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X-WR-CALDESC:Events for NAIFA-AZ Association Representing Licensed Insurance Agents
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20220325T083000
DTEND;TZID=America/Phoenix:20220325T120000
DTSTAMP:20260403T103744
CREATED:20220220T021152Z
LAST-MODIFIED:20220220T021240Z
UID:2319-1648197000-1648209600@naifa-az.org
SUMMARY:Insightful Learning
DESCRIPTION:WELCOMEBack\nMarch 25\, 20228:30 a.m. Registration9:00 a.m. – Noon – Program\nLocation:Finance of America16427 N. Scottsdale Road #210Scottsdale\, Arizona 85254 \nNo Registration Fee for NAIFA-Arizonamembers. \nNAIFA-Arizona is pleased to offer thisprogram featuring: \nRobin Mueller – Entered the Insurance industry in1979. He has been an agent\, in-field managementand in-home office. Has served three years asPresident of the Foundation for Insurance andFinancial Education; authored educational programsfor MultiLine Transitioning\, and Ethics and is afrequent presenter for NAIFA & MDRT. \nMDRT Hour Panelists:Steve Goucher – U of A graduate; joined FarmBureau Financial Services in 1995. Licensed agentsince 1977. Registered Representative since 1996;Financial Advisor since 2008. Member MDRT.Vincente Iniguez – New York Life – Court of theTable\, Qualifying Member – 5+ years licensedinsurance professional. Helping his clients find‘Solutions to fit their needs – Protecting what mattersmost\, today and always.” \nBarry McBride\, CLU – Sun Cornerstone Group –MDRT 31 years – Top of the Table\, Qualifying and LifeMember \nNote: Photos taken at event may be used in Social Media Platforms \nJim Shorten“Challenge\, Focus\, Perseverance\, Outcome’Come and meet Jim – whose military careerspanned 20 years and included the US Navy\, US ArmySpecial Forces (Green Berets)\, 5th Special Forces\, MACVSOG for Black Operations\, 12th Special Forces Army Reserves\, Underwater Operations Team\, the USAF 129th Aerospace Rescue and Recovery Service\, Pararescue Team\, Hoist Mission Specialist and participant on several expeditions to Cambodia/Laos to find and return items to family members in the United States. Learn how to succeed from a man who has conquered multiple challenges! \n			\n				\n				\n				\n				\n				\n			\n				Register
URL:https://naifa-az.org/event/insightful-learning/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20220217T090000
DTEND;TZID=America/Phoenix:20220217T100000
DTSTAMP:20260403T103744
CREATED:20220115T000824Z
LAST-MODIFIED:20220115T001250Z
UID:2306-1645088400-1645092000@naifa-az.org
SUMMARY:The Secondary Market for Life Insurance: Current Trends\, New Applications
DESCRIPTION:Thursday\, February 17\, 2022 – 9:00 a.m. Arizona Time (11:00 a.m. EST)\nThe Secondary Market for Life Insurance: Current Trends\, New Applications\nClick on the following link to register – confirmation will come from Coventry:\nhttps://coventry-ec.webex.com/coventry-ec/onstage/g.php?MTID=e794165096d98e7ca29603d92a4a34400 \nPresenter: Peter M. Hershon\nPeter Hershon is a Senior Vice President\, Account Services for Coventry. With more than 15 years of combined experience in life settlements and life insurance\, Mr. Hershon heads up Coventry’s team of Regional Vice Presidents and manages Coventry’s national distribution. He is a graduate of Lehigh University with a Bachelor of Science degree in Finance. He has his Chartered Financial Consultant and Chartered Life Underwriter designations\, Series 7\, and Series 63 licenses. \nCourse Description:\nThis course examines the trends that are driving the secondary market’s continued growth and provides an overview of the five most common applications being used by advisors today. The presentation will specifically discuss term settlements\, policy replacement strategies\, Retained Death Benefit Options (with and without a cash settlement)\, and settlements for smaller face policies\, using several case examples to illustrate the concepts being presented. In addition\, the seminar will discuss factors that determine a policy’s value and strategies for educating others about the opportunities\npresented by the market. \nThe course qualifies for one hour of Arizona Continuing Education Credit. \nNAIFA-Arizona Exclusive – no registration fee for members. \nTo download a PDF brochure click: NAIFA Arizona February 2022 CE webinar2.pdf
URL:https://naifa-az.org/event/the-secondary-market-for-life-insurance-current-trends-new-applications/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20220113T110000
DTEND;TZID=America/Phoenix:20220113T120000
DTSTAMP:20260403T103744
CREATED:20211215T213914Z
LAST-MODIFIED:20211215T214148Z
UID:2297-1642071600-1642075200@naifa-az.org
SUMMARY:Getting Better Every Day Through the Coach Approach" and "The Power of Words in Life & Business".
