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.
Join NAIFA Northeast Florida for our March Event as we get insight into best practices for marketing strategies with Sarah Debellis of Socials with Sarah.
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 32216
Socials with Sarah was founded by a marketing professional passionate about empowering businesses to unlock the potential of their digital presence. With a commitment to educating and supporting others, we believe in the power of social media and marketing to drive meaningful growth and success.
Our mission is to simplify social media management, allowing you to focus on what you do best—running your business. By streamlining the complexities of social media and marketing efforts, we amplify your company’s voice, influence, and impact in today’s competitive digital landscape. We pride ourselves on being a trusted partner in navigating the ever-evolving digital world, helping you to achieve your goals.
Get to know your fellow NAIFA Tampa Bay members over coffee on Friday, April 4th. Whether you're looking to network, collaborate, or just catch up, this is the perfect way to kick off your morning and your month with NAIFA-Tampa Bay.
This is an event designed for NAIFA members to network, but all friends, neighbors, and co-workers are invited!!!
We can't wait to see you there!
Principal Financial Group Lobby
4830 W. Kennedy Blvd., Ste 550
One Urban Centre
Tampa, FL 33609
Guest/Visitor parking is located at the One Urban Centre Garage. Please park on the 3rd floor or above. Take the elevator to the 1st floor and follow signs to the office elevators. The Principal Office is located on the 5th floor.
This event is free to attend, but please register in advance to help us with planning and ensure we have an accurate headcount.
We are very excited to introduce the Florida Silver Defenders which is a special recognition program for those members who contribute a minimum of $750 to the PAC annually.
Members at this exclusive level of giving are eligible to participate in periodic virtual meetings with our State and National lobbyists. Our first virtual meeting will be April 8th at 1:30PM with Diane Boyle, Senior Vice President, Government Relations for NAIFA. Please register for this special event and submit a question for Diane.
Free for members who meet the contribution minimum.
IFAPAC Disclaimer: Contributions to IFAPAC are voluntary and contributed to candidates for elective office. Your contributions will be divided between your state association IFAPAC and IFAPAC National, if you have directed NAIFA to do so (see reverse side). Club types listed above are merely suggestions. You can contribute more or less than the suggested amount. The amount contributed will not benefit or disadvantage you in any way. You have the right to refuse to contribute without reprisal. Corporate contributions to IFAPAC’s political fund are prohibited. Contributions to IFAPAC are not deductible for federal income tax purposes.
We invite you to a Planning Meeting on the second Wednesday of each month (beginning in March) at 8:00 AM. This is an important opportunity to collaborate, share ideas, and help shape the future of our South Florida NAIFA events. Your insights and participation are vital as we work together to support and grow our community of financial services professionals in South Florida.
Meeting ID: 819 7413 4850
Passcode: 377938
Join NAIFA-Tampa Bay as we host the presentation of NAIFA-Florida's highest award, the C.G. Snead / J.F. Bryan, III Award for Advisor of the Year, to Tampa Bay's very own Shelita Stuart, LUTCF. Stay after the presentation for an update from Citizens' Carl Rockman as he discusses 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.
Members: $10
Non-Members: $20
Brio Italian Grille:
2223 N Westshore Blvd
Tampa, FL 33607
Join us along with our friends from FICPA for our June social at the lovely Cheeseology!
Come and enjoy freshly baked pizza topped with amazing in house cheese along with an array of wine offerings.
Registration includes:
Space is limited so register today!
Pricing: $25 Members, $40 nonmembers
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
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.
Monday, March 24
Member* - $175
First Time Attendee* - $135
*Tickets above EXCLUDE the Morgan Dinner
Non-Member Guest Pass (Monday evening drinks/dinner only) - $95
Morgan Dinner ADD ON - (must purchase in advance) - $85
Join NAIFA-Tampa Bay members for a NAIFA-Live Watch Party. The speaker this month will be NAIFA-Florida President, Cheryl Canzanella, as she discusses Life or Death Planning: Guiding Clients Through the Opioid Crisis.
Free to attend! Attendees should plan to bring their own lunch to enjoy during the event.
Location:
Principal Financial Group
4830 W. Kennedy Blvd., Ste 550
One Urban Centre Tampa, FL 33609
Guest/Visitor parking is located at the One Urban Centre Garage. Please park on the 3rd floor or above. Take the elevator to the 1st floor and follow signs to the office elevators. The Principal Office is located on the 5th floor.
What to Expect:
Click here to view a short webinar promotional clip from our presenter, Cheryl Canzanella.
Nearly half of Americans know someone struggling with addiction, making substance use disorders a reality that financial professionals can’t afford to ignore. As the opioid epidemic continues to devastate families, its financial impact extends beyond personal hardship—costing the U.S. economy over $1 trillion annually and directly affecting careers, retirement plans, estates, and family dynamics. The responsibility of financial advisors goes beyond traditional financial conversations. Addiction can drain financial resources, create estate planning complications, and leave loved ones vulnerable to long-term financial struggles.
