Social and Networking event will be held at
Decision Tactical
430 Towne Center, Circle Sanford, FL 32771
Pricing
Full Experience - Member - $80
Full Experience - Non Member - $100
Just hanging out - Member/Non - $35/$45
(all prices include food and drink tickets)
Sponsorships available
Contact marissa@kapsherconsulting.com
Driving Firm Efficiencies: Practical AI Solutions
The AI revolution is already changing wealth management by automating routine tasks such as organizing client data, scheduling, and client communication—freeing up valuable time for deeper client relationships. But where do you start with AI? AssetMark’s Business Consulting team will introduce some of the latest AI-powered tools that can help streamline your firm activities to help boost efficiency and provide more timely and personalized service for your clients.
This meeting will also feature a photographer set up taking professional headshots from 11 -12:30 pm. There will be no charge for our members and a small fee of $10 for non-members and guests.
The Azalea Lodge at Mead Gardens
1300 S Denning Dr, Winter Park, FL 32789
Member: $25.00 I Non-Member: $30.00
Invited and first time guests are FREE
About our Speaker:
Rico Casares has more than 20 years of experience in the financial services industry. During that time, Rico has been responsible for the supervision and growth of over 200 Offices of Supervisory Jurisdiction throughout the Southeast at one of the largest independent brokerdealers in the country, the management of one of the largest and most successful title insurance agencies in the state of Florida, the training of
insurance agents on the sale of financial services products at one of the country’s largest privately held insurance companies, and the supervision of an advisor and client services department at one of the largest independent broker-dealers in the country.
Since joining AssetMark as a business consultant, Rico has worked with independent financial advisors and AssetMark’s regional consultants throughout the South. He shares his expertise and experience with advisors who have achieved Platinum status on AssetMark’s platform. Rico engages with advisors to understand their businesses and provide insights on a variety of areas including human capital, technology, growth through acquisition and the eventual transition of their businesses.
Rico earned a Bachelor of Science degree in Finance from the University of South Florida and a Master of Business Administration from the University of Notre Dame. He is also a Certified Financial Planner and Chartered Life Underwriter and holds Series 7, 24, and 63 securities
licenses.
An avid fan of college football, Rico resides in Indian Shores, Florida with
his wife and daughter and enjoys spending time at the gym, on the beach
and participating in car shows.
Join us for the NAIFA Central Florida & NABIP Central Florida Annual Golf Tournament! This year's tournament will be played at The Legacy Club! We're also introducing a Paint & Sip, for those looking for an alternative to golf! To register or sponsor, scan the QR code on the flyer! Or click HERE
Join us for the required 4 hour Florida Law and Ethics CE Class, Course #132870, Course Offering #1216851. This class is presented by Tony Becerra, virtually via GotoWebinar.
About our presenter:
Anthony "Tony" Becerra, a native Floridian, boasts a diverse professional journey encompassing the automotive and insurance industries. Starting in the car business, he transitioned to insurance in 1998, initially with New York Life then Aflac, and finally he opened an independent agency. In 2007, he embraced the opportunity to work with the Hilda Tucker Insurance School in Orlando, specializing in pre-licensing and continuing education classes. Anthony's engaging teaching style has empowered countless individuals to obtain and maintain their Florida insurance licenses.
His passion for teaching dates back to the 90s, discovered during his early career in the car business. Beyond education, Anthony co-owns and manages two insurance agencies with his wife and sister, primarily focusing on health insurance. This dual commitment showcases Anthony's multifaceted expertise and dedication to positively impacting both professional and personal spheres.
Join NAIFA Central Florida for our annual Magic Game! March 19th at 7pm. Doors open at 5:30pm.
Tickets are $80 for Members/Potential Non -Members and $100 for family or friends.
Please reach out to Execs@KapsherConsulting.com with any questions, or if you are interested in becoming a sponsor.
Join us for What You Need to Know About Social Security
presented by
Jim Greene, Wealth Manager-Partner
Synergy Wealth Alliance
Property and casualty insurance is often the number one risk to your clients' secure financial future. It’s also their top personal budget item. As their financial advisor, shouldn't you at least know the right questions to ask to help minimize their risk and cost?
Join us to get answers to these questions and more, so you can help your clients navigate the complexities of property and casualty insurance. And for some added interest, we’ll also touch on a bit of politics! Just for Fun!
NAIFA Central Florida will also be installing the new 2025 Board of Directors at this meeting.
SAVE THE DATE
Join NAIFA/CF for a Legislative Panel to be moderated by Tim Meenan, NAIFA-FL Lobbyist. This event is back by popular demand. After a three month Summer break, let's finish 2024 STRONG!
The legislators will be named as the date of this meeting approaches. But be sure to put this date in your calendar so you do not miss this event.
This meeting will take place at DUBSDREAD, 749 W PAR ST, ORLANDO. Note the change in venue for just this September meeting.
LOCATION: DUBSDREAD GOLF COURSE 549 W. PAR STREET, ORLANDO, FL
To register as an individual golfer or a foursome, complete this flyer and if you are paying with a debit/credit card, email to info@nabipcf.org or fax to 407-831-2990. If you are paying by check, mail the form with the check to NABIP, PO Box 160790, Altamonte Springs, FL 32716.
If you are interested in sponsorship, contact Cal Thompson at cal@syncins.com or call at 407-701-9916.
JERNIGAN’S ROW 1: OPENS AT 6:45
PRE-PARTY BEGINS AT 5:00
Speaker: Michael Laporte, President, will give a State of the Chapter and have an interactive discussion about the value of NAIFA membership and how together we can shape what we get out of our membership.
There will also be a recap of Day On The Hill which is January 22 & 23 in Tallahassee.
Cost
Member of NAIFA $25.00
Non-Member $30.00
Invited and First-Time Guest FREE
Copyright © 2023 NAIFA Central Florida
498 Palm Springs Dr, Suite 270
Altamonte Springs, FL 32701
Phone: 321-344-0867
marissa@kapsherconsulting.com
