Join us and Enjoy this Educational Opportunity
2025-11-06 09:00 - 12:30 (America/Phoenix)
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. Southern Avenue, Tempe 8282
Program includes an MDRT Panel with:
Gerald Wiebers, LACP; Amber Stitt, ChFC,
CLTC, CLU and Barry McBride, CLU, AEP.
Luncheon also included as well as a tour of Junior Achievement facility.
No fee to attend – members encouraged to register a colleague
Due to cost of lunch – registered ‘no shows’ may be invoiced
REGISTER

Benjamin Lavin
“Tax Law/Planning Updates/OBBBA‘
Estate 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.

Daniel Timothy Schmaltz, CFP, BFA, CKA, CEPA
“Life Insurance Funding Strategies”
1 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
finance lecturer at Grand Canyon University and ASU.

REGISTER

Download registration brochure NAIFA Arizona Fall Program

Join us as We Celebrate the Holidays With a Fun Social Event
2025-12-04 16:00 - 18:00 | MassMutual/Touchstone Wealth, 6263 N. Scottsdale Road, Scottsdale, AZ, 85250, United States
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 the Building Courtyard

Event will be hosted for beverages and light appetizers.
However: 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
will have bid lines on it.
RSVP
Special Note: proceeds from the sale of white elephant items will go to NAIFAArizona to continue the high standards of programs and meetings.
Special thanks to MassMutual/Touchstone Wealth for sponsoring & hosting this event.
We hope to see you there!
RSVP HERE

Engaging with Women Clients - One Hour Arizona CE Credit
2026-01-29 09:00 - 10:00
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 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.
January 29, 2026
9:00 a.m. – 10:00 a.m. Arizona Time
One Hour Arizona CE Credit – No Fee for Members
Click following link to register:
https://brighthousefinancial.zoom.us/webinar/register/WN_LZZ3IFvYQweLpIopQ0lgzw#/registration

Featured Speaker: Andrea Santellan
Advanced Markets Group Consultant, Brighthouse Financial.
Andrea 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.

REGISTER

"Talk So Clients Listen: The Art of Connection That Drives Your Success"
2026-02-19 12:00 - 13:00
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 top advisors use communication as their competitive
edge. You will discover how to build trust faster, listen for what is really
being said, and make every conversation more meaningful and effective.
You will walk away with:

The one word that can instantly boost client buy-in and trust
How to ask questions that open deeper, more productive conversations
The body language cues that make your communication more
confident and compelling

To register and learn more about this February LIVE
Program, please check your e-mail for a notice from
NAIFA National.

"Student Loans & Financial Advisors" - WEBINAR
2026-03-26 09:00 - 10:00
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 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.
Click following link to register:
https://events.teams.microsoft.com/event/26255f46-ec02-4e43-bc6c-0a03829c0a2a@8c8aade5-1c41-41de-8ea3-189ee2b481b3
Note: your confirmation e-mail & JOIN link will come from Key Corp.
While this course does not have CE credit, you will learn important information that you can share with your clients as they congratulate their graduates!
NAIFA-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 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.
While this course does not have CE credit, you will learn important information that you can share with your clients as they congratulate their graduates!
REGISTER

Earn the Certified Home Equity Advisor - CHEA Credential - 4/14/26
2026-04-14 09:00 - 13:00
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, Suite 190, Phoenix, AZ 85050
REGISTER HERE
Expand your retirement planning expertise with the CHEA credential — an advanced CE program focused on the ethical integration of housing wealth into retirement strategies for clients age 55+. Developed in collaboration with NAIFA (National Association of Insurance and Financial Advisors), this program equips you to more fully serve your older clients with confidence.
WHAT YOU’LL GAIN

8 hours of approved Insurance and/or CFP® CE credit
Training in reverse mortgage and housing wealth strategies
CHEA digital credential
Client education tools and scenario support resources

WHO SHOULD ATTEND: NAIFA members in good standing. (NAIFA membership required)
COURSE FEE: $200
NOT A NAIFA MEMBER YET? JOIN HERE: belong.naifa.org/join
REGISTER HERE
WE LOOK FORWARD TO SEEING YOU THERE!

Rob Kanyur Branch Manager, NMLS 204420 Office: (602) 361-1587 Cell: 602-361-1587 robk@fairwaymc.com www.RobKanyur.com 11811 N. Tatum Blvd, Suite 2700, Phoenix, AZ 85028

Copyright©2026 Fairway Independent Mortgage Corporation doing business as Fairway Home Mortgage. NMLS#2289. 4750 S. Biltmore Lane, Madison, WI 53718, 1-866-912-4800. www.fairway.com. All rights reserved. This is not an offer to enter into an agreement. Not all customers will qualify. Information, rates and programs are subject to change without notice. All products are subject to credit and property approval. Other restrictions and limitations may apply. Equal Housing Opportunity. Fairway Home Mortgage is not affiliated with any government agencies. Materials are not from HUD or FHA. AZ License #BK-0904162. Licensed by the Department of Financial Protection and Innovation under the California Residential Mortgage Lending Act, License No 41DBO-78367. Licensed by the Department of Financial Protection and Innovation under the California Financing Law, NMLS #2289. Loans made or arranged pursuant to a California Residential Mortgage Lending Act License. R260079 | 03/19/2026

Earn the Certified Home Equity Advisor – CHEA Credential – 4/16/26
2026-04-16 09:00 - 13:00
