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X-WR-CALNAME:NAIFA-AZ Association Representing Licensed Insurance Agents
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X-WR-CALDESC:Events for NAIFA-AZ Association Representing Licensed Insurance Agents
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DTSTART;TZID=America/Phoenix:20251106T090000
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SUMMARY:Join us and Enjoy this Educational Opportunity
DESCRIPTION:We want to take a moment to let you know how thankful we are for having you as a member. Follows is a program we invite you to attend as we close the year. \nNovember 6\, 2025\n9:00 a.m. – 9:30 a.m. Registration\n9:30 a.m. – 12:30 p.m. Program and Lunch\nJunior Achievement\n636 W. Southern Avenue\, Tempe 8282 \nProgram includes an MDRT Panel with:\nGerald Wiebers\, LACP; Amber Stitt\, ChFC\,\nCLTC\, CLU and Barry McBride\, CLU\, AEP.\nLuncheon also included as well as a tour of Junior Achievement facility. \nNo fee to attend – members encouraged to register a colleague\nDue to cost of lunch – registered ‘no shows’ may be invoiced \nREGISTER\n  \n Benjamin Lavin\n“Tax Law/Planning Updates/OBBBA‘\nEstate Planning that reflects a client’s personal and business concerns. Benji designs estate plans which allow high-net-worth individuals to leverage use of their gift\, estate and generation-skipping transfer tax (GST) exemptions and to pass wealth to the next generation in a manner which is both tax efficient and creditor protected. \n  \n  \nDaniel Timothy Schmaltz\, CFP\, BFA\, CKA\, CEPA\n“Life Insurance Funding Strategies”\n1 Hour CE pending This course will examine and compare funding strategies for clients with large life insurance premiums. Six life insurance funding strategies will be explored. Daniel teaches classes through the Financial Education Network at Chandler-Gilbert Community College and has been a\nfinance lecturer at Grand Canyon University and ASU. \n  \n  \nREGISTER\n  \nDownload registration brochure NAIFA Arizona Fall Program
URL:https://naifa-az.org/event/join-us-and-enjoy-this-educational-opportunity/
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