National Association of Insurance and Financial Advisors-Florida
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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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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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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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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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We have finally reached the final quarter of 2020. We have navigated this unprecedented year together. Our NAIFA Leaders reflect back on 2020 and look forward to 2021 when we present the new strategic plan. This Q4 State of NAIFA focuses on our advocacy work at the grassroots, state and federal level. Hear directly from…
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As with many others, Covid-19 caused the July cancellation of these two in-person events which are most important in the life of NAIFA-Florida. The good news is that all members of NAIFA-Florida are now able to attend and be a part of these events by way of the Zoom platform! The virtual Installation of… |
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Members Only: Empower Advisors & Fight Exploitation Jilenne Gunther, MSW, JD AARP National Director of BankSafe November 5, 2020 2 pm eastern Learn about AARP’s BankSafe training—a free, award-winning online platform that helps financial advisors identify potential financial exploitation and take actions to stop the money before it leaves the account. Get a sneak peek of the…
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As with many others, Covid-19 caused the July cancellation of these two in-person events which are most important in the life of NAIFA-Florida. The good news is that all members of NAIFA-Florida are now able to attend and be a part of these events by way of the Zoom platform! The virtual NAIFA-Florida annual Awards… |
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November 6, 2020 9 am-5 pm eastern NAIFA Advocacy Partner, Latin American Association of Insurance Agencies (LAAIA) is celebrating their 50th Anniversary with a virtual convention. Register: https://laaia.com/meetinginfo.php?id=1&ts=1596993186
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Monthly Leader Webinar: November 2020 11/6/2020 Time: Noon Eastern Export to Your Calendar Register |
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Long Term Care Virtual Conference
The webinar is brought to you by: 12-3 pm eastern Save the date for the Limited & Extended Care Planning Solutions Conference! Join us three hours a day over the course of three days. Hear from LTC experts about this rapidly changing industry. More information coming soon! |
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NAIFA-Florida Office Closed – Holiday
The NAIFA-Florida office will be closed on Wednesday, November 11, 2020 in observation of Veterans Day.
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November 11, 2020 2 pm eastern With the 117th Congress quickly approaching, the freshman classes of the House and Senate are preparing to take their place in Washington, DC. Join members of NAIFA's National Grassroots Committee and NAIFA Grassroots Director Maggie Buneo to learn more about developing relationships with newly elected legislators, becoming a trusted… |
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Delvin Joyce, CLU, ChFC, RICP Members Only: NAIFA Live-Sticktoitiveness Former NFL player turned financial planner, Delvin Joyce will share seven lessons that he learned through athletics that helped him to successfully transition into the financial services industry. Sticktoitiveness will provide insights on overcoming adversity, creating a personal brand and goal setting. In addition, Delving will… |
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Member Benefits Program Month #11: Volunteer Opportunity Tour Register Tell a Friend Members say that taking on a leadership role at NAIFA helps set them apart from other advisors, but but how do you get there? This month will focus on how you can map a path to NAIFA leadership. The sky’s the limit with… |
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November 16th, 2020 12:00 PM EST One of the biggest takeaways from this year’s new regulatory measures regarding client service is that your approach needs to be proactive and comprehensive. It is not enough to comply to the lowest common denominator; you must establish compliance in all facets of your client relationships. The webinar…
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by David McKnight Presented by NAIFA-Tampa Bay and open to all NAIFA Members Many of us have been long time fans of David McKnight and his “Power of Zero” philosophy. We are presenting David McKnight on November 16th from Noon to 1pm as a virtual event. Registration… |
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CALLING ALL VOLUNTEERS! Membership Phone-A-Thons will be held on: 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 around the state – to simply check-in with them and see…