DESCRIPTION:HAPPY NEW YEAR – HAPPY NEW YOU\nJoin us on Thursday\, January 13\, 2022 for the first virtual event of 2022 with Guest Speaker\, Doug Moffat. Doug’s topic is “Getting Better Every Day\nThrough the Coach Approach” and “The Power of Words in Life & Business”. There is no registration fee. \nJanuary 13\, 2022 – Arizona time: 11:00 a.m. – Noon (1:00 p.m.-2:00 p.m. EST) \nRegister in advance for this program by clicking on the following link: \nhttps://us02web.zoom.us/meeting/register/tZMocuGrqz4iHdbYCmce0LSUhip3sQenjcEE \nAfter registering\, you will receive a confirmation e-mail containing information about joining the meeting. \n \nDoug Moffat graduated from Lake Forest College with a double major in Business & Sociology\, and honed his professional skills as a Financial Advisor for 20 years at Northwestern Mutual from 1997 to 2017 and has been a member of NAIFA-Michigan for 22 years. Doug started The Moffat Group\, Inc. in 2018\, which provides Leadership Coaching\, Meeting Facilitation\, Speaking and Insurance Coaching. How coachable are you? How is your mental\, physical and spiritual health today? How much do you truly want to improve on a daily basis? These are all questions producer and Coach Doug Moffat will discuss as he shares observations and learnings from his 24-year career to help you tap into your greatness and unleash your potential! \nThe program is joint with NAIFA-Michigan and does not qualify for Continuing Education Credit. \nDownload brochure here NAIFA Arizona January 2022 Brochure. \n 
URL:https://naifa-az.org/event/getting-better-every-day-through-the-coach-approach-and-the-power-of-words-in-life-business/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20211116T110000
DTEND;TZID=America/Phoenix:20211116T120000
DTSTAMP:20260403T103744
CREATED:20211101T211543Z
LAST-MODIFIED:20211101T211713Z
UID:2287-1637060400-1637064000@naifa-az.org
SUMMARY:Vanessa Bucklin Presents The Penultimate Step Webinar
DESCRIPTION:Vanessa Bucklin\, MBA\, CLU\nAgent & Author \nVanessa Bucklin is an advisor based in Conrad\, Montana that has built her flourishing practice using a three-pronged approach of trust in self\, trust in the process of building relationships\, and trust in paying it forward. \nShe began her career at the age of 35 when she obtained her P & C license and opened an independent agency. She soon obtained her life and health\nlicense and joined New York Life. Since 2013\, Vanessa has been a qualifying member of the Million Dollar Round Table. She received her CLU designation in 2018. \nAuthor of the book\, “The Penultimate Step”\, Vanessa will share the many steps in her life – seizing opportunities\, searching\nand driving for answers\, and reacting and responding positively to circumstances – understanding there are many twists and turns in life and that the greatest treasures are not found just at the finish line\, but rather all along the way. \nWhile this program does not qualify for AZ CE Credit\, you will be inspired by Vanessa to: Trust in Yourself\, Trust in the Process and Trust in the Industry. \nNovember 16\, 2021\nTime: 11:00 a.m. – Noon\nPlease Register Using Following Link:\nhttps://us06web.zoom.us/webinar/register/WN_50qxGI0xTY-ar3rHsgyC1w \nAfter registering\, you will receive a confirmation email containing information about joining the webinar. \nDownload PDF brochure here: NAIFA Arizona Fall Webinar Program.
