BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//NAIFA-AZ Association Representing Licensed Insurance Agents - ECPv6.17.3//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:NAIFA-AZ Association Representing Licensed Insurance Agents
X-ORIGINAL-URL:https://naifa-az.org
X-WR-CALDESC:Events for NAIFA-AZ Association Representing Licensed Insurance Agents
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:America/Phoenix
BEGIN:STANDARD
TZOFFSETFROM:-0700
TZOFFSETTO:-0700
TZNAME:MST
DTSTART:20250101T000000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20260414T090000
DTEND;TZID=America/Phoenix:20260414T130000
DTSTAMP:20260401T053255Z
CREATED:20260401T052518Z
LAST-MODIFIED:20260401T053255Z
UID:3128-1776157200-1776171600@naifa-az.org
SUMMARY:Earn the Certified Home Equity Advisor - CHEA Credential - 4/14/26
DESCRIPTION:Earn the Certified Home Equity Advisor (CHEA) Credential 8-HOUR CE PROGRAM FOR FINANCIAL & INSURANCE PROFESSIONALS \nLIVE & VIRTUAL CLASS DATES – ARIZONA MARKET \nAPRIL 14 & APRIL 16 9:00 AM – 1:00 PM MST (Two 4-Hour Sessions) \nIN-PERSON LOCATION: Great American Title Company Desert Ridge Branch Desert Ridge Corporate Center 20860 N Tatum Blvd\, Suite 190\, Phoenix\, AZ 85050 \nREGISTER HERE \nExpand 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. \nWHAT YOU’LL GAIN \n\n8 hours of approved Insurance and/or CFP® CE credit\nTraining in reverse mortgage and housing wealth strategies\nCHEA digital credential\nClient education tools and scenario support resources\n\nWHO SHOULD ATTEND: NAIFA members in good standing. (NAIFA membership required) \nCOURSE FEE: $200 \nNOT A NAIFA MEMBER YET? JOIN HERE: belong.naifa.org/join \nREGISTER HERE  \nWE LOOK FORWARD TO SEEING YOU THERE! \n\nRob 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 \n\nCopyright©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
URL:https://naifa-az.org/event/earn-the-certified-home-equity-advisor-chea-credential-4-14-26/
ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2026/03/Rob-Kanyur-Flyer-2026-03-31-at-10.23.46-PM.pdf-Adobe-Acrobat-Reader-64-bit.jpeg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20260416T090000
DTEND;TZID=America/Phoenix:20260416T130000
DTSTAMP:20260401T053132Z
CREATED:20260401T052827Z
LAST-MODIFIED:20260401T053132Z
UID:3133-1776330000-1776344400@naifa-az.org
SUMMARY:Earn the Certified Home Equity Advisor – CHEA Credential – 4/16/26
DESCRIPTION:Earn the Certified Home Equity Advisor (CHEA) Credential 8-HOUR CE PROGRAM FOR FINANCIAL & INSURANCE PROFESSIONALS \nLIVE & VIRTUAL CLASS DATES – ARIZONA MARKET \nAPRIL 14 & APRIL 16 9:00 AM – 1:00 PM MST (Two 4-Hour Sessions) \nIN-PERSON LOCATION: Great American Title Company Desert Ridge Branch Desert Ridge Corporate Center 20860 N Tatum Blvd\, Suite 190\, Phoenix\, AZ 85050 \nREGISTER HERE \nExpand 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. \nWHAT YOU’LL GAIN \n\n8 hours of approved Insurance and/or CFP® CE credit\nTraining in reverse mortgage and housing wealth strategies\nCHEA digital credential\nClient education tools and scenario support resources\n\nWHO SHOULD ATTEND: NAIFA members in good standing. (NAIFA membership required) \nCOURSE FEE: $200 \nNOT A NAIFA MEMBER YET? JOIN HERE: belong.naifa.org/join \nREGISTER HERE \nWE LOOK FORWARD TO SEEING YOU THERE! \n\nRob 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 \n\nCopyright©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
URL:https://naifa-az.org/event/earn-the-certified-home-equity-advisor-chea-credential-4-16-26/
ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2026/03/Rob-Kanyur-Flyer-2026-03-31-at-10.23.46-PM.pdf-Adobe-Acrobat-Reader-64-bit.jpeg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20260528T090000
