National Association of Insurance and Financial Advisors-Florida
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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… |
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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. |
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Top 4 Advisors Under 40 Application Deadline
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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NAIFA’s 2020 Performance + Purpose Conference
NAIFA’s 2020 Performance + Purpose Conference to “Power the Possible” with a Concentrated Professional Development Experience The highly interactive virtual event’s workshops and breakouts are designed to appeal to future-focused financial professionals. The National Association of Insurance and Financial Advisors (NAIFA) has opened registration for its 2020 Performance + Purpose conference, an interactive virtual event… |
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Nancy Dykeman Long-Term Care Planning Consultants, LLC President October 8, 15, 22 & 29, 2020 Noon-4 pm Eastern The CLTC Master Class is a virtual live class providing participants with a learning experience that allows professionals to walk away with the confidence and competence to discuss LTCi issues with their clients. MORE |
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Monthly Leader Webinar: October 2020 10/9/2020 Time: Noon Eastern Export to Your Calendar Register
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Members credit the Leadership in Life Institute (LILI) as “life changing” when it comes to improving their business per-formance. This month you will hear from LiLi grads who will explain the program and help to expand your network. 10/9/2020 When: Friday, October 9, 2020 1-2 pm Eastern Where: Zoom United States Contact: 866-877-2432 Online… |
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FOR P&C Agents Should you have questions on this event, please contact Aaron Montanez at: producer@h2opartnersusa.com Upcoming Flood Insurance Webinars for Agents Presented by the National Flood Insurance Program October 2020 - Register Now! (Capacity is Limited) Key Fundamentals of Flood Insurance for Agents Parts One and Two Please register for both parts of… |
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FOR P&C Agents Should you have questions on this event, please contact Aaron Montanez at: producer@h2opartnersusa.com Upcoming Flood Insurance Webinars for Agents Presented by the National Flood Insurance Program October 2020 - Register Now! (Capacity is Limited) Key Fundamentals of Flood Insurance for Agents Parts One and Two Please register for both parts of…
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Virtual Candidate "Meet & Greet" with Hillsborough and Pinellas elected officials and candidates. Legislative Update from Tim Meenan. Wednesday, October 14th 5:30 to 7:00 p.m. RESERVATIONS REQUIRED! |
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Nancy Dykeman Long-Term Care Planning Consultants, LLC President October 8, 15, 22 & 29, 2020 Noon-4 pm Eastern The CLTC Master Class is a virtual live class providing participants with a learning experience that allows professionals to walk away with the confidence and competence to discuss LTCi issues with their clients. MORE
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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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Chapter Staff Meeting: October 2020 10/16/2020 Time: Noon Eastern Export to Your Calendar Register |
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Chapter Leadership Training
The NAIFA Blueprint: Chapter Leadership Training Save the date for this year's Chapter Leadership Training! This year's training will take place October 19-23 from 2-5 p.m. EST. This week long training will provide leaders and staff with the latest and greatest information regarding Governance, Advocacy, Communications, Membership and Programs. See below for program highlights!… |
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WIFS Annual Conference
October 20-23 NAIFA Advocacy Partner: WIFS Annual Conference NAIFA's Advocacy Partner, Women in Insurance & Financial Services (WIFS) is hosting their Virtual National Conference, "Start Your Engines" October 20-23.
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The webinar is brought to you by: Using Housing Wealth to Improve Financial Outcomes in Retirement October 20 2 pm eastern Barry Sacks, J.D., Ph.D. Law Office of Barry Sacks Tax Attorney Highlights of this Webinar Include: • Cash Flow Sustainability • Improve Cash Availability by Refinancing a Conventional Mortgage • Provide Liquidity… |
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NAIFA-BROWARD MEMBERSHIP MEETING ON ZOOM! Wednesday, October 21st, 2020 9:00 AM Important Legislative Updates! Get up to date on all the legislative issue that affect you AND your clients with NAIFA Lobbyist Tim Meenan, followed by updates from Chip LaMarca, Florida House of Representatives, and Candidate for Florida Senate Shevrin Jones. "Marketing and Business Practices… |
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Join members of NAIFA-CF and other Central Florida industry professionals for the October NAIFA-Central Florida monthly meeting, now in virtual and live attendance format! Our keynote speaker is Tim Meenan, NAIFA-FL Lobbyist. We will also have several State Legislators in attendance. Timothy J. Meenan serves as the firm’s managing shareholder. While Deputy Treasurer for the State of Florida, Tim…
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Nancy Dykeman Long-Term Care Planning Consultants, LLC President October 8, 15, 22 & 29, 2020 Noon-4 pm Eastern The CLTC Master Class is a virtual live class providing participants with a learning experience that allows professionals to walk away with the confidence and competence to discuss LTCi issues with their clients. MORE
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October 22 The webinar is brought to you by: Understanding the Power of Us: How Your Voice Can Influence Change 1:30 pm eastern Corey Anderson, Rodney Mogen & Brent Hill Members of NAIFA's Young Advisor Team (YAT) join forces with NAIFA's Government Relations staff to break down for you the importance of being being informed… |
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The webinar is brought to you by: Members Only: Pre-Election Webinar 2 pm eastern Join NAIFA's Government Relations team as they provide you with useful information before you cast your vote. We will be covering the status of the elections, various possible outcomes, and engage in a discussion of what that might mean for our… |
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October 28 The webinar is brought to you by: Sponsored by: Get In or Get Out: The Compounding Complexities of Succession Planning During Tumultuous Times 12 pm eastern In this webinar, our panelists will help simplify some of these complexities and share their best practices for successfully transitioning out of the business, regardless of global…
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Offering ID 1131731 Course Name WHY CONSIDER A REVOCABLE LIVING TRUST? STEPS TO CREATE AN ESTATE PLAN -- WEBINAR Course ID Number 114819 Program Type Public Provider ID 654 Provider Name NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS - FLORIDA Selected Instructors CHARLES DAVID WILDER |
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Nancy Dykeman Long-Term Care Planning Consultants, LLC President October 8, 15, 22 & 29, 2020 Noon-4 pm Eastern The CLTC Master Class is a virtual live class providing participants with a learning experience that allows professionals to walk away with the confidence and competence to discuss LTCi issues with their clients. MORE
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NOTE: This event is for NAIFA members only, due to Political Committee fundraising restrictions. Join NAIFA-Florida in this one-hour virtual "Happy Hour" event to help raise funds for the Political Committee! NAIFA-Florida Political Committee Chair, Taylor Collins, will host this event and be joined by the following guest speakers: Cheryl Canzanella, LUTCF… |
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