URL:https://naifa-az.org/event/vanessa-bucklin-presents-the-penultimate-step-webinar/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20211112T080000
DTEND;TZID=America/Phoenix:20211112T123000
DTSTAMP:20260403T103744
CREATED:20211007T213536Z
LAST-MODIFIED:20211007T213559Z
UID:2269-1636704000-1636720200@naifa-az.org
SUMMARY:"Ethics" Course [In-Person] - 4 Hours Arizona CE Credit Robin Mueller\, LUTCF - Back by popular demand!
DESCRIPTION:Friday\, November 12\, 2021\nRobin C. Mueller\, LUTCF\nRegistration: 8:00 a.m.\nProgram: 8:30 a.m. – 12:30 p.m.\nLocation:\n16751 E. Glenbrook Boulevard\nFountain Hills\, Arizona 85268\nFor NAIFA-Arizona Members ONLY!\nIn-Person Event – Limited to the first 45 Registrants\nNo Registration Fee – But MUST Register in Advance\n“Ethics” Course – 4 Hours Arizona CE Credit\nRobin Mueller\, LUTCF – Back by popular demand! \nNote: this Class was last presented in Arizona on November 1\, 2017. \nDisclosure: photos taken may be placed on NAIFA-Arizona Social Media platforms.\nThis class will begin with the question Why? Why an Ethics Class? Why the public leans negative when they hear the word “insurance”? Ethics stories will be shared. The class will move into a discussion of what good ethics is. Suitability will be defined and covered in depth. Case studies will be discussed. \nREGISTER HERE \n  \nRobin entered insurance in 1979. He has been an agent\, in-field management & in the home office. He is a past president of NAIFA-Wisconsin and received that association’s Distinguished Service Award. Robin has served as President of the Foundation for Insurance and Financial Education and has authored a number of educational programs for NAIFA National. Robin has frequently presented at NAIFA National conventions and has spoken at various other industry organizations including NAFIC and MDRT. \nHe has traveled throughout the country as a motivational speaker and entertainer. Some of his most requested topics are Ethics\, Social Security Retirement & Taxation\, MuliLine transitioning\, Life Insurance Fact-Finding\, and Annuities. \nDownload the PDF brochure here NAIFA Arizona CE In-Person Event – November 2021
URL:https://naifa-az.org/event/ethics-course-in-person-4-hours-arizona-ce-credit-robin-mueller-lutcf-back-by-popular-demand/
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20211015T093000
DTEND;TZID=America/Phoenix:20211015T120000
DTSTAMP:20260403T103744
CREATED:20210913T205103Z
LAST-MODIFIED:20210913T205103Z
UID:2255-1634290200-1634299200@naifa-az.org
SUMMARY:Tax Reduction Strategies for the Insurance and Financial Professional
DESCRIPTION:We are very pleased to offer you this important virtual program!\nJoint with NAIFA-Michigan and NAIFA-Montana\nPresented by: \nBradford Tax Solutions\n \nFriday\, October 15\, 2021\n9:30 a.m. – 12:00 p.m. Arizona Time \nHere are some important things you will learn:\n(1) HOW to recoup the money you lost during COVID-19 : two\nremarkable tax credits available to the self-employed for 2020 and\n2021 – Sick Leave and Family Tax Credits. \n(2) HOW TO deduct all of your FAMILY’s MEDICAL COSTS – even dental –\nas a BUSINESS expense! \n(3) HOW to safely qualify your Home Office for big tax deductions\, even if\nyou spend most of your office time at a professional office – one of the most\nimportant deductions this year. \n(4) CHANGES to your 2021 vehicle deductions – The biggest improvement\nin 60 years! \n(5) HOW to POWER BOOST your tax deductions – Learn the best strategies\nto get the most out of your new 2021 deductions! \nWhile this program does not qualify for CE credit\, after this seminar\,\nyou will have what you need to bring to your tax accountant\, so you\ncan keep more of your income this year and beyond! \nREGISTER HERE\nDownload brochure NAIFA Arizona – 2021 Tax Laws – Virtual Program.
