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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:20240604T120000
DTEND;TZID=America/New_York:20240604T130000
DTSTAMP:20260412T073457
CREATED:20240424T144155Z
LAST-MODIFIED:20240424T144155Z
UID:43435-1717502400-1717506000@studymanuals.naifa-florida.org
SUMMARY:Maximizing the Value of Life Insurance - An Innovative Approach to Charitable Giving
DESCRIPTION:TUESDAY\, JUNE 4\, 2024\n12 PM EASTERN\n\nLife insurance is a mainstay in planning. As circumstances change\, advisors and their charitable clients can appropriately value and potentially monetize policies for more than their cash surrender value. The valuation of existing policies is used by fiduciaries to protect clients’ best interests and uncover value to help solve other planning needs. CE Credit Available. \n \n\n\nTHIS WEBINAR IS BROUGHT TO YOU BY
URL:https://studymanuals.naifa-florida.org/event/maximizing-the-value-of-life-insurance-an-innovative-approach-to-charitable-giving/
LOCATION:ZOOM
CATEGORIES:Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240613T133000
DTEND;TZID=America/New_York:20240613T143000
DTSTAMP:20260412T073457
CREATED:20240611T131519Z
LAST-MODIFIED:20240611T131519Z
UID:44139-1718285400-1718289000@studymanuals.naifa-florida.org
SUMMARY:Tax Reform Priorities and Politics
DESCRIPTION:Thursday\, June 13\, 2024\n1:30 pm eastern\nTax reform is expected to consume the attention of Congress next year and preparation is well underway. Learn more about the Super Bowl of Tax as NAIFA’s lobbyists debate the politics of tax policy ahead of 2025 fiscal cliff. NAIFA’s early engagement is essential to inform tax writers on the impact of tax changes will have on families\, businesses\, and communities. \n  \nLogin to the members portal to register for this Member’s Only webinar.
URL:https://studymanuals.naifa-florida.org/event/tax-reform-priorities-and-politics/
CATEGORIES:Legislative Event,Members Only,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240613T160000
DTEND;TZID=America/New_York:20240613T170000
DTSTAMP:20260412T073457
CREATED:20240528T153849Z
LAST-MODIFIED:20240528T154810Z
UID:43861-1718294400-1718298000@studymanuals.naifa-florida.org
SUMMARY:Members Only-Coaches Circle with Dan Finley: The Advisor Solutions Master Mind Session
DESCRIPTION:Thursday\, June 13\, 2024\n4 pm eastern\n\nAs 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. \n\nLogin to the members portal to register for this Member’s Only webinar. \n  \nTHIS WEBINAR IS BROUGHT TO YOU BY
URL:https://studymanuals.naifa-florida.org/event/members-only-coaches-circle-with-dan-finley-the-advisor-solutions-master-mind-session/
LOCATION:ZOOM
CATEGORIES:Coaches Circle,Members Only,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240618T173000
DTEND;TZID=America/New_York:20240618T193000
DTSTAMP:20260412T073457
CREATED:20240510T180348Z
LAST-MODIFIED:20240510T181434Z
UID:43627-1718731800-1718739000@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Tampa - FICPA Networking Social
DESCRIPTION:  \n  \n  \n  \nFICPA Networking Social\nJUNE 18\, 2024 \n5:30 PM-7:30 PM \n\nJoin us along with our friends from FICPA for our June social at the lovely Cheeseology!\n\nCome and enjoy freshly baked pizza topped with amazing in house cheese along with an array of wine offerings.\n\n\n \nRegistration includes: \n\n\nAdmission to the event\nOne drink ticket for beer or wine (additional drinks available for purchase)\nPizza\n\nSpace is limited so register today!\n\nPricing: $25 Members\, $40 nonmembers\n\n  \nLocation:\nCheeseology\n1527 E 7th Ave\nTampa\, FL 33605\n 
