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Upcoming Events

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Charitable Giving Strategies that will Help Your Clients

John Zell, CAP®
The Community Foundation
Vice President of Development

February 23, 2023

11:30am - 1:00pm

The Community Foundation can help advisors serve their clients better.  Learn more about charitable giving strategies that will help your clients actualize their philanthropic goals while also achieving their financial, personal, and business objectives.

RSVP by February 20, 2023

Click here to RSVP now!

 




AVE THE 2023 MEETING DATES
January 26
Personal Liability Insurance
Jim Smith, CPRIA, VP Personal Lines Southeast, USI Insurance Services, LLC.
February 23
The Community Foundation
John Zell, VP of Development
March 23
Women Leadership Panel
Jessica Salazar & Robin Wahby
April 27
Financial Burdens of the Opioid Epidemic
Cheryl Canzanella Lewis
May 1
Golf Tournament @ South Hampton
May 2
Estate Planning in a Rising Interest Rate Environment @ UNF 8am -12noon (details coming soon)
June 22
July & August
no chapter meetings
September 21
Meetings on Main Street
(a special program in conjunction with NAIFA National @ UNF)
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