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Events

Dwight Larkin

This event is brought to you by
NAIFA_NortheastFlorida-1

Meet Great People, Ask Great Questions

Dwight C. Larkin, CLU, ChFC, CLTC, FLMI
Principal
Senior Managing Director

November 21, 2024

11:30 AM - 1:00 PM

Join NAIFA-Northeast Florida for our final event of 2024 as we welcome Dwight Larkin, Senior Managing Director at Principal, for his session "Meet great people, Ask great questions.

Member & Non-Member Fees:
Members: $27.50
Non-Members or At the Door: $35.00

Location:
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd
Jacksonville, FL

REGISTER HERE


logo_NAIFAlive-4

NAIFA Live

November 21, 2024

12:00 pm ET

Join fellow NAIFA members for NAIFA Live, our monthly program!

To 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.

NAIFA 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.


Central FL Turkey Trot

This Event is brought to you by
NAIFA_CentralFlorida

35th Annual Seniors First Turkey Trot 5k

November 28, 2024

7:00 AM

Once again, NAIFA-Central Florida is pleased to help raise money for the Seniors First “Meals on Wheels” program.  1 in 6 seniors do not know where their next meal is coming from.  What better time to help feed our neighbors than on our annual day of Thanksgiving? 

The 34th Annual “Turkey Trot” 5K around beautiful Lake Eola, downtown Orlando will start at 8:00 am on Thanksgiving Day.  Our team is NAIFA of Central Florida, and our goal is to raise $5,000 for “Meals on Wheels”.

Although the actual race begins at 8 am, you will want to come early for the 7:00 am Costume Contest and the 7:45 am Turkey Call Contest.  If you are registering the day of the event, you need to arrive at 6:30 am.

Below is a link to the NAIFA-Central FL team Turkey Trot home page.  Here you can register to run, walk, or make a contribution.

Events:
6:30 - Day-of Registration opens
7:00 - Costume contest
7:45 - Turkey Call contest
8:00 - TURKEY TROT 5k
9:15 - Kids Tot Trot

Location:
Downtown Orlando, Lake Eola  

LEARN MORE & REGISTER


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NAIFA-Florida Board Installation and Awards Ceremony

December 11, 2024

4:00 - 5:00 PM

Join us on December 11, 2024 for NAIFA-Florida's virtual end of the year board installation for 2025 and awards ceremony. 

REGISTER HERE


DOH-Meenan

2025 Legislative Day on the Hill

March 24-25 2025

Make plans now to join your fellow NAIFA-Florida members for our annual Legislative Day on the Hill – March 24-25, 2025 – in Tallahassee.

Lobbyist Tim Meenan is looking for a large turnout as many critical issues impacting our business will come before the Legislature. Group visits with legislators, talking points in hand, are vital to communicating our stands on these issues. The opening Orientation Session on Monday, followed by cocktails and dinner (included in registration fee) will prepare you for your legislative visits on Tuesday.

See you in Tallahassee on March 24-25!

Registration Opening Soon!


Enchantment of the Seas

2025 Annual Sales Symposium Sailing to Success

Enchantment of the Seas
Royal Caribbean

July 24-28, 2025

Join NAIFA-Florida for four days aboard Royal Caribbean’s Enchantment of the Seas, departing Tampa, FL, sailing to Cozumel, Mexico and back.
  • 8 Speakers
  • CE Available
  • Insights, Best Practices & Latest Trends
  • Quality time with industry experts & peers
  • Cocktails & Awards
  • Reception

With plenty of networking opportunities, it is the perfect place to build a professional network, find business partners, generate new ideas, and learn. Families are encouraged to join us with no additional registration required.