URL:https://naifa-az.org/event/tax-reduction-strategies-for-the-insurance-and-financial-professional/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20210923T140000
DTEND;TZID=America/Phoenix:20210923T150000
DTSTAMP:20260403T103744
CREATED:20210902T163546Z
LAST-MODIFIED:20210915T214320Z
UID:2242-1632405600-1632409200@naifa-az.org
SUMMARY:Coventry Virtual Executive Roundtable with Carroll Golden\, Executive Director with NAIFA LECP\, discussing life settlement trends
DESCRIPTION:What’s Driving Life Settlement Growth?\n\n\n\n\nLECP WEBINAR SERIES\n\n\n\n\n\n\n\n\nSeptember 23\, 2021\, at 2 pm eastern\n\n\n\n\n\n\n\n\n\n\n\n\nCarrol Golden \nFeatured Speakers:\nCarroll Golden\, CLU\, ChFC\, CLTC\, CASL\, LACP\, FLMI\, Executive Director\, Limited and Extended Care Planning Center\nAlan H. Buerger\, Co-Founder and Executive Chairman\, Coventry\nPeter Hershon\, CLU\, ChFC\, Sr. Vice President Account Services\, Coventry\nPatrick Cahill\, CRPC\, RICP\, Head of Strategic Accounts\, Coventry\n\nSession Description:\nThe demand for life settlements has seen a resurgence as seniors realize the benefits of reevaluating their life insurance strategy. Join us for a Virtual Executive Roundtable where we will examine current market trends in life settlements and how you can leverage this important financial tool.\nTopics we will explore include: \n\nThe life settlement industry evolution and history.\nHow the marketplace is evolving\, including new capital sources driving flexibility and higher payouts for your clients.\nHow firms are creating value for clients within the financial planning process particularly with healthcare and long-term care planning while driving new sources of revenue.\nThe latest laws and pending legislation that will impact your fiduciary responsibility.\nWhy more policy owners are open to selling their existing life insurance\nHow to identify life settlement opportunities in your client base and business growth plans.\n\nREGISTER HERE\nNAIFA LECP Coventry virtual executive roundtable invitation\, Sept. 23rd @ 2 PM EST \nRegistration: https://lecp.naifa.org/life-settlement-growth \n\n\n\n\n  \n  \nPhoto by Yan Krukov from Pexels
URL:https://naifa-az.org/event/coventry-virtual-executive-roundtable-with-carroll-golden-executive-director-with-naifa-lecp-discussing-life-settlement-trends/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20210921T100000
DTEND;TZID=America/Phoenix:20210921T110000
DTSTAMP:20260403T103744
CREATED:20210818T025641Z
LAST-MODIFIED:20210818T025724Z
UID:2232-1632218400-1632222000@naifa-az.org
SUMMARY:Underwriting: Underutilized & Undervalued - One Hour CE Credit
DESCRIPTION:Never too late for education!\nWe’re making your ‘back-to-school’ as easy as ABC! Join us for this webinar on\nSeptember 21\, 2021\n10:00 a.m. – 11:00 a.m. (Arizona time)\nNo registration fee for NAIFA-Arizona members\nProgram qualifies for One Hour CE Credit \nTo register: click on the following link. After registering\, you will receive a confirmation e-mail containing information about joining the webinar\nhttps://allegisag.zoom.us/webinar/register/WN_X45rMCetRo2UxJ3hLzFLjw \n“Underwriting: Underutilized & Undervalued”\nThis course will cover: \nTypes of Underwriting and go into Non-Medical\, Financial Underwriting (Personal and Business Life Insurance)\, Medical Underwriting (Past and\nCurrent History)\, and include case studies. \nCarriers are not all the same. Important to understand each part of the underwriting and how each can\nhelp your case in order to get your client the best offer possible. \nPresenter: Barney Tanner\nBarney is the National Brokerage Director of Allegis Advisor Group in South Jordan\, Utah. He specializes in business-owned life insurance\, retirement planning and impaired risk underwriting. Prior to beginning his career as an insurance professional\, he spent over 10 years in the middle management of the finance and accounting field. He began his insurance career as an agent with New York Life. After five years\, he shifted into the brokerage world\,  here he works with independent insurance agents/agencies! Barney earned his BS in Business Administration from the University of California and earned an MBA from the University of Phenix. \nREGISTER
