Holiday Office Closure
The NAIFA-Florida office will be closed in observation of Good Friday.
National Association of Insurance and Financial Advisors-Florida
The NAIFA-Florida office will be closed in observation of Good Friday.
We invite you to join us for a Continuing Education Class CE CLASS: Solutions for Business Owners 1-hr. CE Class: Credit for Florida insurance, CFP, CIMA and CPE. Approved for Investments & Wealth Institute CE. Florida CE Course #: PLIFE283, Offering ID: 73033, Approval ID: 119393 Course Authority: IND Life-FL, CFP, PRP Course Level: Intermediate Course Objective: This…
How a Survivorship Standby Trust Allows for Control and Flexibility during a Client’s Lifetime Jason Graham, MBA, LACP New Venue Terra Gaucha Brazilian Steakhouse 4483 Southside Blvd. Jacksonville, FL 32216 (Please understand that we may not be able to accommodate walk in's) Program Sponsored by Click here to learn more about the speaker. Cost…
NAIFA Central Florida Invites You To Join Us for the April monthly luncheon. KYLE WILLIAMSON, CLU, Managing Partner of New York Life will be the speaker. TOPIC: Best Practices - Eternal Fundamentals that will help you take your business to the next level. MEETING INFORMATION 11:30 am - 1:00 pm on Thursday, April 28, 2022 Dubsdread Golf…
Jamie Hopkins Esq., LLM, CFP, ChFC, CLU, RICP Professor Of Taxation, The American College Of Financial Services Director, Center For Retirement Income Harlan Accola, CRMP, CSA National Reverse Mortgage Director, Fairway Independent Mortgage Corporation FRIDAY, APRIL 29TH | 2 PM EASTERN Errors of Omission: When you must talk about reverse mortgages in retirement planning. Today,…
Join NAIFA-Tampa Bay for Cigars & Cocktails Join NAIFA Tampa Bay Friday, April 29th at Cigar Paradise for an evening of entertainment and networking. Enjoy friendly cocktails, smooth cigars, and an exquisite view of St. Petersburg's shopping district. Open to all members, non-members, & their guests. $10 - one cigar or drink Don't forget to…
NAIFA Central Florida Invites You To Join Us At Ivanhoe Brewing, May 5th NAIFA/CF has formed a Meet Up Group and our first Pop Up Social is May 5th (also Cinco de Mayo) for a night of trivia and beers. Who: All of us + significant other or friends (the more the merrier) What: Trivia…
NAIFA Ocala is hosting : 2-20 LAW/ETHICS UPDATES - 5 Friday, May 6, 2022 Law/Ethics Updates for 2-20 (5-hours Credit) Offering ID#1159657, Course ID#119654 (Provider #372090) - 1st Coast School (of Insurance) - (www.1stcoastschool.com) Location: Ocala Board of Realtors: 3105 NE 14th Street, Ocala, FL 34470 Time: 8am-registration/snack & coffee (8:30 start) Lunch is provided Fee-…
Next Chapter Event - Thursday May 26, 2022 DISABILITY INSURANCE What We Need to Know MAUREEN KIRSCHHOFER, CLU, ChFC. Join NAIFA members and their guest as we move through some important steps regarding disability insurance. This one hour course stresses the importance of replacing cash flow in the event of a disability, reviews the different types…
Simon Reilly Coach, Speaker, Author, Leading Advisor Tuesday, MAY 17TH 1 PM EASTERN A significant percentage of financial advisors do not have a meaningful relationship with their clients' adult children. Limiting beliefs include; "It's too challenging and time-consuming to create meaningful relationships with my client's adult children." Why are these results happening? Join Simon for…