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X-WR-CALDESC:Events for NAIFA-Florida
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DTSTART;TZID=America/New_York:20220401T073000
DTEND;TZID=America/New_York:20220401T170000
DTSTAMP:20260408T185708
CREATED:20220211T145457Z
LAST-MODIFIED:20220214T141143Z
UID:33199-1648798200-1648832400@studymanuals.naifa-florida.org
SUMMARY:2022 Spring Swing Event
DESCRIPTION:Click here for a printable registration form.\n\n\nClick here for a printable registration form.
URL:https://studymanuals.naifa-florida.org/event/2022-spring-swing-event/
LOCATION:Dubsdread Golf Course\, 549 W Par Street\, Orlando\, FL\, 32804
CATEGORIES:Chapter Event,Charity 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:20220406T120000
DTEND;TZID=America/New_York:20220406T130000
DTSTAMP:20260408T185708
CREATED:20220311T141422Z
LAST-MODIFIED:20220311T141422Z
UID:33415-1649246400-1649250000@studymanuals.naifa-florida.org
SUMMARY:Members Only: Q2 State of NAIFA
DESCRIPTION:Q2 State of NAIFA: April 6th | 12 pm eastern\nAll NAIFA members are invited to attend the State of NAIFA webinar for 2022 on April 6th at 2 pm eastern. Our 30-minute Q2 update will include an update on our work as an association and highlight what to expect during Congressional Conference. This event is open to the public\, so please feel free to invite media\, potential members\, sponsors\, and potential sponsors to allow them to get to know NAIFA Nation. \nWhat’s in it for You:  \nThis is your association! The work we undertake is based on your ideas and involvement. We hold these quarterly webinars and issue quarterly association dashboard reports so that you can see what your membership fees support. The webinars are open to all to increase transparency within the industry and provide media with access to NAIFA. \nSpeakers Include: \n\nLarry Holzberg\, LUTCF\, LACP\, NAIFA President\nKevin Mayeux\, CAE\, NAIFA CEO\nDiane Boyle\, SVP NAIFA Government Relations
URL:https://studymanuals.naifa-florida.org/event/members-only-q2-state-of-naifa/
LOCATION:ZOOM
CATEGORIES:Members Only,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220411T130000
DTEND;TZID=America/New_York:20220411T140000
DTSTAMP:20260408T185708
CREATED:20220330T171210Z
LAST-MODIFIED:20220330T171210Z
UID:33633-1649682000-1649685600@studymanuals.naifa-florida.org
SUMMARY:Webinar - Intentional Gratitude
DESCRIPTION:Dave Resseguie\nThe Resseguie Group\nAPRIL 11TH\n1 PM EASTERN\n\nDave Resseguie began his career in the financial services industry in August of 2007. He spent 10 years working in leadership roles within both Northwestern Mutual & MassMutual agencies in Chicago\, Ft. Lauderdale\, & Miami. \nJoin Dave in the discussion of having “Intentional Gratitude”\, that he’s learned throughout his various roles in the financial industry. \n \n\n  \nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/webinar-intentional-gratitude/
LOCATION:ZOOM
CATEGORIES:Advisor Today,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220412T140000
DTEND;TZID=America/New_York:20220412T150000
DTSTAMP:20260408T185708
CREATED:20220328T133609Z
LAST-MODIFIED:20220328T133609Z
UID:33599-1649772000-1649775600@studymanuals.naifa-florida.org
SUMMARY:Q2 State of NAIFA
DESCRIPTION:April 12th | 2 pm eastern\n  \nAll NAIFA members are invited to attend the State of NAIFA webinar for 2022 on April 12th at 2 pm eastern. Our 30-minute Q2 event will include an update on our work as an association and highlight what to expect during Congressional Conference. This event is open to the public\, so please feel free to invite media\, potential members\, sponsors\, and potential sponsors to allow them to get to know NAIFA Nation. \nWhat’s in it for You:\nThis is your association! The work we undertake is based on your ideas and involvement. We hold these quarterly webinars and issue quarterly association dashboard reports so that you can see what your membership fees support. The webinars are open to all to increase transparency within the industry and provide media with access to NAIFA. \nSpeakers Include: \n\nLarry Holzberg\, LUTCF\, LACP\, NAIFA President\nKevin Mayeux\, CAE\, NAIFA CEO\nDiane Boyle\, SVP NAIFA Government Relations
URL:https://studymanuals.naifa-florida.org/event/q2-state-of-naifa-2/
LOCATION:ZOOM
CATEGORIES:Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220414T140000
DTEND;TZID=America/New_York:20220414T150000
DTSTAMP:20260408T185708
CREATED:20220328T133838Z
LAST-MODIFIED:20220328T133850Z
UID:33601-1649944800-1649948400@studymanuals.naifa-florida.org
SUMMARY:NAIFA Live: Eleanor I. Johnson\, CPA\, CLU\, CGMA
