ADVANCED PRACTICE SYMPOSIUM – Scottsdale, AZ

The Scott Resort & Spa

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

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” One CE Credit

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

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 […]

Aligning Performance in the Digital Era – NAIFA-Arizona Webinar

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 […]

What Solutions the C-Suite are Really Looking For! – NAIFA-Arizona ‘Fall’ Program

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

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 […]

Five Things Advisors Need to Know About Estate Planning’ – One Hour Arizona CE

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 […]

An Introduction to Disability Income Insurance

We are pleased to invite you to our upcoming In-Person Program, which qualifies for two hours CE credit. Looking forward to seeing you! Date: May 25, 2023 Time: 8:30 a.m. Registration Program: 9:00 a.m. - 11:30 a.m. Lunch is provided immediately following the program's conclusion. No fee for NAIFA-Arizona members - but you must register. […]