URL:https://studymanuals.naifa-florida.org/event/naifa-tampa-ficpa-networking-social/
LOCATION:Cheeseology\, 1527 E 7th Ave\, Tampa\, FL\, 33605
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
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240620T113000
DTEND;TZID=America/New_York:20240620T123000
DTSTAMP:20260412T073457
CREATED:20240612T190003Z
LAST-MODIFIED:20240612T190244Z
UID:44161-1718883000-1718886600@studymanuals.naifa-florida.org
SUMMARY:NAIFA Southwest Florida Affiliate Meeting
DESCRIPTION:We’re eager to hear from you about the events you’d like to see happening in your area for the remainder of this year. Your input is invaluable in shaping our community’s calendar and ensuring it reflects the interests and preferences of all members.\n  \n\nTo facilitate this discussion\, NAIFA-Florida Leadership is hosting a Zoom call on June 20th at 11:30 AM. During this session\, we’ll brainstorm ideas\, share suggestions\, and explore possibilities for upcoming events. Whether it’s educational luncheons\, continuing education sessions\, or recreational gatherings\, your ideas will help us create memorable experiences for everyone.\n  \n\nHere are the details for the Zoom call:\n  \n\nDate: June 20th\nTime: 11:30 AM\nJoin Zoom Meeting\nhttps://naifa.zoom.us/j/89399128915\n  \n\nFind your local number: https://naifa.zoom.us/u/keo1np4EKr
URL:https://studymanuals.naifa-florida.org/event/naifa-southwest-florida-affiliate-meeting/
LOCATION:ZOOM
CATEGORIES:Affiliate Meeting,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240620T120000
DTEND;TZID=America/New_York:20240620T130000
DTSTAMP:20260412T073457
CREATED:20240326T184714Z
LAST-MODIFIED:20240611T130015Z
UID:43043-1718884800-1718888400@studymanuals.naifa-florida.org
SUMMARY:Members Only - NAIFA Live: Train Your Brain for Success
DESCRIPTION:  \n\nNAIFA Live\nJune 20\, 2024\nJuly 18\, 2024\nAugust 15\, 2024\nSeptember 19\, 2024\nOctober 17\, 2024\nNovember 21\, 2024\n12:00 pm ET\n\n \n\n\n\n\n\n\n\n\n\n\n\nYour brain is the single biggest driver of your energy\, your focus\, and the results you get in every area of life. Your career\, your finances\, your physical health\, your relationships- all of them are constantly created and influenced by your thinking. Unfortunately\, your brain didn’t come with an owner’s manual … until now. \nIn Train Your Brain For Success\, you will learn to harness the incredible creative capacity of your mind and achieve your personal best – professionally\, financially\, and personally. \n\n\n\n\n\n\n\n\n\nTo register for NAIFA Live\, please go through the Member Portal. Once you have signed into the member portal\, hover over the Educate tab and click on NAIFA Live to register. \nNAIFA Live is a virtual event available to NAIFA members. Please register in advance. If you are not yet a member\, please join us to take advantage of all the benefits NAIFA has to offer.
URL:https://studymanuals.naifa-florida.org/event/members-only-naifa-live-8/
LOCATION:ZOOM
CATEGORIES:Members Only,NAIFA Live,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240626T120000
DTEND;TZID=America/New_York:20240626T130000
DTSTAMP:20260412T073458
CREATED:20240611T130459Z
LAST-MODIFIED:20240611T130459Z
UID:44135-1719403200-1719406800@studymanuals.naifa-florida.org
SUMMARY:Social Security: Will It Still Be There?
