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X-WR-CALDESC:Events for NAIFA-AZ Association Representing Licensed Insurance Agents
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DTSTART:20220101T000000
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20260326T090000
DTEND;TZID=America/Phoenix:20260326T100000
DTSTAMP:20260404T065912
CREATED:20260225T022918Z
LAST-MODIFIED:20260225T023955Z
UID:3047-1774515600-1774519200@naifa-az.org
SUMMARY:"Student Loans & Financial Advisors" - WEBINAR
DESCRIPTION:Webinar: March 26\, 2026\nTime: 9:00 a.m. – 10:00 a.m.\nPresenter: Sarah Johnston\n \nSarah Johnston\nby their clients. This webinar presentation will educate you on student loans\, repayment and refinancing\, including a breakdown of the different types of loans\, Income Driven Plans\, Public Service Loan Forgiveness and the Cares Act. \nSarah Johnston leads the West Coast Business Development team. She has been with KeyBank for seven years where she has developed and maintained relationships with over 1\,000 financial advisors. Her favorite aspect of her current role is seeing the economic prosperity KeyBank Student Loan Solutions brings to financial advisors’ clients. \nClick following link to register:\nhttps://events.teams.microsoft.com/event/26255f46-ec02-4e43-bc6c-0a03829c0a2a@8c8aade5-1c41-41de-8ea3-189ee2b481b3 \nNote: your confirmation e-mail & JOIN link will come from Key Corp. \nWhile this course does not have CE credit\, you will learn important information that you can share with your clients as they congratulate their graduates! \nNAIFA-by their clients. This webinar presentation will educate you on student loans\, repayment and refinancing\, including a breakdown of the different types of loans\, Income Driven Plans\, Public Service Loan Forgiveness and the Cares Act. \nSarah Johnston leads the West Coast Business Development team. She has been with KeyBank for seven years\, where she has developed and maintained relationships with over 1\,000 financial advisors. Her favorite aspect of her current role is seeing the economic prosperity KeyBank Student Loan Solutions brings to financial advisors’ clients. \nWhile this course does not have CE credit\, you will learn important information that you can share with your clients as they congratulate their graduates! \nREGISTER
URL:https://naifa-az.org/event/student-loans-financial-advisors-webinar/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20260219T120000
DTEND;TZID=America/Phoenix:20260219T130000
DTSTAMP:20260404T065913
CREATED:20260223T042720Z
LAST-MODIFIED:20260223T043728Z
UID:3042-1771502400-1771506000@naifa-az.org
SUMMARY:"Talk So Clients Listen: The Art of Connection That Drives Your Success"
DESCRIPTION:NAIFA National LIVE Webinar: Thursday\, February 19\, 2026 12:00 p.m. – 1:00 p.m. EST \n“Talk So Clients Listen: The Art of Connection That\nDrives Your Success”\nTechnical knowledge builds credibility\, but communication builds\nconnection\, and connection drives business success. In this engaging\nwebinar\, Ellen Rogin\, CPA\, CFP\, and New York Times bestselling\nauthor\, shares how top advisors use communication as their competitive\nedge. You will discover how to build trust faster\, listen for what is really\nbeing said\, and make every conversation more meaningful and effective. \nYou will walk away with: \n\nThe one word that can instantly boost client buy-in and trust\nHow to ask questions that open deeper\, more productive conversations\nThe body language cues that make your communication more\nconfident and compelling\n\nTo register and learn more about this February LIVE\nProgram\, please check your e-mail for a notice from\nNAIFA National.
URL:https://naifa-az.org/event/talk-so-clients-listen-the-art-of-connection-that-drives-your-success/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20260129T090000
DTEND;TZID=America/Phoenix:20260129T100000
DTSTAMP:20260404T065913
CREATED:20251219T233248Z
LAST-MODIFIED:20251219T233248Z
UID:3034-1769677200-1769680800@naifa-az.org
SUMMARY:Engaging with Women Clients - One Hour Arizona CE Credit
DESCRIPTION:As we begin the New Year – we are pleased to offer this CE Webinar sponsored by: \nBrighthouse Financial and hosted by Darin Ruiz\, CFP\n“Engaging with Women Clients”\nAccording to a study by McKinsey & Co.\, men are the key financial decision makers in 66% of affluent households – but that is changing as women inherit the wealth currently being controlled by baby boomers. This program will discuss trends causing this wealth transfer before diving into ways you can help support female clients specifically. \nJanuary 29\, 2026\n9:00 a.m. – 10:00 a.m. Arizona Time\nOne Hour Arizona CE Credit – No Fee for Members\nClick following link to register:\nhttps://brighthousefinancial.zoom.us/webinar/register/WN_LZZ3IFvYQweLpIopQ0lgzw#/registration \n  \nFeatured Speaker: Andrea Santellan\nAdvanced Markets Group Consultant\, Brighthouse Financial. \nAndrea brings over 20 years experience as a dedicated insurance consultant providing financial professionals and wholesalers with in-depth case sharing sales strategies and concepts. She joined Brighthouse in 2021 as part of the Platinum Key Partners Program\, as an Annuity Top Producer Analyst. Prior to joining Brighthouse\, Andrea was an External Wholesaler with John Hancock. \n  \nREGISTER
URL:https://naifa-az.org/event/engaging-with-women-clients-one-hour-arizona-ce-credit/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20251204T160000
DTEND;TZID=America/Phoenix:20251204T180000
DTSTAMP:20260404T065913
CREATED:20251120T224808Z
LAST-MODIFIED:20251120T224808Z
UID:3027-1764864000-1764871200@naifa-az.org
