National Association of Insurance and Financial Advisors-Florida
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This course has been rescheduled from January 12, 2021. Incorporating Housing Wealth into Retirement Strategies Presented by George Vrban Reverse Mortgage Planner Fairway Independent Mortgage Corporation Retirement Cash Flow Strategies Using the Reverse Mortgage Product THREE WAYS HECMs HELP WITH TAX PLANNING* How to purchase a home with a HECM and take advantage of tax… |
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Members Only: How to Double Your Practice in 24 Months February 10, 2021 2 pm eastern Chris Gandy Founder Midwest Legacy Group How to Double Your Practice in 24 Months OneAmerica top producer, Chris Gandy will share lessons that he learned while navigating his financial services career path. This session will provide great tools… |
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Membership Chair Meetings are held on the second Friday of every month. Please note that all State and Local Membership Chairs have been registered through the rest of the year. Please check your email for the Zoom login details. If you are not a Membership Chair, and are interested in attending, please email leadership@naifa.org. |
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Tuesday, Feb. 16 at Noon (ET) This one-hour CE course provides advisors with details on education savings, including how creating a plan early can help their clients achieve their college dreams, and how investment returns can make a difference. Advisors will also learn about the rise in education costs and the education savings gap, understanding…
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Q1 State of NAIFA Tom Michel, NAIFA President Kevin Mayeux, NAIFA CEO Diane Boyle, SVP Government Relations February 16, 2021 1 PM EASTERN Join us this month for our first "State of NAIFA" of 2021 webinar. MORE |
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Dispelling Myths about Reverse Mortgages Jim Silbernagel, CFP®, LUTCF Host Of Real Wealth® And Power Session LIVE Harlan Accola, CRMP, CSA National Reverse Mortgage Director, Fairway Independent Mortgage Corporation February 17, 2021 2 PM Eastern Join this session to learn when a reverse mortgage might make sense for your clients' plans to hedge for obstacles like: Taxes; Falling… |
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FEBRUARY 18, 2021 11:30 AM-1:30 PM EASTERN Underwriting & Product Selection During A Pandemic This course will teach you about underwriting and how it affects product selection, pricing and processing of business during a pandemic. Course ID: 115313 ~ 1 Hour CE ~ Course Level: Intermediate ~ Course Authority: CE 2-16, 2-18 Cost to Attend:… |
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Make plans now to participate in NAIFA-Florida’s Virtual Legislative Day on the Hill – on Zoom Tuesday, Feb. 23 from 2:00 to 5:00 p.m. ET. This important event is hosted by President Craig Duncan and moderated by our Lobbyist Tim Meenan of Meenan, PA in Tallahassee. Your participation provides valuable support to Tim and his… |
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Special Invitation for NAIFA Members: White Glove’s Host University Summit
February 24-25 | 2-6 pm eastern NAIFA is a proud sponsor of this virtual summit with our new partners White Glove & Reminder Media. Retirement expert, Ed Slott will keynote the program and NAIFA's Treasurer, Brock Jolly will be a featured speaker. Topics include retirement planning, new SEC and tax rules, tips from top advisors…
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LECP: OneAmerica Webinar Chris Gandy Founder Midwest Legacy Group Michelle Prather Senior Regional Sales Director, Care Solutions OneAmerica February 24, 2021 2 PM EASTERN Description to follow. MORE The webinar is brought to you by |
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NAIFA Central Florida Monthly Meeting Join members of NAIFA-CF and other Central Florida industry professionals for the February 2021 luncheon at our NEW VENUE, Hannibal's On The Square, Winter Park. NAIFA-Central Florida's monthly meeting is now in virtual and live attendance format! MEETING INFORMATION 11:30 am - 1:00 pm on Thursday, February 25, 2021 Either from your home or…
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Why the Industry Needs More African-American Female Advisors Kristen Eskew OneDigital Business Development Executive Martina Jimenez Sperry Centurio Wealth, LLC Managing Partner February 25, 2021 2 PM Eastern Join our panelists for a discussion on the importance the role African-American women play in financial decision-making for their families, and why now more than ever we need… |
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NAIFA Central Florida Two Hours CE Class NAIFA-CF is pleased to offer a two hours CE class on Friday, February 26, 2021 from 11:15 am to 1:30 pm. TOPIC: Annuities - The Miracle Of Guaranteed Income - Virtual Class Course #116486 Course Offering #1138983 Instructor: Michael Aun, FIC, LUTCF, CSP®, CPAE Speaker Hall of Fame® From 11:15-11:30 is a Million… |
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