Q2 State of NAIFA
ZOOMTom Michel NAIFA National, President Kevin Mayeux NAIFA National, CEO Diane Boyle NAIFA National, SVP Government Relations Tuesday, May 11th 2 pm eastern Join us for our Q2 "State of NAIFA" of 2021 webinar.
National Association of Insurance and Financial Advisors-Florida
Tom Michel NAIFA National, President Kevin Mayeux NAIFA National, CEO Diane Boyle NAIFA National, SVP Government Relations Tuesday, May 11th 2 pm eastern Join us for our Q2 "State of NAIFA" of 2021 webinar.
NAIFA Live How to Build a Location Independent Practice that Attracts Dream Clients Like Clockwork with More Free Time Wednesday, May 12th | 2 pm eastern Being able to market effectively online is a simple but different process that hinges on credibility, shifts, and simple structure that Terrance will cover in this presentation, giving advisors…
At NAIFA, we’re all about strengthening the insurance and financial services industry by helping advisors grow their knowledge and be their best at serving clients. That’s why we’re offering you – the non-member – free access to NAIFA’s advisor development program so you can learn from the best while sampling professional benefits that come with…
Membership Chair Meetings are held on the second Friday of every month. Please note that all State and Local Membership Chairs have been registered through the rest of the year. Please check your email for the Zoom login details. If you are not a Membership Chair, and are interested in attending, please email leadership@naifa.org.
Judi Carsrud NAIFA AVP, Government Relations Maeghan Gale NAIFA Policy Director Tuesday, May 18th 2 pm eastern In this 1 hour webinar, NAIFA’s AVP of Government Relations, Judi Carsrud, and NAIFA’s Policy Director, Maeghan Gale, explore eight of the most significant tax proposals facing advisors and their clients. MORE The webinar is brought to…
NAIFA-Broward Virtual Meeting Wednesday, May 19th, 2021 9:00 am - 11:15 am Our May 19th virtual meeting via Zoom will feature updates from NAIFA-Florida Lobbyist Tim Meenan discussing Florida Legislative Events and the many issues that affect us, with guest Rep. Dan Daley and another legislator, with time for questions. Immediately followed by 1-Hour Disability…
Suzanne Carawan NAIFA V.P., Marketing & Communications Brock Jolly, CFP, CLU, LACP, ChFC, CLTC, CASL, RICP Veritas Financial NAIFA Treasurer Christopher S. Barnthouse, MBA, CLTC Cheryl Canzanella, LUTCF, CLU, ChNSC Wednesday, May 19th 10:30 AM - 6:00 PM EASTERN NAIFA is a proud to support Fairway in their first financial advisor summit. The day…
SPECIAL CE OPPORTUNITY FOR NAIFA-MIAMI DADE MEMBERS! Presented by Nationwide “Social Security: The Choice of a Lifetime” Wednesday, May 19, 2021 11:00 AM – 12:00 PM EDT 1-hour of FL state insurance and/or CFP, PACE, CIMA and CPE credit Hosted by: David Smitherman Instructed by: Tim O’Mara The decision on when and how to file for Social…
R.J. Kelly, CLU, ChFC, IAR, CAP, RICP, MSFS, AEP, CEPA Wealth Legacy Group Founder and Chief Visionary Officer Stephen Kagawa The Pacific Bridge Companies CEO Wednesday, May 19th 2 pm eastern This online event is for any agent or advisor who is seeking to leverage their relationships within their circles to achieve greater ROI.…
Thursday, May 20, 2021 How to Calculate Provisional Taxes on Social Security Virtual Presentation - 8:30 am/Login + Networking - 9 am Presentation Matthew J Oliver, CPA Matthew J Oliver, CPA, PLLC (772) 486-0311 (C) 561-802-7362 matt.oliver@mjocpa.com Serving small business and individuals' tax planning, compliance and business advisory needs. Matt practices public accounting…