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.
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:
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.
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!
Principal Financial Group Lobby
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.
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
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:
Space is limited so register today!
Pricing: $25 Members, $40 nonmembers
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
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.
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
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
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
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
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
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
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
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!
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.
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:
FREE for Members | $20.00 Non-Members
Brio Italian Grille
2223 N Westshore Blvd
Tampa, FL 33607
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
