Michael Hedge & Roger Moore Thursday, April 4, 2024 12 pm eastern Join us for an insightful webinar led by head lobbyist for health policy issues affecting producers, Michael Hedge, and policy director, Roger Moore, aimed at financial service professionals, IMOs and FMOs, and other stakeholders within the Medicare ecosystem. In this webinar, we'll delve…
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April 5, 2024 7:30 Registration Opens 8:30 Shotgun Start LOCATION: DUBSDREAD GOLF COURSE 549 W. PAR STREET, ORLANDO, FL To register as an individual golfer or a foursome, complete this flyer and if you are paying with a debit/credit card, email to info@nabipcf.org or fax to 407-831-2990. If you are paying by check, mail the… |
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Thursday, April 11, 2024 12 pm eastern Join us for the Q2 "State of NAIFA" 2024 webinar featuring: Tom Cothron, 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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Thursday, April 11, 2024 4 pm eastern As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally. THIS WEBINAR IS BROUGHT TO YOU BY |
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Michael McGlothlin, CFP, CLU, ChFC, LUTCF Thursday, April 18, 2024 12 pm eastern When it comes to talking about their businesses, many people are so close to their products or services they don’t know where to start. Mike will explain how financial professionals like you can clarify your message to generate leads, create more referrals… |
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April 22, 2024 9:00 am Shotgun Start Join NAIFA-Tampa Bay on Monday, April 22nd for our 35th Annual Golf Classic! We can't wait to see you at Carrollwood Country Club. 8:00 am - Registration & Boxed Breakfast 9:00 am - Shotgun Start 1:00 pm - Banquet Lunch & Awards, Including Raffle Items & Silent Auction… |
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Wednesday, April 24, 2024 2 pm eastern Financial Security Advocates have the training, knowledge, and skills to fully participate in the political process, exert their grassroots influence, and amplify NAIFA's advocacy message on behalf of their businesses, colleagues, clients, and communities. They truly make a difference. You, too, can be a part of something big… |
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Jasmine Romaine April 25, 2024 11:30 AM - 1:00 PM EST Effective relationships can create more than a network, it can create a "NetWORTH" when strategies are learned. This talk shares the keys on how to communicate and build a brand that has effective relationships that will transform the NetWorth of professionals into proactive networkers…
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THURSDAY, APRIL 25, 2024 12 PM EASTERN Join April's Journal Live, with presenters Greg Geisler, and J. William Harden to learn how the findings of their study can help clients better understand the financial consequences of excessive borrowing for higher education. Journal Live programs are approximately 45 minutes long and consist of a short presentation…
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Thursday, April 25, 2024 4 pm eastern As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally. THIS WEBINAR IS BROUGHT TO YOU BY
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JOIN NAIFA/CF FOR A MEMBERS-ONLY IFAPAC EVENT With special guests: US Representative Daniel Webster State Representatives Rachel Plakon Susan Plasencia Thursday, April 25, 2024 From 6 - 8 PM Hannibal's On The Square 511 W. New England Avenue Winter Park, FL Click Here for Directions There is no charge to attend, but we do ask that… |
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WEDNESDAY, MAY 1, 2024 12 PM EASTERN This webinar will delve into the intricate relationship between financial assets and estate planning. Working with clients to effectively coordinate financial assets can assure that value is maximized and asset protection is enhanced. The webinar will review strategies to coordinate estate planning with various types of financial assets, including… |
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How the DOL Fiduciary-Only Rule Will Impact the Role of Financial Professionals Offering Retirement Planning Services THURSDAY, MAY 2, 2024 2 PM EASTERN On April 23, the Department of Labor and the White House released a final fiduciary-only rule after an astonishingly brief regulatory and review process and in spite of grave concerns expressed by… |
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