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Monthly Leader Webinar: September 2020 Date: 9/4/2020 Time: Noon Eastern Register Online registration is available until: 9/4/2020
35 events found.
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1 event,The NAIFA-Florida office will be closed on Monday, September 7, 2020 in observation of Labor Day. |
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Nancy Dykeman The Certified Long Term Care Designation Offered through our partnership with special pricing for NAIFA members. CLTC is one of the founding sponsors of our Limited & Extended Care Planning Center (LECP). Our partnership allows NAIFA members to study for and sit for the CLTC designation at a preferred price. Additionally, the CLTC…
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Presented by Dave Resseguie y Work Matters So often, the greatest battle that we face is in between our own two ears. Have you ever felt like a sales person who is bothering people by trying to get them to do something? #headtrash There’s so much wrong with that statement, and in this powerful 60…
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September 10 @ 2 PM eastern MEMBERS ONLY: NAIFA Live: Y Work Matters Dave Resseguie So often, the greatest battle that we face is in between our own two ears. Have you ever felt like a sales person who is bothering people by trying to get them to do something? #headtrash There’s so much wrong… |
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Membership in NAIFA affords media access. Boost your personal brand and that of your firm by presenting yourself in print, social media and on camera. Benefit from the NAIFA National Communications team that will provide a session to help you take advantage of today’s media and reach new audiences. Online registration is available until:… |
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YOU'RE INVITED! NAIFA-BROWARD VIRTUAL SEMINAR! Keep More of Your Money in 2020! Important Real-Time Updates You Need to Know About the New Tax Law! Tax-Reduction Strategies for the Insurance and Financial Professional Remote Strategies that save you time and money! Wednesday, September 16th, 2020 1:00 pm - 3:00 pm Please plan to login…
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Three Part Series --September 16, 23, & 30, 2020 | 2:00 pm eastern "Meet the Feldmans" Case Study NAIFA and Financial Service Professionals (FSP) have joined together to create a three-part virtual event to allow participants to work through a complex case with a panel of family estate and business planning experts. Facts About the…
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The webinar is brought to you by How to Talk to Clients About Home Equity Planning & Compliance Officers Jamie Hopkins, Esq., LLM, MBA, CFP, RICP Carson Wealth Director of Retirement Reserch Harlan Accola Fairway Independent Mortgage Corporation National Reverse Mortgage Director September 16 2 pm eastern How do you talk to compliance and clients… |
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Chapter Staff Meeting: September 2020 9/17/2020 Time: Noon Eastern Export to Your Calendar Register
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The webinar is brought to you by Life Insurance Awareness Month: Educating & Empowering Policy Owners Mike Pepe Proformex Founder Marc Byrnes Oswald Companies Chairman Emeritus Ken Leibow InsurTech Express CEO, Founder & Chairman Ryan Pinney Pinney Insurance President September 17, 2020 Noon EST Join our panelists as they discuss the poignancy of this year’s…
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Nancy Dykeman The Certified Long Term Care Designation Offered through our partnership with special pricing for NAIFA members. CLTC is one of the founding sponsors of our Limited & Extended Care Planning Center (LECP). Our partnership allows NAIFA members to study for and sit for the CLTC designation at a preferred price. Additionally, the CLTC…
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NAIFA-Florida President Joe Chalom has asked for a monthly teleconference of all local Chapter and local Affiliate Presidents for the remainder of 2020. The purpose of the teleconferences is to network regarding experiences with local association administration and initiatives, successes with local meetings, and idea sharing. The teleconferences will be held the 3rd Thursday each… |
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Three Part Series -- September 16, 23, & 30, 2020 | 2:00 pm eastern "Meet the Feldmans" Case Study NAIFA and Financial Service Professionals (FSP) have joined together to create a three-part virtual event to allow participants to work through a complex case with a panel of family estate and business planning experts. Facts About… |
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SPECIAL NAIFA-NORTHEAST FLORIDA LIVE MEETING ON ZOOM! Thursday, September 24th, 2020 11:30 AM - 12:15 PM Success Using Life Insurance as the Foundation Presented by Carey Yukich, Co-Owner and Financial Advisor TrueWealth Advising Group CLICK FOR MORE ABOUT CAREY YUKICH Plus Jacksonville Mayor Lenny Curry's proclamation of September as Life Insurance Awareness Month! Click HERE for proclamation!…
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NAIFA Central Florida Monthly Meeting Join members of NAIFA-CF and other Central Florida industry professionals for the September NAIFA-Central Florida monthly meeting, now in virtual and live attendance format! Our keynote speaker is Craig S. Rodrigue of CSR & Associates A Benefits Group, who will present a One Hour CE class: The Affordable CARES Act: Divorce, Family…
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Nancy Dykeman The Certified Long Term Care Designation Offered through our partnership with special pricing for NAIFA members. CLTC is one of the founding sponsors of our Limited & Extended Care Planning Center (LECP). Our partnership allows NAIFA members to study for and sit for the CLTC designation at a preferred price. Additionally, the CLTC… |
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CALLING ALL VOLUNTEERS! Membership Phone-A-Thons will be held on: Wednesday, September 30 – from 9:00 a.m. to 10:30 a.m. (ET) Tuesday, November 17 – from 9:00 a.m. to 10:30 a.m. (ET) Wednesday, January 27 – from 9:00 a.m. to 10:30 a.m. (ET) The purpose of the event is to place “care calls” to current members…
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Three Part Series -- September 16, 23, & 30, 2020 | 2:00 pm eastern "Meet the Feldmans" Case Study NAIFA and Financial Service Professionals (FSP) have joined together to create a three-part virtual event to allow participants to work through a complex case with a panel of family estate and business planning experts. Facts About… |
2 events,
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Nancy Dykeman The Certified Long Term Care Designation Offered through our partnership with special pricing for NAIFA members. CLTC is one of the founding sponsors of our Limited & Extended Care Planning Center (LECP). Our partnership allows NAIFA members to study for and sit for the CLTC designation at a preferred price. Additionally, the CLTC…
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NAIFA-Florida will hold an orientation for the 2021 new Board of Directors on October 1, 2020 at 3:00PM. Call information will be sent directly to the board members prior to the orientation. |
1 event,Call for Entries! Top 4 Advisors Under 40 Award! RECOGNIZING NAIFA - FLORIDA'S TOP 4 ADVISORS UNDER 40 Application Deadline is Friday, October 2, 2020! Click (HERE) for complete details and award application. |
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