SUMMARY:Join us as We Celebrate the Holidays With a Fun Social Event
DESCRIPTION:As the end of the year comes to close\, join us as we celebrate the holidays with a fun social event. Bring your friends and colleagues to join in the fun of this White Elephant Silent Auction. \nThursday\, December 4\, 2025 | 4:00 PM – 6:00 p.m.\n6263 N. Scottsdale Road\, Scottsdale\, Arizona 85250\nIn the Building Courtyard \n\nEvent will be hosted for beverages and light appetizers. \nHowever: Here’s the Fun Part: Your Favorite White Elephant donation! The price of admission is your white elephant gift. Please bring one gift. At your arrival\, you will receive a bid sheet; on that sheet you will describe your item. The sheet\nwill have bid lines on it. \nRSVP\nSpecial Note: proceeds from the sale of white elephant items will go to NAIFAArizona to continue the high standards of programs and meetings. \nSpecial thanks to MassMutual/Touchstone Wealth for sponsoring & hosting this event. \nWe hope to see you there! \nRSVP HERE
URL:https://naifa-az.org/event/join-us-as-we-celebrate-the-holidays-with-a-fun-social-event/
LOCATION:MassMutual/Touchstone Wealth\, 6263 N. Scottsdale Road\, Scottsdale\, AZ\, 85250\, United States
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20251106T090000
DTEND;TZID=America/Phoenix:20251106T123000
DTSTAMP:20260404T065913
CREATED:20250926T051920Z
LAST-MODIFIED:20250926T053734Z
UID:3018-1762419600-1762432200@naifa-az.org
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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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20250605T090000
DTEND;TZID=America/Phoenix:20250605T130000
DTSTAMP:20260404T065913
CREATED:20250503T060309Z
LAST-MODIFIED:20250503T061255Z
UID:3009-1749114000-1749128400@naifa-az.org
SUMMARY:Deferred Compensation Arrangements and Lessons from the Gridiron
DESCRIPTION:June 5\, 2025 In Person Program\n9:00 a.m. – 1:00 p.m. – Luncheon Included\nLocation: McBride Motorcycle Museum\n16751 E. Glenbrook Boulevard\, Fountain Hills\, Arizona\nNo Fee for NAIFA-Arizona Members and may bring a guest!\nREGISTER \nHello Summer! With the weather finally getting warmer\, it’s time for some hot ideas! \nYouth on Their Own\nAt this meeting\, we would like to invite you to participate in our Community Outreach Program. Homeless children and children without parents are in need of basic items. Please consider donating: new bath towels\, body wash\, toothpaste\, tooth brushes\, paper towels\, shaving cream\, shampoo\, pillows\, paper towels. Your generosity is always appreciated. \nWilliam Cassidy\, CLU\, ChFC\,LUTCF\, CLTC \n  \nA new season means a new CE opportunity!”Deferred Compensation Arrangements”\n1 Hour Arizona CE Credit \nDeferred compensation arrangements provide employers with a nonqualified planning tool that rewards selected participants by helping them create financial security for retirement\, death and/or disability. Bill will explore all the elements of such deferred compensation arrangements. \nBill is Managing Partner\, Spence\, Cassidy & Associates. He has served on the boards of several industry organizations. He is General Agent appointed with the insurance companies of OneAmerica. His professional experience includes Personal Financial Analysis\, Disability Income Continuation\, Retirement Planning and Estate Conservation Strategies. His business services include Business Continuation\, Employee Benefits\, Business Insurance and Retirement Plans. \n  \n  \nRich Griffith\n“Lessons from the Gridiron” \nTopic: Having the heart of a servant leader. Leading a team or business from your strengths. \nDuring his seven years in the NFL\, Rich was a 6’5″\, 260 lb. Tight End/Long Snapper: formerly: New England Patriots #88; Jacksonville Jaguars #85; College – University of Arizona #85. His hometown- Tucson Arizona. After Rich’s professional career\, he was called to ministry. He currently works as\nChief Development Officer with Global Action. \nHe was nominated for the NFL ‘True Value an of the Year’ in 1996 and the ‘Byron. White Humanitarian Award’ in 1997. When with the Jaguars\, he was voted “Athlete of the Year” by the Fellowship of Christian Athletes. \n  \nRegister
URL:https://naifa-az.org/event/deferred-compensation-arrangements-and-lessons-from-the-gridiron/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20250502T180000
DTEND;TZID=America/Phoenix:20250502T200000
DTSTAMP:20260404T065913
CREATED:20250325T044909Z
LAST-MODIFIED:20250325T045850Z
UID:2931-1746208800-1746216000@naifa-az.org
SUMMARY:Leadership Appreciation
DESCRIPTION:Please join us for this opportunity to visit with the Past & the Present! \nLeadership Appreciation\nMay 2\, 2025\n6:00 p.m. – 8:00 p.m.\nAppetizers & Drinks Provided\nGenerously sponsored by Julie Jakubek at her home: 3646 N. 52nd Place\, Phoenix\, AZ 85018 \nThe dress is casual. \nInvited are: Past State Presidents\, Current Board Members\, Spouses and Guests \nPlease RSVP by e-mail to: naifa-az@azis.com \nThank you for your service to NAIFA-Arizona \nWe would love to see you! \nSee the invitation brochure: Leadership Appreciation Event
URL:https://naifa-az.org/event/leadership-appreciation/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20250320T090000
DTEND;TZID=America/Phoenix:20250320T113000
DTSTAMP:20260404T065913
CREATED:20250302T041332Z
LAST-MODIFIED:20250302T041332Z
UID:2923-1742461200-1742470200@naifa-az.org
SUMMARY:Unlock Your Tax Strategies and Keep More of Your Money
