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X-ORIGINAL-URL:https://studymanuals.naifa-florida.org
X-WR-CALDESC:Events for NAIFA-Florida
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DTSTART;TZID=America/New_York:20220301T170000
DTEND;TZID=America/New_York:20220301T210000
DTSTAMP:20260409T215107
CREATED:20220208T185804Z
LAST-MODIFIED:20220208T185852Z
UID:33163-1646154000-1646168400@studymanuals.naifa-florida.org
SUMMARY:Tampa Bay Lightning Game & Tailgate
DESCRIPTION:Open to Members\, Non Members\,\nFriends & Family! \nDiscounted Price of Only $65\n(Members & Guests) \nor \n$35 for New 2022 Members \nor\nFor Referring a 2022 New Member*  \nIncludes Terrace Level Seating Ticket\n& Pre Game Tailgate including\nComplimentary Beer\, Wine\, Soda and Tailgate\nStyle Food!
URL:https://studymanuals.naifa-florida.org/event/tampa-bay-lightning-game-tailgate/
LOCATION:Amalie Arena\, 401 Channelside Dr\, Tampa\, FL\, 33602
CATEGORIES:Chapter Event,In Person Event,Membership,Networking,New Members,Non-Members,Open to Members & Non-Members
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220316T103000
DTEND;TZID=America/New_York:20220316T130000
DTSTAMP:20260409T215107
CREATED:20220223T145146Z
LAST-MODIFIED:20220223T145146Z
UID:33276-1647426600-1647435600@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Broward CE Class
DESCRIPTION:We invite you to join us for a Continuing Education Class \nCE CLASS:  “Taxing Times:  Six Important Strategies for the Current Tax Environment” \n1-hr. CE Class:  Credit for Florida insurance\, CFP\, CIMA and CPE.  Approved for Investments & Wealth Institute CE.\nFlorida CE Course #: 116667\nCourse Authority:  Generic Life\, Health and Variable\nCourse Level: Intermediate \n\nPresented By: Allianz Life Insurance Company of North America. \n\nDescription: While clients may find comfort in larger balances in their retirement plans\, they may not appreciate the effect taxes will have on their retirement income. The closer a client gets to retirement\, the more important it is to hold conversations regarding strategies for decreasing future taxation. \nWe invite you to a CE event for “Taxing Times: Six Important Strategies for the Current Tax Environment” where we will introduce varying approaches to consider to potentially position your client for enhancing income while reducing taxes. \nPlease use the registration link below and sign up today to become better equipped to help clients understand the need to consider one or all six taxation strategies with their tax advisor. Implementing these strategies in their drawdown scenarios can help lessen their tax burden and reach their retirement goals. \nDate:\nWednesday\, March 16\, 2022 \nTime:\n10:30 AM\, Registration and Lunch\n12:00 PM\, 1-Hr CE Class \nLocation:\nFort Lauderdale Country Club\n415 E. Country Club Circle\nFort Lauderdale\, FL 33317 \n\nMeeting Type: On-Site \nMODERATED BY: \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nRyan Niederkorn\nWaldean Wall\n\n\n\n  \nPre-Registration\nPre-Registration is required\,  RSVP today \n \nCharge – Member\nLunch – $28.00 \nCharge – Non-Member\nLunch – $40.00 \n \n \nADVANCE REGISTRATION AND PREPAYMENT IS REQUIRED \nIt is your responsibility to verify the CE course is not a repeat of a prior course\, taken less than two years from the previous one. The Internet address to check your State CE credits and compliance periods is located at: http://dice.fldfs.com/public/pb_index.aspx \n• Note: You must arrive on time for the CE Class to receive credit. Anyone arriving after 5 minutes into the class will not receive CE credit. Please know your license number\, and bring a photo ID.\nFor more information\, contact NAIFA-Broward Association Executive Rhonda Milrot at 954-753-2262\, or admin@naifa-broward.org \nSAVE THE DATE! \n4/20/22 Hybrid Meeting\, (via Zoom or In-Person lunch at Fort Lauderdale Country Club) ; 1-hr. CE Class\, Titled: Solutions for Business Owners. This course for financial advisors will explain a broad range of goals and solutions that advisors can provide to business owners\, to help them manage risk and meet their business objectives. Participants will also learn about income tax\, regulatory and practical implications that affect the clients’ needs and each type of solution.
