Announcements, featured, Membership Meetings

November Lunch Meeting

Bridging the Gaps in Estate Planning: Who, What, and Why?

Jana R. McCreary, J.D, LL.M.

In the insurance and financial services industries, we often recommend to our clients that they should have a will. It is probably something we commonly ask when we first start working with a client. But do you know what goes into a full estate plan? Are you aware of how the law in Florida has changed in the past several years regarding ancillary issues? Do you know what happens if a client does not have a plan? When a client asks you questions about estate planning, do you know how to answer without crossing the line of violating the laws against unlicensed practice of law? And what is critical for YOU to do with your clients so they have an estate plan that best meets their goals?

Jacksonville attorney Jana R. McCreary will speak at our November luncheon to address these issues and more. As an estate planning attorney, Jana has a particular passion in making sure clients’ individual goals are met, no matter their life situation. Jana also values the team approach for clients, wanting to make sure to work along side their accountant, insurance agent, and financial professional to make sure everyone is on the same path with the same destination in mind.

Announcements, featured, Membership Meetings

October Lunch Meeting

The Opioid Epidemic the Role of the Financial Advisor

As the staggering numbers of opioid addiction, overdoses & deaths continue to escalate, so does the threat on the economy, family finances, and retirement dreams.  Last year, drug overdoses were the leading cause of deaths in Americans under the age of 50, and as we face the worst drug crisis in American history, there’s a high probability that you or your clients have already been touched by this epidemic. Protecting your clients’ assets goes far beyond insurance, investments, and deploying tax-saving strategie. Are you prepared to guide your clients through this unforgiving battle? Can you identify a client who is struggling or who is being financially exploited by a loved one struggling with opioids? Will you know what questions to ask or resources to offer?

Cheryl Canzanella Goodell
Cheryl Canzanella Goodell, LUTCF

Having lost her husband to accidental overdose, Cheryl Canzanella Goodell, LUTCF Brokerage Director with MassMutual, will share her journey of living with and loving an addict. She will discuss Hhow addiction is tearing families apart emotionally, diminishing careers, and draining financial assets. By exposing the ugly realities of the opioid epidemic, her mission is to educate advisors on what it is, how we got here, the financial toll on your clients, the economic burden, and the impact to your business.  Join us to learn how the opioid crisis is becoming part of the financial planning discussion and why she thinks things are about to get worse before it gets better and what you can do to prepare.

Date: Tuesday, October 9, 2018

Time: Check-in and social time begins at 11:30 a.m. Our lunch and program will begin promptly at noon.

Location:  Seasons 52, located at 5096 Big Island Drive in the Town Center of Jacksonville

Cost (includes lunch): $25 members; $30 guests

Click here to register for this lunch on Eventbrite today!

Announcements, featured, Membership Meetings

September Lunch Meeting

Becoming a Competent Leader for Your Clients

True leadership isn’t simply a job role. It’s about setting a clear direction and engaging a team in positive motivation, behaviors, and communications to accomplish a unified goal.

Competent professionals recognize and engage in effective leadership skills whether working with employees, vendors, or clients, and in doing so, they increase the success of everyone involved.

This workshop focuses on engaging your leadership skills for the benefit of your clients. As such, participants will learn:

  • The main traits of a successful leader and how they apply to working with clients.

    Karen D. Nutter, Certified Master Coach
  • How to create a client-focused team.
  • How to recognize the basic communication styles of others, and how to adjust your style to increase your connection and influence.
  • The benefits of active listening in business relationship building.

Date: Tuesday, September 11, 2018

Time: Check-in and social time begins at 11:30 a.m. Our lunch and program will begin promptly at noon.

Location:  Seasons 52, located at 5096 Big Island Drive in the Town Center of Jacksonville

Cost (includes lunch): $25 members; $30 guests

Click here to register for this lunch on Eventbrite today!