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 […]
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. […]
This webinar qualifies for one hour Arizona CE Credit. No cost to NAIFA-Arizona Members - but must register June 27, 2023 9:00 a.m. - 10:00 a.m. Arizona time Presenter: Tom Kirkham, Kirkham IronTech REGISTER HERE Tom provides cybersecurity defense systems and focuses on educating & encouraging organizations and individuals to establish security-first environments to prevent […]
Greetings! We are excited to invite you to NAIFA-Arizona's inaugural 'New Member Appreciation Event' hosted by East Valley Wealth & Retirement! As a leading organization in the insurance and financial services industry, NAIFA is dedicated to helping advisors enhance their knowledge and provide exceptional service to their clients. We believe that by coming together in […]
September 19, 2023 Total Wine, 1670 E. Camelback Road, Phoenix 85016 9:30 a.m. Registration 10:00 a.m. Overview of Active Shooter Incidents 11:00 a.m. Retirement Planning-Reverse Mortgage (1 Hour CE Credit) 12:00 p.m. Sponsored Lunch by Fairway Mortgage No Fee for NAIFA-Arizona Members Phoenix Police Officer Jared Sherman Officer Sherman has been with the Phoenix […]
