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X-WR-CALNAME:NAIFA-AZ Association Representing Licensed Insurance Agents
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X-WR-CALDESC:Events for NAIFA-AZ Association Representing Licensed Insurance Agents
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DTSTART;TZID=America/Phoenix:20260528T090000
DTEND;TZID=America/Phoenix:20260528T113000
DTSTAMP:20260624T142931
CREATED:20260507T161014Z
LAST-MODIFIED:20260507T161237Z
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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/
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DTSTART;TZID=America/Phoenix:20260618T110000
DTEND;TZID=America/Phoenix:20260618T120000
DTSTAMP:20260624T142931
CREATED:20260528T043348Z
LAST-MODIFIED:20260528T043348Z
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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/
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DTSTART;TZID=America/Phoenix:20260728T090000
DTEND;TZID=America/Phoenix:20260728T120000
DTSTAMP:20260624T142931
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/
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