Through firsthand experiences, we will guide financial professionals to:
Your role as a financial advisor is more than managing money—it’s about protecting financial legacies.
Gain the knowledge to help clients before it’s too late.
Join NAIFA Central Florida for our annual Magic Game! March 19th at 7pm. Doors open at 5:30pm.
Tickets are $80 for Members/Potential Non -Members and $100 for family or friends.
Please reach out to Execs@KapsherConsulting.com with any questions, or if you are interested in becoming a sponsor.
Get to know your fellow NAIFA Tampa Bay members over coffee on Friday, March 7th. Whether you're looking to network, collaborate, or just catch up, this is the perfect way to kick off your morning and your month with NAIFA-Tampa Bay.
This is an event designed for NAFIA members to network, but all friends, neighbors, and co-workers are invited!!!
No registration required. We can't wait to see you there!
Starbucks
9601 E Dr Martin Luther King Jr Blvd
Tampa, FL 33619
The "Silver Tsunami" will crest in less than five years, as 1 in 5 Americans — 75 million Baby Boomers — will be in or near retirement. Unfortunately, over 80% of them have yet to address Long-Term Care (LTC) in their comprehensive financial, retirement, or estate planning. These undeniable facts underscore why planning for healthcare in retirement is more crucial than ever and why you need to understand and be able to explain the mandatory nature of LTC Planning and the critical need for effective long-term care strategies. This gap in planning is one of the most significant risks your clients and their loved ones face today.
The course will cover:
Understanding the mandatory nature of Long-Term Care Planning.
Quantifying LTC needs into a client's financial, retirement, and estate plans.
Tactical marketing strategies to identify clients who need LTC Planning.
Simplifying the LTC Planning discussion into basic, necessary Q & A.
Case studies to see real-world examples of tax-advantage LTC Planning
Why Attend?
Strengthen your practice with a proven process for addressing LTC needs.
Enhance client relationships by proactively filling a critical gap in their planning.
In addition to 2 hours of Florida insurance CE, this session is Florida Bar-approved for 2 hours of CLE, providing an opportunity for estate planning and elder law attorneys to learn more about this important topic.
Cost:
Members- $10
Non-Members - $20
Location:
Principal Financial Group
4830 W. Kennedy Blvd., Ste 550
One Urban Centre
Tampa, FL 33609
Guest/Visitor parking is located at the One Urban Centre Garage. Please park on the 3rd floor or above. Take the elevator to the 1st floor and follow signs to the office elevators. The Principal Office is located on the 5th floor.
Join NAIFA-Northeast Florida as we welcome Heather Maltby for our first event of the year. A past president of the St. Johns County Bar Association, Heather is an attorney who will be discussing her practice area of estate planning.
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 32216
Meet Attorney Heather S. Maltby:
Estate Planning and Probate Law Attorney in St. Johns County, FL.
Since becoming a member of the FL Bar, Heather has focused her practice solely on estate planning, probate, and trust administration. Heather provides legal counsel for individuals, families, and business owners in creating trusts, wills, financial and health care powers of attorney, and guardian advocacy. She also assists families going through the probate process.
Heather is a past President of the St. Johns County Bar Association, a Director of the Young Lawyers Section of the St. Johns County Bar Association, a committee member of United Way Emerging Leaders, and a member of the Enterprising Women’s Leadership Institute.
Heather, like her parents, grandparents, and generations before, were born and raised in St. Johns County and can trace their family roots back to the beginning of St. Augustine. She graduated from St. Augustine High School in 1998, the University of North Florida in 2005, and went to law school at Florida Coastal School of Law.
Join NAIFA-Central Florida for their February Luncheon at the Azalea Lodge at Mead Gardens.
Watch for program details, coming soon!
Registration
$25 for Members
$30 for Non-members
Location
The Azalea Lodge at Mead Gardens
1300 S Denning Dr
Winter Park, FL 32789
Register now for our first Citizens Power Hour of the year 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 Include:
New Business Processing
Servicing the Policy
Clearinghouse & Depopulation
Agency Management & myAgency
Panelist:
Marsha Watson
Christiane Chanitz
Carl Rockman
Brian Woodham
Kelly Abell
Get to know your fellow NAIFA Tampa Bay members over coffee this Friday in Brandon. Whether you're looking to network, collaborate, or just catch up, this is the perfect way to kick off your morning and your month with NAIFA-Tampa Bay.
This is an event designed for NAFIA members to network, but all friends, neighbors, and co-workers are invited!!!
No registration required. We can't wait to see you there!
Starbucks
9601 E Dr Martin Luther King Jr Blvd
Tampa, FL 33619
Join NAIFA-Tampa Bay for their first event of 2025 with Denny McCarty.
Denny entered the financial services business in 1992 with Metropolitan Life Insurance Company. With 33 years of experience, he has held many roles including financial representative, sales manager, trainer and life, DI, LTC and annuity wholesaler.
Denny began his career with MassMutual in 2015.
Denny earned his BA in Business Administration from Eckerd College in St Petersburg, Florida.
