration Opens 8:30 Shotgun Start\n\nLOCATION: DUBSDREAD GOLF COURSE 549 W. PAR STREET\, ORLANDO\, FL \nTo register as an individual golfer or a foursome\, complete this flyer and if you are paying with a debit/credit card\, email to info@nabipcf.org or fax to 407-831-2990. If you are paying by check\, mail the form with the check to NABIP\, PO Box 160790\, Altamonte Springs\, FL 32716. \nIf you are interested in sponsorship\, contact Cal Thompson at cal@syncins.com or call at 407-701-9916.  \n\n 
URL:https://studymanuals.naifa-florida.org/event/naifa-central-fl-2024-spring-swing-event/
LOCATION:Dubsdread Golf Course\, 549 W Par Street\, Orlando\, FL\, 32804
CATEGORIES:Chapter Event,Charity Event,In Person Event,Mixer,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:20240411T120000
DTEND;TZID=America/New_York:20240411T130000
DTSTAMP:20260404T160357
CREATED:20240103T191637Z
LAST-MODIFIED:20240103T191832Z
UID:41886-1712836800-1712840400@studymanuals.naifa-florida.org
SUMMARY:Q2 State of NAIFA
DESCRIPTION:Thursday\, April 11\, 2024\n12 pm eastern\n\nJoin us for the Q2 “State of NAIFA” 2024 webinar featuring: \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/q3-state-of-naifa-2/
LOCATION:ZOOM
CATEGORIES:State of NAIFA,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240411T160000
DTEND;TZID=America/New_York:20240411T170000
DTSTAMP:20260404T160357
CREATED:20240326T133242Z
LAST-MODIFIED:20240326T133242Z
UID:43016-1712851200-1712854800@studymanuals.naifa-florida.org
SUMMARY:Coaches Circle with Dan Finley: Beyond the Production Plateau
DESCRIPTION:Thursday\, April 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 \n\n  \nTHIS WEBINAR IS BROUGHT TO YOU BY
URL:https://studymanuals.naifa-florida.org/event/coaches-circle-with-dan-finley-beyond-the-production-plateau/
LOCATION:ZOOM
CATEGORIES:Coaches Circle,Members Only,Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240418T120000
DTEND;TZID=America/New_York:20240418T130000
DTSTAMP:20260404T160357
CREATED:20240326T133642Z
LAST-MODIFIED:20240326T184507Z
UID:43018-1713441600-1713445200@studymanuals.naifa-florida.org
SUMMARY:Members Only: NAIFA Live April: Building a StoryBrand
DESCRIPTION:Michael McGlothlin\, CFP\, CLU\, ChFC\, LUTCF\nThursday\, April 18\, 2024\n12 pm eastern\nWhen it comes to talking about their businesses\, many people are so close to their products or services they don’t know where to start. Mike will explain how financial professionals like you can clarify your message to generate leads\, create more referrals or empower your sales team. How? With StoryBrand. The StoryBrand Marketing Framework will help you understand what customers are looking for so you can tell your story in a way people listen. \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. \n  \nTHIS WEBINAR IS BROUGHT TO YOU BY \n \n 
URL:https://studymanuals.naifa-florida.org/event/members-only-naifa-live-april-building-a-storybrand/
LOCATION:ZOOM
CATEGORIES:Members Only,NAIFA Live,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240422T090000
DTEND;TZID=America/New_York:20240422T170000
DTSTAMP:20260404T160357
CREATED:20240326T183949Z
LAST-MODIFIED:20240326T183949Z
UID:43038-1713776400-1713805200@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Tampa Bay 35th Annual Golf Classic
DESCRIPTION:April 22\, 2024\n9:00 am Shotgun Start\n\nJoin NAIFA-Tampa Bay on Monday\, April 22nd for our 35th Annual Golf Classic! We can’t wait to see you at Carrollwood Country Club. \n8:00 am – Registration & Boxed Breakfast \n9:00 am – Shotgun Start \n1:00 pm – Banquet Lunch & Awards\, Including Raffle Items & Silent Auction \nCarrollwood Country Club\n13903 Clubhouse Dr\nTampa\, FL\, 33618
URL:https://studymanuals.naifa-florida.org/event/naifa-tampa-bay-35th-annual-golf-classic/
LOCATION:Carrollwood Country Club\, 13903 Clubhouse Drive\, Tampa\, FL\, 33618
CATEGORIES:Chapter Event,Charity 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:20240424T140000
DTEND;TZID=America/New_York:20240424T150000
DTSTAMP:20260404T160357
CREATED:20240326T134143Z
LAST-MODIFIED:20240326T134143Z
UID:43020-1713967200-1713970800@studymanuals.naifa-florida.org
SUMMARY:Financial Security Advocate Academy
DESCRIPTION:Wednesday\, April 24\, 2024\n2 pm eastern\n\nFinancial Security Advocates have the training\, knowledge\, and skills to fully participate in the political process\, exert their grassroots influence\, and amplify NAIFA’s advocacy message on behalf of their businesses\, colleagues\, clients\, and communities. They truly make a difference. You\, too\, can be a part of something big and join the ranks of Financial Security Advocates. \n \n 
URL:https://studymanuals.naifa-florida.org/event/financial-security-advocate-academy/
LOCATION:ZOOM
CATEGORIES:Financial Security,Members Only,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240425T113000
DTEND;TZID=America/New_York:20240425T130000
DTSTAMP:20260404T160357
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
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240425T120000
DTEND;TZID=America/New_York:20240425T124500
DTSTAMP:20260404T160357
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:20240425T160000
DTEND;TZID=America/New_York:20240425T170000
DTSTAMP:20260404T160357
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:20240425T180000
DTEND;TZID=America/New_York:20240425T200000
DTSTAMP:20260404T160357
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:20240501T120000
DTEND;TZID=America/New_York:20240501T130000
DTSTAMP:20260404T160357
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:20240502T090000
DTEND;TZID=America/New_York:20240502T100000
DTSTAMP:20260404T160357
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:20240508T120000
DTEND;TZID=America/New_York:20240508T130000
DTSTAMP:20260404T160357
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;VALUE=DATE:20240520
DTEND;VALUE=DATE:20240522
DTSTAMP:20260404T160357
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:20240523T113000
DTEND;TZID=America/New_York:20240523T130000
DTSTAMP:20260404T160357
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;TZID=America/New_York:20240523T113000
DTEND;TZID=America/New_York:20240523T130000
DTSTAMP:20260404T160357
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:20240529T113000
DTEND;TZID=America/New_York:20240529T140000
DTSTAMP:20260404T160357
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:20240604T120000
DTEND;TZID=America/New_York:20240604T130000
DTSTAMP:20260404T160357
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:20240613T133000
DTEND;TZID=America/New_York:20240613T143000
DTSTAMP:20260404T160357
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:20240613T160000
DTEND;TZID=America/New_York:20240613T170000
DTSTAMP:20260404T160357
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:20240618T173000
DTEND;TZID=America/New_York:20240618T193000
DTSTAMP:20260404T160357
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:20240620T113000
DTEND;TZID=America/New_York:20240620T123000
DTSTAMP:20260404T160357
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
END:VCALENDAR