URL:https://studymanuals.naifa-florida.org/event/naifa-broward-ce-class/
LOCATION:Fort Lauderdale Country Club\, 415 E. Country Club Circle\, Plantation\, FL\, 33317
CATEGORIES:Chapter Event,Continuing Education,In Person Event,New Members,Non-Members,Open to Members & Non-Members
ORGANIZER;CN="NAIFA-Broward":MAILTO:admin@naifa-broward.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220316T140000
DTEND;TZID=America/New_York:20220316T150000
DTSTAMP:20260409T215107
CREATED:20220225T183219Z
LAST-MODIFIED:20220225T183219Z
UID:33299-1647439200-1647442800@studymanuals.naifa-florida.org
SUMMARY:NAIFA Live: Members Only
DESCRIPTION:Digital Marketing – Tactics and Tips for Results You Never Thought Possible\n  \nSheryl Hickerson\nFemales & Finance\nCEO\nWednesday\, March 16th\n2 pm eastern\n\nJoin Sheryl Hickerson\, CEO of Females and Finance as she helps you discover new digital marketing opportunities for results you never thought possible. Sheryl understands the unique challenges of marketing in 2022\, prospective clients are busy\, distracted\, and easily bored. Through this informative NAIFA Live broadcast\, intended for all insurance and financial advisors\, you will learn how to cut through the distraction to turn bored prospects into engaged clients. \n\n \n\nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/naifa-live-members-only/
LOCATION:ZOOM
CATEGORIES:Members Only,NAIFA Live,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220317T140000
DTEND;TZID=America/New_York:20220317T150000
DTSTAMP:20260409T215107
CREATED:20220311T142118Z
LAST-MODIFIED:20220311T142118Z
UID:33417-1647525600-1647529200@studymanuals.naifa-florida.org
SUMMARY:Webinar: Designing Insurance Solutions to Address Clients’ Macroeconomic Concerns
DESCRIPTION:Upcoming Webinar: Designing Insurance Solutions to Address Clients’ Macroeconomic Concerns \nMarch 17th | 2 pm eastern \n  \nClients are concerned about inflation\, rising interest rates\, geopolitical instability\, and other factors placing downward pressure on equity markets. Join John Hancock’s AVP and Associate Counsel with Advanced Markets\, John Snider II\, JD\, for a timely macroeconomic update and a discussion of how life insurance product selection and structure can help address clients’ concerns in this challenging environment. Also\, learn what the shocking decrease in the per diem amount in 2022 (and the change in how the per diem amount is calculated going forward) means for clients trying to plan for future long-term care needs. \n 
URL:https://studymanuals.naifa-florida.org/event/webinar-designing-insurance-solutions-to-address-clients-macroeconomic-concerns/
LOCATION:ZOOM
CATEGORIES:Advanced Practice Center,Members Only,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20220320
DTEND;VALUE=DATE:20220324
DTSTAMP:20260409T215107
CREATED:20220217T184612Z
LAST-MODIFIED:20220217T184612Z
UID:33244-1647734400-1648079999@studymanuals.naifa-florida.org
SUMMARY:ILTCI Annual Conference
DESCRIPTION:March 20-23 | Raleigh\, NC \n  \nNAIFA is proud to support our partner\, ILTCI (Intercompany Long-Term Care Insurance Conference) in Raleigh\, NC on March 20-23\, 2022. This powerful conference provides seven tracks within the Limited & Extended Care Planning space. These include Advisors\, Agents & Agencies\, Aging in Place Solutions\, Claims & Underwriting\, Legal\, Compliance & Regulatory\, Management & Operations\, and Marketing & Research. \nNAIFA members and staff will be featured in three sessions during the event. Be sure to catch Suzanne Carawan\, VP of Marketing and Communications\, leads a panel consisting of NAIFA Trustee and Past NAIFA-Chicagoland President\, Chris Gandy\, LACP (Loyal Member since 2003)\, NAIFA-North Carlina Membership Chair and Past President\, Roger Sims\, CLU\, LUTCF (Loyal Member Since 2001)\, and NAIFA-New York board member\, Neil Himmelstein (Loyal Member Since 1997). \n  \nNAIFA members receive a 10% discount by using promo code NAIFA at registration. We are also holding a special reception on Monday night for a book signing for Carroll Golden’s new book.
URL:https://studymanuals.naifa-florida.org/event/iltci-annual-conference/
CATEGORIES:Conference,Limited & Extended Care Planning Center
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220323T130000
DTEND;TZID=America/New_York:20220323T140000
DTSTAMP:20260409T215107
CREATED:20220318T151406Z
LAST-MODIFIED:20220318T151406Z
UID:33488-1648040400-1648044000@studymanuals.naifa-florida.org
SUMMARY:Upcoming Advisor Today Webinar: Women Matter\, Celebrating Women's History Month March 23rd | 1 pm eastern
DESCRIPTION:Upcoming Advisor Today Webinar: Women Matter\, Celebrating Women’s History Month\nMarch 23rd | 1 pm eastern \n  \nJoin Daralee Barbera\, loyal member since 2007\, Thomasina Skipper\, and Linda Witham\, the three co-authors of “Women Matter – The Why and How of Gender Diversity in Financial Services.” These seasoned Financial Services professionals will address the role of women as advisors\, women as clients\, and the important tools needed for gender parity in financial services.