DESCRIPTION:Webinar Details: \nThursday\, March 20\, 2025 \nNo Registration Fee \n9:00 a.m. – 11:30 a.m. Arizona Time \n(Please log in 10 minutes prior to the meeting start time. Seminar begins on time)\nREGISTER \nHere’s some of what you will learn: \n\nHow to Power Boost & Optimize your tax deductions\nChanges to your vehicle deductions\nHow to deduct your home office…simplified & safe\nHow to deduct all of your Family’s Medical – even dental – as a business expense\nHow to optimize the New and Improved food and beverage deductions\nWhy New Law always reinforces the need to claim all business tax deductions\nUnderstand your tax professional’s role\n\nProgram Sponsored by Bradford Tax Solutions \nClick this link to Register:\nhttps://us02web.zoom.us/meeting/register/WUbKg2-KRXS5hoQiBScW9g#/registration \nInstructor: Maine Shafer\, JD\, has more than 15 years of experience as a professional speaker delivering tax reduction strategies. His strong background in taxes started when working for a U.S. Senator on Capitol Hill while receiving his law degree from Georgetown University\, Law Center and continued for the New Mexico Real Estate Commission. Maine makes tax information clear and usable! \nDownload the event brochure PDF NAIFA-Arizona March Webinar
URL:https://naifa-az.org/event/unlock-your-tax-strategies-and-keep-more-of-your-money/
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20250227T130000
DTEND;TZID=America/Phoenix:20250227T140000
DTSTAMP:20260404T065913
CREATED:20250205T042716Z
LAST-MODIFIED:20250205T044450Z
UID:2906-1740661200-1740664800@naifa-az.org
SUMMARY:Winning With Life and Annuities
DESCRIPTION:Featuring Special Guest Presenter: Van Mueller\, LUTCF\nProgram Title: Winning With Life and Annuities\nWebinar: Thursday\, February 27\, 2025 – 1:00 p.m. Arizona Time \nREGISTER NOW\nWhile there is no formal CE credit for this program – you will still LEARN and be INSPIRED. \nAn Invitation to NAIFA-Arizona Members and Guests – Note: members can share this program with colleagues. There is no fee. Event is joint with NAIFA-Michigan \nWhat if you could dramatically increase your life and annuity production by learning just six or eight questions? What if simplicity rather than complexity\ncould increase your appointments and your production? Van will share with you simple questions that will help you engage prospects and clients in conversations that will lead the customer to ask you for solutions that include insurance and annuities. What if he told you this could be accomplished\nwith just a small amount of practice? \nJoin Van – he is excited to share this Top of the Table information with you. \nREGISTER HERE \nVan has spoken to groups around the world\, including as main platform speaker for MDRT. He is a Registered Representative with MassMutual and is celebrating 52 years as an insurance agent. He has qualified for Top of Table for the last 34 years. He has also written many articles for various publications\, including ‘The Close’ for Retirement Advisor Magazine. \nDownload the event brochure PDF: NAIFA Arizona February 2025 Webinar \n 
URL:https://naifa-az.org/event/winning-with-life-and-annuities/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20250226T113000
DTEND;TZID=America/Phoenix:20250226T123000
DTSTAMP:20260404T065913
CREATED:20250213T043704Z
LAST-MODIFIED:20250213T043937Z
UID:2915-1740569400-1740573000@naifa-az.org
SUMMARY:Learn How to Efficiently Buy and Sell Financial Practices
DESCRIPTION:M & A Summit\nOPPORTUNITY OF A LIFETIME\nLearn How to Efficiently Buy and Sell Financial Practices\nFebruary 26\, 2025\n11:30 AM \nin Scottsdale\, AZ \nThis workshop is a free\, in-person program we are pleased to inform you of. Gateway Financial partners with NAIFA National. May share with colleagues. Register using the following link\, be sure to click on Seminar. \nA confirmation e-mail will provide the location address:\nhttps://joingateway.com/mergers-acquisitionssummit-events/ \nREGISTER\n  \nDownload PDF flyer: Gateway Financial Partners Program
URL:https://naifa-az.org/event/learn-how-to-efficiently-buy-and-sell-financial-practices/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20250121T090000
DTEND;TZID=America/Phoenix:20250121T100000
DTSTAMP:20260404T065913
CREATED:20241205T061434Z
LAST-MODIFIED:20241205T061833Z
UID:2897-1737450000-1737453600@naifa-az.org
SUMMARY:Safeguarding Against AI Cyber Threats
DESCRIPTION:Webinar – Qualifies for One Hour Arizona CE Credit\nNo fee for NAIFA-Arizona Members – But must Register\nJOIN US – Click the Link to:  Register \nThis webinar delves into the evolving landscape of AI-driven cyber threats and the sophisticated tactics employed by malicious bots. You will gain insights into the latest defense mechanisms and strategies for protecting digital assets and personal information. This session aims to empower individuals and organizations to stay a step ahead in the ever-changing battle against cyber criminals. \nTom Kirkham\, the Founder and CEO of Kirkham IronTech\, offers robust cybersecurity defense systems while fostering a security-first culture through comprehensive training programs. With over 30 years of experience\, he serves as a trusted cybersecurity and IT advisor nationwide. Tom\, a two-time Amazon Best Seller\, further underscores his expertise in his latest book\, “Hack the Rich – A Cybersecurity Parable”. \nRegister today – Stay Cyber Fit \nREGISTER TODAY\nDownload the brochure here: January 2025 NAIFA Arizona CE Webinar
URL:https://naifa-az.org/event/safeguarding-against-ai-cyber-threats/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20241201T080000
DTEND;TZID=America/Phoenix:20241231T170000
DTSTAMP:20260404T065913
CREATED:20241015T174829Z
LAST-MODIFIED:20241015T174829Z
UID:2892-1733040000-1735664400@naifa-az.org
SUMMARY:No Meetings This Month. Wishing you Happy Holidays!
DESCRIPTION:No Meetings This Month. Wishing you Happy Holidays!
