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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:20230509T120000
DTEND;TZID=America/New_York:20230509T130000
DTSTAMP:20260520T141816
CREATED:20230418T183032Z
LAST-MODIFIED:20230418T183032Z
UID:38016-1683633600-1683637200@studymanuals.naifa-florida.org
SUMMARY:Drive Business Growth by Embracing the Digital Age
DESCRIPTION:John Boothman\niLife Technologies\nTuesday\, May 9\n12 pm eastern\n\nAt this webinar\, Business Performance Center partner iLife Technologies will help make sure your business does not get left behind in the digital age. John Boothman will give you actionable tips on how to incorporate more digital solutions into your business to drive growth and keep up in today’s ever-changing market. \n \n\n\n\nWebinar Brought to You By\n  \n 
URL:https://studymanuals.naifa-florida.org/event/drive-business-growth-by-embracing-the-digital-age/
LOCATION:ZOOM
CATEGORIES:Business Performance Center,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230509T120000
DTEND;TZID=America/New_York:20230509T150000
DTSTAMP:20260520T141816
CREATED:20230418T183303Z
LAST-MODIFIED:20230418T183303Z
UID:38018-1683633600-1683644400@studymanuals.naifa-florida.org
SUMMARY:Post SECURE Act 2.0: Actionable Techniques and Sophisticated Strategies in Retirement and Estate Planning
DESCRIPTION:     \nJamie P. Hopkins\, Esq.\, MBA\, CFP\, LLM\, CLU\, ChFC\, RICP\nCarson Group\nRobert K. Kirkland\, JD\, LLM\nKirkland Woods & Martinsen LLP\nBrandon Buckingham\, JD\, LLM\nPrudential Retirement and Life Distribution\nTuesday\, May 9\n12 – 3 pm eastern\n\nThe SECURE Act brought a sea change in planning for the disposition of retirement assets. The recently issued regulations answered some questions and created new ones. This presentation will cover these and other developments in this important area. \nAttendees will learn: \n\nThe new rules for timing of distributions from a decedent’s IRA\nThe consequences of naming a trust as IRA beneficiary\nStrategies appropriate for when a special needs beneficiary is involved\nCharitable strategies that might be considered with IRAs\n\nCE Credit available. NAIFA members get free registration. Email apc@naifa.org to get your discount code. \n\n \n\n\nWebinar Brought to You By\n  \n\n 
URL:https://studymanuals.naifa-florida.org/event/post-secure-act-2-0-actionable-techniques-and-sophisticated-strategies-in-retirement-and-estate-planning/
LOCATION:ZOOM
CATEGORIES:Advanced Practice Center,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230510T103000
DTEND;TZID=America/New_York:20230510T233000
DTSTAMP:20260520T141816
CREATED:20230428T193754Z
LAST-MODIFIED:20230428T193754Z
UID:38154-1683714600-1683761400@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Broward - CE Class: "Disability Comprehensive Income Protection"
DESCRIPTION:We invite you to join us for a Continuing Education Class\nCE CLASS: “Disability Comprehensive Income Protection” \n  \nCourse:  Increase your Disability sales and reach out to your clients during Disability Awareness month by attending this course. \nLearn how to position both Group and Individual Disability together for an optimum plan design! \nDate: Wednesday\, May 10\, 2023 \nTime:  Registration\, 10:30 AM followed by 1-Hour CE Class.  We will be providing lunch catered from Panera.  Let us know if you have any dietary restrictions. \nLocation:  1000 Corporate Drive 7th Floor\, Fort Lauderdale FL 33334. Coastal Wealth Kitchen area \n  \nMODERATED BY: \n \nBob Herman\, Disability Income Regional Vice \nPresident Principal Life Insurance Company \n  \n \nMichele Friedlander\,  \nRHU\, REBC \nBrokerage Director/Disability Income\, LTC Specialist Coastal Wealth   \n \nCost Member: $20.00\nCost Non-Member: $30.00\n 
URL:https://studymanuals.naifa-florida.org/event/naifa-broward-ce-class-disability-comprehensive-income-protection/
LOCATION:Coastal Wealth\, 1000 Corporate Drive 7th Floor\, Fort Lauderdale\, FL\, 33334
CATEGORIES:Continuing Education,In Person Event,Open to Members & Non-Members
ORGANIZER;CN="NAIFA-Broward":MAILTO:admin@naifa-broward.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230517T083000
DTEND;TZID=America/New_York:20230517T123000
DTSTAMP:20260520T141816
CREATED:20230403T142800Z
LAST-MODIFIED:20230428T173846Z
UID:37810-1684312200-1684326600@studymanuals.naifa-florida.org
SUMMARY:Webinar - 4 HR CE-Hour Life & Health – (Required) Law and Ethics
