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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:20240501T120000
DTEND;TZID=America/New_York:20240501T130000
DTSTAMP:20260410T233204
CREATED:20240424T141909Z
LAST-MODIFIED:20240424T141909Z
UID:43430-1714564800-1714568400@studymanuals.naifa-florida.org
SUMMARY:Maximizing Wealth: The Importance of Coordinating Financial Assets with the Estate Plan
DESCRIPTION:WEDNESDAY\, MAY 1\, 2024\n12 PM EASTERN\n\nThis 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 investments\, real estate\, retirement accounts\, insurance\, and other assets. We will discuss how to align financial assets with estate planning objectives. \n \n\n  \nTHIS WEBINAR IS COSPONSORED BY
URL:https://studymanuals.naifa-florida.org/event/maximizing-wealth-the-importance-of-coordinating-financial-assets-with-the-estate-plan/
LOCATION:ZOOM
CATEGORIES:Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240502T090000
DTEND;TZID=America/New_York:20240502T100000
DTSTAMP:20260410T233204
CREATED:20240430T190812Z
LAST-MODIFIED:20240430T190940Z
UID:43512-1714640400-1714644000@studymanuals.naifa-florida.org
SUMMARY:Free Webinar on the DOL Fiduciary-Only Rule
DESCRIPTION:How the DOL Fiduciary-Only Rule Will Impact the Role of Financial Professionals Offering Retirement Planning Services\nTHURSDAY\, MAY 2\, 2024\n2 PM EASTERN\n\nOn 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 NAIFA\, members of Congress\, and other stakeholders. Join representatives from NAIFA and Steptoe to learn how the fiduciary-only rule will impact financial professionals’ business and their clients. \nThis webinar will consist of a presentation followed by a Q&A session. \n \n\n 
URL:https://studymanuals.naifa-florida.org/event/free-webinar-on-the-dol-fiduciary-only-rule/
LOCATION:ZOOM
CATEGORIES:Legislative Event,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240508T120000
DTEND;TZID=America/New_York:20240508T130000
DTSTAMP:20260410T233204
CREATED:20240424T142444Z
LAST-MODIFIED:20240424T142444Z
UID:43432-1715169600-1715173200@studymanuals.naifa-florida.org
SUMMARY:Income Protection - The Cornerstone to Financial Planning
DESCRIPTION:WEDNESDAY\, MAY 8\, 2024\n12 PM EASTERN\n\nThe foundation of a solid financial plan during income earning years needs to be supported by a disability income plan and life insurance. We’ll examine easy and proven educational tools that assist you in having the income protection conversation. CE Credit Available. \n \n\n  \n  \n\nTHIS WEBINAR IS BROUGHT TO YOU BY
URL:https://studymanuals.naifa-florida.org/event/income-protection-the-cornerstone-to-financial-planning/
LOCATION:ZOOM
CATEGORIES:Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20240520
DTEND;VALUE=DATE:20240522
DTSTAMP:20260410T233204
CREATED:20240201T184544Z
LAST-MODIFIED:20240430T191641Z
UID:42352-1716163200-1716335999@studymanuals.naifa-florida.org
SUMMARY:2024 Congressional Conference
DESCRIPTION:The Congressional Conference\nMay 20-21\, 2024\nJ.W. Marriott in Washington\, D.C. \n\n\n\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\n\n\n\n \n 
URL:https://studymanuals.naifa-florida.org/event/2024-congressional-conference/
LOCATION:Washington DC\, Washington DC
CATEGORIES:In Person Event,Legislative Event
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240523T113000
DTEND;TZID=America/New_York:20240523T130000
DTSTAMP:20260410T233204
CREATED:20240402T202626Z
LAST-MODIFIED:20240405T171504Z
UID:43142-1716463800-1716469200@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Northeast FL - Deflate\, Relate\, Elevate: The formula for building strong relationships
