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X-WR-CALDESC:Events for NAIFA-AZ Association Representing Licensed Insurance Agents
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DTSTART:20240101T000000
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20251106T090000
DTEND;TZID=America/Phoenix:20251106T123000
DTSTAMP:20260405T145001
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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DTSTART;TZID=America/Phoenix:20251204T160000
DTEND;TZID=America/Phoenix:20251204T180000
DTSTAMP:20260405T145001
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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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20260129T090000
DTEND;TZID=America/Phoenix:20260129T100000
DTSTAMP:20260405T145001
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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DTSTART;TZID=America/Phoenix:20260219T120000
DTEND;TZID=America/Phoenix:20260219T130000
DTSTAMP:20260405T145001
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:20260326T090000
DTEND;TZID=America/Phoenix:20260326T100000
DTSTAMP:20260405T145001
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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DTSTART;TZID=America/Phoenix:20260414T090000
DTEND;TZID=America/Phoenix:20260414T130000
DTSTAMP:20260405T145001
CREATED:20260401T052518Z
LAST-MODIFIED:20260401T053255Z
UID:3128-1776157200-1776171600@naifa-az.org
SUMMARY:Earn the Certified Home Equity Advisor - CHEA Credential - 4/14/26
DESCRIPTION:Earn the Certified Home Equity Advisor (CHEA) Credential 8-HOUR CE PROGRAM FOR FINANCIAL & INSURANCE PROFESSIONALS \nLIVE & VIRTUAL CLASS DATES – ARIZONA MARKET \nAPRIL 14 & APRIL 16 9:00 AM – 1:00 PM MST (Two 4-Hour Sessions) \nIN-PERSON LOCATION: Great American Title Company Desert Ridge Branch Desert Ridge Corporate Center 20860 N Tatum Blvd\, Suite 190\, Phoenix\, AZ 85050 \nREGISTER HERE \nExpand 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. \nWHAT YOU’LL GAIN \n\n8 hours of approved Insurance and/or CFP® CE credit\nTraining in reverse mortgage and housing wealth strategies\nCHEA digital credential\nClient education tools and scenario support resources\n\nWHO SHOULD ATTEND: NAIFA members in good standing. (NAIFA membership required) \nCOURSE FEE: $200 \nNOT A NAIFA MEMBER YET? JOIN HERE: belong.naifa.org/join \nREGISTER HERE  \nWE LOOK FORWARD TO SEEING YOU THERE! \n\nRob 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 \n\nCopyright©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
URL:https://naifa-az.org/event/earn-the-certified-home-equity-advisor-chea-credential-4-14-26/
ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2026/03/Rob-Kanyur-Flyer-2026-03-31-at-10.23.46-PM.pdf-Adobe-Acrobat-Reader-64-bit.jpeg
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20260416T090000
DTEND;TZID=America/Phoenix:20260416T130000
DTSTAMP:20260405T145001
CREATED:20260401T052827Z
LAST-MODIFIED:20260401T053132Z
UID:3133-1776330000-1776344400@naifa-az.org
SUMMARY:Earn the Certified Home Equity Advisor – CHEA Credential – 4/16/26
DESCRIPTION:Earn the Certified Home Equity Advisor (CHEA) Credential 8-HOUR CE PROGRAM FOR FINANCIAL & INSURANCE PROFESSIONALS \nLIVE & VIRTUAL CLASS DATES – ARIZONA MARKET \nAPRIL 14 & APRIL 16 9:00 AM – 1:00 PM MST (Two 4-Hour Sessions) \nIN-PERSON LOCATION: Great American Title Company Desert Ridge Branch Desert Ridge Corporate Center 20860 N Tatum Blvd\, Suite 190\, Phoenix\, AZ 85050 \nREGISTER HERE \nExpand 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. \nWHAT YOU’LL GAIN \n\n8 hours of approved Insurance and/or CFP® CE credit\nTraining in reverse mortgage and housing wealth strategies\nCHEA digital credential\nClient education tools and scenario support resources\n\nWHO SHOULD ATTEND: NAIFA members in good standing. (NAIFA membership required) \nCOURSE FEE: $200 \nNOT A NAIFA MEMBER YET? JOIN HERE: belong.naifa.org/join \nREGISTER HERE \nWE LOOK FORWARD TO SEEING YOU THERE! \n\nRob 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 \n\nCopyright©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
URL:https://naifa-az.org/event/earn-the-certified-home-equity-advisor-chea-credential-4-16-26/
ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2026/03/Rob-Kanyur-Flyer-2026-03-31-at-10.23.46-PM.pdf-Adobe-Acrobat-Reader-64-bit.jpeg
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