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X-ORIGINAL-URL:https://studymanuals.naifa-florida.org
X-WR-CALDESC:Events for NAIFA-Florida
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210804T140000
DTEND;TZID=America/New_York:20210804T150000
DTSTAMP:20260423T125733
CREATED:20210630T130559Z
LAST-MODIFIED:20210728T130845Z
UID:30629-1628085600-1628089200@studymanuals.naifa-florida.org
SUMMARY:How to Advise Your Clients to Get to the Zero Tax Bracket
DESCRIPTION:  \n \nHarlan Accola\, CRMP\nFairway Independent Mortgage Corporation\nNational Reverse Mortgage Director\nDavid McKnight\nThe Power Of Zero\nPresident\nWednesday\, August 4th\n2 pm eastern \n\nMost Americans have saved the majority of their retirement assets in tax-deferred vehicles like 401(k)s and IRAs. But what happens when tax rates go up? How much of your hard-earned money will they really get to keep? David McKnight and Harlan Accola\, CRMP will discuss the solution: The zero percent tax bracket! Financial advisors learn how you can help your clients keep their assets by eliminating tax rate risk from the retirement picture. \n\n  \n\n \n\n  \n  \nThe webinar is brought to you by\n   \n  \n 
URL:https://studymanuals.naifa-florida.org/event/4-approaches-to-managing-risk-retirement-income-2/
LOCATION:ZOOM
CATEGORIES:Business Performance Center,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210812T130000
DTEND;TZID=America/New_York:20210812T140000
DTSTAMP:20260423T125733
CREATED:20210728T132053Z
LAST-MODIFIED:20210728T132053Z
UID:30961-1628773200-1628776800@studymanuals.naifa-florida.org
SUMMARY:Advisor Ambassador
DESCRIPTION:August 12th & 26th | 1 pm eastern \n  \nAll non-member ar invited to join August’s Advisor Ambassador Program. This free\, award-winning advisor-development program allows non-members to learn from the best while sampling professional benefits that come with NAIFA membership. \n  \nJoin us and experience NAIFA by attending the Advisor Ambassador program. \n  \nSpeakers for the August Advisor Ambassador sessions include: \n\nAugust 12th: Derek Scheetz\, NAIFA-Ohio\nAugust 26th: Jose Rodriguez\, NAIFA-California
URL:https://studymanuals.naifa-florida.org/event/advisor-ambassador/
LOCATION:ZOOM
CATEGORIES:Advisor Ambassador Program,Membership,New Members,Non-Members,Open to Members & Non-Members
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210812T153000
DTEND;TZID=America/New_York:20210812T163000
DTSTAMP:20260423T125733
CREATED:20210106T170306Z
LAST-MODIFIED:20210608T184618Z
UID:28091-1628782200-1628785800@studymanuals.naifa-florida.org
SUMMARY:NAIFA Chapter Services - Membership Chairs Meeting
DESCRIPTION: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.  \n If you are not a Membership Chair\, and are interested in attending\, please email leadership@naifa.org.
