Advocate
Advocate for your industry at our annual Legislative Day
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.
NAIFA-Northeast Florida has partnered with XCEL Testing Solutions to provide online prelicensing courses through NAIFA-Jacksonville. XCEL Testing Solutions headquartered in Jacksonville is a national leader in online insurance education.
Click here to learn more now.
As the opioid epidemic worsens across the US, the toll it imposes on the economy has risen to overwhelming heights causing an economic loss of more than $1,021 billion. The staggering numbers of opioid use disorder (OUD), overdoses and deaths continue to escalate, while threatening the economy, careers, family finances and retirement dreams. Protecting clients reaches beyond simply offering insurance, investments, or tax-saving strategies to protect, build and distribute their assets. Cheryl Canzanella, CLU, ChSNC, LUTCF has made it a priority to educate and prepare financial professionals to help their clients facing financial burdens due to the opioid epidemic.
This program is approved for 1 hour of CFP credit through program ID #312403.
Participants will learn:
RSVP by April 24, 2023.
LOCATION:
Terra Gaucha Brazilian Steakhouse
4483 Southside Boulevard
Jacksonville, FL 32216
8:00am - Registration - Check In - Continental Breakfast
8:30am - Announcements & Introduction of Speaker
9:00am - 12pm - Speaker Presentation
Location:
UNF Adam W. Herbert University Center
12000 Alumni Drive
Jacksonville, FL 32224
This meeting takes place of our regular scheduled luncheon for May. The Estate Planning Council of Northeast Florida invites the members of NAIFA Northeast Florida to their annual meeting. NAIFA members must RSVP online prior to April 26th, the cost is $50. This includes 3 hours of continuing education and continental breakfast. Seating is limited, therefore we may not be able to accommodate walk ins. Be sure to RSVP and secure your seat today!
Topic
Grantor Retained Annuity Trusts (GRATS)
This program discusses the basic rules for establishing a grantor retained annuity trust and its advantages and disadvantages. Included is a discussion of the eight statutory requirements of a GRAT, the use of long-term versus short- term GRATs, including short-term rolling GRATS and “zeroed-out” GRATs, GRATs with increasing annuities and what assets are most effective with GRATs and GRAT asset allocation. Also, the income, estate, gift and generation skipping aspects of GRATs will be discussed.
Continuing Education:
Has been applied for credits for the following designations: CLE, CFP®, FL Insurance, CTFA, CPE for CPAs, CLU®, ChFC®.
ALL ATTENDEES MUST RSVP by April 26th!
Follow the register prompts below to secure your seat!
* You will receive 2 confirmations. 1 for the registration, and 1 from PayPal when your payment is processed. You do NOT have to create an account or log into PayPal to pay online. Simply select the pay by debit or credit card to process your payment. If you do not receive a confirmation for payment of receipt, you are not registered.
Goody Bag Items: Please indicate if you would like to donate items for the goody bags.
Door Prize Items: Please indicate if you would like to donate door prize items.
Please provide your photo quality logo as a (most preferred) Vector file or high resolution JPG or PNG no later than April 17th.
Email graphics as an attachment to email matthew.campbell@transamericanetwork.com
Questions contact Matt Campbell 904-887-6288.
June 22
July & August
no chapter meetings
September 28
Meetings on Main Street
(a special program in conjunction with NAIFA National)
October 26
NAIFA Florida Lobbyist - Tim Meenan
Legislative Update
November 16
December - no chapter meeting scheduled
Click here to learn more about NAIFA National's calendar and events.
Networking
NAIFA Live
Quarterly Reports from
NAIFA President & CEO
Are you a Financial Security Advocate?
NAIFA has the Largest Grassroots Program in the Financial Services Industry
Have You Scheduled Time to Develop Your Leadership Skills?
NOW is the time and we have an exclusive program just for NAIFA members! If you think you might be interested in this life-changing program – to advance your career and enhance your personal life – NAIFA-Florida would like to hear from you! A new class is forming in 2023 and we’d like to know if you’re interested!
Space is limited so RSVP today!
NAIFA’s Leadership in Life Institute (LILI)
The NAIFA Leadership in Life Institute is a six-month program offered exclusively to NAIFA members who are committed to growing intellectually and professionally through deep introspection and discussion. The intense curriculum creates a unique learning environment that encourages participants to bring out the best in themselves and apply what is learned across every aspect of their lives. LILI develops leaders by fostering personal growth, enhancing business practices, and developing skills necessary for effective leadership.
Click here for more information.
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Advocate for your industry at our annual Legislative Day
Educate yourself at our Annual Conference.
Differentiate yourself by serving on one of our committees.
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Copyright © 2021 NAIFA-NortheastFlorida
P.O. Box 37028
Jacksonville, FL 32236
Phone: (904) 695-2300
info@naifa-jacksonville.org