NAIFA-Arizona is pleased to offer a one-hour AZ CE Webinar featuring Jessica Ciccarelli, WestPac/Guardian March 28, 2023 9:00 a.m. - 10:00 a.m. No Fee - But Must Register "Accelerated Benefit Riders on Life Insurance Policies" This course will help you become aware of the recent challenges in the increase of long-term care planning & the […]
April 27, 2023 9:00 a.m. - 10:00 a.m. Presenter: Thomas A. Doyle, Doyle Law PC This 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 […]
We are pleased to invite you to our upcoming In-Person Program, which qualifies for two hours CE credit. Looking forward to seeing you! Date: May 25, 2023 Time: 8:30 a.m. Registration Program: 9:00 a.m. - 11:30 a.m. Lunch is provided immediately following the program's conclusion. No fee for NAIFA-Arizona members - but you must register. […]
This webinar qualifies for one hour Arizona CE Credit. No cost to NAIFA-Arizona Members - but must register June 27, 2023 9:00 a.m. - 10:00 a.m. Arizona time Presenter: Tom Kirkham, Kirkham IronTech REGISTER HERE Tom provides cybersecurity defense systems and focuses on educating & encouraging organizations and individuals to establish security-first environments to prevent […]
Greetings! We are excited to invite you to NAIFA-Arizona's inaugural 'New Member Appreciation Event' hosted by East Valley Wealth & Retirement! As a leading organization 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 […]
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 […]
Join Us For This Special October 'Treat'! No fee - But Must Register to attend October 23, 2023 9:30 a.m. Registration 10:00 a.m. - Noon Program 11811 N. Tatum Blvd, #P120, Phoenix, 85028 Would you like to increase the amount of your appointments, and your success in those appointments, quickly? Would that make your career […]
November 14, 2023 9:00 a.m. Registration - 11:30 Adjourn 2929 N. Central Avenue #1400, Phoenix, Arizona 85012 Complimentary parking 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 Mueller Robin will be presenting a […]
Capitol Hill Day 2024 Sponsored by IFAPAC-Arizona Please join us for this important event - no registration fee - but all must register February 6, 2024 9:00 a.m. - 1:00 p.m. (Lunch on your own) Cactus Wren Room (House of Representatives Basement) Arizona State Capitol 1700 W. Washington Street, Phoenix, Arizona 85007 The New Year […]
Continuing Education (1Hr) Webinar for NAIFA-Arizona Members: "Exit Planning for Advisors" March 21, 2024 9:00 a.m.-10:00 a.m. This 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. Presenter: Vincent M. […]
