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. November 6, 2025 9:00 a.m. - 9:30 a.m. Registration 9:30 a.m. - 12:30 p.m. Program and Lunch Junior Achievement 636 W. […]
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. Thursday, December 4, 2025 | 4:00 PM - 6:00 p.m. 6263 N. Scottsdale Road, Scottsdale, Arizona 85250 In […]
As we begin the New Year - we are pleased to offer this CE Webinar sponsored by: Brighthouse Financial and hosted by Darin Ruiz, CFP "Engaging with Women Clients" According to a study by McKinsey & Co., men are the key financial decision makers in 66% of affluent households - but that is changing as […]
NAIFA National LIVE Webinar: Thursday, February 19, 2026 12:00 p.m. - 1:00 p.m. EST "Talk So Clients Listen: The Art of Connection That Drives Your Success" Technical knowledge builds credibility, but communication builds connection, and connection drives business success. In this engaging webinar, Ellen Rogin, CPA, CFP, and New York Times bestselling author, shares how […]
Webinar: March 26, 2026 Time: 9:00 a.m. - 10:00 a.m. Presenter: Sarah Johnston Sarah Johnston 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. Sarah Johnston leads the West […]
Earn the Certified Home Equity Advisor (CHEA) Credential 8-HOUR CE PROGRAM FOR FINANCIAL & INSURANCE PROFESSIONALS LIVE & VIRTUAL CLASS DATES – ARIZONA MARKET APRIL 14 & APRIL 16 9:00 AM – 1:00 PM MST (Two 4-Hour Sessions) IN-PERSON LOCATION: Great American Title Company Desert Ridge Branch Desert Ridge Corporate Center 20860 N Tatum Blvd, […]
Earn the Certified Home Equity Advisor (CHEA) Credential 8-HOUR CE PROGRAM FOR FINANCIAL & INSURANCE PROFESSIONALS LIVE & VIRTUAL CLASS DATES – ARIZONA MARKET APRIL 14 & APRIL 16 9:00 AM – 1:00 PM MST (Two 4-Hour Sessions) IN-PERSON LOCATION: Great American Title Company Desert Ridge Branch Desert Ridge Corporate Center 20860 N Tatum Blvd, […]
The Power of Unity. It doesn't matter where you are, how long in the industry, what your focus is - gathering, sharing and learning is the Power of Success. Join us: May 28, 2026 - 9:00 a.m. Registration - Program 9:30 a.m. - 11:30 a.m. - No Fee Location: 2929 N. Central Avenue - Suite […]
Thursday, June 18, 2026 11:00 a.m. - Noon Arizona time No Registration Fee We hope you will take the time to join us! Click on the following link to register: https://www.eventcreate.com/e/abacuslifejune18 Ashleigh Hammad Abacus Life Solutions Ashleigh joined Abacus Global Management over five years ago and has played a meaningful role in the firm's […]
If production is important to your business... profitability should be too. Proven Tax-Reduction Strategies For the Insurance and Financial Services Professional as a Businessperson. For self-employed insurance and financial services professionals who want to better understand the business strategies and operational decisions that directly impact profitability. DATE: TUESDAY July 28, 2026 TIME: 9:00 am – […]