November 14, 2023
9:00 a.m. Registration – 11:30 Adjourn
2929 N. Central Avenue #1400, Phoenix, Arizona 85012
Please plan to join us for this In Person Program and get a Harvest of Ideas!
No registration fee for NAIFA-Arizona members – but you must register to attend.
Robin will be presenting a one hour course on ‘Social Security – The Tough Questions’. This presentation qualifies for one hour Arizona CE credit. It will cover the two most requested areas of Social Security, Retirement and Taxation and the questions most asked of agents, including recent updates/changes. Not to be missed!
Robin is back by popular demand! He entered the insurance industry in 1979. He has been an agent, in field management and in home office. He is a Past President of NAIFA Wisconsin and recipient of its Distinguished Service Award. He has served three years as President of the Foundation for Insurance and Financial Education. He has authored two NAIFA Programs: MultiLine Transitioning and Ethics. Robin has been a frequent presenter for NAIFA and has spoken at GAMA, NAFIC and MDRT events. Most recently, Robin travels America as a motivational speaker.
George will be offering a one-hour presentation: ‘How to Realize Your Potential by Getting Out of Your Own Way’. Do you ever wonder why some financial professionals consistently grow their practices while others seem to relive their first year over and over again? Learn how to know where you are going, why you’re going there, how to get there, and who you serve!
George has been a Financial Advisor for over 20 years. He’s been named to Investopedia’s list of the Top 100 Financial Advisors in the United States many years running. He’s the Founder and Chief Community Officer of Money Alignment Academy, President of Financial Consulting Professionals, host of the LifeBlood podcast, author of Be Your Own CFO: A Businesslike Approach to your Person Finances, How to Get Good at Money: the Keys to Financial Prosperity and Peace of Mind and The Purpose Book. He brings a caring and fun approach
to talking about money.
Disclosure: photos taken may be used on NAIFA-Arizona Social Media Platforms
NAIFA-Arizona wishes to extend its appreciation to Simplicity Group for its Sponsorship of this program.