URL:https://naifa-az.org/event/underwriting-underutilized-undervalued-one-hour-ce-credit/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20210727T093000
DTEND;TZID=America/Phoenix:20210727T103000
DTSTAMP:20260403T103744
CREATED:20210714T044445Z
LAST-MODIFIED:20210714T153649Z
UID:2224-1627378200-1627381800@naifa-az.org
SUMMARY:How to Use Technology to Leverage Sales - A Motivational Webinar
DESCRIPTION:Please join us for this motivational webinar\nDate: July 27\, 2021\nTime: 9:30 a.m. – 10:30 a.m. (Arizona)\nClick Button Below to Join the Meeting \nOutline:\nCaleb’s Story\nScaling 101\n3 Scaling Pillars:\n*How Technology Enhances Your Processes\n*Create/Strengthen Your Proprietary Process\n*Laveraged Impact: One-to-Many \n  \nMeet the Expert: Caleb Guilliams\nAfter taking over the entire investment department of a bank at the age of 19\, Caleb saw firsthand how 98% of Americans were financially failing despite professional financial advising. After three years of traveling the country being mentored by the most successful financial minds\, Caleb discovered a better way to build wealth. Leaving his prestigious position at the bank\, Caleb founded the company BetterWealth\, authored the best-selling book “The AND Asset”\, hosts the BetterWealth Podcast\, and speaks to thousands around the world. One of the youngest leaders in the industry\, Caleb is quickly becoming The New Face of Finance. Join Caleb as he discusses the true definition of scaling in a virtual world; how you can use technology to enhance your proprietary processes so you can create leveraged impact. Whether you are brand-new or have been experienced with technology and the virtual world\, these three pillars are the foundation to scaling your practice year after year. \n3 Scaling Pillars: Technology – Sales – Stages \nZOOM WEBINAR LINK \nZOOM WEBINAR LINK\n 
URL:https://naifa-az.org/event/how-to-use-technology-to-leverage-sales-a-motivational-webinar/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20210622T100000
DTEND;TZID=America/Phoenix:20210622T110000
DTSTAMP:20260403T103744
CREATED:20210609T221414Z
LAST-MODIFIED:20210609T231227Z
UID:2214-1624356000-1624359600@naifa-az.org
SUMMARY:Beyond the Monthly Benefit: Understanding Value Added Product Features
DESCRIPTION:NAIFA-Arizona Members:\nWe are pleased to offer you this Summer CE Webinar!\n“Beyond the Monthly Benefit:\nUnderstanding Value Added Product Features”\nThis intermediate-level course is intended for agents and brokers who are familiar with the fundamental concepts of disability\ninsurance products. Understanding product features that impact when\, to what level\, and how long monthly benefits are paid\nand premiums waived are important for producers to know. This webinar will review key benefits that should be considered\nwhen evaluating and recommending disability coverage for clients. A case study will be used to explore how different product\nfeatures would impact a client at claim. \nPresenter:\nDana J. Campion\, RHU\nCost: No Fee for Members\nWhen: June 22\, 2021\nTime: 10:00 a.m. – 11:00 a.m.\nOne Hour Arizona CE Credit\nClick the button below to register\nNote: Registration confirmation e-mail will come from Jessica Ciccarelli with access for the login. \nREGISTER HERE\n  \nDana Campion is currently the VP of Brokerage with WestPac Wealth Partners\, an office of The Guardian. He offices in Seattle\, Washington\, and serves the Washington\, Oregon\, California\, Hawaii\, Montana\, Idaho\, Nevada\, and Arizona brokerage communities. He has been in the disability insurance field since 1995 and has taught numerous Continuing Education courses. Dana received his Registered Health Underwriter (RHU) designation in 2001 and is a graduate of the University of Washington\, with a Bachelor of Arts degree.