Ports of Call

Thursday, July 24th
Depart from Tampa, FL at 4:00 PM

Friday, July 25th
Meetings at Sea at 7:00 AM – 12:30 PM

Saturday, July 26th
Arrive at Cozumel, Mexico 7:00 AM – 6:00 PM

Sunday, July 27th
Meetings at Sea at 7:00 AM – 12:30 PM

Monday, July 28th
Arrive at Tampa, FL at 7:00 AM

REGISTER HERE


Past Events

Diane Boyle

This Event is brought to you by
NAIFA_Broward-300x240

NAIFA-Broward Lunch Meeting

Diane Boyle
NAIFA
Senior Vice President of Government Relations

November 6. 2024

11:30 AM - 1:00 PM

Please join NAIFA’s own Diane Boyle as we get an update on where everything stands the day after the election. While many races may not be sorted out, we want to give our members the first chance to hear from our own head of government relations where the lay of the land appears to be post-election day. This interactive session with Diane and her team will give us a first look at what could be coming, and a head start in what efforts we may need to engage our members to help drive the agenda for the new President and congress.

For over 30 years, Diane Boyle has been the Senior Vice President of Government Relations for NAIFA. Diane advocates for state, interstate, and federal laws that benefit the good of the people. She graduated from Louisiana State University with a degree in political science and government.


Lorie Johns updated headshot

This Event is brought to you by
NAIFA_NortheastFlorida-1

Northeast Florida - Don’t Let Your Clients Get Caught Off-Guard

Lorie Johns
President of Tison Associates, Inc.

October 24, 2024

11:30 AM - 1:00 PM

When selecting a health insurance plan for a client, it's crucial to adhere to federal government rules, particularly for individuals aged 65 and over, as well as those under 65.

Come meet with Lorie Johns to pick her brain with all of your questions and concerns about the turmoil in today’s health insurance landscape. There are changes coming with many plans.

COST
Members: $27.50
Non-Members/At the Door: $35.00

Location
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd
Jacksonville, FL


Flika Forkin

This eVENT is brought to you by
NAIFA_CentralFlorida

NAIFA Central Florida Monthly Meeting

Filka Forkin
New York Life
Corporate VP & Advanced Planning Consultant

October 24, 2024

11:30 AM – 1:00 PM

Join us on October 24 as we hear from Filka Forkin, J.D. on selling insurance products in an International Market.

Filka Forkin is a Corporate Vice President and Advanced Planning Consultant with New York Life Insurance Company, supporting agents working in the Latino cultural market.

A thoughtful and engaging consultant, Filka collaborates with agents, their clients and other professional advisors in the identification and presentation of sophisticated estate, business and insurance-based planning solutions.

Filka joined New York Life as a dynamic and disciplined professional, blending education and experience with planning and practice. As a practicing attorney, he handled casework in trial advocacy, conducted legal research and drafted complex motions and documents; and, with a concentration in estate planning, Filka is uniquely qualified to help clients realize their overall financial goals by implementing optimal estate planning strategies for wealthy clients and business owners.

Filka earned his law degree from Barry University School of Law, Orlando, Florida and his Bachelor of Science degree in Criminal Justice, from Florida International University. Filka worked in the Public Defender’s Office, Sanford, Florida; and, is a U.S. Air Force Military Training Honor Graduate, having served as an Airborne Cryptologic Linguist in the United States Air Force. Filka is a member of the Florida and New York state bars. Filka is fluent in English and Spanish.

Cost:
Member of NAIFA  $25.00
Non-Members $30.00
Invited and First-Time Guests – FREE


Heather

This Event is brought to you by
HALO

NAIFA-Tampa Bay Long Term Care Luncheon

Heather Holmes
Genivity Halo
Founder & CEO

October 23, 2024

11:30 AM - 2:00 PM

Join NAIFA Tampa Bay as we prepare for Long Term Care Awareness Month by hearing from Heather Holmes on how to use technology to maximize Long Term Care planning opportunities.

Founder and CEO of Genivity, Heather Holmes leads the vision for Genivity and focuses on product design, business development, and fundraising. She brings a decade of sales, marketing and market development experience to Genivity from her time in the medical device industry working for Medtronic & Abbott Vascular. 

Heather focuses on helping advisors and consumers incorporate their individual health and wealth factors to plan for longevity. She brings science to financial planning to create personalized projections about your clients’ health and care costs.

Cost:
$10.00 Members
$20.00 Non-Members

Location:
Brio Italian Grille
2223 N Westshore Blvd
Tampa, FL 33607


Zadeh-Steve
NAIFA_NortheastFlorida_graphic_LIAM_campaign_company_support_2024_1200x1500_branded
This Event is brought to you by
NAIFA_NortheastFlorida-1

Using Life Insurance to Supplement Your Retirement

Steve Zadeh, FSCP

September 26, 2024

11:30 AM - 1:00 PM

Join NAIFA Northeast Florida as we take part in Life Insurance Awareness Month by welcoming NAIFA Apex speaker Steve Zadeh, FSCP.