DESCRIPTION:The Rosenthal Agency\, Inc. is a proud sponsor of NAIFA Florida’s upcoming  \n4 CE-Hours Life and Health CE Class  \n“2023 Law and Ethics Update for Life and Health Advisors”  \nThis is a State of Florida Required Course for Compliance  \nClass is open to Members and Non-Members of NAIFA \nCLICK HERE TO REGISTER TODAY!“ \n\n\n“2023 Law and Ethics Update for Life and Health Advisors – Webinar” (on Zoom)\nWednesday\, May 17\, 2023 – 8:30 AM to 12:30 PM ET\n \n  \n  \n  \n  \n  \nInstructor: Donald A. Brown \n  \nCOURSE INFORMATION \nThis 4-Hour course fulfills the DFS requirement that Life and Health Insurance Advisors need four hours of law and ethics update in every two-year continuing education cycle. Content covers updates to state and federal law and rules for those in the life and health insurance arenas. \nCourse ID: 125558 ~ Course Offering: 1179069 ~ Hours – Four (4)\nCourse Level- Intermediate ~ Course Authority – CE 5-215 Law and Ethic Update – LHV \n  \nCOST TO ATTEND \n$30 – Members\n$40 – Non-Members \n  \nREGISTRATION \nPlease note that as soon as you register\, you will receive a confirmation email with the ZOOM link for the meeting. If you do not receive that email\, please check your spam folder. A reminder email will be sent out on the morning of the class with the ZOOM link. \n \n  \n  \n  \nSponsored By\n\n\n\n\nRobert Rosenthal\nPresident\nPhone: 305-412-0800\nCell: 954-242-0197\nEmail: Robert@therosenthalagency.com \n8000 SW 117 Ave\, PH-A\nMiami\, FL 33183  \nwww.TheRosenthalAgency.com\n\n\n\n  \n 
URL:https://studymanuals.naifa-florida.org/event/webinar-4-hr-ce-hour-life-health-required-law-and-ethics/
LOCATION:ZOOM
CATEGORIES:Continuing Education,New Members,Non-Members,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230518T120000
DTEND;TZID=America/New_York:20230518T130000
DTSTAMP:20260520T141816
CREATED:20230418T183534Z
LAST-MODIFIED:20230418T183546Z
UID:38021-1684411200-1684414800@studymanuals.naifa-florida.org
SUMMARY:Scaling Advice: How to Make the Financial Planning Process More Efficient
DESCRIPTION:   \nAlison Susko\nVP of Community\, Asset-Map\nMike Hemmert\nChief Sales Officer\, Asset-Map\nThursday\, May 18\n12 pm eastern\n\nNAIFA and Asset-Map have teamed up to show how they’re enabling financial professionals like you to lead with advice. See how in 15 minutes or less\, you can put the most critical information about your clients’ financials in one shared picture: the start of an easy-to-understand process for more extensive advice conversations. \nJoin Alison Susko and Mike Hemmert of Asset-Map as they show you how with clarity comes confidence for the informed decisions that improve your clients’ financial health and increase the value of your business. \n\n\nWebinar Brought to You By
URL:https://studymanuals.naifa-florida.org/event/scaling-advice-how-to-make-the-financial-planning-process-more-efficient/
LOCATION:ZOOM
CATEGORIES:Business Performance Center,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20230522
DTEND;VALUE=DATE:20230524
DTSTAMP:20260520T141816
CREATED:20230217T164358Z
LAST-MODIFIED:20230217T164358Z
UID:37247-1684713600-1684886399@studymanuals.naifa-florida.org
SUMMARY:Congressional Conference
DESCRIPTION:Congressional Conference\nMay 22-23\, 2023\nWashington\, D.C.\n\nNAIFA’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 specific legislative issues\, best practices for conducting congressional meetings\, and tips for developing impactful long-term relationships with legislators. \n\nMore
URL:https://studymanuals.naifa-florida.org/event/congressional-conference/
LOCATION:Washington DC\, Washington DC
CATEGORIES:In Person Event,Legislative Event,New Members
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230522T080000
DTEND;TZID=America/New_York:20230522T120000
DTSTAMP:20260520T141816
CREATED:20230329T152136Z
LAST-MODIFIED:20230418T183751Z
UID:37750-1684742400-1684756800@studymanuals.naifa-florida.org
SUMMARY:8th Annual DEI Symposium
DESCRIPTION:May 22\, 2023\nWashington\, D.C.\n\n\n\n\n\nNAIFA aims to promote a diverse membership that serves under-targeted populations by fostering an environment of multiculturalism\, equity\, and inclusion. The 8th Annual DEI Symposium presents sessions from the lens of how agents and advisors can better utilize political engagement to further advance their practice. Additionally\, the sessions will gauge the extent to which we are making progress in bringing more advisors into the industry. \nFeatured speakers include NAIFA Trustee and Midwest Legacy Group\, LLC\, Founder & CEO Christopher Gandy\, LACP; Keynote Speaker Marques Ogden; Pearson & Associates President Rachel Pearson; Diversity in Government Relations Coalition (DGRC) Co-Founder Cicely Tomlinson; and Society for Human Resource Management Chief Knowledge Officer Alexander Alonso\, PhD\, SHRM-SCP.