URL:https://studymanuals.naifa-florida.org/event/upcoming-advisor-today-webinar-women-matter-celebrating-womens-history-month-march-23rd-1-pm-eastern/
LOCATION:ZOOM
CATEGORIES:Members Only,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220324T100000
DTEND;TZID=America/New_York:20220324T110000
DTSTAMP:20260409T215107
CREATED:20220322T125651Z
LAST-MODIFIED:20220322T125651Z
UID:33515-1648116000-1648119600@studymanuals.naifa-florida.org
SUMMARY:Citizens Webinar
DESCRIPTION:  \nMark your calendars now for a free\, one-hour informational webinar presented by Citizens Property Insurance Corp. (“CITIZENS”) and hosted by NAIFA-Florida. \nJoin us on Thursday\, March 24 at 10:00 a.m. ET. It’s open to all team members in your agency and there’s no charge!” \nCitizens will moderate the webinar and discuss the following topics: \nTalking points: \n\nMarket Update\nHot Topics\nUnderwriting Tips\nUnderstanding Citizens Systems\nQ&A\n\nZoom link to register: https://us02web.zoom.us/meeting/register/tZ0tcOihrzIjE9Ql5OSj-Xpjbfc35vQ0V9y5
URL:https://studymanuals.naifa-florida.org/event/citizens-webinar-2/
LOCATION:ZOOM
CATEGORIES:Citizens,Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220324T113000
DTEND;TZID=America/New_York:20220324T130000
DTSTAMP:20260409T215107
CREATED:20220316T125405Z
LAST-MODIFIED:20220316T125405Z
UID:33471-1648121400-1648126800@studymanuals.naifa-florida.org
SUMMARY:NAIFA/CF March Luncheon
DESCRIPTION:NAIFA Central Florida Monthly Meeting\nJoin NAIFA/CF for the March monthly luncheon.\n \nROGER KELLY\, Author and Speaker\nEagleVision Consulting Group\, LLC \nRoger has been an independent financial advisors in the industry for over 30 years.  He is an award winner with several insurance companies. \nHe will discuss principles which will prepare one’s life for success.  His goal is to transform lives because of what they have learned in their experience with him.  His vision is to assist others in living at their highest level of achievement. \n  \nMEETING INFORMATION\n11:30 am – 1:00 pm on Thursday\, March 24\, 2022\nDubsdread Golf Course\n549 West Par Road\, Orlando  \nCost:\nMember of NAIFA  In Person  $20.00\nNon-Members In-Person $25.00\nMember PrePay For Year $160.00\nInvited and First-Time Guests – FREE
URL:https://studymanuals.naifa-florida.org/event/naifa-cf-march-luncheon/
LOCATION:Dubsdread Golf Course\, 549 W Par Street\, Orlando\, FL\, 32804
CATEGORIES:Chapter Event,In Person Event,New Members,Non-Members,Open to Members & Non-Members
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220324T113000
DTEND;TZID=America/New_York:20220324T130000
DTSTAMP:20260409T215107
CREATED:20220316T130319Z
LAST-MODIFIED:20220316T130408Z
UID:33474-1648121400-1648126800@studymanuals.naifa-florida.org
SUMMARY:NAIFA Northeast Florida Chapter Meeting
DESCRIPTION:Thursday\, March 24\, 2022\nBUILDING MOMENTUM IN YOUR\nBOOK OF BUSINESS\n\n\n\n\n\nMatt Warner\nNew Venue\nTerra Gaucha Brazilian Steakhouse\n4483 Southside Blvd.\nJacksonville\, FL  32216\n(Please understand that we may not be able to accommodate walk in’s) \n  \nAttendees will learn:\nWhy Build A Top 200 Target Prospect List\nEffective Prospect Messaging and Techniques\nPartnering With Centers of Influence For Referrals\nClosing & Flushing Out Objections\nLead Generation / Appointment Setting \n  \nClick here to learn more about the speaker. \n  \nCost $25 members\, $30 non members.\nOnline prepay and RSVP required. \n\n \n\nNo refunds for cancellations less than 48 hours prior to the event.
