Unlock Your Tax Strategies and Keep More of Your Money
2025-03-20 09:00 - 11:30 (America/Phoenix)
Webinar Details:
Thursday, March 20, 2025
No Registration Fee
9:00 a.m. – 11:30 a.m. Arizona Time
(Please log in 10 minutes prior to the meeting start time. Seminar begins on time)
REGISTER
Here’s some of what you will learn:

How to Power Boost & Optimize your tax deductions
Changes to your vehicle deductions
How to deduct your home office…simplified & safe
How to deduct all of your Family’s Medical – even dental – as a business expense
How to optimize the New and Improved food and beverage deductions
Why New Law always reinforces the need to claim all business tax deductions
Understand your tax professional’s role

Program Sponsored by Bradford Tax Solutions
Click this link to Register:
https://us02web.zoom.us/meeting/register/WUbKg2-KRXS5hoQiBScW9g#/registration
Instructor: Maine Shafer, JD, has more than 15 years of experience as a professional speaker delivering tax reduction strategies. His strong background in taxes started when working for a U.S. Senator on Capitol Hill while receiving his law degree from Georgetown University, Law Center and continued for the New Mexico Real Estate Commission. Maine makes tax information clear and usable!
Download the event brochure PDF NAIFA-Arizona March Webinar

Leadership Appreciation
2025-05-02 18:00 - 20:00
Please join us for this opportunity to visit with the Past & the Present!
Leadership Appreciation
May 2, 2025
6:00 p.m. – 8:00 p.m.
Appetizers & Drinks Provided
Generously sponsored by Julie Jakubek at her home: 3646 N. 52nd Place, Phoenix, AZ 85018
The dress is casual.
Invited are: Past State Presidents, Current Board Members, Spouses and Guests
Please RSVP by e-mail to: naifa-az@azis.com
Thank you for your service to NAIFA-Arizona
We would love to see you!
See the invitation brochure: Leadership Appreciation Event

Deferred Compensation Arrangements and Lessons from the Gridiron
2025-06-05 09:00 - 13:00
June 5, 2025 In Person Program
9:00 a.m. – 1:00 p.m. – Luncheon Included
Location: McBride Motorcycle Museum
16751 E. Glenbrook Boulevard, Fountain Hills, Arizona
No Fee for NAIFA-Arizona Members and may bring a guest!
REGISTER
Hello Summer! With the weather finally getting warmer, it’s time for some hot ideas!
Youth on Their Own
At this meeting, we would like to invite you to participate in our Community Outreach Program. Homeless children and children without parents are in need of basic items. Please consider donating: new bath towels, body wash, toothpaste, tooth brushes, paper towels, shaving cream, shampoo, pillows, paper towels. Your generosity is always appreciated.
William Cassidy, CLU, ChFC,LUTCF, CLTC

A new season means a new CE opportunity!”Deferred Compensation Arrangements”
1 Hour Arizona CE Credit
Deferred compensation arrangements provide employers with a nonqualified planning tool that rewards selected participants by helping them create financial security for retirement, death and/or disability. Bill will explore all the elements of such deferred compensation arrangements.
Bill is Managing Partner, Spence, Cassidy & Associates. He has served on the boards of several industry organizations. He is General Agent appointed with the insurance companies of OneAmerica. His professional experience includes Personal Financial Analysis, Disability Income Continuation, Retirement Planning and Estate Conservation Strategies. His business services include Business Continuation, Employee Benefits, Business Insurance and Retirement Plans.

Rich Griffith
“Lessons from the Gridiron”
Topic: Having the heart of a servant leader. Leading a team or business from your strengths.
During his seven years in the NFL, Rich was a 6’5″, 260 lb. Tight End/Long Snapper: formerly: New England Patriots #88; Jacksonville Jaguars #85; College – University of Arizona #85. His hometown- Tucson Arizona. After Rich’s professional career, he was called to ministry. He currently works as
Chief Development Officer with Global Action.
He was nominated for the NFL ‘True Value an of the Year’ in 1996 and the ‘Byron. White Humanitarian Award’ in 1997. When with the Jaguars, he was voted “Athlete of the Year” by the Fellowship of Christian Athletes.

Register

Join us and Enjoy this Educational Opportunity
2025-11-06 09:00 - 12:30
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.
November 6, 2025
9:00 a.m. – 9:30 a.m. Registration
9:30 a.m. – 12:30 p.m. Program and Lunch
Junior Achievement
636 W. Southern Avenue, Tempe 8282
Program includes an MDRT Panel with:
Gerald Wiebers, LACP; Amber Stitt, ChFC,
CLTC, CLU and Barry McBride, CLU, AEP.
Luncheon also included as well as a tour of Junior Achievement facility.
No fee to attend – members encouraged to register a colleague
Due to cost of lunch – registered ‘no shows’ may be invoiced
REGISTER

Benjamin Lavin
“Tax Law/Planning Updates/OBBBA‘
Estate 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.