URL:https://studymanuals.naifa-florida.org/event/8th-annual-dei-symposium/
LOCATION:JW Marriott\, 1331 Pennsylvania Ave\, NW\, Washington\, DC\, 20004
CATEGORIES:Talent Development Center
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230525T113000
DTEND;TZID=America/New_York:20230525T130000
DTSTAMP:20260520T141816
CREATED:20230518T191701Z
LAST-MODIFIED:20230525T150930Z
UID:38411-1685014200-1685019600@studymanuals.naifa-florida.org
SUMMARY:NAIFA/CF May Luncheon
DESCRIPTION:NAIFA Central Florida Invites You To\nJoin Us for the May monthly luncheon.\nSPEAKER\nJeffrey Chernoff\, MS\, LUTCF\, LACP\nNAIFA-Florida President \nJeff Chernoff\, M.S.\, LUTCF\, LACP\, Vice President of Insurance and Trust in Tampa\, FL\, is the National Association of Insurance and Financial Advisors (NAIFA) Young Advisor Team Leader of the Year for 2022. \nChernoff is the President of NAIFA-FL and has been a loyal NAIFA member since 2011. He is a graduate of NAIFA’s Leadership in Life Institute (LILI) and has remained active in the program\, serving as a moderator of classes in Florida. He is a Past President of NAIFA-Tampa Bay and received that chapter’s Dick Cimino Distinguished Service Award in 2018 for his strong support of the chapter’s membership endeavors and public service projects. \nAs NAIFA-FL’s IFAPAC Chair\, he oversaw the growth of the state chapter’s political action committee in both dollars raised and number of contributors. \nMEETING INFORMATION\n11:30 am – 1:00 pm on Thursday\, May 25\, 2023\nThe Azalea Lodge\n1300 S. Denning Drive\nWinter Park\, FL \nCost:\nMember of NAIFA  In Person  $25.00\nNon-Members In-Person $30.00\nInvited and First-Time Guests – FREE
URL:https://studymanuals.naifa-florida.org/event/naifa-cf-may-luncheon-3/
LOCATION:The Azalea Lodge at Mead Gardens\, 1300 S Denning Dr\, Winter Park\, FL\, 32789
CATEGORIES:In Person Event,Membership,Mixer,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:20230531T113000
DTEND;TZID=America/New_York:20230531T140000
DTSTAMP:20260520T141816
CREATED:20230526T135114Z
LAST-MODIFIED:20230526T135130Z
UID:38499-1685532600-1685541600@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Tampa Bay's Florida Property Insurance Market Update Luncheon
DESCRIPTION:  \n \nMay Monthly Program: Florida Property Insurance Market Update Luncheon \n  \nWednesday\, May 31\, 2023 11:30am-2:00PM\nBrio Italian Grill\nJoin NAIFA Tampa Bay as we welcome Carl Rockman\, Vice President\, Agency & Market Services from Citizens\, to discuss the current state of the property insurance marketplace and changes to expect for your clients. \nEven if you are not a multi line agent\, we highly recommend attending as these issues will directly or indirectly affect every client you have in the State of Florida. Be a resource for them to help show your value as a NAIFA member by attending. \nTopics to Include: \nLegislative Changes Impacting Citizens \nDepopulation Program Enhancements \nTips on Working With Citizens \nOpen to all members\, non-members\, & their guests. \nDon’t forget to bring your business cards and invite a potential NAIFA member! \n \n  \n 
URL:https://studymanuals.naifa-florida.org/event/naifa-tampa-bays-florida-property-insurance-market-update-luncheon/
LOCATION:Brio Italian Grille\, 2223 N. Westshore Boulevard\, Tampa\, Florida
CATEGORIES:Chapter Event,In Person Event,New Members,Non-Members,Open to Members & Non-Members
ORGANIZER;CN="NAIFA-Tampa Bay":MAILTO:info@naifatampa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230531T120000
DTEND;TZID=America/New_York:20230531T130000
DTSTAMP:20260520T141816
CREATED:20230517T140356Z
LAST-MODIFIED:20230517T140356Z
UID:38378-1685534400-1685538000@studymanuals.naifa-florida.org
SUMMARY:How LifeSecure Supplemental Products Can Grow Your Business
DESCRIPTION:Toby Kominek\, CLTC\nSr. National Sales Manager\, LifeSecure\nWednesday\, May 31\n12 pm eastern\n\nLifeSecure’s accident\, critical illness\, and hospital indemnity products have incredible value as stand-alone products\, but they also work well together when paired with health insurance. \nFind out how they can provide a whole health solution for your clients\, but also offer advantages to agents looking to grow their business at the next Advisor Today webinar on Wednesday\, May 31 at 12 pm eastern. \n\n \n  \nWebinar brought you by
URL:https://studymanuals.naifa-florida.org/event/how-lifesecure-supplemental-products-can-grow-your-business/
LOCATION:ZOOM
CATEGORIES:Advisor Today,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
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