URL:https://naifa-az.org/event/no-meetings-this-month-wishing-you-happy-holidays/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20241119T090000
DTEND;TZID=America/Phoenix:20241119T113000
DTSTAMP:20260404T065913
CREATED:20241015T174513Z
LAST-MODIFIED:20241015T203117Z
UID:2884-1732006800-1732015800@naifa-az.org
SUMMARY:Succession Planning & The Forgotten Art of Loyalty - No fee In Person Event for NAIFA-Arizona members
DESCRIPTION:No fee for NAIFA-Arizona members to attend this event – but must register to attend. Space limited.\nDate: November 19\, 2024\nTime: 9:00 a.m. – Registration – 9:30 Program – 11:30 Luncheon\nLocation: 6263 N. Scottsdale Road #140\, Scottsdale\, Arizona 85250 \n‘Amenity Center’ – enter through the building’s courtyard.\nLuncheon Included – Sponsored by MassMutual \nJoe Scheid will present:\n“What is Succession Planning?”\nWhy is Succession Planning Important? He will cover General Economic Statistics\, Business Transition Statistics\, Generational Differences\, Certified Valuations vs Opinions of Value and provide tools in Succession Planning. (1 Hour CE Credit) \nJim Lutz will present:\n“The Forgotten Art of Loyalty and Why It Is Needed More Than Ever”\nThe success of any organization is built on a foundation of creating a team. The basis for any team in the athletic arena\, or in any office setting\, is Loyalty. Jim will offer an overview of how to help understand and create loyalty for your ‘team’. \n  \n \nJoe W. Scheid\, AIF\, CEPA\, CFBS\, CLTC\nNearly 30 years ago\, Joe gravitated toward financial planning with a vision of making a meaningful difference in people’s lives. Beyond advising numerous individuals and families\, he has played a pivotal role in assisting small and mid-sized business owners in achieving their financial aspirations. His core four principals: Character\, Integrity\, Excellence and Service. Joe believes that clients merit nothing less than his utmost dedication. \n  \n  \n \nJim Lutz\, LUTCF\, FICF\, CLTC\nJim has an extensive background in coaching: 37 years as a swimming coach\, 15 at the NCAA Division\, National Champions and Junior National record holders. Recruitment and development were key items in the success. Jim has been a financial advisor for 20 years and is a Certified Life Coach. He has published seven books\, conducts team building workshops and gives motivational talks. \n  \n  \nRegister for this exciting Program! \nClick here to Register \nYour Programs Committee would like to take this opportunity to wish you a very Happy Thanksgiving and Beautiful Holidays. Please be on the look out for the promotion on a CE webinar in January 2025
URL:https://naifa-az.org/event/succession-planning-the-forgotten-art-of-loyalty-no-fee-in-person-event-for-naifa-arizona-members/
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20241010T090000
DTEND;TZID=America/Phoenix:20241010T130000
DTSTAMP:20260404T065913
CREATED:20240914T170727Z
LAST-MODIFIED:20240914T184827Z
UID:2871-1728550800-1728565200@naifa-az.org
SUMMARY:Certainty in Times of Uncertainty - Tom Hegna\, CLU\, ChFC\, CASL
DESCRIPTION:IFAPAC-Arizona is honored to offer you the opportunity to meet and hear Tom Hegna\, CLU\, ChFC\, CASL – Author\, Speaker and Economist – A Power Hour\nTom Hegna\npresents: \n“Certainty in Times of Uncertainty”\nThis presentation will review the Current Economy\, the US Debt Clock\, and Mortality Credits. You will learn how to educate prospects/clients in preparing an optimal portfolio: Building\, Protecting\, Distributing. You will learn the importance of asking ‘powerful’ questions; and how to understand the objections of clients. \nTom will also touch on how to utilize AI and address generational differences. \nThis presentation qualifies for One Hour Arizona CE Credit – but sales ideas will not be overlooked in time with Tom! \nDate:\nThursday\, October 10\, 2024\nTime: 9:00 a.m. Registration\n9:30 a.m. – 10:30 a.m. Tom Hegna\n10:40 a.m. – 11:15 a.m. Sales Ideas Panel\n11:30 a.m. – Sponsored Lunch \nLocation:\n1550 E. Missouri (Pioneer Title)\nPhoenix\, Arizona 85014 \nRegister Here\nRegistration Fee: $40.00 \nThis program is a fundraiser for IFAPACArizona. \nYour registration fee will help support political action activity in Arizona and is separate from IFAPAC National contributions. Contributions are not tax deductible as charitable contributions for Federal Income Tax purposes. However\, they may be tax deductible under other provisions of the Internal Revenue Code. \nRegister Here\nMore About Tom:\nAn incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert. As a former Senior Executive Officer at New York Life\, retired Lieutenant Colonel and economist\, Tom has delivered over 5\,000 seminars and is the author of five industry books! He will\npump you up\, make you laugh and inspire you to solve complex financial problems with ideas and stories. \n  \nDownload the PDF for this event IFAPAC-Arizona Administration Fundraiser.PDF
URL:https://naifa-az.org/event/certainty-in-times-of-uncertainty-tom-hegna-clu-chfc-casl/
LOCATION:1550 E. Missouri (Pioneer Title) Phoenix\, Arizona 85014\, 1550 E. Missouri\, Phoenix\, AZ\, 85014
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20240919T080000
DTEND;TZID=America/Phoenix:20240921T170000
DTSTAMP:20260404T065913
CREATED:20240723T195132Z
LAST-MODIFIED:20240723T195132Z
UID:2843-1726732800-1726938000@naifa-az.org
SUMMARY:Apex Is NAIFA's Race to the Top!
DESCRIPTION:September 19-21\, 2024 | Arizona Biltmore | Phoenix\, AZ\nApex Is NAIFA’s Race to the Top!\nApex focuses on growing your business\, encouraging leadership skills\, and developing your personal brand. It appeals to a wide range of professionals and helps you reach your highest\nlevel of success. The NLC optimizes how we work together as NAIFA leaders to bring us continued success as the number one association for financial services professionals in the\nUnited States. NLC and the associated Belong Awards Gala inspire and recognize servant leaders who are called to serve a greater purpose and understand that they are working for the\nsuccess of something bigger than themselves. Be the first to get in. Attendance at Apex is limited. Click on the link below for registration and more data on the event. \nMember Registration Fee: $800.00\nNon Member Registration Fee: $1\,000.00 \nREGISTER: https://apex.naifa.org/registration?hsCtaTracking=e9f81ac6-de29-4ff8-80b4-6f79a1bac8ad%7C0a412b14-dfdc-479b-8d48-59dccc43f0c9\nOr\, go to the NAIFA National website at www.naifa.org
URL:https://naifa-az.org/event/apex-is-naifas-race-to-the-top/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20240829T090000
DTEND;TZID=America/Phoenix:20240829T100000
DTSTAMP:20260404T065913
CREATED:20240730T214739Z
LAST-MODIFIED:20240806T000414Z
UID:2846-1724922000-1724925600@naifa-az.org
