May 25, 2022 - 9:00 a.m. - 10:00 a.m. (Arizona time) Webinar Qualifies for One Hour Arizona CE Credit No fee for NAIFA-Arizona Members REGISTER 'The One Page Intergenerational Business & Marketing Plan' Achieving Success in any economy requires developing a written plan to define where the business is going and how the business is […]
June 9th, 2022 | 1-5 pm The Scott Resort & Spa | Scottsdale, Arizona About June 9th, 2022 | 1-5 pm The Scott Resort & Spa | Scottsdale, Arizona Learn more & register: theapcenter.org Featured Speakers Mark Massey (Vice President, SMA Services, Inc.) is one of the most experienced retirement-planning representatives in the country with […]
In-person 'Classroom' Program: June 30, 20228:30 a.m. - Registration 9:00 a.m. - Noon - Program The Shelter Church13832 N. 32nd Street, Phoenix, Arizona 85032 No Registration Fee for NAIFA-Arizona MembersWho Owns Your Life Insurance Policy - two hours Az CE Credit Todd Janower, JD, LLM, CLU, ChFC Todd received his B.S. degree in Business Administration […]
Course title: "Group Benefits Basics" Qualifies for One Hour Arizona CE Credit Group Benefits don't need to be confusing or complicated! This course will take you through Group Life Insurance, Group Short Term Disability Benefits, Group Long Term Disability Benefits, Guaranteed Standard Issue Disability, and the various aspects of each including options and requirements. July […]
NAIFA APEX Conference August 16-18, 2022 In-Person – Arizona Biltmore Apex is NAIFA’s new signature event focused on providing innovative sales and marketing ideas to financial services professionals who serve individuals, families, and small businesses across the United States. The new brand reflects the concept of a “race to the top” to target those […]
Join us for this fast-paced 45 minute energetic webinar. While there is no CE credit for this webinar: Perry Olson will challenge, motivate and entertain you with his powerful message about unleashing the full potential of your practice/agency in your community. You will be challenged to reconsider conventional thinking about 'opportunity' and walk away with […]
Hello Fall! With the weather finally getting cooler, it's time for some warm-up programs! Date: October 28, 2022 Time: 9:00 a.m. Registration 9:30 a.m. Program 12:20 p.m. Adjourn Location: Fairway Mortgage Building 55 N. Arizona Place Chandler, Arizona 85225 No fee for NAIFA-Arizona Members - but must Register in advance. Program includes one hour Arizona […]
Capitol Hill Day 2023 Sponsored by IFAPAC-Arizona Please join us for this important event - no registration fee - but all must register. Registration below. February 8, 2023 9:00 a.m. - 2:00 p.m. (Lunch on your own) Copper Room (House of Representatives Basement) Arizona State Capitol 1700 W. Washington Street, Phoenix, Arizona 85007 The New […]
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 […]