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Upcoming Events

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NAIFA Live

April 17, 2025
June 20, 2025
July 17, 2025
August 21, 2025
September 18, 2025
October 16, 2025
November 20, 2025
December 18, 2025

12:00 pm ET

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


Coffee shop with two drinks in different sizes

First Friday Coffee

April 4, 2025

7:00 - 8:00 AM

Get to know your fellow NAIFA Tampa Bay members over coffee on Friday, April 4th. Whether you're looking to network, collaborate, or just catch up, this is the perfect way to kick off your morning and your month with NAIFA-Tampa Bay.

This is an event designed for NAIFA members to network, but all friends, neighbors, and co-workers are invited!!!

We can't wait to see you there!

Urban Center 2 Cafe
4830 W. Kennedy Blvd., Ste 550
One Urban Centre
Tampa, FL 33609

Guest/Visitor parking is located at the One Urban Centre Garage. Please park on the 3rd floor or above. Take the elevator to the 1st floor and follow signs to the office elevators. The Principal Office is located on the 5th floor.

This event is free to attend, but please register in advance to help us with planning and ensure we have an accurate headcount. 

REGISTER HERE


Shelita headshot 2024 favorite
Carl Rockman Citizens

Snead Bryan Award Presentation and Citizens Update

April 23, 2025

11:00 AM - 1:00 PM

Join NAIFA-Tampa Bay as we host the presentation of NAIFA-Florida's highest award, the C.G. Snead / J.F. Bryan, III Award for Advisor of the Year, to Tampa Bay's very own Shelita Stuart, LUTCF. Stay after the presentation for an update from Citizens' Carl Rockman as he discusses the current state of the property insurance marketplace and changes to expect for your clients.

Even if you are not a multi line agent, we highly recommend attending as these issues will directly or indirectly affect every client you have in the State of Florida. Be a resource for them to help show your value as a NAIFA member by attending.

Members: $10
Non-Members: $20

Brio Italian Grille:
2223 N Westshore Blvd
Tampa, FL 33607

REGISTER HERE


Cheeseology

NAIFA-Tampa and SHRM Networking Social

July 15, 2025

5:30 PM EST

Join us along with our friends from Tampa Society of Human Resources Management for our July social at the lovely Cheeseology!

Come and enjoy freshly baked pizza topped with amazing in house cheese along with an array of wine offerings.

Registration includes:

  • Admission to the event
  • 1 drink ticket for beer or wine (additional drinks available for purchase)
  • Pizza

Space is limited so register today!

Pricing: $25 Members, $40 nonmembers

Location:
Cheeseology
1527 E 7th Ave
Tampa, FL 33605

Register Here


Past Events

Cheryl Canzanella

This Event is brought to you by
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NAIFA Live Watch Party

Cheryl Canzanella, CLU, ChSNC, CAP, LUTCF

March 20, 2025

12:00 - 1:00 PM

Join NAIFA-Tampa Bay members for a NAIFA-Live Watch Party. The speaker this month will be NAIFA-Florida President, Cheryl Canzanella, as she discusses Life or Death Planning: Guiding Clients Through the Opioid Crisis.

Free to attend! Attendees should plan to bring their own lunch to enjoy during the event.

Location:
Principal Financial Group
4830 W. Kennedy Blvd., Ste 550
One Urban Centre Tampa, FL 33609

Guest/Visitor parking is located at the One Urban Centre Garage. Please park on the 3rd floor or above. Take the elevator to the 1st floor and follow signs to the office elevators. The Principal Office is located on the 5th floor.

What to Expect:
Click here to view a short webinar promotional clip from our presenter, Cheryl Canzanella.

Nearly half of Americans know someone struggling with addiction, making substance use disorders a reality that financial professionals can’t afford to ignore. As the opioid epidemic continues to devastate families, its financial impact extends beyond personal hardship—costing the U.S. economy over $1 trillion annually and directly affecting careers, retirement plans, estates, and family dynamics. The responsibility of financial advisors goes beyond traditional financial conversations. Addiction can drain financial resources, create estate planning complications, and leave loved ones vulnerable to long-term financial struggles.

Through firsthand experiences, we will guide financial professionals to:

  • Understand the opioid epidemic and its impact on the financial industry.
  • Recognize financial red flags and warning signs.
  • Communicate effectively with clients facing addiction-related challenges.
  • Implement proactive financial strategies to safeguard clients’ finances and protect your business.

Your role as a financial advisor is more than managing money—it’s about protecting financial legacies. 

Gain the knowledge to help clients before it’s too late.


Mid section of waiter holding cup of coffee in cafe

First Friday Coffee

March 7, 2025

7:00 - 8:00 AM

Get to know your fellow NAIFA Tampa Bay members over coffee on Friday, March 7th. Whether you're looking to network, collaborate, or just catch up, this is the perfect way to kick off your morning and your month with NAIFA-Tampa Bay.

This is an event designed for NAFIA members to network, but all friends, neighbors, and co-workers are invited!!!

No registration required. We can't wait to see you there!