SUMMARY:Life Settlements - One Hour Arizona CE Credit
DESCRIPTION:One Hour Arizona CE Credit\n“Life Settlements”\n\nLearn why agents and clients should consider Life Settlements.\nLearn Who and What qualifies.\nLearn the Fair Market Value (FMV) of Life Settlements.\nLearn how simplified underwriting is used.\nLearn from Case Studies.\n\n  \nClick this link to Register: \nWebinar Registration – Zoom \nDaniel Brown\nDan has been a dedicated professional in the insurance industry since 2020\, having transitioned to Abacus in March 2022 after a successful career in insurance sales. At Abacus\, Dan specializes in managing and expanding national account relationships with some of the largest BGAs and Producer Groups in the industry. Based in Florida\, Dan holds a life insurance license and graduated from the University of South Florida in 2010. \nOutside of work\, Dan has been happily married for seven years and enjoys spending time with his one-year-old son. \n  \n  \n  \nREGISTER
URL:https://naifa-az.org/event/life-settlements-one-hour-arizona-ce-credit/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20240607T080000
DTEND;TZID=America/Phoenix:20240607T170000
DTSTAMP:20260404T065913
CREATED:20240607T173810Z
LAST-MODIFIED:20240607T174148Z
UID:2832-1717747200-1717779600@naifa-az.org
SUMMARY:Revenues are Vanity\, Profit is Sanity\, and Cash Flow is King - Virtual Program
DESCRIPTION:Revenues are Vanity\, Profit is Sanity\, and Cash Flow is King – Virtual Program\nPlease Join us for this virtual program:\nThursday\, July 18\, 2024 at 7:00 a.m. (Arizona time) \nto hear Guest Speaker Larry Tyler \nThis program is complimentary. Must register to attend. \nProgram is joint with NAIFA-Michigan and does not carry CE credit. \n“Revenues are Vanity\, Profit is Sanity\, and Cash Flow is King” \nMany businesses are managed by revenues and profit. Neither revenue nor profit are bad or negative. They are important for businesses to sustain. But are they what is important to manage the internal operations of a business? \nAccounting professionals primarily use generally accepted accounting principles (GAAP) to help owners manage their business. GAAP is good as it is standard for external reporting of business results so there is some level of consistency in reporting for investors\, leaders and stockholders. \nLarry will present the case for using cash accounting to manage the internal operations of a business. He will provide some practical tools to help manage your business and possibly help you assist your client’s business to be more effective operationally and increase profits and cash flow. \nClick the following link to register: https://us02web.zoom.us/meeting/register/tZYufuGvrzosGtVDf7VBlEg6mR9m4h4k-r-Q#/registration \nLarry Tyler “The Loan Whisperer” \nLarry’s vision is to support\, encourage\, guide and engage entrepreneurs to build up the economic engines of their businesses  through simple\, practical\, easy-to-use tools enabling them to understand and interpret\ntheir cash flow and numbers so that the accounting function becomes a strategic asset resulting in a healthy business with greater operational effectiveness\, profitability\, and cash flow. \nAuthor: ‘Hidden Messages in Cash Flow – What your Cash Flow Might Say If It Could Speak”; “Eliminating Debt God’s Way”; “Cash Flow and Profitability Tools Bible”; “Romancing the Loan – 14 Principles for Opening Your Lender’s Vault”. \nDownload a PDF brochure for this event: July Virtual Webinar 2024
URL:https://naifa-az.org/event/revenues-are-vanity-profit-is-sanity-and-cash-flow-is-king-virtual-program/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20240605T090000
DTEND;TZID=America/Phoenix:20240605T120000
DTSTAMP:20260404T065913
CREATED:20240501T043257Z
LAST-MODIFIED:20240501T043257Z
UID:2825-1717578000-1717588800@naifa-az.org
SUMMARY:Ethics In Insurance - Three Hours CE Credit
DESCRIPTION:Three Hours CE Credit on Ethics!\nWe are pleased to inform you of an opportunity to receive three hours of Continuing Education Credit on Ethics sponsored by Safelite. \nCourse and CE credits are available to all NAIFA-Arizona members.\nWednesday\, June 5\, 2024\n9:00 a.m. – 12:00 p.m. (Noon)\nComplimentary – No Registration Fee – Must Register Using Contact Below \n“Ethics In Insurance”\nThis course will review the financial and personal impact of business ethics. The repercussions of ethical and unethical decisions and the business impacts of such decisions will be reviewed. Additional discussion will be centered on generational ethics and their direct impact on the insurance industry. Finally\, the course will explore ethical concerns in the auto glass industry and the importance of seeking out ethical partnerships for your agency. \nTo register\, simply e-mail: george.spelius@safelite.com. Please provide your First and Last Name\, your NPN Number\, and your State. After that\, a link to the webinar will be emailed to you. \nDownload PDF brochure here: June CE Webinar 2024
URL:https://naifa-az.org/event/ethics-in-insurance-three-hours-ce-credit/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20240424T090000
DTEND;TZID=America/Phoenix:20240424T100000
DTSTAMP:20260404T065913
CREATED:20240329T205044Z
LAST-MODIFIED:20240329T205606Z
UID:2808-1713949200-1713952800@naifa-az.org
SUMMARY:Long Term Care... 1 Hour Arizona Continuing Education Credit Event
DESCRIPTION:Long Term Care… by Jamie Thornton\, CLTC\n1 Hour Arizona Continuing Education Credit for NAIFA-Arizona Members\nNo Registration Fee – Register in advance using link below\nWebinar – April 24\, 2024 – 9:00 a.m. – 10:00 a.m. Arizona Time\nREGISTER \nJamie Thornton\, CLTC \nJamie began working in the insurance industry in 2016. She strives to build the confidence agents need\, arming them with education in implementing\nlong term care strategies within their business. \n“Understanding Long Term Care” This presentation will demystify the often complex topic of long term care insurance. Course delves into the financial aspect\, explores eye-opening statistics on costs associated with long term care. It explains what long term care insurance is\, how it functions and the benefits it offers. Eligibility and coverage discussed\, as well as alternatives. \nRegister Today by clicking on this link (confirmation e-mail will come from Simplicity Group):  https://event.on24.com/wcc/r/4535767/2B3E2509314A18B2BC35A01A3ECF81DE \nDownload the PDF brochure: Spring CE Webinar Understanding Long Term Care2
URL:https://naifa-az.org/event/long-term-care-1-hour-arizona-continuing-education-credit-event/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20240321T090000
DTEND;TZID=America/Phoenix:20240321T100000
DTSTAMP:20260404T065913
CREATED:20240311T222115Z
LAST-MODIFIED:20240311T222330Z
