Monthly Leader Webinar: November 2020
ZOOMMonthly Leader Webinar: November 2020 11/6/2020 Time: Noon Eastern Export to Your Calendar Register
National Association of Insurance and Financial Advisors-Florida
Monthly Leader Webinar: November 2020 11/6/2020 Time: Noon Eastern Export to Your Calendar Register
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!
November 11, 2020 2 pm eastern With the 117th Congress quickly approaching, the freshman classes of the House and Senate are preparing to take their place in Washington, DC. Join members of NAIFA's National Grassroots Committee and NAIFA Grassroots Director Maggie Buneo to learn more about developing relationships with newly elected legislators, becoming a trusted…
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…
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…
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…
November 16th, 2020 12:00 PM EST One of the biggest takeaways from this year’s new regulatory measures regarding client service is that your approach needs to be proactive and comprehensive. It is not enough to comply to the lowest common denominator; you must establish compliance in all facets of your client relationships. The webinar…
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…
November 18th, 2020 1:00 PM EST Fairway Independent Mortgage Corp has teamed up with MoneyTrax and the Circle of Wealth to bring you EquityTrax, the newest industry tool for visualizing Reverse Mortgage Loans as a key part of retirement planning. The webinar is brought to you by
How to Incorporate Equity Into Retirement Strategies: Case Studies, Q&A Financial Professionals and Advisors today need professional resources they can turn to who understand how to incorporate equity into their retirement strategies. Moreover, then need resources who can help them successfully visualize for clients the impact equity can have on their retirement. Using EquityTrax, George…