URL:https://studymanuals.naifa-florida.org/event/naifa-chapter-services-membership-chairs-meeting-2/
LOCATION:ZOOM
CATEGORIES:Conference Call,Membership,Monthly Leader Webinar,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20210817
DTEND;VALUE=DATE:20210820
DTSTAMP:20260423T125733
CREATED:20210608T141339Z
LAST-MODIFIED:20210630T134843Z
UID:30423-1629158400-1629417599@studymanuals.naifa-florida.org
SUMMARY:Performance+Purpose: Redefine the Lines
DESCRIPTION:The event this year is focused on creating an interactive experience for participants. The conference will include break-out sessions for book signings with speakers\, gamification\, and TED-talk style sessions to allow attendees to “choose their own adventure” to spice up their Zoom experience and deliver top-notch training to help you expand your book of business. \n\nKeynote Speakers: \n\nDana Perino “Lessons Learned on the Road to the White House”\nHolly Hoffman “The Survivor Way”\n\nJason Hewlett “The Promise: The Engagement Experience” \n 
URL:https://studymanuals.naifa-florida.org/event/performancepurpose/
LOCATION:ZOOM
CATEGORIES:Conference,New Members,Non-Members,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210818T140000
DTEND;TZID=America/New_York:20210818T150000
DTSTAMP:20260423T125733
CREATED:20210601T173851Z
LAST-MODIFIED:20210601T173921Z
UID:30323-1629295200-1629298800@studymanuals.naifa-florida.org
SUMMARY:4 Approaches to Managing Risk Retirement Income
DESCRIPTION:   \nHarlan Accola\, CRMP\nFairway Independent Mortgage Corporation\nNational Reverse Mortgage Director\nWade Pfau\, PhD\, CFA\, RICP\nThe American College\nRICP Program Director & Professor of Retirement Income\nWednesday\, August 18th\n2 pm eastern\n\nIn this session\, RICP Program Director and Professor of Retirement Income at The American College\, Wade Pfau\, PhD\, CFA\, RICP joins Fairway Independent Mortgage’s National Reverse Mortgage Director\, Harlan Accola\, CRMP for an in-depth discussion of  how they approach risk retirement income management\, and an overview of the practical implementations to managing sequence risk they consider including\, delaying Social Security\, using annuities with lifetime spending protections\, employing a rising equity glide path in retirement\, using a time segmentation or bucketing strategy\, or creating a “buffer asset” with a reverse mortgage or whole life insurance. \n \n\n  \n  \nThe webinar is brought to you by\n  \n 
URL:https://studymanuals.naifa-florida.org/event/4-approaches-to-managing-risk-retirement-income/
LOCATION:ZOOM
CATEGORIES:Business Performance Center,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210826T130000
DTEND;TZID=America/New_York:20210826T140000
DTSTAMP:20260423T125733
CREATED:20210728T132258Z
LAST-MODIFIED:20210728T132258Z
UID:30963-1629982800-1629986400@studymanuals.naifa-florida.org
SUMMARY:Advisor Ambassador
DESCRIPTION:August 12th & 26th | 1 pm eastern \n  \nAll non-member ar invited to join August’s Advisor Ambassador Program. This free\, award-winning advisor-development program allows non-members to learn from the best while sampling professional benefits that come with NAIFA membership. \n  \nJoin us and experience NAIFA by attending the Advisor Ambassador program. \n  \nSpeakers for the August Advisor Ambassador sessions include: \n\nAugust 12th: Derek Scheetz\, NAIFA-Ohio\nAugust 26th: Jose Rodriguez\, NAIFA-California
URL:https://studymanuals.naifa-florida.org/event/advisor-ambassador-2/
LOCATION:ZOOM
CATEGORIES:Advisor Ambassador Program,Membership,New Members,Non-Members,Open to Members & Non-Members
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210826T140000
DTEND;TZID=America/New_York:20210826T150000
DTSTAMP:20260423T125733
CREATED:20210824T174532Z
LAST-MODIFIED:20210824T174532Z
UID:31260-1629986400-1629990000@studymanuals.naifa-florida.org
SUMMARY:Tax Law Change Brings Life Insurance Sales and Marketing Opportunities
DESCRIPTION:  \n\n\n\n\nAndrew Rinn\, JD\, CFP\, CLU\, ChFC\nAmeritas\nVice President\, Advanced Markets & Competition And Case Design\nKelly Halverson\nAmeritas\nVice President & Actuary\, Individual Product Development\n\nTHURSDAY\, AUGUST 26TH\n2:00 PM EASTERN\n\nHow does a change to the federal tax code\, IRC Section 7702\, impact your business and life insurance clients? To find out\, join Andrew Rinn\, JD\, CFP\, CLU\, ChFC\, Vice President\, Advanced Markets & Competition and Case Design at Ameritas\, and Kelly Halverson\, Vice President and Actuary\, Individual Product Development at Ameritas as they explain the pertinent changes to Section 7702\, their impact on life insurance product offerings\, and sales and marketing opportunities they create for producers. \n \n\n  \nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/tax-law-change-brings-life-insurance-sales-and-marketing-opportunities/
LOCATION:ZOOM
CATEGORIES:Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
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