Starbucks
9601 E Dr Martin Luther King Jr Blvd
Tampa, FL 33619


Long Term Care

This Event is brought to you by
Inertia Logo

Master Strategies for Tax-Advantaged Long-Term Care Planning

March 5, 2025

7:00 - 9:00 AM

The "Silver Tsunami" will crest in less than five years, as 1 in 5 Americans — 75 million Baby Boomers — will be in or near retirement.  Unfortunately, over 80% of them have yet to address Long-Term Care (LTC) in their comprehensive financial, retirement, or estate planning.  These undeniable facts underscore why planning for healthcare in retirement is more crucial than ever and why you need to understand and be able to explain the mandatory nature of LTC Planning and the critical need for effective long-term care strategies. This gap in planning is one of the most significant risks your clients and their loved ones face today.

The course will cover:

  • Understanding the mandatory nature of Long-Term Care Planning.

  • Quantifying LTC needs into a client's financial, retirement, and estate plans.

  • Tactical marketing strategies to identify clients who need LTC Planning.

  • Simplifying the LTC Planning discussion into basic, necessary Q & A.

  • Case studies to see real-world examples of tax-advantage LTC Planning

Why Attend?

  • Strengthen your practice with a proven process for addressing LTC needs.

  • Enhance client relationships by proactively filling a critical gap in their planning.

  • In addition to 2 hours of Florida insurance CE, this session is Florida Bar-approved for 2 hours of CLE, providing an opportunity for estate planning and elder law attorneys to learn more about this important topic.

Cost:
Members- $10
Non-Members - $20

Location:
Principal Financial Group

4830 W. Kennedy Blvd., Ste 550 
One Urban Centre
Tampa, FL 33609

Guest/Visitor parking is located at the One Urban Centre Garage. Please park on the 3rd floor or above. Take the elevator to the 1st floor and follow signs to the office elevators. The Principal Office is located on the 5th floor. 


Coffee Social

First Friday Coffee

February 7th

7:00 - 8:00 AM

Get to know your fellow NAIFA Tampa Bay members over coffee this Friday in Brandon. Whether you're looking to network, collaborate, or just catch up, this is the perfect way to kick off your morning and your month with NAIFA-Tampa Bay.

This is an event designed for NAFIA members to network, but all friends, neighbors, and co-workers are invited!!!

No registration required. We can't wait to see you there!

Starbucks
9601 E Dr Martin Luther King Jr Blvd
Tampa, FL 33619


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NAIFA-Tampa Bay Marketing Permanent Life Insurance as a Financial Asset

Denny R. McCarty Regional Director | Life
MassMutual

February 5, 2025

11:30 AM EST

Join NAIFA-Tampa Bay for their first event of 2025 with Denny McCarty.

Denny entered the financial services business in 1992 with Metropolitan Life Insurance Company. With 33 years of experience, he has held many roles including financial representative, sales manager, trainer and life, DI, LTC and annuity wholesaler.

Denny began his career with MassMutual in 2015.

Denny earned his BA in Business Administration from Eckerd College in St Petersburg, Florida.

Members: $10
Non-Members: $20

Brio Italian Grille:
2223 N Westshore Blvd
Tampa, FL 33607


ltc pic

This Event is brought to you by
HALO

Long Term Care Luncheon

Heather Holmes
Genivity
Founder & CEO

October 23, 2024

11:30 AM - 2:00 PM

Join NAIFA Tampa Bay as we prepare for Long Term Care Awareness Month by hearing from Heather Holmes on how to use technology to maximize Long Term Care planning opportunities.

Founder and CEO of Genivity, Heather Holmes leads the vision for Genivity and focuses on product design, business development, and fundraising. She brings a decade of sales, marketing and market development experience to Genivity from her time in the medical device industry working for Medtronic & Abbott Vascular. 

Heather focuses on helping advisors and consumers incorporate their individual health and wealth factors to plan for longevity. She brings science to financial planning to create personalized projections about your clients’ health and care costs.

$10 Members
$20.00 Non-Members

Brio Italian Grille
2223 N Westshore Blvd
Tampa, FL 33607


Cheeseology

FICPA Networking Social

June 18, 2024

5:30 PM-7:30 PM

Join us along with our friends from FICPA for our June social at the lovely Cheeseology!
 
Come and enjoy freshly baked pizza topped with amazing in house cheese along with an array of wine offerings. 
 
Registration includes:
  • Admission to the event
  • 1 drink ticket for beer or wine (additional drinks available for purchase)
  • Pizza
Space is limited so register today!
 
Pricing: $25 Members, $40 nonmembers

Location:
Cheeseology
1527 E 7th Ave
Tampa, FL 33605
 
To register by phone: Call Member Services at (800) 342-3197
 
To register online: Create a non-member account with FICPA and make sure to click on the NAIFA Member option when going through the event registration process to get member pricing!
 

Carl Rockman Citizens

Florida Property Insurance Market Update Luncheon

Carl Rockman
Citizens

May 29, 2024

11:30 AM - 2:00 PM EST

Join NAIFA Tampa Bay as we welcome Carl Rockman, Vice President, Agency & Market Services from Citizens, to discuss the current state of the property insurance marketplace and changes to expect for your clients.