DESCRIPTION:  \nWEDNESDAY\, JUNE 26\, 2024\n12 PM EASTERN\n\nThe majority of Americans get the bulk of their retirement income from Social Security\, and the release of the Trust Fund Annual Report has become a spring ritual. The new report\, issued in May\, had a few minor—but no major—surprises. Just like every other year\, there has been a predictable flurry of general news media coverage since the report was released. Will Social Security still be there? Is it going broke? Are we going to have to live on less money? Your clients are hearing all this. Understanding a few important concepts can help you deal with the concerns they may have. \n \n\nTHIS WEBINAR IS BROUGHT TO YOU BY
URL:https://studymanuals.naifa-florida.org/event/social-security-will-it-still-be-there/
LOCATION:ZOOM
CATEGORIES:Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240627T113000
DTEND;TZID=America/New_York:20240627T130000
DTSTAMP:20260412T073458
CREATED:20240402T202941Z
LAST-MODIFIED:20240612T202744Z
UID:43144-1719487800-1719493200@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Northeast FL CE- Roadmap to Transaction
DESCRIPTION:Brian Goodhart\nJUNE 27\, 2024\n11:30 AM – 1:00 PM\nCE APPROVED! \nCourse ID: 130213 – Course Offering: 1201855\nCourse Authority: CE 9901- Generic Life & General Lines\nLevel: Intermediate – Provider ID: 654\nHour(s) Approved: 1 hour \n\nJoin NAIFA-Northeast Florida on June 27th from 11:30 am – 1:00 pm for our June Member Meeting – “The Roadmap to Selling a Business” Process\, Pitfalls and a Path Forward. We will hear from Brian Goodhart. We can’t wait to see you! \nWhat You Can Expect to Learn: \n\nThe current state of the financial markets – Interest rates\, financial news\, financial trends in M&A\, private equity\, venture capital and more. Typically discuss any local concerns that may be important in a given area (recent trends\, newsworthy items\, etc.).\nWhat has Capstone learned in nearly 30 years of mid-market M&A? – The balance of owning a business. Why do people sell? What are their motivations for divesting of their business? What does a good transaction process look like? What is the role of their advisor during their transition exploration? How does a business owner vet various transition options including such options as Management Buyout\, ESOP\, external sale\, etc.\nThe M&A Process – What are the primary steps to the process? What should a business owner and/or their advisors look for in a good transaction professional? What does the process look like and when should advisors expect to be involved?\nWhat makes for a satisfied seller? How does this reconcile with their preparatory work done in the beginning of the process? Where do advisors typically add value?\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-the-roadmap-to-selling-a-business-process-pitfalls-and-a-path-forward/
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:20240627T120000
DTEND;TZID=America/New_York:20240627T130000
DTSTAMP:20260412T073458
CREATED:20240103T191437Z
LAST-MODIFIED:20240103T192116Z
UID:41884-1719489600-1719493200@studymanuals.naifa-florida.org
SUMMARY:Q3 State of NAIFA
DESCRIPTION:  \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nQ3 State of NAIFA\nThursday\, June 27\, 2024\n12 pm eastern\n\nJoin us for the Q3 “State of NAIFA” 2024 webinar featuring: \n\n\n\n\n\n\n\n\n\n\n\n\n  \n\n\nTom Cothron\, NAIFA President\nKevin Mayeux\, NAIFA CEO\nDiane Boyle\, NAIFA SVP of Government Relations\n\nNAIFA leaders will provide an update on where NAIFA is as an association and highlight advocacy work to be done this year. They will also provide an update on NAIFA programs and\, most importantly\, provide information to help you get the most out of NAIFA.
URL:https://studymanuals.naifa-florida.org/event/q2-state-of-naifa-4/
LOCATION:ZOOM
CATEGORIES:State of NAIFA,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240627T160000
DTEND;TZID=America/New_York:20240627T170000
DTSTAMP:20260412T073458
CREATED:20240528T154046Z
LAST-MODIFIED:20240528T154834Z
UID:43863-1719504000-1719507600@studymanuals.naifa-florida.org
SUMMARY:Members Only - Coaches Circle with Dan Finley: Mastering Personality-Based Selling
DESCRIPTION:Thursday\, June 27\, 2024\n4 pm eastern\n\nAs 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. \n\nLogin to the members portal to register for this Member’s Only webinar. \n  \nTHIS WEBINAR IS BROUGHT TO YOU BY
URL:https://studymanuals.naifa-florida.org/event/members-only-coaches-circle-with-dan-finley-mastering-personality-based-selling/
LOCATION:ZOOM
CATEGORIES:Coaches Circle,Members Only,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240628T120000
DTEND;TZID=America/New_York:20240628T130000
DTSTAMP:20260412T073458
CREATED:20240611T132228Z
LAST-MODIFIED:20240611T132228Z
UID:44141-1719576000-1719579600@studymanuals.naifa-florida.org
SUMMARY:June Book Club
DESCRIPTION:Friday\, June 28\, 2024\n12 pm eastern\n\n Each month\, members will discuss and review a featured book to help you grow personally and professionally. \nBuilding a StoryBrand: Clarify Your Message So Customers Will Listen \nBy: Donald Miller\nNAIFA Facilitator: John D. Richardson \nNew York Times best-selling author Donald Miller uses the seven universal elements of powerful stories to teach listeners how to dramatically improve how they connect with customers and grow their businesses. \n\nLogin to the members portal to register for this Member’s Only webinar on the event calendar.\n \n 
URL:https://studymanuals.naifa-florida.org/event/june-book-club/
LOCATION:ZOOM
CATEGORIES:Book Club,Members Only,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
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