Steve has over 35 years of experience in the insurance and financial services industry. Steve recently retired from Kansas City Life Insurance Company where he worked in the company’s Sales and Marketing Department. For over 21 years Steve provided support to Kansas City Life’s field force members with case design, training, client seminars, and competitive analysis.

To learn more about Steve, please click here

COST
Members: $27.50
Non-Members At the Door: $35.00

Location
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd
Jacksonville, FL


Tim Meenan

This Event is brought to you by
NAIFA_CentralFlorida

NAIFA-Central FL Legislative Panel

Tim Meenan
NAIFA-Florida Lobbyist

September 12, 2024

11:30 am - 1:00 pm

Join NAIFA/CF for a Legislative Panel to be moderated by Tim Meenan, NAIFA-FL Lobbyist. This event is back by popular demand.  After a three month Summer break, let's finish 2024 STRONG!

The names of the legislators will be released as soon as we have them confirmed.  This is always a very popular NAIFA/CF meeting because it is an opportunity to find out what issues are important to Central Florida and to our industry and how your local legislators feel about these issues.

Dubsdread Golf Course
549 W Par St,
Orlando, FL 32804

Note the change in venue for just this September meeting.


James Bonanno

This Event is brought to you by
NAIFA_Broward-300x240

Uncovering Social Security Secrets Superior CE Event

James Bonanno

August 28, 2024

11:30 AM – 1:00 PM EST

We are excited to be able to offer you a very efficient way to receive 18 credits for FL state insurance, 10 credits for CFP, 15 credits for CIMA, and 22 credits for CLU/ChFC!

We hope you are able to join us!  Registration is a two step process. To start, please click the Step 1 link below or in the attached flyer and complete the info required. Secondly, please click the Step 2 option below to submit your payment and finalize your registration. Feel free to call Rhonda Milrot at (954) 753-2262 or email her  with any questions. 

Exam required after presentation in order to earn credits

Please note: You must register by 2:00 pm (Eastern Time) on or before August 26th.  If your registration is not received by the cutoff date, you will not be permitted to take the exam onsite (“walk-in”)

Registration including lunch
Member: $25.00
Non-Member:  $35.00

Conference Room @ The View at Colony
West Golf Club
6850 NW 88th Ave
Tamarac, FL  33321

Please complete both steps to finalize registration:


Rep Rutherford

This Event is brought to you by
NAIFA_NortheastFlorida-1

August In-District Meeting

Representative John Rutherford

August 22, 2024

11:30 AM - 1:00 PM

Join NAIFA Northeast Florida as we welcome Congressmen John Rutherford to answer your questions about legislation impacting the industry.

Members: $27.50 | Non-Members: $35.00

Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd
Jacksonville, FL 32216


Tim Meenan

2024 Legislative Session Update

Tim Meenan
NAIFA-FL Lobbyist

August 13, 2024

11:30 AM - 12:30 PM EST

Join us on August 13, 2024  for a Legislative Session Update for the State of Florida. Hosted by NAIFA-Florida’s Lobbyist, Tim Meenan, this one-hour virtual event will feature an update on several legislative and regulatory issues important to NAIFA members.

This event is free for all members. Zoom information will be sent to your email once registration is complete.


spring swing-1

NAIFA-Central FL 2024 Spring Swing Event

April 5, 2024

7:30 am - 5:00 pm EST
ZOOM

7:30 Registration Opens 8:30 Shotgun Start

LOCATION: DUBSDREAD GOLF COURSE 549 W. PAR STREET, ORLANDO, FL

To register as an individual golfer or a foursome, complete this flyer and if you are paying with a debit/credit card, email to info@nabipcf.org or fax to 407-831-2990. If you are paying by check, mail the form with the check to NABIP, PO Box 160790, Altamonte Springs, FL 32716.