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Myths and Misconceptions of the reverse mortgage product (better known as the HECM) What the HECM is a HECM? The Process of Loan Officers and Financial Professionals working together to better retirement! Redirecting misdirected funds back to CFP Topic: Home Equity & Reverse Mortgage Loans in Financial Planning Time: Nov 17, 2020 11:00 AM Eastern…
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November 17 The webinar is brought to you by: The Belong Event 7:30 pm eastern Join your fellow members for camaraderie and celebration of all things NAIFA that will continue our legacy for another 130 years. The event will honor of all of our volunteer leaders, past and present. |
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Citizens Update COVID Rules & Update Updated Citizens Training Page & Platform Intro to Citizens Essentials Virtual Series Managed Repair & Inside Water Limits (DP-3/HO-3) The Road Ahead Citizens Product Guide Review The New Business Journey Resources Time: Nov 18, 2020 11:00 AM Eastern Time (US and Canada) Join…
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November 18th, 2020 1:00 PM EST Fairway Independent Mortgage Corp has teamed up with MoneyTrax and the Circle of Wealth to bring you EquityTrax, the newest industry tool for visualizing Reverse Mortgage Loans as a key part of retirement planning. The webinar is brought to you by |
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How to Incorporate Equity Into Retirement Strategies: Case Studies, Q&A Financial Professionals and Advisors today need professional resources they can turn to who understand how to incorporate equity into their retirement strategies. Moreover, then need resources who can help them successfully visualize for clients the impact equity can have on their retirement. Using EquityTrax, George…
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Join members of NAIFA-CF and other Central Florida industry professionals for the November NAIFA-Central Florida monthly meeting, now in virtual and live attendance format! Our keynote speaker is Rick Patterson, NAIFA/CF member to discuss "Reflections On A 50 Year Career" Rick will describe his life long relationship with NAIFA and the Financial Services Profession. …
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Marketing Healthcare in Today's Environment COVID-19 Requires Protection Employers are being overcharged and are NOT aware of what's in the Marketplace Why a Young Advisor would want to be in the Benefits Marketplace in 2020 and Beyond Speaker Scott Fjelstad, Regional Manager @ Rogers Benefit Group Thursday, November 19, 2020 / 11:30 am - 1:00 pm…
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TAMPA'S MOST POPULAR ANNUAL event is coming back November 19th!!! The 2020 Women’s Forum is a chance for advisors and their clients of all levels or experience to learn “with & from” 4 amazing talents. Moderated by NAIFA Tampa BAY’s own Melissa Snively and directed by our Program Chair Katherine Jones we have secured another great November…
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Chapter Staff Meeting: November 2020 11/19/2020 Time: Noon Eastern Export to Your Calendar Register
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November 19 2 pm eastern The votes have been cast and we know who will be leading our country from who the President will be for the next four years and what the 117th Congress will look like. Join NAIFA's Government Relations team to discuss what the results mean for the industry and your clients.…
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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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NAIFA-Florida Office Closed – Holiday
The NAIFA-Florida office will be closed beginning Wednesday afternoon (time TBD) November 25 through Friday, November 27, 2020 in observation of Thanksgiving. |
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Bill Comfort, CSA, CLTC, LTCCP Comfort Long Term Care Owner December 1, 3, 8 and 10, 2020 12-4 pm eastern The December class to receive your CLTC is now enrolling. Spend four weeks in a CLTC virtual Master Class to learn the topics and then sit for your exam virtually to gain a new designation.… |
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Bill Comfort, CSA, CLTC, LTCCP Comfort Long Term Care Owner December 1, 3, 8 and 10, 2020 12-4 pm eastern The December class to receive your CLTC is now enrolling. Spend four weeks in a CLTC virtual Master Class to learn the topics and then sit for your exam virtually to gain a new designation.…
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The webinar is brought to you by Fireside Chat: Unconscious Bias & Microaggressions Angela Lapp-Johnson Catalyst Recruiting & Consulting Principal Aprilyn Chavez-Geissler, LACP Gateway Insurance Group First Executive Vice President Win Havir, CPCU, CLF, LUTCF, FSS, AIC, LACP Educators Insurance Resources Services, Inc. Executive Vice President December 3, 2020 2 pm eastern Join members of… |
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Monthly Leader Webinar: December 2020 12/4/2020 Time: Noon Eastern Export to Your Calendar Register |
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