DTEND;TZID=America/Phoenix:20260528T113000
DTSTAMP:20260507T161237Z
CREATED:20260507T161014Z
LAST-MODIFIED:20260507T161237Z
UID:3148-1779958800-1779967800@naifa-az.org
SUMMARY:The Power of Unity - Spring Program 2026
DESCRIPTION: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. \nJoin us:\nMay 28\, 2026 – 9:00 a.m. Registration –\nProgram 9:30 a.m. – 11:30 a.m. – No Fee\nLocation: 2929 N. Central Avenue – Suite #1400\nSimplicity Group.\nKeynote Speaker and Power Panel. \nRegister: https://lp.constantcontactpages.com/ev/reg/8b6cn5q \nWendy L. Feldman\, CLU\, ChFC\,\nCASL – Keynote\nWendy 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. \nPOWER 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! \n\nScott Mounger\, CLU\, ChFC\, CASL\,\nRICP\, CIF\nOSTB Wealth Strategies\nNAIFA-Arizona Board of Directors 2026 \n\n\nJames E. Lutz\, LUTCF\, FICF\, CLTC\nKnights of Columbus\nNAIFA-Arizona Board of Directors 2026 \n\n\nD. Michael (Mike) Ford\nSimplicity Group \nNAIFA-Arizona Board of Directors 2026\nNAIFA-Arizona Government Relations Chair \n  \n  \nClick link below to register. \nCall 480.661.6393 with Questions. \nhttps://lp.constantcontactpages.com/ev/reg/8b6cn5q
URL:https://naifa-az.org/event/the-power-of-unity-spring-program-2026/
ATTACH;FMTTYPE=image/webp:https://naifa-az.org/wp-content/uploads/2026/05/AdobeStock_316597632.webp
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20260618T110000
DTEND;TZID=America/Phoenix:20260618T120000
DTSTAMP:20260528T043348Z
CREATED:20260528T043348Z
LAST-MODIFIED:20260528T043348Z
UID:3155-1781780400-1781784000@naifa-az.org
SUMMARY:Empowering Advisors: Leveraging Life Settlements to Enhance Client Portfolios
DESCRIPTION:Thursday\, June 18\, 2026\n11:00 a.m. – Noon Arizona time\nNo Registration Fee\nWe hope you will take the time to join us!\nClick on the following link to register:\nhttps://www.eventcreate.com/e/abacuslifejune18 \n  \nAshleigh Hammad\nAbacus Life Solutions\nAshleigh 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. \nThis informative session will explore how life settlements can provide additional planning opportunities and help advisors better serve their clients’ financial goals. \nProgram joint with NAIFA-Michigan \n 
URL:https://naifa-az.org/event/empowering-advisors-leveraging-life-settlements-to-enhance-client-portfolios/
ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2026/05/naifa.jpeg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20260728T090000
DTEND;TZID=America/Phoenix:20260728T120000
DTSTAMP:20260613T045746Z
CREATED:20260613T045623Z
LAST-MODIFIED:20260613T045746Z
UID:3160-1785229200-1785240000@naifa-az.org
SUMMARY:Proven Tax-Reduction Strategies for the Insurance and Financial Services Professional as a Businessperson
DESCRIPTION:If production is important to your business… profitability should be too.\nProven Tax-Reduction Strategies\nFor 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.\nDATE: TUESDAY July 28\, 2026 \nTIME: 9:00 am – 12:00 pm AZ Time \nCE CREDIT: 3 Hours CE Credit  CE through NAIFA-AZ \nREGISTER NOW \nAdvanced Registration Required * Live Interactive Zoom Program * Space Limited • Not Recorded • AI Not Activated Scan or Click in This Box to Register \n \n  \n  \n  \n  \nPractical 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. \nThis 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. \nYou are in business. How you think\, act\, and document within your business ultimately determines your tax outcome. \nWHO SHOULD ATTEND: \nAny one-owner or spouse-owned business\, regardless of entity; S Corp\, C Corp\, LLC\, Statutory