Upcoming Events

Know someone who is thinking about taking a Florida insurance prelicsensing course? NAIFA-Northeast Florida partners with XCEL Testing Solutions to provide online prelicensing courses.

XCEL Testing Solutions headquartered in Jacksonville is a national leader in online insurance education.

In partnership with NAIFA-Northeast Florida, students can now enroll in the industry-leading "Prepare to Pass Course Bundle" Pre-Licensing courses for only $99.00! The bundle include the Florida-approved 2-14 - Life & Variable Annuity, 2-15 - Life, Health and Variable Annuity, or 2-40 - Health and Accident111 course, Cliff Notes, Prep Review Course, State Exam Simulator and Student Mentoring.

Use the promo code NAIFAJAX to receive the $100 discount off tuition!

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, pleaacse join us to take advantage of all the benefits NAIFA has to offer.

Join digital transformation and internet marketing pioneer Panos Leledakis and uncover how simple and powerful AI tools can be when someone shows you exactly how to use them. In this session, Panos will show you innovative ways to harness AI and advanced technologies to boost your productivity, save time, deliver exceptional customer experiences, and build an extraordinary brand. You’re going to be amazed by how accessible and impactful these technologies are—and Panos will make it easy for you.

Speaker:
Panos Leledakis, a dynamic financial advisor and tech enthusiast, has revolutionized client engagement with cutting-edge digital strategies. With an impressive 25-year career spanning multiple countries, he has become a thought leader in utilizing AI and other technologies in the financial services industry. As a NAIFA member and a keynote speaker, Panos is committed to helping advisors implement technology into their practices to enhance productivity and service. He invented two software platforms for insurance needs analysis, which received innovation awards from organizations like MIT and the Chamber of Industrialists in Cyprus. 

Registration Rates:
Members: $27.50
Non-Members or At the Door: $35.00

Location
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd
Jacksonville, FL

NAIFA Northeast Florida welcomes a panel of successful advisors and agents to discuss strategies for success in the industry.

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

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.

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-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.

What You Can Expect to Learn:

• Positioning language for preplanning
• The value of planning in a financial services practice.
• The value of wealth management as an offering within your financial services practice

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

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 health plans.

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

Location
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd
Jacksonville, FL

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 Northeast Florida for happy hour as we welcome Congressmen Aaron Bean to answer your questions about legislation impacting the industry.

Crosscreek BBQ and Steakhouse
850 South Lane Ave
Jacksonville, FL 32205

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

CE APPROVED!

Course ID: 130213 - Course Offering: 1201855
Course Authority: CE 9901- Generic Life & General Lines
Level: Intermediate - Provider ID: 654
Hour(s) Approved: 1 hour

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

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

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

Members: $27.50 | Non-Members: $35.00

Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd
Jacksonville, FL 32216

Join NAIFA-Northeast Florida on March 28th for our Monthly Member Meeting! We will hear from Lori Camp of Soul Sisters on learning how to up your digital marketing game.

Soul Sisters is a woman owned digital marketing agency with offices in Fernandina Beach and Lake Helen. Lori spent the majority of her career in Healthcare – but decided to pivot in 2020 and forged a new path in Digital Marketing.  Melissa Chapman has worked in the IT Field and Higher Education prior to shifting to marketing.  Together, they created Soul Sisters Digital Design, where they focus on getting to know their clients, and working hard to ensure that those clients achieve their goals. Soul Sisters Digital Design is your full scope digital marketing partner.  Specializing in website design, search engine optimization, google map listings, PPC (Google Ads), Social Media Ads, and Social Media Management. 

We can't wait to see you!

Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd
Jacksonville, FL 33216

Join NAIFA-Northeast Florida on February 22nd for our Monthly Member Meeting! We will hear from business coach Matt Rocco of Sandler Training.

Currently, Matt leads businesses through Sandler Training, where he finds great joy in witnessing the success of others in their endeavors. Grounded in his early desire to see others thrive and find fulfillment, Matt has dedicated his life to applying hands-on principles and practices that foster continuous growth in all aspects of life. Sandler Training provides him with a platform to share success ideas, methods, and approaches, while allowing him to channel his passion for business development, growth scaling, coaching, and mentoring.

We can't wait to see you!

Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd
Jacksonville, FL 33216

Dan Olson is a Government Consultant responsible for lobbying the executive and legislative branches on behalf of the Firm’s clients.

Dan served fifteen years in Florida’s executive agencies, working in multiple high-profile leadership roles, and three Governor’s administrations. He has extensive experience in Florida’s heavily regulated industries, including alcohol, gaming, tourism, and tobacco.

Prior to entering the private sector, Dan served as Director of Government Relations for Florida Attorney General Ashley Moody.  In that role, he led multiple legislative efforts and helped Florida settle over $1.9 billion in opioid litigation.  He oversaw state and federal lobbying, with a focus on budget and legislative priorities including, opioid abatement, national and state-wide litigation issues, anti-trust, criminal justice, racketeering, and elder fraud. Dan also advised the Attorney General on matters for consideration before the Governor and Cabinet, involving complex land issues and cabinet agency policies and rulemaking.  Click here to learn more about our speaker. 

Location
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd
Jacksonville, FL 

Location
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd
Jacksonville, FL