National Association of Insurance and Financial Advisors-Florida
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SAVE THE DATE We invite you to join us for a Legislative Meeting Drinks and Small Bites will be served. The Future of Property Insurance in Florida on September 27th, 2023 Date: Wed., Sept. 27, 2023 Time: 3:30 pm Location: TBA Presenter: Tim Meenan, NAIFA-Florida Lobbyist, Join us for an important meeting to learn about… |
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Guest Speaker Jeff Chernoff, MS, LUTCF, LACP A Tampa native, insurance advisor, vice president of his family business, father, husband, NAIFA 2022 Young Advisor of the Year, LILI graduate, NAIFA Florida President 2023. Click Here to read more about our speaker. LOCATION Terra Gaucha Brazilian Steakhouse 4483 Southside Blvd. Jacksonville, FL 32216 (Please understand…
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Preparing Now for the Challenges Ahead: Guiding Clients Through Tax & Estate Planning in 2023 & 2024
Preparing Now for the Challenges Ahead: Guiding Clients Through Tax & Estate Planning in 2023 & 2024
September 28, 2023 12-3 pm eastern NAIFA and the Society of FSP bring you this webinar on the provisions of the Tax Cuts and Jobs Act of 2017 (TCJA) that sunset at the end of 2025. The panel will examine the planning opportunities these changes present and also explore the best ways to talk to…
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JOIN NAIFA/CF FOR A SPECIAL FALL KICK-OFF EVENT Note that Jimmy Patronis, CFO is NOT able to attend due to a scheduling conflict. However, we do have Representative David Smith and Senator Linda Steward. In addition, Tom Ashley, CEO, NAIFA-FL, and Jeff Chernoff, President - NAIFA-FL will be in attendance. If you previously registered in… |
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TUESDAY, OCTOBER 3, 2023 12 PM EASTERN Join us for the Q4 "State of NAIFA" 2023 webinar featuring: Bryon Holz, NAIFA President Kevin Mayeux, NAIFA CEO Diane Boyle, NAIFA SVP of Government Relations NAIFA leaders will provide an update on where NAIFA is as an association and highlight advocacy work to be done this year. They… |
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Tim Meenan, P.A. Lee Gorodetsky, LUTCF, CLF Sponsored By NAIFA-Florida Lobbyist Tim Meenan NAIFA-Florida Rep to Citizens MAAC Committee, Lee Gorodetsky Panel Discussion Complimentary Happy Hour Door Prizes Make plans now to attend NAIFA South Florida Legislative Day, Thursday, Oct. 5 at Cooper’s… |
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"A Conversation with Tim Meenan” – Oct. 10 on Zoom Grab your favorite afternoon beverage and join us on Zoom for “A Conversation with Tim Meenan” – Tuesday, Oct. 10 at 4:00 p.m. ET. Hosted by NAIFA-Florida’s Advocacy Committee, this one-hour event will feature an update from Tim on several legislative and regulatory issues important… |
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NAIFA Membership Vote October 12th 12:00 pm eastern Are you ready to be a part of history? NAIFA agent & advisor members in good standing, have the right to exercise their vote to approve the recommendation of the Board of Trustees that NAIFA and the Society of Financial Service Professionals merge together to operate as… |
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David O'Malley President & CEO | Penn Mutual Howard Sharfman Senior Managing Director | NFP Solutions October 19, 2023 2 pm eastern This month's NAIFA Live features a discussion between David O'Malley, Penn Mutual's President and CEO, and Howard Sharfman, Senior Managing Director at NFP Solutions, on the 2024 industry outlook. O'Malley, ascending to CEO…
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. Join us on October 19, 2023, at 2 PM Eastern for an exclusive NAIFA Live event featuring David O'Malley, President and CEO of Penn Mutual, and Howard Sharfman, Senior Managing Director at NFP Solutions. In this session, moderated by Howard, David will share his CEO perspective on the industry outlook for 2024. About…
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October 19, 2023 Doors Open at 6:00 pm Game 7:00 pm ~ 9:30 pm Join your fellow NAIFA-Tampa Bay members for Tailgating in the Thunderzone prior to the Lightning Game on October 19th! Network with fellow NAIFA Members and watch the Tampa Bay Lightning take on the Vancouver Canucks. Members: $30.00 | Non-Members: $50.00 *… |
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Apex East
October 24, 2023 Launched in 2022, NAIFA's Apex conference is designed to be a pure-play sales summit for producers and those in the financial services industry. The Apex design brings together producers with other industry professionals in estate planning law, accounting, technology, performance coaching, wellness, and more to create a dynamic event to take you… |
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NAIFA Central Florida Invites You To Join Us for the October monthly luncheon. SPEAKER Bryon A. Holz, CLU, ChFC, CASL, LUTCF NAIFA National President TOPIC The State Of NAIFA MEETING INFORMATION 11:30 am - 1:00 pm on Thursday, October 26, 2023 Dubsdread Event Center 549 W. Par Street Orlando, FL Cost: Member of NAIFA In Person …
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October 26, 2023 11:30AM - 1:30PM Dan Olson is a Government Consultant responsible for lobbying the executive and legislative branches on behalf of the Firm’s clients. Dan served fifteen years in Florida’s executive agencies, working in multiple high-profile leadership roles, and three Governor’s administrations. He has extensive experience in Florida’s heavily regulated industries, including alcohol, gaming, tourism, and tobacco.… |
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IUL for Business Owners as an Edge in a Competitive Employee Marketplace Jordan Skog, J.D., CLU, ChFC, CFP Allianz https://at.naifa.org/leveragingiul October 27th 12:00 pm eastern According to recent survey data, business owners are continuing to face challenges with successfully transitioning their small- and mid-size businesses, and also with attracting, retaining, and motivating the key employees… |
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October 31, 2023 12-3 PM EASTERN We're kicking off Long-Term Care Awareness Month a day early. NAIFA's Limited & Extended Care Planning (LECP) Center is holding a free virtual program of interactive sessions from industry leaders who will address the scariest of topics in the long-term care arena. Top members of the LECP Center and Advisory… |
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