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 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
