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THE MEMBERSHIP NEWSLETTER OF NAIFA-JACKSONVILLE - MAY 2019
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Next NAIFA-Northeast Florida Membership Meeting:
Thursday, May 16th, 2019
San Jose Country Club, 11:30 am - 1:00 pm
7529 SAN JOSE BLVD, JACKSONVILLE, FL -
MAP
"The First Tax Season of IRC 199a from a Small Business CPA Preparer Perspective"
 GUEST SPEAKER:
John D'Aquila, CPA, CGMA
IRC 199a became effective for tax year 2018 for qualified small businesses. It has often been referred to as one of the most favorable tax benefits for the small business owner. Make plans to join us for lunch on May 16th when John D'Aquila from D'Aquila & Company will provide tips for you and your clients!
The cost is
$25.00 for Members and
$30.00 for Non-Members.
Please note: If your company is blocking access to our Google registration form,
please try switching to alternate data or wi-fi to use a server outside of their corporate office, or email us at
info@naifa-jacksonville.org and you will be contacted for registration details!
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SPECIAL THANK YOU TO OUR MONTHLY LUNCH MEETING SPONSORS!
Sponsorship opportunities are available for our events and membership lunch meetings! Click
HERE for complete details, or
HERE for PDF format. For more information about sponsorship opportunities, please contact us at
(904) 695-2300 or
info@naifa-jacksonville.org.
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NAIFA-Northeast Florida Represented at 2019 Day on the Hill in Tallahassee!
Alicia Burst, Maureen Kirschhofer and Cheryl Canzanella joined other NAIFA members from across the state to meet with legislators during NAIFA-Florida's annual Day on the Hill in Tallahassee on March 19th.
More NAIFA-Northeast Florida event photo highlights can be found on our Facebook page by clicking
HERE.
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NAIFA-Jax 215 LHVA Prelicensing Course Opportunity
The cost to attend is $200. Live classroom course is
seven days from
8:00 am - 6:00 pm:
UNF Adam W. Herbert University Center
COURSE ID #93833,
COURSE OFFERING #1061746
Click
HERE
to register for the next
live Prelicensing Class!
UPCOMING LIVE CLASS SCHEDULE:
May 10, 11, 12, 13, 18, 19, 20
Fri - Mon / Sat - Mon, 8:00 am - 6:00 pm
ONLINE CLASSES ALSO AVAILABLE!
Click
HERE for complete details and registration for our live and online class opportunities.
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Call for Nominations! NAIFA Advisor Today 4 Under 40 Awards!
Deadline for nominations is
May 11, 2019. Click
HERE for Complete Details!
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SAVE THE DATE!
NAIFA-Florida Conference & Sales Symposium, September 10th - 11th
Walt Disney World Swan and Dolphin Resort in Orlando, Florida
Shelita Stuart, NAIFA-Florida President, invites you to the NAIFA-Florida Annual Conference! This year NAIFA-Florida will host the Annual Conference and Sales Symposium on September 10-11 at the Walt Disney World Dolphin Resort in Orlando. Immediately following our event, NAIFA will host their national conference, 2019 Performance + Purpose Annual Conference, on September 12-14.
This is the first time in NAIFA history that both state and national conference will be held back to back! Reduced registration rates will be available to those attending both events. One Location...Two Events! Make plans to meet and network with fellow members from across the state and country.
Watch your email for more information. Registration opening soon! For the latest updates and registration, visit www.naifa-florida.org.
NAIFA Performance + Purpose Annual Conference, September 11th - 14th, 2019
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Access the new NAIFA Learning Center today to enhance your professional knowledge and build your confidence. The Center is a virtual, on-demand platform with hundreds of engaging high-impact videos, guides and worksheets designed to improve the learning experience of all financial advisors, no matter how long you've been in the business.
Video sessions average eight minutes, with participant guides for further instruction.
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The NAIFA Life and Annuity Certified Professionals (LACP) certification serves consumers by recognizing financial professionals with a mark of distinction for their product knowledge, consultative sales process and compliance to ethical, legal, and regulatory requirements. LACP practitioners are held to a standard of excellence that defines and differentiates them from their peers and to the clients they serve.
For complete details and registration, please click HERE.
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Stay Up To Date with NAIFA-Florida Session Dispatch!
NAIFA-Florida Session Dispatch is published weekly by
Timothy J. Meenan, NAIFA-Florida Lobbyist and provides the latest legislative updates as well as a summary of the most relevant bills facing the industry. Session Dispatch is published each week that the legislature is in session.
Click HERE to access the latest issue as well as archives.
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GOVERNMENT ADVOCACY
NAIFA's Mission Aided with IFAPAC and APIC
The core mission of the National Association of Insurance and Financial Advisors is advocacy. There is a common misconception that NAIFA membership dues include all the dollars needed to fund our national and state advocacy efforts. The fact is that NAIFA spends over 25% of its 12 million dollar annual budget to pay for lobbyists and programs to support our advocacy efforts. However, additional funds are needed to help gain access to our elected representatives. The source of these funds are from the Insurance and Financial Advisors Political Action Committee (IFAPAC).
IFAPAC's goal is to help the associations advance the legislative and regulatory interests of the members of NAIFA. While any U.S. citizen can contribute to IFAPAC, only members of NAIFA may be solicited to do so. Contributions must be voluntary. Contributions are not tax deductible for federal income tax purposes. Of approximately 4,600 political action committees registered with the Federal Election Commission, IFAPAC ranks in the top tier. IFAPAC is the largest insurance PAC in the country. In the last election cycle, the national IFAPAC contributed approximately $1.8 million to federal candidates and committees.
Insurance and Financial Advisors Political Involvement Committee (IFAPIC)
Our business is based on building relationships. The world of politics is no different. One of NAIFA's greatest strengths is that we have membership representation in each Congressional District in the country.
It is vitally important that we know which of our members know elected officials and how well they know them. Please click on the link below and complete the legislative contact form:
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PREAMBLE: Helping my clients protect their assets and establish financial security, independence and economic freedom for themselves and those they care about is a noble endeavor and deserves my promise to support high standards of integrity, trust and professionalism throughout my career as an insurance and financial professional. With these principles as a foundation, I freely accept the following obligations:
- To help maintain my clients' confidences and protect their right to privacy.
- To work diligently to satisfy the needs of my clients.
- To present, accurately and honestly, all facts essential to my clients' financial decisions.
- To render timely and proper service to my clients and ultimately their beneficiaries.
- To continually enhance professionalism by developing my skills and increasing my knowledge through education.
- To obey the letter and spirit of all laws and regulations which govern my profession.
- To conduct all business dealings in a manner which would reflect favorably on NAIFA and my profession.
- To cooperate with others whose services best promote the interests of my clients.
- To protect the financial interests of my clients, their financial products and my profession, through political advocacy.
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Copyright © 2018. All Rights Reserved.
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