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September Event: Overview of Active Shooter Incidents, Retirement Planning-Reverse Mortgage (1 Hour CE Credit)

September 19, 2023 @ 9:30 am - 12:00 pm

September 19, 2023

Total Wine, 1670 E. Camelback Road, Phoenix 85016

9:30 a.m. Registration
10:00 a.m. Overview of Active Shooter Incidents
11:00 a.m. Retirement Planning-Reverse Mortgage (1 Hour CE Credit)
12:00 p.m. Sponsored Lunch by Fairway Mortgage

No Fee for NAIFA-Arizona Members


Phoenix Police Officer Jared Sherman

Officer Sherman has been with the Phoenix Police Department for 15 years, serving in a number of capacities. He has been serving as the Community Action Officer for Mountain View Precinct for the last five years. Officer Sherman has received a number of awards, including The Medal of Life Saving, the Police Chiefs Unit Award, and awards from the City of Phoenix Block Watch Advisory Board.

Presentation: ‘How to Survive An Active Shooter Incident’

Officer Sherman will give a brief history and overview of Active Shooter incidents (A.S.I.’s) that have occurred within the United States. This presentation teaches the most up-to-date information that has been gathered by the Homeland Defense Bureau to assist everyday citizens in how to react should they ever become involved in such an incident.


Juli J. Doyle

Juli is producing Branch Manager for Fairway Independent Mortgage Corporation. She has been in the mortgage business for 25 years. She is licensed in 15 states with industry partners in all fifty states. Juli believes that learning about changing economic opportunities is critical to recreating a confident retirement, with mortgage planning a pivotal factor.

Presentation: ‘Retirement Planning – Reverse Mortgages’ – (One Hour CE Credit) You will learn valuable and trustworthy information on the consideration of home equity and reverse mortgages as part of any holistic retirement plan. This program will give you relevant information on reverse mortgages when it comes to estate planning and preserving assets.

Learning Objectives: Reverse mortgage basics Why/When to recommend a reverse mortgage; Uses for a reverse mortgage; statistics and scenarios of reverse mortgages.

No Registration Fee for NAIFA Arizona members – BUT MUST REGISTER – limited space


Download PDF brochure: NAIFA Arizona Fall Program


September 19, 2023
9:30 am - 12:00 pm