URL:https://naifa-az.org/event/beyond-the-monthly-benefit-understanding-value-added-product-features/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20210511T100000
DTEND;TZID=America/Phoenix:20210511T103000
DTSTAMP:20260403T103744
CREATED:20210419T220941Z
LAST-MODIFIED:20210419T221059Z
UID:2206-1620727200-1620729000@naifa-az.org
SUMMARY:FAPAC-Arizona Fundraiser: $30 for 30 Minutes
DESCRIPTION:NAIFA-Arizona members: Join Us on a virtual visit with Tom Hegna\, Author\, Keynote\nSpeaker\, Retirement Expert\, Economist Date: May 11\, 2021 Time: 10:00 a.m. – 10:30 a.m.\nSpend a powerful 30 minutes\, on this webinar\, with Tom Hegna!!\nWebinar topic: “Life Insurance and Annuity Questions & Handling Objections ” \nThere are so many objections\, excuses\, and stall tactics that your clients use. Tom Hegna has heard them all! You’ve got to handle them in your  presentation so they don’t even come up. It’s up to you to be the most prepared person in the room. In this presentation\, Tom covers several concerns\, gives you a simple process to handle ANY of them\, and explains the importance of asking questions to uncover your clients’ needs. Today’s busy world demands that you use optimal ways to communicate\, educate\, address objections\, close\, sell and write policies. This is the reality\, so optimize your work now! \nTom Hegna\, CLU\, ChFC\, CASL\nTom has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert! As a former Senior Executive Officer at New York Life\, Retired Lieutenant Colonel\, and Economist\, Tom has delivered over 5\,000 seminars\, helping Baby Boomers and seniors retire the ‘optimal’ way. He has condensed a large chunk of his considerable knowledge into five of his books. Tom specializes in creating simple and powerful retirement solutions based on math and science – not opinions. \nBy registering for this powerful program\, you are also supporting your IFAPACArizona Administrative Fund. Disclosure: your registration fee is not tax-deductible as a charitable contribution for federal income tax purposes\, but may be deductible under other provisions of the Internal Revenue Code. Note: Funds remain in Arizona and will not be added to your total IFAPAC contribution dollar amount. \n$30 registration fee – and share 30 minutes with Tom Hegna! \nClick Here it Register\nClick Here to Register
URL:https://naifa-az.org/event/fapac-arizona-fundraiser-30-for-30-minutes/
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20210420T100000
DTEND;TZID=America/Phoenix:20210420T110000
DTSTAMP:20260403T103744
CREATED:20210402T001715Z
LAST-MODIFIED:20210402T001715Z
UID:2196-1618912800-1618916400@naifa-az.org
SUMMARY:Cybersecurity Awareness - 1 Hour CE
DESCRIPTION:For NAIFA-Arizona Members\nYou are invited to a Zoom webinar. \nWhen: April 20\, 2021\nTime: 10:00 AM – 11 AM Arizona\n\nTopic: Cybersecurity Awareness \nNo registration fee\nRegister in advance for this webinar: https://us02web.zoom.us/webinar/register/WN_175FsgdXSWi5d5ID_Uh3Zw\nAfter registering\, you will receive a confirmation email containing information about joining the webinar. \nIt’s a fact: you are at risk. This program will help you understand the Cyber threats to Insurance Advisors and learn why insurance is a target. It will also show you where the weaknesses are in the insurance sector and how best to defend against them. Other topics covered are ‘Phishing 101’; Ransomware – how it can cripple organizations; the ‘Dark Web’ – what it is; why and how to protect against it. \nThis Webinar Qualifies for One Hour Continuing Education Credit \nFeatured Presenter: Bryan Wilbourn – Representing Echelon Technologies LLC\, Bryan’s primary areas of focus revolve around Security Awareness Training\, as well as Sales & Marketing. He is a graduate of the University of Arizona\, Tucson with a Bachelor of Science in Management Information Systems and a Bachelor of Science in Operations Management. Joining Bryan in this program will be Danielle Hernandez. Danielle is a 16 year experienced insurance consultant and is Senior Account Executive with Gilbert Insurance Group. \nEchelon Technologies – www.echelontechs.com \nDownload a brochure for this event here. NAIFA Arizona Cyber Security Webinar PDF
URL:https://naifa-az.org/event/cybersecurity-awareness-1-hour-ce/
