Upcoming Events

Join us for an engaging presentation, “Growing Revenue Throughout the Advisor Lifespan,” focused on helping financial professionals scale their business and drive sustainable growth at every stage of their career. This session will deliver practical, data-backed strategies you can apply immediately to increase revenue and improve long-term performance.

Our featured speaker, Dwight Larkin, CLU©, ChFC©, CLTC©, FLMI, Associate Regional Managing Director with Principal Financial Network, brings over 35 years of experience across trading, investment operations, advising, and coaching financial professionals.

Dwight will share proven approaches to growing your business efficiently, identifying new opportunities, and integrating strategies that support both client success and advisor growth.

This is a must-attend session for advisors looking to elevate their practice and maximize revenue over time.

Registration
Member - $27.50
Non-Member: $35.00

Location Name
Fogo de Chão
4784 Town Center Pkwy
Jacksonville, FL 32246

Join NAIFA’s Young Advisors Team (YAT) for a happy hour in Jacksonville and connect with insurance and financial professionals from across Northeast Florida.

While this event is hosted by YAT, professionals of all ages and experience levels are welcome to attend. It is a great opportunity to build relationships, expand your network, and connect with other advisors in the industry.

Fogo de Chão Brazilian Steakhouse
4784 Town Center Pkwy
Jacksonville, FL 32246

Don't forget to invite colleagues or others in the industry!

Join us on March 25th for NAIFA Northeast Florida’s upcoming luncheon, Protection and Prosperity Panel. This engaging discussion will feature industry professionals sharing insights on today’s property and casualty landscape, current market trends, and how advisors can help clients safeguard what matters most while building long-term financial security.

It will be a great opportunity to connect with fellow professionals, exchange ideas, and stay informed on key issues impacting our industry.

Location
Fogo de Chão Brazilian Steakhouse
4784 Town Center Pkwy
Jacksonville, FL 32246

Registration Rates
Member - $27.50
Non-Member: $35.00

Join NAIFA–Northeast Florida for a powerful luncheon program that goes beyond products and policies and gets to the why behind our profession. Drawing inspiration from the iconic Life Happens “Insure Your Love” campaign, this session reminds us that at the heart of our work is something deeply human: protecting the people and futures our clients care about most.

Our featured speaker, Robin Wahby, brings a compelling blend of professional expertise and authentic storytelling to explore why life insurance and financial planning are not just financial decisions — they are acts of love, responsibility, and legacy.

Location:
Fogo de Chão Brazilian Steakhouse
4784 Town Center Pkwy
Jacksonville, FL 32246

Registration Rates:
Member - $27.50
Non-Member: $35.00

Join NAIFA-Northeast Florida on January 28 for our first monthly meeting of 2026! We will hear from Adrian Fridman, Visionary Founder of Ideas2Result.

Unlock the Future of Engagement with Aidan Fridman
Step into an energizing session with Aidan Fridman, visionary founder of Idea2Result — where creative storytelling meets results-driven marketing. Drawing from his work leading a video-first agency that helps brands connect through compelling content and strategic messaging, Aidan will reveal how to think bigger, be bolder, and reach people in ways that truly resonate.

What You’ll Discover

• Why Personalization Isn’t Optional — It’s Essential: Aidan breaks down how modern audiences really want to be spoken to — not at, and how tailored messaging transforms casual viewers into loyal customers. You’ll learn practical strategies to go beyond demographics into messaging that feels human and relevant.

• Creativity as Your Competitive Edge: In a world where attention is currency, Aidan shows you how creative formats — especially video and story-driven content — become the bridge between your brand and your audience. He’ll share insights on crafting narratives that aren’t just watched — they’re remembered.

• Harnessing Data + Imagination: From AI tools that help tailor messaging at scale to dynamic content strategies that respond to individual behaviors, Aidan blends art and analytics so your marketing feels both personal and powerful.

• Real-World Execution: Get actionable ideas you can implement now — from segmenting audiences with purpose to writing messages that feel like they were written for each person on your list.

Who This Session Is For:
Financial professionals who are ready to elevate their brand impact, achieve better engagement with fewer resources, and connect with audiences in a meaningful, personalized way.

Location:
Please note that our meeting location has changed. Our new location will be:
Fogo de Chão Brazilian Steakhouse
4784 Town Center Pkwy
Jacksonville, FL 32246

Registration Rates: 
Member - $27.50
Non-Member: $35.00

Join the NAIFA-Northeast Florida Young Advisor Team for a happy hour before Thanksgiving festivities. All advisors welcome!

Free to attend! Bring a colleague and introduce them to NAIFA!

Location Name:

Fore Score
7570 Gate Pkwy #109
Jacksonville, FL 32256

Join NAIFA-Northeast Florida on the greens for a day of fun, fellowship, and philanthropy at the NAIFA-Northeast Florida Golf Tournament, supporting Angelwood and its mission to serve children and adults with developmental differences.

Golfers of all skill levels are invited to enjoy a premier golf experience, complete with friendly competition, exciting contests, and opportunities to win fantastic prizes—all while making a meaningful difference in the lives of individuals and families in our community.

Your participation helps Angelwood provide essential services such as residential group homes, day training programs, and summer camps—ensuring that those they serve can thrive in a safe and supportive environment.

Location:
Queen's Harbour Yacht & Country Club
1131 Queens Harbor Blvd
Jacksonville, FL 32225

Registration Rates:
$125 Individual Player
$115 Individual of Foursome

Join NAIFA-Northeast Florida to hear from insurance adjuster Mark Goldwich of Gold Star Adjusters.

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

Location
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd
Jacksonville, FL

We are honored to welcome Florida State Representative Dean Black as a featured speaker at our upcoming event.

Rep. Black represents House District 15, which includes Nassau County and part of Duval County. An eighth-generation Floridian, he has served his community as a U.S. Air Force veteran, small business owner, cattle rancher, and committed public servant.

In the Florida Legislature, Rep. Black serves as Vice Chair of the Education Administration Subcommittee and plays an active role on several key committees that shape policy on health, natural resources, and community development. Known for his principled leadership and dedication to Florida families, he brings a wealth of experience and a strong voice for our region.

Join us in hearing directly from Representative Black as he shares his insights and vision for Florida’s future.

Registration Rates
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 welcome Steve Parrish for his session on Merging Estate Planning into the Retirement Income Process!

We will explore the critical intersection of estate planning and retirement income strategies, emphasizing how financial professionals can integrate both disciplines to create holistic retirement plans. Participants will gain insights into optimizing asset location, leveraging government benefits, and addressing legacy concerns. By understanding the evolving landscape, advisors will be better equipped to guide clients through a financially secure retirement while considering their estate planning goals.

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

Location
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd
Jacksonville, FL

Join the NAIFA Young Advisor Team (YAT) for our first Happy Hour of the year! This event is open to all members whether you are a YAT member or just a member who is young at heart. Come connect with fellow advisors, share ideas, and enjoy great drinks at World of Beer.

Attendance is free, but we kindly ask that you register in advance to help us inform the venue of expected numbers.

World of Beer
5105 J Turner Blvd
Jacksonville, FL, 32216

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.