Enjoy a tribute to Florida's adopted son and enjoy 2 days of insurance education along with boat drinks, yummy Buffetts, and cheeseburgers in paradise (aka Sheraton Sand Key Resort on Clearwater Beach, FL).

Client can't find his lost shaker of salt? Be confident knowing his LTCi policy is there for asset protection. Client went to Paris looking for answers. Will that impact his term life insurance rates? Client step on a pop top and blow out her flip-flop? Glad she has Disability insurance protection!

And if you're not familiar with any of these references, you'll still learn a lot (about insurance and about Florida's adopted son).

Who Should Attend?

Fee-only financial advisors interested in comprehensive planning solutions for their clients.

How Many Credits Can I Earn?

Earn 10 CFP^® CE credits (pending approval).

Where Can I Sign Up?

Academy participant registration ($199) includes:

1. Wednesday - Meet, Greet & Eat (heavy hors d'oeuvres and adult beverages)
2. Thursday - Education, networking, continental breakfast, lunch, breaks
3. Friday - Education, networking, restaurant breakfast voucher (for hotel guests only), lunch, breaks

Please note: Breakfast vouchers are provided 1 per room, not 1 per attendee.

Academy guest registration ($150) includes:

Please note: Guests must be pre-registered and have name badges for meal functions. Education sessions are for registered participants only.

1. Wednesday - Meet, Greet & Eat (heavy hors d'oeuvres and adult beverages)
2. Thursday - Continental breakfast, lunch, breaks
3. Friday - Restaurant breakfast voucher (for hotel guests only), lunch, breaks

Your $199 registration fee includes instruction, networking opportunities & associated meals.

Where Can I Stay?

LLIS has negotiated an incredibly low Florida winter rate: $229 per night at the Sheraton Sand Key, valid from 2/24/24 through 3/3/24 (based upon availability). This includes one voucher per room for the hotel's breakfast buffet Friday morning, use of hotel pool/amenities, and complimentary guestroom internet access.

This rate is valid only until January 27, 2024 or until our block of rooms is gone. After that, rooms will be priced at the hotel's prevailing rate (typically $800+). So don't delay booking your room!

If you plan to arrive early or stay late, call 727-595-1611 to make your reservation.

If you plan to stay just for Academy dates, you can call 727-595-1611 or click here to make your reservation.

If calling to make your reservations, you must speak to in-house group reservations to get our group rate; do not speak with Marriott's centralized booking.

If you run into trouble booking your hotel room, please contact Dina Vann at 813-503-8008 or dina@thetype-writer.com.