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Together We Can Take on Anything.

Committing to your professional association provides ample opportunity for education, networking, and volunteer participation. By joining NAIFA, we become your partner, elevating your performance while providing a greater purpose to your professional work

 

 

 

Oleary (Bill) High Res 220 (002)-1

 

 



PROTECTING VULNERABLE ADULTS

William A. O’Leary, JD, LL.M (Tax)Attorney
Legacy Planning Law Group
Attorney

November 17, 2022

11:30am - 1:00pm

Attendees will dive deep into areas of estate planning that are sometimes overlooked or misunderstood.  Some key areas financial advisors should better understand include:

  • Freezing Assets by Advisors
  • Determining Legal Capacity
  • Determining Undue Influence
  • Power of Attorney vs. Trust - Which is Better

CHAPTER ANNUAL MEETING & INSTALLATION OF 2023 LEADERS

Officers
President - April Murdaugh
President Elect - Rachel DuBois
Secretary/Treasurer - Chayne Riggs
National Committeeman – Matt Campbell
Imm. Past President – Peachie Thompson

Board Members
Tamara Kitchens
Curtis James
Alicia Longo
Bill O’Leary
Chris Patrick
Dan Tuchman
Price Wheeler
Andrew Gardner

RSVP by November 14th. 

Register Here

LOCATION:
Terra Gaucha Brazilian Steakhouse
4483 Southside Boulevard
Jacksonville, FL  32216


NAIFA Florida Top 4 Advisors Under 40

Call for Entries
 2022 NAIFA-Florida "Top 4 Advisors Under 40" Award
Application deadline: Friday, Nov. 11, 2022

As the premier professional association in Florida for insurance and financial advisors, NAIFA-Florida each year is proud to recognize the success of young advisors in our industry.

This award recognizes excellence and achievement in the Insurance and Financial Services field by measuring business production, longevity in the business, professional association involvement and community involvement for professionals 40 years of age and younger. Candidates will consist of insurance and financial professionals throughout the state of Florida, and final recipients will be chosen by a panel of NAIFA-Florida Board of Directors members. The award will be based on an advisor's 2021 commissions, NAIFA involvement, community involvement, and volunteer efforts in other organizations. For individual advisors, this program presents an opportunity to be recognized for their efforts. If you are a manager, or otherwise oversee advisors, this program provides a recognition opportunity to motivate other young producers to reach their maximum performance potential! 

 If a candidate is selected, they'll be recognized as one of Florida's Top 4 Advisors Under 40 on the NAIFA-Florida website, as well as recognition at the virtual Annual Awards Ceremony on Tuesday, Dec. 6 (4:00 p.m. ET – Zoom), which will be held in conjunction with the installation of the association’s 2023 Board of Directors. Click Here for the Application. (Deadline is Friday, Nov. 11, 2022).

2 of the 4 - 2021 Recipients were from
NAIFA Northeast Florida
Congratulations Again!

Philip RogeroPhilip Rogero, FSCP, CRPS

Price Wheeler closePrice Wheeler, AIF




Advocate

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Educate

Educate yourself at our Annual Conference.

Differentiate

Differentiate yourself by serving on one of our committees.