URL:https://studymanuals.naifa-florida.org/event/naifa-northeast-florida-chapter-meeting-3/
LOCATION:Terra Gaucha Brazilian Steakhouse\, 4483 Southside Blvd.\, Jacksonville\, FL\, 32216
CATEGORIES:Chapter Event,In Person Event,New Members,Non-Members,Open to Members & Non-Members
ORGANIZER;CN="NAIFA-Northeast Florida":MAILTO:info@naifa-jacksonville.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220325T113000
DTEND;TZID=America/New_York:20220325T143000
DTSTAMP:20260409T215107
CREATED:20220322T130011Z
LAST-MODIFIED:20220322T130011Z
UID:33517-1648207800-1648218600@studymanuals.naifa-florida.org
SUMMARY:NAIFA/CF For THREE Hours Of CE Credit
DESCRIPTION:NAIFA Central Florida\nTHREE Hours CE Class\nNAIFA-CF is pleased to offer a three hours CE class on Friday\, March 25\, 2022 from 11:30 am to 2:30 pm.\nTOPIC: Ridesharing Insurance Webinar – Course #100577\,  Course Offering #1159585\, and Course Authority CE 0220 General Line \nInstructor: Anthony Tomas Becerra #1315358 \nCOST\nNAIFA Members – Free\nNon-Members $15 \nClick the link below to register for the ZOOM call. You MUST register to participate.  The link to Zoom will be provided in your registration confirmation email.  If you do not receive a confirmation email immediately after registering\, please check your spam folder.  A reminder email will be sent the morning of the class.\n\n\nFriday\, March 25th\n 11:30 am to 2:30 pm\nYour location
URL:https://studymanuals.naifa-florida.org/event/naifa-cf-for-three-hours-of-ce-credit/
LOCATION:ZOOM
CATEGORIES:Continuing Education,New Members,Non-Members,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220330T113000
DTEND;TZID=America/New_York:20220330T141500
DTSTAMP:20260409T215107
CREATED:20220304T184831Z
LAST-MODIFIED:20220304T184831Z
UID:33348-1648639800-1648649700@studymanuals.naifa-florida.org
SUMMARY:Sales & Marketing Panel of Experts: 4 OVER 40
DESCRIPTION:NAIFA Tampa Bay March Program\nSALES & MARKETING PANEL OF EXPERTS: 4 OVER 40 PANEL\n(FOLLOWED BY FREE 1 HOUR CE CLASS) \nLearn from local industry leaders on tips & tricks to grow your business\, increase your sales & generate more referrals. \nJoin past and present NAIFA presidents on their keys to success in business. With a twist on the “4 UNDER 40” we thought we would bring out some of our veteran NAIFA members to share their experience and wisdom to help you grow and succeed in 2022 and beyond! \n\nPresenters\nGeorge Royal\, Current NAIFA Florida President & Former NAIFA Central President\nMelissa Snively\, Hillsborough School Board Member & Former NAIFA Tampa Bay President\nSteve Saladino\, RICP®\, LACP\, LUTCF®\, Former NAIFA Nat’l Trustee & NAIFA Tampa Bay President\nCeline Pastore\, CRPC®\, MRFC®\, Current NAIFA Tampa Bay President & MDRT Top of the Table\n\n********************* \nWednesday\, March 30th\, 2022 11:30am\nBascom’s Chophouse\n3665 Ulmerton Rd\, Clearwater\, FL 33762\n11:30 am – Networking\n12:00 pm – Lunch & Program\n1:15 pm – Free CE Class – Solutions for Business Owners \n********************* \nMEMBER – $20.00\nGUEST – $30.00\n********************* \nFollowed by an Exclusive 1 HR Free CE  \n“Solutions for Business Owners”\nPresented by: \n\nSteven Saladino\, RICP®\, LACP\, LUTCF® Managing Director\nJoseph A. Nagy\, CLF\, CLU\, LUTCF®\, RICP®\, Senior Managing Director\n\nYou’ll learn more about:\n\nHow business value impacts overall planning\nSolutions to help the business owner protect their business\nThe importance of reviewing the buy-sell agreement to ensure it’s meeting the client’s objectives\nHelping business owners see how their business can play a part in their retirement income strategy
URL:https://studymanuals.naifa-florida.org/event/sales-marketing-panel-of-experts-4-over-40/
LOCATION:Bascom’s Chophouse\, 3665 Ulmerton Rd\, Clearwater\, FL\, 33762
CATEGORIES:Chapter Event,Continuing Education,In Person Event,New Members,Non-Members,Open to Members & Non-Members
ORGANIZER;CN="NAIFA-Tampa Bay":MAILTO:info@naifatampa.org
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