Daniel Timothy Schmaltz, CFP, BFA, CKA, CEPA
“Life Insurance Funding Strategies”
1 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
finance lecturer at Grand Canyon University and ASU.

REGISTER

Download registration brochure NAIFA Arizona Fall Program

Join us as We Celebrate the Holidays With a Fun Social Event
2025-12-04 16:00 - 18:00 | MassMutual/Touchstone Wealth, 6263 N. Scottsdale Road, Scottsdale, AZ, 85250, United States
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.
Thursday, December 4, 2025 | 4:00 PM – 6:00 p.m.
6263 N. Scottsdale Road, Scottsdale, Arizona 85250
In the Building Courtyard

Event will be hosted for beverages and light appetizers.
However: 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
will have bid lines on it.
RSVP
Special Note: proceeds from the sale of white elephant items will go to NAIFAArizona to continue the high standards of programs and meetings.
Special thanks to MassMutual/Touchstone Wealth for sponsoring & hosting this event.
We hope to see you there!
RSVP HERE

Engaging with Women Clients - One Hour Arizona CE Credit
2026-01-29 09:00 - 10:00
As we begin the New Year – we are pleased to offer this CE Webinar sponsored by:
Brighthouse Financial and hosted by Darin Ruiz, CFP
“Engaging with Women Clients”
According 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.
January 29, 2026
9:00 a.m. – 10:00 a.m. Arizona Time
One Hour Arizona CE Credit – No Fee for Members
Click following link to register:
https://brighthousefinancial.zoom.us/webinar/register/WN_LZZ3IFvYQweLpIopQ0lgzw#/registration

Featured Speaker: Andrea Santellan
Advanced Markets Group Consultant, Brighthouse Financial.
Andrea 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.

REGISTER

"Talk So Clients Listen: The Art of Connection That Drives Your Success"
2026-02-19 12:00 - 13:00
NAIFA National LIVE Webinar: Thursday, February 19, 2026 12:00 p.m. – 1:00 p.m. EST
“Talk So Clients Listen: The Art of Connection That
Drives Your Success”
Technical knowledge builds credibility, but communication builds
connection, and connection drives business success. In this engaging
webinar, Ellen Rogin, CPA, CFP, and New York Times bestselling
author, shares how top advisors use communication as their competitive
edge. You will discover how to build trust faster, listen for what is really
being said, and make every conversation more meaningful and effective.
You will walk away with:

The one word that can instantly boost client buy-in and trust
How to ask questions that open deeper, more productive conversations
The body language cues that make your communication more
confident and compelling

To register and learn more about this February LIVE
Program, please check your e-mail for a notice from
NAIFA National.

"Student Loans & Financial Advisors" - WEBINAR
2026-03-26 09:00 - 10:00
Webinar: March 26, 2026
Time: 9:00 a.m. – 10:00 a.m.
Presenter: Sarah Johnston

Sarah Johnston
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.
Sarah 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.
Click following link to register:
https://events.teams.microsoft.com/event/26255f46-ec02-4e43-bc6c-0a03829c0a2a@8c8aade5-1c41-41de-8ea3-189ee2b481b3
Note: your confirmation e-mail & JOIN link will come from Key Corp.
While this course does not have CE credit, you will learn important information that you can share with your clients as they congratulate their graduates!
NAIFA-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.
Sarah 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.
While this course does not have CE credit, you will learn important information that you can share with your clients as they congratulate their graduates!
REGISTER

Earn the Certified Home Equity Advisor - CHEA Credential - 4/14/26
2026-04-14 09:00 - 13:00
Earn the Certified Home Equity Advisor (CHEA) Credential 8-HOUR CE PROGRAM FOR FINANCIAL & INSURANCE PROFESSIONALS
LIVE & VIRTUAL CLASS DATES – ARIZONA MARKET
APRIL 14 & APRIL 16 9:00 AM – 1:00 PM MST (Two 4-Hour Sessions)
IN-PERSON LOCATION: Great American Title Company Desert Ridge Branch Desert Ridge Corporate Center 20860 N Tatum Blvd, Suite 190, Phoenix, AZ 85050
REGISTER HERE
Expand 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.
WHAT YOU’LL GAIN

8 hours of approved Insurance and/or CFP® CE credit
Training in reverse mortgage and housing wealth strategies
CHEA digital credential
Client education tools and scenario support resources

WHO SHOULD ATTEND: NAIFA members in good standing. (NAIFA membership required)
COURSE FEE: $200
NOT A NAIFA MEMBER YET? JOIN HERE: belong.naifa.org/join
REGISTER HERE
WE LOOK FORWARD TO SEEING YOU THERE!