Brio Italian Grille:
2223 N Westshore Blvd
Tampa, FL 33607
Members: $10
Non-Members: $20
Join Us In January For The Induction Of the New Board of Directors and An Enlighting Presentation On The Florida Property Insurance Market
Topic: Securing Tomorrow: Navigating the World of Property and Casualty Insurance
Property and casualty insurance is often the number one risk to your clients' secure financial future. It’s also their top personal budget item. As their financial advisor, shouldn't you at least know the right questions to ask to help minimize their risk and cost?
Join us to get answers to these questions and more, so you can help your clients navigate the complexities of property and casualty insurance. And for some added interest, we’ll also touch on a bit of politics! Just for Fun!
NAIFA Central Florida will also be installing the new 2025 Board of Directors at this meeting.
Speaker: Glenn Ritchie, ChFC, CPCU, CLU
State Farm Insurance Agent, Maitland, FL
With over 45 years of experience in the insurance industry, Glenn Ritchie is a seasoned State Farm Insurance Agent known for his expertise and dedication. He holds prestigious designations such as CPCU (Chartered Property Casualty Underwriter), CLU (Chartered Life Underwriter), and ChFC (Chartered Financial Consultant). Glenn earned his Accounting Degree from the University of Louisiana and an MBA from the University of Florida, providing him with a strong educational foundation to serve his clients effectively.
Glenn is a proud 22-year member of the National Association of Insurance and Financial Advisors (NAIFA) and currently serves as the Political Grassroots Chair for both the State and Central Florida chapters. His commitment to the insurance profession and his community is evident through his active involvement in political consulting. Glenn has worked on numerous local, state, and statewide campaigns and has served on various boards and committees in the state of Florida. Alongside his good friend Craig Duncan, he played a pivotal role in forming and developing the five political action committees of the Florida State Farm Agents, serving as their Chairman multiple times.
Beyond his professional achievements, Glenn cherishes spending quality time with his wife Carla, their three adult children, and nine grandchildren. The couple enjoys traveling to beautiful destinations, capturing stunning photographs, and cheering on LSU sports teams, especially baseball.
Glenn Ritchie’s vast experience, unwavering dedication, and multifaceted contributions make him a trusted advisor and a respected leader in the insurance industry.
Location:
The Azalea Lodge At Mead Gardens
1300 S Denning Dr, Winter Park, FL 32789
Cost:
Member of NAIFA - $25
Non-Members - $35
Invited & First Time Guests - Free
We invite you to a Planning Meeting on Monday, December 23th, 2024 at 11:00 AM. This is an important opportunity to collaborate, share ideas, and help shape the future of our South Florida NAIFA events. Your insights and participation are vital as we work together to support and grow our community of financial services professionals in South Florida.
Meeting ID: 897 8997 6830
Passcode: 705045
Join us on December 11, 2024 for NAIFA-Florida's virtual end of the year board installation for 2025 and awards ceremony.
NOTE THE REVISED DATE DUE TO THE HOLIDAYS
December is always a fun meeting. This is when we raffle items to raise funds for The Russell Home for Atypical Children.
The date has changed but we are still meeting at The Azalea Lodge at Mead Gardens, 1300 S Denning Dr, Winter Park, FL 32789.
The Russell Home:
The Russell Home was the first non-profit institution in the country for brain-damaged children. Today you would find quietly hanging in the home a dusty occupational license dated Nov. 13, 1951, when Mrs. Russell opened her home to the first child to “see if it would work out.” Since then, the home has opened its doors to hundreds of youngsters, sometimes after hearing pleas from desperate parents, and in more than one instance, finding them just left on the doorstep.
The physical home consists of a nursery, dormitory wing, playrooms, living room areas, kitchen and large laundry room. The nursery, done up in bright colors with many posters and stuffed animals, is cheerful for the children. However, if your are ever fortunate enough to visit, bring plenty of tissue as you will find before the end of your visit you will not have a dry eye. The love that is in this home, expressed through the eyes, sounds, and smiles from the children will make you count your blessings for the simple things in life.
The Russell Home is also a proud member of the Florida Association of Christian Child Caring Agencies. For more information on this organization, please click here.
NEEDS LIST
The Russell Home always needs supplies for their facilities. Please review this list and bring some items to the meeting. We will collect them and get them delivered to The Russell Home after the meeting.
Click here to see the needs list for The Russell Home.
Please bring items to the meeting that we can raffle off.
COST
Member: $25
Non-Members: $30
Invited & First Time Guests - FREE
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
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
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.
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
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
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
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
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.
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:
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
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.
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.
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
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
Practice Development Series
* Virtual
* CRM (client relationship management) and referrals
* Designed for new/inexperienced advisors.
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:
Members: $27.50 | Non-Members: $35.00
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd
Jacksonville, FL 32216
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
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
Copyright © 2024 NAIFA-Florida
600 State Street, Suite A
Cedar Falls, IA 50613
Phone: (850) 422-1701
info@naifa-florida.org
