Thursday, January 8, 2026

Cooper's Hawk - Coconut Creek

4473 Lyons Rd

Coconut Creek, FL

Luncheon: 11:30am-1:00pm

Planning for the Professional

Course Number:

CE Course Offering ID:

This course will guide attendees through the key planning considerations for licensed professionals. We will discuss common concerns they face, how their practices may be structured from an entity standpoint, and the related tax implications. The course will also cover strategies for creditor protection, as well as essential concepts in retirement and estate planning. To conclude, we will address important elements of business succession planning for professionals.

CE Presented By

Chris Price

Chris Price is a highly credentialed financial planner committed to lifelong learning, client-centered guidance, and advancing financial literacy. Holding top industry designations—including CFP®, RICP®, ChFC®, CPFA, and C(K)P®—he leads a growing team of skilled professionals dedicated to delivering comprehensive financial planning services. Recognized with honors such as the Forbes Best-in-State Financial Security Professionals award, Chris combines deep expertise with an approachable, educational style that empowers clients to make confident financial decisions. He is also actively involved in community service, conducting workshops that promote financial understanding and help individuals take control of their financial futures.

NABIP Florida Day on the Hill

It is time to make our voices heard in the Florida legislature with our Annual Day on the Hill! We use this opportunity to position ourselves as a resource to our legislators and inform them of trends and issues important to our membership and clients.

Legislator meetings are organized in groups, allowing participants the choice to speak or not. Every voice, whether from a newcomer or a seasoned member, is crucial as we gather at the capitol to ensure our concerns are heard and understood!

Join us for NABIP’s 36th Annual Capitol Conference 2026 — February 22–24

This premier advocacy event brings together more than 800 health insurance and benefits professionals for three powerful days of preparation, education, and direct engagement with lawmakers and policymakers.

From in-depth training and timely policy briefings to a full day of advocacy on Capitol Hill, Capitol Conference 2026 empowers members to make their voices heard and drive meaningful change in healthcare policy.

Help shape the future of healthcare that expands access, strengthens choice, and improves affordability while strengthening relationships with legislators and connecting with industry leaders.

Sunday prepares. Monday equips. Tuesday delivers.

Do you know about the NABIP PAC?

NABIP PAC is the political action committee of NABIP. It is the expression of our First Amendment rights to free speech and association guaranteed under the Constitution. Such political expression has become far more than a useful option for professionals in a heavily regulated business like the health insurance industry. It has become a necessity.

NABIP PAC is registered with the Federal Election Commission. Since NABIP and similar organizations are prohibited from making political contributions, NABIP PAC was created to allow contributors to combine their financial support to a candidate to achieve maximum effect.

NABIP PAC's Mission:

The purpose of the NABIP's Political Action Committee (NABIP PAC) is to raise funds from NABIP members for the purpose of supporting the political campaigns of candidates who believe in private sector solutions for the health and financial security of all Americans.

Non NABIP members can only contribute to the Administrative Fund. For further information please contact Michael Schlossberg at Michael4ins@aol.com

Contribute Now

Thank You to our Corporate Sponsors

The Leading Producers Round Table formed in 1942 to recognize the successful underwriters of Accident & Health Insurance. Today, the LPRT committee is committed to making LPRT the premier program for top Health, Disability, Long-Term Care and Worksite Marketing Insurance producers, carrier reps, carrier management, and general agency/agency managers.

Click here for details on the program and how you can qualify.

Earning the Registered Employee Benefits Consultant® (REBC®) designation elevates your credibility as a professional. The field of employee benefits continues to evolve rapidly. A year does not go by without new government regulations, new or modified coverages, and new techniques for controlling benefit costs. To best serve their clients, professionals need to have a current understanding of the provisions, advantages, and limitations associated with each type of benefit or program as a method for meeting economic security. The designation program analyzes group benefits with respect to the ACA environment, contract provisions, marketing, underwriting, rate making, plan design, cost containment, and alternative funding methods. The largest portion of this program is devoted to group medical expense plans that are a major concern to employers, as well as to employees. The remainder of course requirements include electives on topics serving various markets based on a broker’s client needs.

For more information, click here.

NABIP President's Triple Crown Program

NABIP has members across the country; you are the reason we exist. Your participation in lobbying and advocacy is the reason we've become a force in Washington and in state houses across the country. Your recruitment efforts are why membership is up 33% over the past five years. Your contribution of your time and talents is why we have over 200 chapters across the country.

We never want to take these efforts for granted because, without you, we would suffer the fate experienced by countless other nonprofit associations: declining numbers, shaky finances and a demoralized membership.

NABIP created the President's Triple Crown Program to recognize those members whose individual contributions help advance the association's mission. Like baseball's Triple Crown, it recognizes accomplishments in three key areas. However, while baseball's Triple Crown hasn't been won in years. NABIP's Triple Crown can be won every year by everyone of our members.

Criteria

To qualify for the Triple Crown, within the calendar year (01/01-12/31), a member must:

NABIP PAC: Participate in $12 x 12 draft program or contribute $150 total for the year

Membership: Recruit two or more new members

Advocacy: Use Operation Shout to send three or more messages

One, two, three -- it's that simple!

Recognition

Members who meet these criteria will be recognized in a variety of ways, including a unique "Triple Crown" lapel pin and recognition on NABIP's website.

Individually, the Triple Crown accomplishments are not difficult to do, but together they help reinforce our position as America's premier association for health and employee benefits professionals. Many members qualified in 2024, and we look forward to recognizing many more in 2025!

*Sponsorship Opportunities Still Available*

Contact us at INFO@NABIPBC.ORG

VISIT OUR WEBSITE