employee\, Sole Proprietorships\, 1099. \n3 Hour CE Credit Continuing Education for this class is being handled exclusively through NAIFA-AZ. ➡️Camera ON Required for CE Credit \nIn this 180-minute interactive program\, this is just some of what you will learn: \n• Turning Medical Expenses into Business Deductions \n• The Secrets of the Home Office Deduction \n• Understand Your Elite Business Tax Status \n• Vehicles: Uncovering the Tax Goldmine \n• Meal and Beverages and Double Deductions \n• WHY New Tax Laws reinforce the need to claim all \ndeductions – regardless of income! \nAND SO MUCH MORE! \nEvery dollar you save in taxes directly increases your profitability. \n 
URL:https://naifa-az.org/event/proven-tax-reduction-strategies-for-the-insurance-and-financial-services-professional-as-a-businessperson/
ATTACH;FMTTYPE=image/png:https://naifa-az.org/wp-content/uploads/2026/06/Screenshot-2026-06-12-at-9.56.29-PM.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20260924T080000
DTEND;TZID=America/Phoenix:20260924T170000
DTSTAMP:20260821T044411Z
CREATED:20260821T043342Z
LAST-MODIFIED:20260821T044411Z
UID:3175-1790236800-1790269200@naifa-az.org
SUMMARY:Introduction to Buy-Sell + Finding Confidence When Faith and Belief Are Challenged
DESCRIPTION:Join us for this In-Person Program\nThursday\, September 24\, 2026\n9:30 a.m. – 11:30 a.m\nRegistration: 8:45 a.m. – 9:30 a.m\n2 Hour Az CE Credit Program “Introduction to Buy-Sell” – Daniel T. Schmaltz 11:30 a.m. – 12:15 p.m. –\n1 Hour Inspirational Program “Finding Confidence When Faith and Belief Are Challenged” – Jim Lutz\nLocation: Touchstone Wealth – Courtyard Community Room 6263 N. Scottsdale Road\, Scottsdale 85250\n  \nDANIEL TIMOTHY SCHMALTZ\, CFP\, BFA\, CKA\, CEPA …attended Arizona State University and graduated from the WP Carey School of Business with a Bachelor of Science in Finance in 2000. From 2000-2012\, he was an Independent Advisor at Walker Financial and M Financial Group. From 2012-2023\, he was a Field Leader for Thrivent Financial serving Arizona and New Mexico. In 2023\, he joined Touchstone Wealth as a Senior Vice President. \n  \n  \n  \n  \nJIM LUTZ\, LUTCF\, FICF\, CLTC …has been involved in swimming for over 50 years. He has taught and coached swimmers from novice ‘bubble blowers’ to those competing on the international stage. He has contributed back to swimming through motivational and inspirational speeches\, articles and seminars. He currently works for an insurance company\, is a certified life coach\, has authored 12 published books with three scheduled for the Fall of 2026. \n  \n  \n  \nIntroduction to Buy-Sell – 2 Hours CE Credit\nThis course will introduce the importance of buy-sell agreements and the impact that planning and implementing these agreements can have for your clients. The foundation of any buy-sell agreement would be the understanding of the type of entity that the client has. A review of these entities and an overview of the small business landscape kicks the course into gear. A thorough exploration of what a buy-sell agreement is\, and the types available help round out the journey. The course finishes up with a case study on the gifting of a business and ends with a discussion on liquidation. Come for the Knowledge – Leave with the Vision \nCLICK LINK BELOW TO REGISTER – NO FEE FOR NAIFA ARIZONA MEMBERS \nREGISTER\n  \nDownload brochure PDF NAIFA Arizona Fall Program 2026
URL:https://naifa-az.org/event/introduction-to-buy-sell-finding-confidence-when-faith-and-belief-are-challenged/
ATTACH;FMTTYPE=image/png:https://naifa-az.org/wp-content/uploads/2026/08/Screenshot-2026-08-20-at-9.33.10-PM.png
END:VEVENT
END:VCALENDAR