National Association of Insurance and Financial Advisors-Florida
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How a Survivorship Standby Trust Allows for Control and Flexibility during a Client’s Lifetime Jason Graham, MBA, LACP New Venue Terra Gaucha Brazilian Steakhouse 4483 Southside Blvd. Jacksonville, FL 32216 (Please understand that we may not be able to accommodate walk in's) Program Sponsored by Click here to learn more about the speaker. Cost…
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NAIFA Central Florida Invites You To Join Us for the April monthly luncheon. KYLE WILLIAMSON, CLU, Managing Partner of New York Life will be the speaker. TOPIC: Best Practices - Eternal Fundamentals that will help you take your business to the next level. MEETING INFORMATION 11:30 am - 1:00 pm on Thursday, April 28, 2022 Dubsdread Golf… |
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Jamie Hopkins Esq., LLM, CFP, ChFC, CLU, RICP Professor Of Taxation, The American College Of Financial Services Director, Center For Retirement Income Harlan Accola, CRMP, CSA National Reverse Mortgage Director, Fairway Independent Mortgage Corporation FRIDAY, APRIL 29TH | 2 PM EASTERN Errors of Omission: When you must talk about reverse mortgages in retirement planning. Today,…
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Join NAIFA-Tampa Bay for Cigars & Cocktails Join 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. Open to all members, non-members, & their guests. $10 - one cigar or drink Don't forget to… |
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NAIFA Central Florida Invites You To Join Us At Ivanhoe Brewing, May 5th NAIFA/CF has formed a Meet Up Group and our first Pop Up Social is May 5th (also Cinco de Mayo) for a night of trivia and beers. Who: All of us + significant other or friends (the more the merrier) What: Trivia… |
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NAIFA Ocala is hosting : 2-20 LAW/ETHICS UPDATES - 5 Friday, May 6, 2022 Law/Ethics Updates for 2-20 (5-hours Credit) Offering ID#1159657, Course ID#119654 (Provider #372090) - 1st Coast School (of Insurance) - (www.1stcoastschool.com) Location: Ocala Board of Realtors: 3105 NE 14th Street, Ocala, FL 34470 Time: 8am-registration/snack & coffee (8:30 start) Lunch is provided Fee-… |
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Next Chapter Event - Thursday May 26, 2022 DISABILITY INSURANCE What We Need to Know MAUREEN KIRSCHHOFER, CLU, ChFC. Join NAIFA members and their guest as we move through some important steps regarding disability insurance. This one hour course stresses the importance of replacing cash flow in the event of a disability, reviews the different types… |
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Simon Reilly Coach, Speaker, Author, Leading Advisor Tuesday, MAY 17TH 1 PM EASTERN A significant percentage of financial advisors do not have a meaningful relationship with their clients' adult children. Limiting beliefs include; "It's too challenging and time-consuming to create meaningful relationships with my client's adult children." Why are these results happening? Join Simon for… |
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A Professional Association of Insurance and Financial Advisors A Case Study Group Unique case study of various topics of insurance lines of business presented in open format and group learning. TOPIC: How to Handle Death of a Spouse with Minor Children Date: Wednesday, May 18, 2022 Time: 6:00 PM Location: Anthony’s Coal Fired Pizza… |
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2022 Congressional Conference
May 23-24, 2022 Join Us in Washington, D.C. Meet with your lawmakers. Learn to be an effective advocate. Influence policies that impact your business and clients. Each year, we list the names of attendees who pledge to advocate for their clients, communities, and country. NAIFA’s annual Congressional Conference is crucial to our grassroots advocacy…
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May 23, 2022 9 am -12 pm Eastern NAIFA's Diversity Symposium comes back in person for 2022. Join us for our 7th Symposium in Washington, D.C. on May 23rd. This year's program is shaping up to be a strong lineup of influential leaders in the industry and DEI space. Speaker line up to be announced… |
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Wednesday, May 25th, 2022 11:30am Brio Italian Grill Join NAIFA Tampa Bay as we welcome Carl Rockman from Citizens to discuss the current state of the property insurance marketplace and changes to expect for your clients. Even if you are not a multi line agent, we highly recommend attending as these issues will directly or indirectly… |
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NAIFA Central Florida Invites You To Join Us for the May monthly luncheon. BRYAN REPPLE, Chief Executive Officer | Insurance Bryan was born in Miami, and has lived in Orlando since 1978, when his family relocated from Birmingham, Alabama, to start G.A. Repple & Company. He graduated from Campbell University in 1998 with a major in… |
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NAIFA Central Florida One Hour CE Class NAIFA-CF is pleased to offer a one hour CE class on Friday, May 27, 2022 from 11:30 am to 12:30 pm. TOPIC: Disability: What We Need To Know - Webinar Course #121120 Course Offering #1162387 Course Authority 2-40 Health, Approved for 1 HR of CE Course Level: Intermediate Provider ID… |
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Holiday Office Closure
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