If you are interested in sponsorship, contact Cal Thompson at cal@syncins.com or call at 407-701-9916.


tampagolf

NAIFA-Tampa Bay 35th Annual Golf Classic

April 22, 2024

9:00 am Shotgun Start

Join NAIFA-Tampa Bay on Monday, April 22nd for our 35th Annual Golf Classic! We can’t wait to see you at Carrollwood Country Club.

8:00 am – Registration & Boxed Breakfast

9:00 am – Shotgun Start

1:00 pm – Banquet Lunch & Awards, Including Raffle Items & Silent Auction

Carrollwood Country Club
13903 Clubhouse Dr
Tampa, FL, 33618


Jasmine Romaine-1

This Webinar is brought to you by

NAIFA-Northeast FL – “NET” to “WORTH”: Communicating Your NetWORTH in Professional Relationships

Jasmine Romaine

April 25, 2024

11:30 AM – 1:00 PM EST

Effective relationships can create more than a network, it can create a “NetWORTH” when strategies are learned. This talk shares the keys on how to communicate and build a brand that has effective relationships that will transform the NetWorth of professionals into proactive networkers that shape the success of their success.

Learning Objectives:

● Master the art of communicating in a way that builds lasting professional relationships

● Learn how to craft a personal brand that resonates with your professional network

● Discover how to transform your net worth into proactive networking, shaping the trajectory of your career and business success


NAIFA_Broward-300x240

NAIFA-Broward – Practice Development Series

May 15, 2024

4:00-5:00 pm EST

Practice Development Series

* Virtual

* CRM (client relationship management) and referrals

* Designed for new/inexperienced advisors.


Erin O Malley Headshot

NAIFA-Northeast FL – Deflate, Relate, Elevate: The formula for building strong relationships

Erin O’Malley

MAY 23, 2024

11:30 AM – 1:00 PM EST

Join NAIFA-Northeast Florida on May 23rd from 11:30 am – 1:00 pm for our May Member Meeting – Deflate, Relate, Elevate: The formula for building strong relationships. We will hear from Erin O’Malley. We can’t wait to see you!

What You Can Expect:
Experience what it’s like to truly feel heard by practicing curious listening. We’ll challenge active listening myths and get to the heart of engaged listening.

Discover the true meaning of empathy and explore how to develop and use empathy as a skill set for connection and collaboration.

Learn how to embrace tough conversations and relieve the pressure of having to be the problem solver and fixer for all scenarios.

Learning Objectives:

  • Stronger, effective, and powerful communication with your colleagues and clients,
  • Less drama and more ownership of responsibilities, and…
  • A formula to get ahead of misunderstandings and miscommunications and turn misfires into opportunities for stronger and powerful relationships…the Deflate, Relate, Elevate©️ is the formula for you.

Members: $27.50 | Non-Members: $35.00

Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd
Jacksonville, FL 32216


Carl Rockman Citizens

NAIFA-Tampa Bay – Florida Property Insurance Market Update Luncheon

Carl Rockman Citizens

MAY 29, 2024

11:30 AM – 2:00 PM EST

Join NAIFA Tampa Bay tomorrow as we welcome Carl Rockman, Vice President, Agency & Market Services from Citizens, to discuss the current state of the property insurance marketplace and changes to expect for your clients.

Even if you are not a multi line agent, we highly recommend attending as these issues will directly or indirectly affect every client you have in the State of Florida. Be a resource for them to help show your value as a NAIFA member by attending.

Topics to Include:

• Legislative Changes Impacting Citizens

• Depopulation Program Enhancements

• Tips on Working With Citizens

Open to all members, non-members, & their guests.

Don’t forget to bring your business cards and invite a potential NAIFA member!

Members: $10.00 | Non-Members: $20.00

Brio Italian Grille
2223 N Westshore Blvd
Tampa, FL 33607


Brian Goodhart Headshot

NAIFA-Northeast FL – “The Roadmap to Selling a Business” Process, Pitfalls and a Path Forward

Brian Goodhart

JUNE 27, 2024

11:30 AM – 1:00 PM EST

Join 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!

What You Can Expect to Learn:
• The 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.).

• What 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.

• The 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?

• What 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?

Members: $27.50 | Non-Members: $35.00

Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd
Jacksonville, FL 32216