UID:2733-1711011600-1711015200@naifa-az.org
SUMMARY:Exit Planning for Advisors - Webinar for NAIFA-Arizona Members 1 CE Hour
DESCRIPTION:Continuing Education (1Hr) Webinar for NAIFA-Arizona Members:\n“Exit Planning for Advisors”\nMarch 21\, 2024\n9:00 a.m.-10:00 a.m.\nThis course discusses the BEI Seven Step Exit Planning Process\, which is a comprehensive approach to business succession planning. Within the context of Exit Planning\, the course discusses business continuity planning\, estate planning and retirement. \n \nPresenter: Vincent M. D’Addona\, MSFS\, CLU\, ChFC\, CExP\,\nRICP\, CEPA\, AEP (Distinguished)\n  \n  \nFounder: Valent Wealth\, LLC\nVincent is an advisor at Valent Wealth\, LLC. He has 44 years of experience providing services in four core areas: Estate Planning\, Exit Planning for the owners of closely held businesses\, Distribution Planning for  those at or near retirement\, and investment Coaching. He was inducted into the NAEPC Estate Planning Hall of Fame in 2017. Often known as the experts’ expert\, he has helped hundreds of individuals move closer to their full financial potential. \nNo Registration Fee – But Must Register. Please click the following link to register. Reply/Confirmation will come directly from the presenter. Thank you. \nRegister in advance for this webinar: https://us06web.zoom.us/webinar/register/WN_1aHmRJ2oR3qupuyABKqdGg \nAfter registering\, you will receive a confirmation email containing information about joining the webinar. \n  \nDownload the PDF brochure for this event: March CE Webinar – NAIFA-Arizona2
URL:https://naifa-az.org/event/exit-planning-for-advisors-webinar-for-naifa-arizona-members-1-ce-hour/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20240206T090000
DTEND;TZID=America/Phoenix:20240206T130000
DTSTAMP:20260404T065913
CREATED:20240119T044045Z
LAST-MODIFIED:20240119T044133Z
UID:2724-1707210000-1707224400@naifa-az.org
SUMMARY:Capitol Hill Day 2024
DESCRIPTION:Capitol Hill Day 2024\nSponsored by IFAPAC-Arizona\nPlease join us for this important event – no registration fee – but all must register\nFebruary 6\, 2024 9:00 a.m. – 1:00 p.m. (Lunch on your own)\nCactus Wren Room (House of Representatives Basement)\nArizona State Capitol\n1700 W. Washington Street\, Phoenix\, Arizona 85007\nThe New Year also brings new advocacy challenges. Turnover at the Arizona Legislature means new legislators will be deciding industry related issues that impact your business and clients. Many of these new representatives will need to learn about the important work advisors do for Arizona consumers\, and the way laws and regulations can either help or hinder your work. There is no one better to educate them on these matters than you.\nDon’t know your Arizona Legislative District? Click HERE to locate: District Locator \nWhen registering\, please be sure to enter your Arizona District Number so you will be matched up with your Arizona Legislator for your assigned appointment! Thank you.\nRegister HERE\nLegislative appointments will be set up for those who register – appointments will be held throughout the day and may be earlier or later than projected time\, due to legislator(s) availability.\nYou will be advised of scheduled appointments (time & legislator name) in advance.\nDOWNLOAD PDF BROCHURE: Capitol Hill Day 2024
URL:https://naifa-az.org/event/capitol-hill-day-2024/
LOCATION:Arizona State Capitol\, 1700 W Washington St\, Phoenix\, AZ\, 85007\, United States
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20231114T090000
DTEND;TZID=America/Phoenix:20231114T113000
DTSTAMP:20260404T065913
CREATED:20231027T202458Z
LAST-MODIFIED:20231027T203552Z
UID:2700-1699952400-1699961400@naifa-az.org
SUMMARY:Social Security - The Tough Questions and How to Realize Your Potential
DESCRIPTION:November 14\, 2023\n9:00 a.m. Registration – 11:30 Adjourn\n2929 N. Central Avenue #1400\, Phoenix\, Arizona 85012\nComplimentary parking\nPlease plan to join us for this In Person Program and get a Harvest of Ideas!\nNo registration fee for NAIFA-Arizona members – but you must register to attend. \nRobin Mueller\nRobin 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! \nRobin 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. \n  \n  \n  \nGeorge Grombacher\nGeorge 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! \nGeorge 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\nto talking about money. \n  \nREGISTER \nDisclosure: photos taken may be used on NAIFA-Arizona Social Media Platforms\nNAIFA-Arizona wishes to extend its appreciation to Simplicity Group for its Sponsorship of this program.
URL:https://naifa-az.org/event/social-security-the-tough-questions-and-how-to-realize-your-potential/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20231023T093000
DTEND;TZID=America/Phoenix:20231023T100000
DTSTAMP:20260404T065913
CREATED:20230921T035615Z
LAST-MODIFIED:20230921T035748Z
UID:2695-1698053400-1698055200@naifa-az.org
SUMMARY:How to Dramatically Increase Your Appointments At No Additional Cost
DESCRIPTION:Join Us For\nThis Special October ‘Treat’!\nNo fee – But Must Register to attend\nOctober 23\, 2023\n9:30 a.m. Registration\n10:00 a.m. – Noon  Program\n11811 N. Tatum Blvd\, #P120\, Phoenix\, 85028\nWould you like to increase the amount of your appointments\, and your success in those appointments\, quickly? Would that make your career more fulfilling and successful? Learn these conversational techniques and you will enjoy the success you desire. Don’t miss the opportunity to learn ‘How’ from Van. This program will not disappoint! \nREGISTER \n  \nVan Mueller\, LUTCF\n“How to Dramatically Increase Your Appointments At No Additional Cost” Would you like to increase the amount of your appointments\, and your success in those appointments\, quickly? Would that make your career more fulfilling and successful? Learn these conversational techniques and you will enjoy the success you desire. Don’t miss the opportunity to learn ‘How’ from Van. This program will not disappoint! \nSpecial Guest Speaker: Van Mueller\nVan is a Registered Representative with MassMutual. January 2023 marked his 50th year as an insurance agent. He is an active member of MDRT having qualified for Court of the Table in 1990 and Top of the Table for the last thirty three years. Van has spoken to groups around the world\, including being a main platform speaker at MDRT in 1998 in Chicago; the Main Platform Speaker at the 2001 Top of the Table Meeting in Maui\, Hawaii and Main Platform Speaker in Tokyo\, Japan in 2008. Van was a Main Platform Speaker at the 2003\, 2005\, 2009\, 2014 and 2015 NAIFA Conventions. He was the 2010 ‘Advisor of the Year’ for Senior Market Advisor magazine. He has also written many articles for various publications\, including the “Close” for Retirement Advisor Magazine.