DESCRIPTION:April NAIFA Live: Eleanor I. Johnson\, CPA\, CLU\, CGMA\nThe Conversation BEFORE the Conversation: How to create a common dialogue that uncovers client priorities and motivates them to move forward with the implementation of planning strategies.\nApril 14th | 2 pm eastern \n \nHave you ever made a planning recommendation to a client that you worked on extensively but that was never actually implemented? Or if implemented\, did the client later “forget” why they did what they did? In most cases that outcome was predictable – either because the recommendation made was not fully understood\, or because the client had other planning priorities that may not have been discovered. \nIn this session\, Eleanor Johnson\, CPA\, CLU\, CGMA\, Founding Principal\, Highland Capital Brokerage\, will describe her “three buckets” level setting approach that is used as part of every first client meeting and again when a new advisor or center of influence is added to the team. \n \n 
URL:https://studymanuals.naifa-florida.org/event/33601/
LOCATION:ZOOM
CATEGORIES:Members Only,NAIFA Live,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220414T173000
DTEND;TZID=America/New_York:20220414T190000
DTSTAMP:20260408T185708
CREATED:20220328T125809Z
LAST-MODIFIED:20220328T125951Z
UID:33588-1649957400-1649962800@studymanuals.naifa-florida.org
SUMMARY:Young Advisors April Social
DESCRIPTION:Click here to RSVP for the YAT Social
URL:https://studymanuals.naifa-florida.org/event/33588/
LOCATION:Lynch’s Irish Pub\, 514 1st Street North\, Jacksonville Beach\, FL
CATEGORIES:Chapter Event,In Person Event,Mixer,Networking,New Members,Non-Members,Open to Members & Non-Members,YAT
ORGANIZER;CN="NAIFA-Northeast Florida":MAILTO:info@naifa-jacksonville.org
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20220415
DTEND;VALUE=DATE:20220416
DTSTAMP:20260408T185708
CREATED:20220103T182120Z
LAST-MODIFIED:20220103T182120Z
UID:32741-1649980800-1650067199@studymanuals.naifa-florida.org
SUMMARY:Holiday Office Closure
DESCRIPTION:The NAIFA-Florida office will be closed in observation of Good Friday.
URL:https://studymanuals.naifa-florida.org/event/holiday-office-closure-14/
CATEGORIES:Holiday Office Closure
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220420T110000
DTEND;TZID=America/New_York:20220420T130000
DTSTAMP:20260408T185708
CREATED:20220321T174012Z
LAST-MODIFIED:20220321T174021Z
UID:33502-1650452400-1650459600@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Broward CE CLASS: Solutions for Business Owners
DESCRIPTION:We invite you to join us for a Continuing Education Class \nCE CLASS:  Solutions for Business Owners \n1-hr. CE Class:  Credit for Florida insurance\, CFP\, CIMA and CPE.  Approved for Investments & Wealth Institute CE. \nFlorida CE Course #: PLIFE283\, Offering ID:  73033\, Approval ID: 119393 \nCourse Authority:  IND Life-FL\, CFP\, PRP \nCourse Level: Intermediate \n\nCourse Objective:\nThis 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. \n\nLearning Objectives: \n\nLearn how business value impacts overall planning\nDiscover solutions to help the business owner protect their business\n See the importance of reviewing the buy-sell agreement to ensure it’s meeting the client’s objectives.\n Help business owners see how their business can play a part in their retirement income strategy\n\n\nDate: Wednesday\, April 20\, 2022 \nTime:  11:00 AM\, Registration and Lunch\n11:45 AM\, 1-Hr CE Class \nLocation: Fort Lauderdale Country Club\n415 E. Country Club Circle\nFort Lauderdale\, FL 33317 \nMeeting Type: On-Site \n  \nMODERATED BY: \n \n  Steven Saladino\n RICP®\, LACP\, LUTCF®\nPrincipal Securities \n  \n \nJoe Nagy \nPre-Registration\nPre-Registration is required\,  RSVP today \nAfter registering\, you will receive a confirmation email containing information about joining the meeting. \n  \nCharge – Member\nLunch- $28.00\nZoom – FREE \nCharge – Member\nLunch- $40.00\nZoom – $10.00 \nComplete NAIFA Member Lunch Registration\nComplete NAIFA Member Zoom Registration \nComplete NAIFA Non-Member Lunch Registration\nComplete NAIFA Non-Member Zoom Registration\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.\nThe Internet address to check your State CE credits and compliance periods is located at: http://dice.fldfs.com/public/pb_index.aspx \n\nNote: 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.\n\nFor more information\, contact NAIFA-Broward Association Executive Rhonda Milrot at 954-753-2262\, or admin@naifa-broward.org
URL:https://studymanuals.naifa-florida.org/event/naifa-broward-ce-class-solutions-for-business-owners/
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,Virtual
ORGANIZER;CN="NAIFA-Broward":MAILTO:admin@naifa-broward.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220428T113000
DTEND;TZID=America/New_York:20220428T130000
DTSTAMP:20260408T185708
CREATED:20220328T130816Z
LAST-MODIFIED:20220328T130816Z
UID:33594-1651145400-1651150800@studymanuals.naifa-florida.org
SUMMARY:NAIFA Northeast FL Chapter Meeting
DESCRIPTION:How a Survivorship Standby Trust Allows for Control and Flexibility during a Client’s Lifetime\n  \n \nJason Graham\, MBA\, LACP \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) \nProgram Sponsored by\nClick here to learn more about the speaker. \nCost $25 members\, $30 non members.\nOnline prepay and RSVP required by Friday\, April 22th.\n \nNo refunds for cancellations less than 48 hours prior to the event. 