DESCRIPTION:Deflate\, Relate\, Elevate: The formula for building strong relationships\nErin O’Malley\nMAY 23\, 2024\n11:30 AM – 1:00 PM\n\nJoin NAIFA-Northeast Florida on May 23rd from 11:30 am – 1:00 pm for our May Member Meeting – Deflate\, Relate\, Elevate: The formula for building strong relationships. We will hear from Erin O’Malley. We can’t wait to see you! \nWhat You Can Expect:\nExperience what it’s like to truly feel heard by practicing curious listening. We’ll challenge active listening myths and get to the heart of engaged listening. \nDiscover the true meaning of empathy and explore how to develop and use empathy as a skill set for connection and collaboration. \nLearn how to embrace tough conversations and relieve the pressure of having to be the problem solver and fixer for all scenarios. \nLearning Objectives: \n\nStronger\, effective\, and powerful communication with your colleagues and clients\,\nLess drama and more ownership of responsibilities\, and…\nA formula to get ahead of misunderstandings and miscommunications and turn misfires into opportunities for stronger and powerful relationships…the Deflate\, Relate\, Elevate©️ is the formula for you.\n\nMembers: $27.50 | Non-Members: $35.00 \nTerra Gaucha Brazilian Steakhouse\n4483 Southside Blvd\nJacksonville\, FL 32216
URL:https://studymanuals.naifa-florida.org/event/naifa-northeast-fl-deflate-relate-elevate-the-formula-for-building-strong-relationships/
LOCATION:Terra Gaucha Brazilian Steakhouse\, 4483 Southside Blvd.\, Jacksonville\, FL\, 32216
CATEGORIES:Chapter Event,In Person Event,Networking,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:20240523T113000
DTEND;TZID=America/New_York:20240523T130000
DTSTAMP:20260410T233204
CREATED:20240510T154042Z
LAST-MODIFIED:20240510T154159Z
UID:43622-1716463800-1716469200@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Central FL May Luncheon Meeting
DESCRIPTION:Join us at The Azalea Lodge at Mead Gardens\, 1300 S. Denning Drive\, Winter Park on May 23\, 2024 from 11:30 am – 1:00 pm.\nClick here for a link to Google map. \nSPEAKER:\nDEGEAN LARSEN\n\n\n\n\n\n\n\n\n\n\n\nDegaen has over a decade of experience in the Florida Retirement System (FRS).  He has successfully guided numerous individuals towards retirement.  Throughout his career\, he has assisted a wide range of professionals\, including judges\, lawyers\, police officers\, firefighters\, and teacher\, in their retirement journey. \nOne particular focus area of his expertise is the Deferred Retirement Option Plan (DROP).  Degean has extensive knowledge of the procedures and requirements for entering and exiting DROP.  He is with Siler Wealth Management in Longwood\, FL. \nMEETING INFORMATION\nTopic: Deferred Retirement Option Plan (DROP)\n11:30 am – 1:00 pm on Thursday\, May 23\, 2024\nThe Azalea Lodge At Mead Gardens\n1300 S Denning Dr\, Winter Park\, FL 32789 \nCOST\nMember of NAIFA  $25.00\nNon-Members $30.00\nInvited and First-Time Guests – FREE \n\n                                                                     \n 
URL:https://studymanuals.naifa-florida.org/event/naifa-central-fl-may-luncheon-meeting/
LOCATION:The Azalea Lodge at Mead Gardens\, 1300 S Denning Dr\, Winter Park\, FL\, 32789
CATEGORIES:Chapter Event,In Person Event,Networking,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:20240529T113000
DTEND;TZID=America/New_York:20240529T140000
DTSTAMP:20260410T233204
CREATED:20240402T203629Z
LAST-MODIFIED:20240402T203629Z
UID:43146-1716982200-1716991200@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Tampa Bay - Florida Property Insurance Market Update Luncheon
DESCRIPTION:Carl Rockman\nCitizens\nMAY 29\, 2024\n11:30 AM – 2:00 PM EST\n\nJoin NAIFA Tampa Bay tomorrow 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: \n• Legislative Changes Impacting Citizens \n• Depopulation Program Enhancements \n• Tips 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! \nMembers: $10.00 | Non-Members: $20.00 \nBrio Italian Grille\n2223 N Westshore Blvd\nTampa\, FL 33607
URL:https://studymanuals.naifa-florida.org/event/naifa-tampa-bay-florida-property-insurance-market-update-luncheon/
LOCATION:Brio Italian Grille\, 2223 N. Westshore Boulevard\, Tampa\, Florida
CATEGORIES:Chapter Event,In Person Event,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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