National Association of Insurance and Financial Advisors-Florida
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NAIFA TAMPA BAY: For over 30 years, the National Association of Insurance & Financial Advisors Tampa Bay has organized the Golf for Kids Classic. Following the original mission "to give back to the community where we work and live." The organization has raised over $520,000 for local charities.EPILEPSY SERVICES FOUNDATION: Epilepsy Services Foundation has benefited… |
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Tech Tips from the Top Ryan Pinney, LACP Pinney Insurance Center, Inc. President Julianne Hertel Dream Big Wealth Strategies, LLC Financial Advisor & Founder Brandon Heckert, AAMS FSM Wealth, Inc. Financial Advisor Tuesday, April 27, 2021 2 pm eastern This is the first virtual program in a three-part client prospecting series designed… |
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Wednesday, April 28, 2021 – from 9:00 a.m. to 10:30 a.m. (ET) The purpose of the event is to place phone calls to current members around the state, thank them for their membership in the association, and to ask how their business is doing. In addition, we’re asking them if they have any desires to… |
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“Health Insurance: The Federal No-Surprise Act -- Webinar” (CE – 1 Hour – Health) Tuesday, May 4 – 11:00 a.m. to Noon, ET by Craig Rodrigue Big changes are coming in the world of health insurance! This one-hour course reviews recent changes to health insurance, health care, and subsidies as a result of passage of… |
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Tax Planning with Home Equity Harlan Accola, CRMP Fairway Independent Mortgage Corporation National Reverse Mortgage Director May 5, 2021 2 pm eastern Join industry leader, Harlan Accola, CRMP, for this one-hour discussion on tax planning with home equity. MORE The webinar is brought to you by |
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Aprilyn Chavez Geissler, LACP Gateway Insurance Group, Inc. First Executive V.P. Brian H. Ashe, CLU, LACP Equitable Advisors Financial Professional Marcus T. Henderson, Sr., RFP, AIF, MRFC Henderson Financial Group, Inc. President/Chief Executive Officer Thursday, May 6th 2 pm eastern This is the third virtual program in an interactive series designed to inspire individuals who… |
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Tom Michel NAIFA National, President Kevin Mayeux NAIFA National, CEO Diane Boyle NAIFA National, SVP Government Relations Tuesday, May 11th 2 pm eastern Join us for our Q2 "State of NAIFA" of 2021 webinar. |
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NAIFA Live How to Build a Location Independent Practice that Attracts Dream Clients Like Clockwork with More Free Time Wednesday, May 12th | 2 pm eastern Being able to market effectively online is a simple but different process that hinges on credibility, shifts, and simple structure that Terrance will cover in this presentation, giving advisors… |
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At NAIFA, we’re all about strengthening the insurance and financial services industry by helping advisors grow their knowledge and be their best at serving clients. That’s why we’re offering you – the non-member – free access to NAIFA’s advisor development program so you can learn from the best while sampling professional benefits that come with… |
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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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Judi Carsrud NAIFA AVP, Government Relations Maeghan Gale NAIFA Policy Director Tuesday, May 18th 2 pm eastern In this 1 hour webinar, NAIFA’s AVP of Government Relations, Judi Carsrud, and NAIFA’s Policy Director, Maeghan Gale, explore eight of the most significant tax proposals facing advisors and their clients. MORE The webinar is brought to… |
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NAIFA-Tampa – Membership Meeting: 5 Hour CE Day
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NAIFA-Broward Virtual Meeting Wednesday, May 19th, 2021 9:00 am - 11:15 am Our May 19th virtual meeting via Zoom will feature updates from NAIFA-Florida Lobbyist Tim Meenan discussing Florida Legislative Events and the many issues that affect us, with guest Rep. Dan Daley and another legislator, with time for questions. Immediately followed by 1-Hour Disability…
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Suzanne Carawan NAIFA V.P., Marketing & Communications Brock Jolly, CFP, CLU, LACP, ChFC, CLTC, CASL, RICP Veritas Financial NAIFA Treasurer Christopher S. Barnthouse, MBA, CLTC Cheryl Canzanella, LUTCF, CLU, ChNSC Wednesday, May 19th 10:30 AM - 6:00 PM EASTERN NAIFA is a proud to support Fairway in their first financial advisor summit. The day…
