The Azalea Lodge at Mead Gardens:
1300 S Denning Dr, Winter Park, FL 32789
Members: $25 l Non-Members: $30
Celebrate the season with purpose at our Annual Holiday Luncheon, where good food, great company, and heartfelt giving come together. This cherished tradition brings our members together to kick off the holidays—and to support a truly extraordinary local treasure: the Russell Home.
Founded in 1951 by the visionary Mrs. Russell, the Russell Home was the first nonprofit in the nation dedicated to caring for brain-damaged children. What began with one child and a dusty occupational license has grown into a sanctuary for hundreds—many arriving after desperate pleas from families, and some simply left at the doorstep. The Russell Home continues to offer unconditional love, stability, and lifelong care to those who need it most.
Purchase Raffle Tickets here or at the luncheon.
Raffle Donations Welcome
We’re collecting gift cards and items of value for our charity raffle. All proceeds go directly to the Russell Home.
Drop donations off at:
498 Palm Springs Dr, Ste 270, Altamonte Springs
—or bring them with you to the luncheon!
Let’s gather, give, and grow the impact of this incredible home. We can’t wait to see you there.
About the Russel Home:
The Russell Home for Atypical Children in Orlando has been in continuous operation for over 60 years without any government support. The Home is the only private, non-profit facility of its kind for severely disabled children in Central Florida.
A central tenet of the Russell Home is to encourage each and every child to develop to his or her highest potential. We celebrate the efforts and accomplishments of every child here in our home, and as a result the children demonstrate pride in their own personal achievements.
The Russell Home provides around the clock specialized care, with love and a home-like atmosphere. The love that is in this home, expressed through the eyes, sounds, and smiles from the children will make you count your blessings for the simple things in life.
We will also accept items donated to The Russell Home.
See their wish list here.
Join us for the required 4-hour Florida Law and Ethics CE Class, Course #132870. 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.
Once again, NAIFA Central Florida is pleased to help raise money for the Seniors First “Race to End Senior Hunger” program.
What better time to help feed our neighbors than on our annual day of Thanksgiving? NAIFA’s support in this Race to End Senior Hunger will bring us that much closer to that goal!
The 36th Annual “Turkey Trot” 5K around beautiful Lake Eola, downtown Orlando will start at 7:00 am on Thanksgiving Day. Our team is NAIFA Central Florida, and our goal is to raise $5,000 for “Race to End Senior Hunger”.
Below is a link to our NAIFA Central Florida team Turkey Trot home page. Here you can register to run, walk, or make a contribution. So even if you can’t make the event this year, you can help by donating! 100% of your donation will help us feed Seniors in Central Florida through the Seniors First “Race to End Senior Hunger” program. Any amount helps!
After you sign up and/or donate, share this link with others to support our efforts:
36th Annual Turkey Trot 2025
The Azalea Lodge at Mead Gardens:
1300 S Denning Dr, Winter Park, FL 32789
Members: $25 l Non-Members: $30
Invited and first-time guests are FREE
About Our Speaker:
Mr. Meenan has been the lobbyist for the National Association of Insurance and Financial Advisors in Florida (NAIFA-FL) since 2003, representing insurance agents and financial advisors before the Florida Legislature and the Florida Department of Financial Services (DFS). In additional to our political action committee (IF APAC) being vital to our strength as a professional association, ethical conduct, enhancing the reputation for advisors and providing quality professional development are also priorities of our association.
The Azalea Lodge at Mead Gardens:
1300 S Denning Dr, Winter Park, FL 32789
CE Approved: Course #135155, Offering #1225276
Executive Orders, Intregrity Rules, and The Big Beautiful Bill...Now What...We will cover all of the changes with Health Insurance. If you are a life agwent or financial planner we will give you the information you need to help you client through this time of change. Don't miss this incredibly informative session! Plus get CE in the process
Pricing:
Members: $25 l Non-Members: $30
Invited and first time guests are FREE
About our Speakers:
For over 16 years, Craig S. Rodrigue has been helping business clients formulate and implement their plans for life insurance, healthcare coverage and disability protection. As the environment for healthcare coverage has changed, Craig has been at the forefront in keeping business owners strategically informed and in compliance with Federal Regulations. Craig appears as a guest on various Florida radio shows and news programs to discuss insurance, financial planning, government and business issues. He appears as a topic speaker for business and entrepreneurial meetings and conventions. He has testified for the Florida Department of Insurance; serves on the Advisory Council for AvMed Health Plans; Serves as Committee Chair for National Association of Insurance and Financial Advisors (NAIFA) and is regularly recognized as a top contributing agent by major Insurance Carriers for meeting client needs. Craig graduated from the University of Central Florida and has operated his own businesses for 25 years, giving him an expertise regarding the needs and retirement plans of business owners. Craig lives in Southeast Orlando with his wife and three sons.
Terri is a Sales Manager at Emerson Rogers, a National General Agency, with 38 years of experience in the Insurance and Financial Services industry. Widely recognized as an expert on the Affordable Care Act, she has delivered over 100 presentations across Florida, published articles in leading industry journals, and taught Continuing Education to professionals across insurance, finance, and medical coding. Terri has testified before a Joint House and Senate PPACA Sub-Committee and previously ran for the Florida House, District 31.
Her leadership roles include:
Terri is proudly married to Roger and mom to Zachary.
Rescheduled! 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