Rob 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

Copyright©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

Earn the Certified Home Equity Advisor – CHEA Credential – 4/16/26
2026-04-16 09:00 - 13:00

The Power of Unity - Spring Program 2026
2026-05-28 09:00 - 11:30
The Power of Unity. It doesn’t matter where you are, how long in the industry, what your focus is – gathering, sharing and learning is the Power of Success.
Join us:
May 28, 2026 – 9:00 a.m. Registration –
Program 9:30 a.m. – 11:30 a.m. – No Fee
Location: 2929 N. Central Avenue – Suite #1400
Simplicity Group.
Keynote Speaker and Power Panel.
Register: https://lp.constantcontactpages.com/ev/reg/8b6cn5q
Wendy L. Feldman, CLU, ChFC,
CASL – Keynote
Wendy is a third generation New York Life agent, following in the footsteps of her Grandfather Ben, Father Richard and Uncle Marvin. She became an agent in 1986; owns and operates her own firm, The Feldman Agency, with offices both in Arizona and Ohio. As a Member of MDRT, Wendy is passionate about sharing her personal qualities of leadership and organizational capabilities…powerful attributes to professional success.
POWER PANEL: Barry McBride, CLU, AEP will moderate this panel with ‘rapid fire questions’ regarding the industry, their profession, their elevator speech, and sales ideas for success. Serious fun!

Scott Mounger, CLU, ChFC, CASL,
RICP, CIF
OSTB Wealth Strategies
NAIFA-Arizona Board of Directors 2026

James E. Lutz, LUTCF, FICF, CLTC
Knights of Columbus
NAIFA-Arizona Board of Directors 2026

D. Michael (Mike) Ford
Simplicity Group
NAIFA-Arizona Board of Directors 2026
NAIFA-Arizona Government Relations Chair

Click link below to register.
Call 480.661.6393 with Questions.
https://lp.constantcontactpages.com/ev/reg/8b6cn5q

Empowering Advisors: Leveraging Life Settlements to Enhance Client Portfolios
2026-06-18 11:00 - 12:00
Thursday, June 18, 2026
11:00 a.m. – Noon Arizona time
No Registration Fee
We hope you will take the time to join us!
Click on the following link to register:
https://www.eventcreate.com/e/abacuslifejune18

Ashleigh Hammad
Abacus Life Solutions
Ashleigh joined Abacus Global Management over five years ago and has played a meaningful role in the firm’s growth as a leading life settlement provider. She has cultivated strong relationships with IMOs and BGAs nationwide. She works closely with financial professionals to help them incorporate alternative planning strategies into their client conversations, that create flexibility, unlock value and support long term financial goals.
This informative session will explore how life settlements can provide additional planning opportunities and help advisors better serve their clients’ financial goals.
Program joint with NAIFA-Michigan

Proven Tax-Reduction Strategies for the Insurance and Financial Services Professional as a Businessperson
2026-07-28 09:00 - 12:00
If production is important to your business… profitability should be too.
Proven Tax-Reduction Strategies
For the Insurance and Financial Services Professional as a Businessperson. For self-employed insurance and financial services professionals who want to better understand the business strategies and operational decisions that directly impact profitability.
DATE: TUESDAY July 28, 2026
TIME: 9:00 am – 12:00 pm AZ Time
CE CREDIT: 3 Hours CE Credit CE through NAIFA-AZ
REGISTER NOW
Advanced Registration Required * Live Interactive Zoom Program * Space Limited • Not Recorded • AI Not Activated Scan or Click in This Box to Register

Practical tax-reduction strategies that help you build retained earnings, spot missed opportunities, and gain a deeper understanding of how smart planning drives long-term results.
This is not a tax preparation class. This program focuses on how business owners and independent professionals reduce taxes through informed decisions, implementation, and documentation within their business—working effectively with their tax professional.
You are in business. How you think, act, and document within your business ultimately determines your tax outcome.
WHO SHOULD ATTEND:
Any one-owner or spouse-owned business, regardless of entity; S Corp, C Corp, LLC, Statutory employee, Sole Proprietorships, 1099.
3 Hour CE Credit Continuing Education for this class is being handled exclusively through NAIFA-AZ. ➡️Camera ON Required for CE Credit
In this 180-minute interactive program, this is just some of what you will learn:
• Turning Medical Expenses into Business Deductions
• The Secrets of the Home Office Deduction
• Understand Your Elite Business Tax Status
• Vehicles: Uncovering the Tax Goldmine
• Meal and Beverages and Double Deductions
• WHY New Tax Laws reinforce the need to claim all
deductions – regardless of income!
AND SO MUCH MORE!
Every dollar you save in taxes directly increases your profitability.
