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November 2020
Installation of the 2021 Board of Directors
As with many others, Covid-19 caused the July cancellation of these two in-person events which are most important in the life of NAIFA-Florida. The good news is that all members of NAIFA-Florida are now able to attend and be a part of these events by way of the Zoom platform! The virtual Installation of the 2021 Board of Directors will take place on Wednesday, Nov. 4 at 4:30 p.m. ET and will feature 2021 NAIFA President Tom Michel from…
Find out more »Annual Awards Ceremony
As with many others, Covid-19 caused the July cancellation of these two in-person events which are most important in the life of NAIFA-Florida. The good news is that all members of NAIFA-Florida are now able to attend and be a part of these events by way of the Zoom platform! The virtual NAIFA-Florida annual Awards Ceremony will be Thursday, Nov. 5 at 4:30 p.m. ET – featuring the association’s top award. The IFAPAC awards will also be presented at that…
Find out more »Monthly Leader Webinar: November 2020
Monthly Leader Webinar: November 2020 11/6/2020 Time: Noon Eastern Export to Your Calendar Register
Find out more »Long Term Care Virtual Conference
The webinar is brought to you by: 12-3 pm eastern Save the date for the Limited & Extended Care Planning Solutions Conference! Join us three hours a day over the course of three days. Hear from LTC experts about this rapidly changing industry. More information coming soon!
Find out more »NAIFA-Florida Office Closed – Holiday
The NAIFA-Florida office will be closed on Wednesday, November 11, 2020 in observation of Veterans Day.
Find out more »NAIFA Live – November 2020
Delvin Joyce, CLU, ChFC, RICP Members Only: NAIFA Live-Sticktoitiveness Former NFL player turned financial planner, Delvin Joyce will share seven lessons that he learned through athletics that helped him to successfully transition into the financial services industry. Sticktoitiveness will provide insights on overcoming adversity, creating a personal brand and goal setting. In addition, Delving will provide book recommendations that you can use to further your development. NAIFA Members: Log into the NAIFA Member portal to register.
Find out more »Member Benefits Program Month #11: Volunteer Opportunity Tour
Member Benefits Program Month #11: Volunteer Opportunity Tour Register Tell a Friend Members say that taking on a leadership role at NAIFA helps set them apart from other advisors, but but how do you get there? This month will focus on how you can map a path to NAIFA leadership. The sky’s the limit with NAIFA as you build your plan for personal growth. 11/13/2020 When: Friday, November 13, 2020 1-2 pm Eastern Where: Zoom United States Contact: 866-877-2432
Find out more »David McKnight Virtual Event – Tax Free Income For Life
by David McKnight Presented by NAIFA-Tampa Bay and open to all NAIFA Members Many of us have been long time fans of David McKnight and his “Power of Zero” philosophy. We are presenting David McKnight on November 16th from Noon to 1pm as a virtual event. Registration is free for NAIFA members and their agency teams but you must register no later than November 5th at 5pm. There is a huge freight train bearing…
Find out more »Membership Phone-A-Thon
CALLING ALL VOLUNTEERS! Membership Phone-A-Thons will be held on: Tuesday, November 17 – from 9:00 a.m. to 10:30 a.m. (ET) Wednesday, January 27 – from 9:00 a.m. to 10:30 a.m. (ET) The purpose of the event is to place “care calls” to current members around the state – to simply check-in with them and see how they’re faring during these unusual times (business, family, etc.), and to thank them for their membership in the association and ask for membership referrals.…
Find out more »Home Equity & Reverse Mortgage Loans in Financial Planning
Myths and Misconceptions of the reverse mortgage product (better known as the HECM) What the HECM is a HECM? The Process of Loan Officers and Financial Professionals working together to better retirement! Redirecting misdirected funds back to CFP Topic: Home Equity & Reverse Mortgage Loans in Financial Planning Time: Nov 17, 2020 11:00 AM Eastern Time (US and Canada) Join Zoom Meeting: https://us02web.zoom.us/j/9351425169 Meeting ID: 935 142 5169 One tap mobile +13017158592,,9351425169# US (Germantown) +13126266799,,9351425169# US (Chicago) Dial by your…
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