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DTSTART;TZID=America/Phoenix:20261113T084500
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SUMMARY:Creative Buy-Sell Planning AND The Prospecting Problem - SOLVED - CE Credit
DESCRIPTION:FALL Program\nHELLO FALL\nForget Summer. Fall is where it’s at. Don’t believe us? Attend this meeting for ‘new insights’. \nOur fall favorites\nEveryone knows about football and foliage\, but there’s a lot more to Fall if you know where to look. \nNovember 13\, 2026 8:45 a.m. – 9:30 a.m. \nRegistration 9:30 a.m. – 10:30 a.m. \nCE Credit Presentation 10:30 a.m. – 11:30 a.m.  \nProspecting Program 11811 N. Tatum Boulvard – Suite P120 Phoenix\, Arizona 85028 \nDaniel Schmaltz “Creative Buy-Sell Planning” (1 Hour Az CE Credit) This presentation will provide a variety of important topics related to Buy-Sell Planning; to help you understand the tax ramifications of the various strategies\, and to understand which strategies might work better in different situations. It will help you understand how to structure and set up the Buy-Sell arrangements for the benefit of your clients and the client’s beneficiaries.Daniel is a Certified Financial Planner (CFP)\, a Behavioral Financial Advisor (BFA)\, a Certified Kingdom Advisor (CKA) and a Certified Exit Planning Advisor (CEPA). \n  \n  \nWilliam B. Cassidy\, CLU\, ChFC\, LUTCF\, CLTC\, CEPA “The Prospecting Problem – SOLVED” A Proven\, Turnkey LinkedIn System for Financial Advisors. For most financial advisors\, prospecting is the biggest obstacle to growing their business. It doesn’t have to be! After years of successfully using LinkedIn as a prospecting resource\, I’ve developed a simple\, repeatable system that takes the guesswork\, frustration\, and uncertainty out of finding new prospects. And I’m going to show you exactly how to do it! No expensive lead lists. No complicated technology. No reinventing the wheel. Bill is Managing Partner\, Spence\, Cassidy & Associates. \nRegister Here \n  \nRegister today! No fee for NAIFA-Arizona members. Note: Conference Room is located on the lowest level (P Level) in the south wing of the building. Walk past the coffee station; past the Property Management Office on your left; take hallway to your left. P120 is down the hallway. \nLet’s get cooking \nRegister Here \nDownload PDF Brochure NAIFA-Arizona Fall 2026 Program
URL:https://naifa-az.org/event/creative-buy-sell-planning-and-the-prospecting-problem-solved-ce-credit/
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