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SPECIAL CE OPPORTUNITY FOR NAIFA-MIAMI DADE MEMBERS! Presented by Nationwide “Social Security: The Choice of a Lifetime” Wednesday, May 19, 2021 11:00 AM – 12:00 PM EDT 1-hour of FL state insurance and/or CFP, PACE, CIMA and CPE credit Hosted by: David Smitherman Instructed by: Tim O’Mara The decision on when and how to file for Social…
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R.J. Kelly, CLU, ChFC, IAR, CAP, RICP, MSFS, AEP, CEPA Wealth Legacy Group Founder and Chief Visionary Officer Stephen Kagawa The Pacific Bridge Companies CEO Wednesday, May 19th 2 pm eastern This online event is for any agent or advisor who is seeking to leverage their relationships within their circles to achieve greater ROI.… |
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Thursday, May 20, 2021 How to Calculate Provisional Taxes on Social Security Virtual Presentation - 8:30 am/Login + Networking - 9 am Presentation Matthew J Oliver, CPA Matthew J Oliver, CPA, PLLC (772) 486-0311 (C) 561-802-7362 matt.oliver@mjocpa.com Serving small business and individuals' tax planning, compliance and business advisory needs. Matt practices public accounting…
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Impact of Estate Planning under the Biden Administration May 20, 2021 11:30 AM-1:00 PM EASTERN LOCATION: Bonefish Grill 10950 San Jose Boulevard Jacksonville, FL 32223 William A. O'Leary, JD, LL.M (Tax) Attorney Legacy Planning Law Group. Bill's Bio Basic Estate Planning tips Understanding the implications and tax law changes Importance of Estate Planning CLICK HERE…
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“Draft a Plan to Help Protect Business Owners” (CE – 1 Hour – Health) Thursday, May 20 – Noon to 1:00 p.m. ET by Steve Saladino This one-hour course examines the different solutions business owners can use to protect themselves and their business from the threat of a disability. Health insurance advisers will learn… |
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Citizens Property issued an Alert on Monday, May 17 which addresses the recent approval by the OIR of three companies to non-renew or cancel selected Personal Lines policies. The companies are: Gulfstream Property and Casualty Insurance Company; Southern Fidelity Insurance Company; and Universal Insurance Company of North America. (See below for the complete Citizens… |
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NAIFA Congressional Conference
Reserve Your Spot for 2021 Congressional Conference | May 25-26 NAIFA’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… |
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“Life Insurance and Estate Planning” Presented by Yoni Markoff, PA, NAIFA-Broward Study Group Chair Wednesday, May 26th, 2021 ~ 9:00 AM FREE TO ALL. RSVP TO YONI: Phone: 786-463-4463 ~ Email: yoni@markhoffpa.com Registration should include name, company, phone number, email address, and NAIFA local. |
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NOTE: NEW MEAL PRICES ARE $20 FOR NAIFA MEMBERS AND $25 FOR NON-MEMBERS! Join members of NAIFA-CF and other Central Florida industry professionals for the May 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, May…
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At NAIFA, we’re all about strengthening the insurance and financial services industry by helping advisors grow their knowledge and be their best at serving clients. That’s why we’re offering you – the non-member – free access to NAIFA’s advisor development program so you can learn from the best while sampling professional benefits that come with… |
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NAIFA Central Florida Two Hours CE Class NAIFA-CF is pleased to offer a two hours CE class on Friday, May 28, from 11:15 am to 1:30 pm. TOPIC: Why Disability Income - Virtual Class Course #117625 Course Offering #1142735 Instructor: Michael Aun, FIC, LUTCF, CSP®, CPAE Speaker Hall of Fame® From 11:15-11:30 is a Million Dollar Sales Idea and… |
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Holiday Office Closure
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Wednesday, June 2nd | 2 pm eastern This is the fourth virtual program in an interactive series designed to inspire individuals who sell or want to sell life insurance by educating them to address the coverage gap issues for their under-insured clients. In this session, attendees will hear from three career agents - NAIFA-NY VP… |
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June 3, 2021 2:00 - 3:00 pm, ET ZOOM Craig Duncan, ChFC President of NAIFA-Florida This one-hour CE class is designed to educate general lines (P&C) agents on how to communicate with their policyholders the reasons for rapid rate increases in the Florida homeowner market. Included will be discussion on reinsurance markets, the impact… |
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