URL:https://naifa-az.org/event/how-to-dramatically-increase-your-appointments-at-no-additional-cost/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20230919T093000
DTEND;TZID=America/Phoenix:20230919T120000
DTSTAMP:20260404T065913
CREATED:20230814T235451Z
LAST-MODIFIED:20230815T025212Z
UID:2681-1695115800-1695124800@naifa-az.org
SUMMARY:September Event: Overview of Active Shooter Incidents\,  Retirement Planning-Reverse Mortgage (1 Hour CE Credit)
DESCRIPTION:September 19\, 2023\nTotal Wine\, 1670 E. Camelback Road\, Phoenix 85016\n9:30 a.m. Registration\n10:00 a.m. Overview of Active Shooter Incidents\n11:00 a.m. Retirement Planning-Reverse Mortgage (1 Hour CE Credit)\n12:00 p.m. Sponsored Lunch by Fairway Mortgage \nNo Fee for NAIFA-Arizona Members\n  \nPhoenix Police Officer Jared Sherman\nOfficer 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. \nPresentation: ‘How to Survive An Active Shooter Incident’\nOfficer 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. \nREGISTER\nJuli J. Doyle\nJuli 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. \nPresentation: ‘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. \nLearning Objectives: Reverse mortgage basics Why/When to recommend a reverse mortgage; Uses for a reverse mortgage; statistics and scenarios of reverse mortgages. \nNo Registration Fee for NAIFA Arizona members – BUT MUST REGISTER – limited space \nREGISTER\nDownload PDF brochure: NAIFA Arizona Fall Program
URL:https://naifa-az.org/event/september-event-overview-of-active-shooter-incidents-retirement-planning-reverse-mortgage-1-hour-ce-credit/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20230818T160000
DTEND;TZID=America/Phoenix:20230818T190000
DTSTAMP:20260404T065913
CREATED:20230725T171931Z
LAST-MODIFIED:20230725T171931Z
UID:2676-1692374400-1692385200@naifa-az.org
SUMMARY:NAIFA-Arizona's inaugural - New Member Appreciation Event
DESCRIPTION:Greetings!\nWe are excited to invite you to NAIFA-Arizona’s inaugural ‘New Member Appreciation Event’ hosted by East Valley Wealth & Retirement! As a leading\norganization in the insurance and financial services industry\, NAIFA is dedicated to helping advisors enhance their knowledge and provide exceptional service to their clients. We believe that by coming together in a spirit of comradery and appreciation\, we can achieve even greater success. \nJoin us Friday\, August 18\, 2023\n4:00 p.m. – 7:00 p.m.\n366 N. Gilbert Road / Suite 205 / Gilbert\, AZ \nThanks to the generous sponsorship of Signal Advisors\, we can look forward to enjoying a delightful evening of cocktails\, hors d’oeuvres and live music. This event is a fantastic opportunity to expand your business network and forge new connections with other NAIFA-Arizona members and prospective members. During the event\, you will hear updates from our host and Third-Term NAIFAArizona President\, Undrea Smith. He will share his insights and experience\, and you will learn more about the professional benefits that come from NAIFA membership. Additionally\, Signal Advisors will provide valuable information about the advantages of partnering with a top-tier IMO. \nBut that’s not all! You will have the chance to win fabulous door prizes\, participate in a raffle give-away and engage in other exciting activities. Here are some important details to keep in mind: \n\nAll new members who have registered within the last three years will receive a welcome gift!\nWe will be giving away some amazing door prizes\, so be sure to attend for a chance to win. (New members automatically entered).\nIf you bring a new member who signs up\, you and the new member will each receive three (3) raffle tickets.\nGrand Prize! In addition to the door prizes\, there will be a special grand prize raffled off to conclude the evening.\n\nDon’t miss out on this incredible opportunity to connect with like-minded professionals and enhance your skills and knowledge. \nRequest RSVP response by August 14\, 2023…\nRSVP is required to attend. Simply e-mail your attendance confirmation to:\nVenetia@eastvalleyretirement.com
URL:https://naifa-az.org/event/naifa-arizonas-inaugural-new-member-appreciation-event/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20230627T090000
DTEND;TZID=America/Phoenix:20230627T100000
DTSTAMP:20260404T065913
CREATED:20230531T232445Z
LAST-MODIFIED:20230531T233426Z
UID:2669-1687856400-1687860000@naifa-az.org
SUMMARY:Defending Against Cyber Threats: Strategies to Prevent Cyber Attacks
DESCRIPTION:This webinar qualifies for one hour Arizona CE Credit.\nNo cost to NAIFA-Arizona Members – but must register\nJune 27\, 2023 9:00 a.m. – 10:00 a.m. Arizona time\nPresenter: Tom Kirkham\, Kirkham IronTech\nREGISTER HERE \nTom provides cybersecurity defense systems and focuses on educating & encouraging organizations and individuals to establish security-first environments to prevent successful attacks. He brings more than three decades of software design\, network administration\, computer security\, and cybersecurity knowledge to organizations around the country. Tom is a 2x Amazon Best Seller\, and his newest book is entitled: ‘Hack the Rich – A Cybersecurity Parable’. For more on Tom\, you may go to: https://tomkirkham.com \nCyberSecurity The ever-evolving nature of cyber threats puts businesses at risk of serious harm. In this webinar\, we will discuss various strategies to defend against cyber threats and prevent cyber attacks. The course will provide a comprehensive overview of the steps you need to take to secure your business from malicious actors. To Register\, click on this link: https://us06web.zoom.us/webinar/register/WN_u_pnIcgESKik26UXC26glg NOTE: You will then receive a confirmation e-mail from Tom Kirkham. \n  \n 
URL:https://naifa-az.org/event/defending-against-cyber-threats-strategies-to-prevent-cyber-attacks/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20230525T083000
DTEND;TZID=America/Phoenix:20230525T120000
DTSTAMP:20260404T065913
CREATED:20230501T225929Z
LAST-MODIFIED:20230501T230857Z
UID:2651-1685003400-1685016000@naifa-az.org
SUMMARY:An Introduction to Disability Income Insurance