URL:https://studymanuals.naifa-florida.org/event/naifa-northeast-fl-chapter-meeting/
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:20220428T113000
DTEND;TZID=America/New_York:20220428T130000
DTSTAMP:20260408T185708
CREATED:20220414T175106Z
LAST-MODIFIED:20220414T175106Z
UID:33780-1651145400-1651150800@studymanuals.naifa-florida.org
SUMMARY:NAIFA/CF April Luncheon
DESCRIPTION:NAIFA Central Florida Invites You To\nJoin Us for the April monthly luncheon.\n \nKYLE WILLIAMSON\, CLU\, Managing Partner of New York Life will be the speaker. \nTOPIC: Best Practices – Eternal Fundamentals that will help you take your business to the next level. \n\nMEETING INFORMATION\n11:30 am – 1:00 pm on Thursday\, April 28\, 2022\nDubsdread Golf Course\n549 West Par Road\, Orlando  \nCost:\nMember of NAIFA  In Person  $20.00\nNon-Members In-Person $25.00\nInvited and First-Time Guests – FREE
URL:https://studymanuals.naifa-florida.org/event/naifa-cf-april-luncheon/
LOCATION:Dubsdread Golf Course\, 549 W Par Street\, Orlando\, FL\, 32804
CATEGORIES:Chapter Event,In Person Event,Membership,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:20220429T140000
DTEND;TZID=America/New_York:20220429T150000
DTSTAMP:20260408T185708
CREATED:20220425T171132Z
LAST-MODIFIED:20220425T171132Z
UID:33868-1651240800-1651244400@studymanuals.naifa-florida.org
SUMMARY:Compliance & Home Equity Conversion Mortgages: Why you NEED to be talking about Reverse Mortgage Loans with your clients
DESCRIPTION:Jamie Hopkins Esq.\, LLM\, CFP\, ChFC\, CLU\, RICP\nProfessor Of Taxation\, The American College Of Financial Services Director\, Center For Retirement Income\n  \nHarlan Accola\, CRMP\, CSA\nNational Reverse Mortgage Director\,\nFairway Independent Mortgage Corporation\nFRIDAY\, APRIL 29TH | 2 PM EASTERN\n\nErrors of Omission: When you must talk about reverse mortgages in retirement planning. \nToday\, more than ever\, Home Equity Conversion Mortgage (commonly called reverse mortgages) loans are being used as a financial planning tool to maximize cash flow\, reduce taxes\, and minimize risks (such as longevity and sequence of return risks). As a financial professional who wants to give your clients the best chance at financial success\, you would be wise to incorporate home equity and\, consequently\, reverse mortgages into your practice when doing retirement income planning. \n \n\n  \nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/compliance-home-equity-conversion-mortgages-why-you-need-to-be-talking-about-reverse-mortgage-loans-with-your-clients/
LOCATION:ZOOM
CATEGORIES:Talent Development Center,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220429T180000
DTEND;TZID=America/New_York:20220429T200000
DTSTAMP:20260408T185708
CREATED:20220407T131514Z
LAST-MODIFIED:20220407T131514Z
UID:33696-1651255200-1651262400@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Tampa Bay Networking- Cigars and Cocktails
DESCRIPTION:Join NAIFA-Tampa Bay for Cigars & Cocktails\n\n\nJoin NAIFA Tampa Bay Friday\, April 29th at Cigar Paradise for an evening of entertainment and networking. Enjoy friendly cocktails\, smooth cigars\, and an exquisite view of St. Petersburg’s shopping district. \nOpen to all members\, non-members\, & their guests.\n$10 – one cigar or drink \nDon’t forget to bring your business cards and invite a potential NAIFA member!
URL:https://studymanuals.naifa-florida.org/event/naifa-tampa-bay-networking-cigars-and-cocktails/
LOCATION:Cigar Paradise\, 400 Beach Dr NE Suite 142\, Tampa\, FL
CATEGORIES:Chapter Event,In Person Event,Membership,Mixer,Networking,New Members,Non-Members,Open to Members & Non-Members
ORGANIZER;CN="NAIFA-Tampa Bay":MAILTO:info@naifatampa.org
END:VEVENT
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