Even if you are not a multi line agent, we highly recommend attending as these issues will directly or indirectly affect every client you have in the State of Florida. Be a resource for them to help show your value as a NAIFA member by attending.

Topics to Include:

• Legislative Changes Impacting Citizens

• Depopulation Program Enhancements

• Tips on Working With Citizens

Open to all members, non-members, & their guests.

Don't forget to bring your business cards and invite a potential NAIFA member!

Members: $10.00 | Non-Members: $20.00

Bascoms Chop House
3665 Ulmerton Rd
Clearwater, FL 33762
 

tampagolf

35th Annual Golf Classic

April 22, 2024

9:00 am Shotgun Start

Join NAIFA-Tampa Bay on Monday, April 22nd for our 35th Annual Golf Classic! We can't wait to see you at Carrollwood Country Club. 

8:00 am - Registration & Boxed Breakfast

9:00 am - Shotgun Start

1:00 pm - Banquet Lunch & Awards, Including Raffle Items & Silent Auction

Carrollwood Country Club
13903 Clubhouse Dr
Tampa, FL, 33618


Bryon Holz, NAIFA President-2

SENSE-ational Client Service

Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP
Bryon Holz & Associates

March 20, 2024

11:30 am - 2:00 pm

Join NAIFA-National Immediate Past President Bryon Holz March 20th at Brio Italian Grille as he shares how to create more impactful client and prospect communications and messaging by engaging all of the senses.

You won’t want to miss this Top of the Table member and frequent global speaker as he details simple, yet effective ways to better connect with, and serve both current and future clients. Come learn how to truly provide SENSE-ational Client Service!

Members: $10.00 | Non-Members: $20.00

Brio Italian Grille
2223 N Westshore Blvd
Tampa, FL 33607


Celine Pastore Headshot Craig Duncan Headshot
Roger Silvera
This event is brought to you by
Catholic Life Insurance Sponsor

Starting Your Year Off Right Panel Discussion

Celine Pastore CRPC, MRFC
Simple Path Retirement
Craig Duncan ChFC
State Farm
Roger Silvera
New York Life

January 31, 2024

11:30 am - 2:00 pm

Join us January 31st, 2024, at Brio! We are excited to get the year kicked off with a panel of top producers who are to going to share the secrets to their success. The panelists will share with you:

-Steps they take to ensure a successful year
-What has helped lead to where they are now
-Strategies you can use to grow your business

Members: $10.00 | Non-Members: $20.00

Brio Italian Grille
2223 N Westshore Blvd
Tampa, FL 33607


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Board Installation and Awards Ceremony

January 16, 2024

4:00 - 5:00 pm

Join NAIFA-Tampa Bay virtually on Zoom Tuesday, January 16th from 4:00 - 5:00 pm for our Board Installation and Award Ceremony! We will Install our 2024 Board of Directors and give out awards for the 2023 year. We can't wait to see you there!


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NAIFA Live

February 16, 2023; March 16, 2023; April 20, 2023
June 15, 2023; July 19, 2023; August 17, 2023
September 21, 2023; October 19, 2023; November 16, 2023

2:00 pm ET

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


tampabayltcluncheon

Long-Term Care Luncheon

Dr. Robert Tiller, CFP, CFS, RFC
Founder | Full Circle Financial

October 25, 2023

11:30 am - 2:00 pm

With Long-Term Care Awareness Month coming up, we are excited to have Dr. Robert Tiller, CFP, CFS, RFC, coming to Brio Italian Grille to speak at our LTC Luncheon from 11:30 am - 2:00 pm on October 25th! Dr. Bob is not only the published author of Forgotten Faces: Family Caregiver Voices (you will receive a digital copy prior to the meeting) but, was also an advisor. In his years in business, he used the Long-Term Care conversation as a way to help protect his clients and to grow his practice.

Here are a few things you will learn at this event:

  • Why other professionals need insurance agent alliances
  • Cultivating less traditional referral avenues
  • How Honesty = Concern, Concern = Trust, and Trust = Business Sustainability
  • Using caregiver stories to move past clients' Long-term Care misconceptions/procrastinations

FREE for Members | $20.00 Non-Members

Brio Italian Grille
2223 N Westshore Blvd
Tampa, FL 33607


hockey

Tampa Bay Lightning Game and Tailgate

October 19, 2023

Doors Open at 6:00 pm
Game 7:00 pm ~ 9:30 pm

Join your fellow NAIFA-Tampa Bay members for Tailgating in the Thunderzone prior to the Lightning Game on October 19th!

Network with fellow NAIFA Members and watch the Tampa Bay Lightning take on the Vancouver Canucks. 

Members: $45.00 | Non-Members: $60.00
* Any NAIFA member who brings a non-member that joins NAIFA to the game receives their registration & the new members registration free!

Price includes a Terrace level seats to the game, tailgating in the Thunderzone prior to the Lightning Game, and all alcohol, food, & beverage for the entire game.

Thunderzone at Amalie Arena
401 Channelside Drive
Tampa, FL 33602