DESCRIPTION:We are pleased to invite you to our upcoming In-Person Program\, which qualifies for two hours CE credit. Looking forward to seeing you! \nDate: May 25\, 2023 \nTime: 8:30 a.m. Registration\nProgram: 9:00 a.m. – 11:30 a.m.\nLunch is provided immediately following the program’s conclusion. \nNo fee for NAIFA-Arizona members – but you must register. \nLocation: Fairway Mortgage\, 9977 N. 90th Street\, #150\, Scottsdale\, AZ 85258 \nREGISTER HERE\n“An Introduction to Disability Income Insurance”\nKirk D. Quitno\nThis one-hour CE course is designed to educate you on the fundamentals of disability income insurance for personal markets. Specifically addressing the importance of DI protection; types of coverage available\, design & use of individual DI Products. Kirk Quitno is the Disability Income Specialist for Pacific Advisors. He joined Guardian in 1998 and has specialized in the area of DI insurance since 1989. He has built one of the largest disability brokerages in the western region of The Guardian Life Insurance Company of America. In 2008\, he was inducted into Guardian’s DI Circle of Excellence. \n\n\n“The Wolf Who Ate Grandma…”\nBarbara Micheletti\nThis one hour course will teach you how to become aging experts and to recognize and help when your aging clients are being frauded! We are living in a\nrapidly aging society with unprecedented Multi-Generational Wealth Transfer. Barbara Micheletti is a 25 year Gerontologist consultant with a successful former 13 year business insurance career on a mission to holistically change the way financial professionals engage with their aging clientele. \n  \n  \nMay we please ask you to bring a book for our Community Outreach Program\, for children who are traumatized\, and become a Book Hero – *new books for ages 4-11. You will have received notification of this project under separate cover. We remain grateful for your support of this important endeavor. \nFinal note: photos taken at this event may be used for Social Media purposes. Thank you. \nDownload PDF Brochure here May In-Person Program 2023 (1)
URL:https://naifa-az.org/event/an-introduction-to-disability-income-insurance/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20230427T090000
DTEND;TZID=America/Phoenix:20230427T100000
DTSTAMP:20260404T065913
CREATED:20230330T044623Z
LAST-MODIFIED:20230330T044623Z
UID:2646-1682586000-1682589600@naifa-az.org
SUMMARY:Five Things Advisors Need to Know About Estate Planning' - One Hour Arizona CE
DESCRIPTION:April 27\, 2023 9:00 a.m. – 10:00 a.m.\nPresenter: Thomas A. Doyle\, Doyle Law PC \nThis course will review what is\, and is not\, an Estate Plan. Help you ‘know the numbers’: inheritance tax\, Federal Estate & Gift Tax Exemption\, Portability Sunset\, Stepped Up Basis; Understand Estate Planning Strategies; Funding IRA proceeds to a Trust after the SECURE ACT\, and more. NAIFA-Arizona is honored to have Tom Doyle\, Michigan attorney since 1980\, present this course. Tom specializes in estate planning\, wills\, trusts\, probate and estate settlements. He is the host of ‘Tuesday with Tom’\, Michigan’s only weekly podcast about Estate Planning and Estate Settlement in Michigan. He continues as legal education instructor\, since 2004\, for Farm Bureau Insurance Company. Tom is producer of ‘How to Avoid the Six Most Common Estate Planning Mistakes’ video and is author of ‘Giving the Client What They Want’\, Trusts and Estates Legal Strategies\, Aspatore Books\, 2008. Tom is a frequently invited guest speaker on Estate Planning. \nHow to register: click following link – Select April 27\, 2023 and 9:00 a.m. You will receive a confirmation e-mail from Tom Doyle https://calendly.com/tomdoyle/5-things-advisors-need-to-know-about-estate-planning
URL:https://naifa-az.org/event/five-things-advisors-need-to-know-about-estate-planning-one-hour-arizona-ce/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20230328T090000
DTEND;TZID=America/Phoenix:20230328T100000
DTSTAMP:20260404T065913
CREATED:20230224T024629Z
LAST-MODIFIED:20230224T024856Z
UID:2522-1679994000-1679997600@naifa-az.org
SUMMARY:Accelerated Benefit Riders on Life Insurance Policies - Jessica Ciccarelli\, WestPac/Guardian
DESCRIPTION:NAIFA-Arizona is pleased to offer a one-hour AZ CE Webinar featuring Jessica Ciccarelli\, WestPac/Guardian\nMarch 28\, 2023 9:00 a.m. – 10:00 a.m. \nNo Fee – But Must Register \n“Accelerated Benefit Riders on Life Insurance Policies”\nThis course will help you become aware of the recent challenges in the increase of long-term care planning & the different long-term care insurance planning solutions to help your clients make an educated decision on what’s best for their personal needs. \nJessica comes to us with 28 years of industry experience. She learned early in life the impact of unexpected life events when her father was killed in an accident when she was just 8 years old. Her personal experience drives her every day to educate and implement strategies for clients to protect their earned and unearned income. And to help independent agents provide financial solutions to protect assets\, income\,` and lifestyle. \nRegister in advance for this webinar: https://zoom.us/webinar/register/WN_h9oDhzGvRS6UW6tnRbNiZg  \nAfter registering\, you will receive a confirmation email from Jessica Ciccarelli containing information about joining the webinar.
URL:https://naifa-az.org/event/accelerated-benefit-riders-on-life-insurance-policies-jessica-ciccarelli-westpac-guardian/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20230208T090000
DTEND;TZID=America/Phoenix:20230208T140000
DTSTAMP:20260404T065913
CREATED:20221230T185253Z
LAST-MODIFIED:20221230T185621Z
UID:2514-1675846800-1675864800@naifa-az.org
SUMMARY:Capitol Hill Day 2023
DESCRIPTION:Capitol Hill Day 2023\nSponsored by IFAPAC-Arizona\nPlease join us for this important event – no registration fee – but all must register. Registration below. \nFebruary 8\, 2023\n9:00 a.m. – 2:00 p.m. (Lunch on your own)\nCopper Room (House of Representatives Basement) Arizona State Capitol 1700 W. Washington Street\, Phoenix\, Arizona 85007 \nThe New Year also brings new advocacy challenges. Turnover at the Arizona Legislature means new legislators will be deciding industry-related issues that impact your business and clients. Many of these new representatives will need to learn about the important work advisors do for Arizona consumers\, and the way laws and regulations can either help or hinder your work. There is no one better to educate them on these matters than you. \nDon’t know your Arizona Legislative District? Click below to locate: \nDISTRICT LOCATOR\nWhen registering\, please be sure to enter your Arizona District Number so you will be matched up with your Arizona Legislator for your assigned appointment! Thank you. \nREGISTER\nLegislative appointments will be set up for those who register – appointments will be held throughout the day and maybe earlier or later than the projected time\, due to legislator(s) availability. You will be advised of scheduled appointments (time & legislator name) in advance. \n  \nDownload PDF brochure Capitol Hill Day 2023
URL:https://naifa-az.org/event/capitol-hill-day-2023/
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