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NAIFA-Arizona ‘Summer Event’
June 19, 2019 @ 8:45 am
Learning is your Professional Fitness!
Stay Fit: NAIFA-Arizona invites you to attend its ‘Summer Event’ –
June 19, 2019
Please join your colleagues for this special ‘Summer’ program!
Spend the morning earning one-hour Continuing Education on the history of Long Term Care Insurance.
Gain insight into how to be successful while dealing with the unexpected.
And, hear an Arizona legislative update.
Portales Corporate Center, 4800 N. Scottsdale Road, Floor G2, Scottsdale, AZ
8:45 a.m. – 9:30 a.m. Registration – NO FEE – But must Register
9:30 a.m. – 10:30 a.m. CE Program – David P. Chittenden
10:45 a.m. – 11:45 a.m. – Wendy Feldman
David P. Chittenden, CLU, ChFC, LTCP
www.thechittendens.com
One Hour CE Credit:
“Long Term Care Insurance – The Newest Reality”
‘This course will educate you on the history of Long Term Care Insurance in the United States and bring you up to date on the current situation of the market place. It will also review the many different product types that deliver Long Term Care benefits and how Partnership legislation has impacted the use of Long Term Care in the middle market.’
Wendy Feldman, CLU, ChFC, CASL, CLTC
www.thefeldmanagency.com
“How to Work Successfully in Perfect Chaos”
Wendy Feldman will speak about her family background, getting started in the business, and becoming successful. Being a Mayor, a mother and managing an ever-evolving business is not for the fainthearted. While daily chaos ensues, there MUST be a way to get things accomplished. Find out how!!
More about David P. Chittenden, CLU, ChFC, LTCP
David has been in the life and health insurance brokerage business in Arizona since 1974.
He started working part-time for his father, George Chittenden, while attending NAU in Flagstaff, Arizona. Upon graduation from NAU in 1978, with a BS in Mathematics, David joined the family business full time.
David has expertise in business life insurance plan design, disability insurance, critical illness insurance, annuities, and long term care insurance. For the past several years, David has concentrated on the need for Long Term Care Insurance and the ever-changing solutions to this problem.
He is a qualified instructor for the LTCP designation and also proctors Continuing Education courses for NAIC Partnership LTC Certification. David and his wife, Vicki, are blessed with four married daughters and eight grandchildren that all live in the Valley of the sun!
More about Wendy Feldman, CLU®, ChFC®, CASL®, CLTC
Wendy Feldman is a third generation New York Life agent, following in the footsteps of her Grandfather Ben, Father Richard, and Uncle Marvin. While the other Feldman’s stayed in Ohio, Wendy ventured out west to attend graduate school. Wendy became a New York Life Agent on Groundhog Day, 1986. She has since then owned and operated her own firm, The Feldman Agency, with offices both in Arizona and Ohio. As a financial adviser with Eagle Strategies, she specializes in personal, business, estate and retirement planning, as well as insurance and investments planning.
Wendy graduated from Ohio University with a Bachelor of Science Degree in Organizational Communication. She went on to complete her Master of Arts in Communications from Arizona State University. She then obtained her Chartered Life Underwriter (“CLU®”), Chartered Financial Consultant (“ChFC®”) and Chartered Advisor for Senior Living (“CASL®”) designations from Solomon S. Huebner School of The American College and also received her Certified in Long Term Care (CLTC®) designation from the Corporation for Long Term Care Certification, Inc.
With a passionate desire to share her personal qualities of leadership and organizational capabilities, Wendy actively contributes her time and energy to the betterment of her community. She has served on the Queen Creek Town Council as Council Member, Vice Mayor, and Mayor. Wendy was successful in keeping the heritage of Queen Creek alive while growing at a pace that would take the town from the modest 4,000 residents when she joined the Council to the current population of over 33,000. As Mayor of the Town of Queen Creek, she raised the standard for all citizen leaders. Her passion was to provide opportunities for all individual citizens to get involved in civic processes, to become more informed regarding community issues, to commit to improving lives and to take responsibility for shaping their own community. Wendy instituted several programs that aimed to reach out to build community and forge networks between people of different backgrounds.
In addition, Wendy served as Chair of the Phoenix-Mesa Gateway Airport Authority, the Maricopa Association of Governments, and the Queen Creek Cultural Foundation, as well as serving on the boards of the East Valley Jewish Day School and the Sun Lakes Jewish Congregation. On a state level, Wendy was appointed to the Arizona Power Authority.
A 30 time council qualifier, including 4 at Chairman’s Council, she is a member of MDRT, AALU, NAIFA AND NYLPAC and has received the National Quality Award for many years. Of all the awards and recognition, the position Wendy has received the most personal feelings of accomplishment is from her service on the New York Life Agent’s Advisory Council. She is humbled to have been elected to the position of President for 2019. She also served as Vice-President for 2018.
Wendy, Eric, and daughter Sydney enjoy their dogs, cat, horses and mules as well as movies, travel, theater, and spending time with family and friends.