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20210330T100000
DTEND;TZID=America/Phoenix:20210330T110000
DTSTAMP:20260403T103744
CREATED:20210301T164532Z
LAST-MODIFIED:20210301T164807Z
UID:2189-1617098400-1617102000@naifa-az.org
SUMMARY:Cannabis Industry Financial Solutions" (CE\, no fee)
DESCRIPTION:NAIFA-Arizona is pleased to offer to its Members (at no fee) the third\, and final program\, in our series on Insurance and the Cannabis Industry. \n“Cannabis Industry Financial Solutions”\n(CE Credit Pending) \nPresented by: Michael Seabolt\nFlower Risk Advisors\nJoin us:\nMarch 30\, 2021\n10:00 a.m. – 11:00 a.m.\nThis webinar will explore for the Cannabis Industry \n\nTax Solutions\nAttributes of the Insured Retirement Plan\nIndexed Universal Life – “the new kind”\nDispensary Owner and Key Employee Plans\nA review of Case Studies\nOpportunity for Questions & answers\n\nClick the following link to join the Webinar: \nJoin Zoom Meeting\nhttps://us02web.zoom.us/j/86464867041?pwd=ZVY2N1JybTZwVEwrMDhTclZQL3lNZz09 \nMichael Seabolt is currently the managing member of Flower Risk Advisors\, LLC – a cannabis industry-focused tax and risk mitigation consultancy. In this\nrole\, Michael consults with cannabis business owners and executives\, and their tax and legal advisors\, providing risk and tax management solutions for the legal cannabis and hemp industries. Michael has over 25 years of professional experience in the financial services industry\, primary in wholesale distribution of managed money\, investment advisory and insurance space. \nDownload PDF brochure: Cannabis Industry Financial Solutions PDF
URL:https://naifa-az.org/event/cannabis-industry-financial-solutions-ce-no-fee/
ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2020/03/kush-in-close-up-photography-3676962.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20210210T100000
DTEND;TZID=America/Phoenix:20210210T110000
DTSTAMP:20260403T103744
CREATED:20210118T231827Z
LAST-MODIFIED:20210118T231827Z
UID:2104-1612951200-1612954800@naifa-az.org
SUMMARY:Basics of Insurance Coverage for the Cannabis Industry - One Hour CE Webinar
DESCRIPTION:For NAIFA-Arizona Members\nJoin us for this One Hour CE Webinar\nSecond in a series of three on Cannabis and the insurance industry \nFebruary 10\, 2021\n10:00 a.m. – 11:00 a.m. \n“Basics of Insurance Coverage for the Cannabis Industry”\nNo Fee for NAIFA-Arizona Members – click the following link to register Register in advance for this meeting: \nREGISTER HERE \nAfter registering\, you will receive a confirmation email from Danielle Hernandez containing information about joining the meeting. \nDuring this webinar you will learn: \n\nThe Current State of Use\nAn Overview of Policies\nGeneral Liability – what will it cover\nProducts Liability – what will it cover\nWorkers Compensation\nCyber Liability\nErrors and Omissions.\n\nSession open to all members – may appeal especially to Multi-Line members. \nPresenter: Danielle Hernandez \nA seasoned Insurance Consultant consulting a variety of industries within her 16 years of experience. For the past 4 years\, Danielle has provided\ninsurance consulting for local\, national and publicly traded REITS within the Cannabis Sector. She currently serves as a Board Member of Arizona Cannabis Chamber of Commerce. \nREGISTER HERE \n 
URL:https://naifa-az.org/event/basics-of-insurance-coverage-for-the-cannabis-industry-one-hour-ce-webinar/
ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2020/03/kush-in-close-up-photography-3676962.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20210114T140000
DTEND;TZID=America/Phoenix:20210114T150000
DTSTAMP:20260403T103744
CREATED:20201229T192016Z
LAST-MODIFIED:20201229T193032Z
UID:2086-1610632800-1610636400@naifa-az.org
SUMMARY:Cannabis\, Hemp\, Marijuana and the Insurance Industry - One Hour CE Webinar
DESCRIPTION:NAIFA-Arizona is pleased to offer to its Members this One Hour CE Webinar\nProgram title: “Cannabis\, Hemp\, Marijuana and the Insurance Industry”\nWhat is this stuff? Learn: what the laws authorize and what the laws punish re: Cannabis. If I sell insurance/investment products to Cannabis businesses\, will I go to jail? So\, you want to do business with Cannabis businesses…what are potential liabilities? Who are these Cannabis Businesses & the Best Practices for doing business with them? Plus\, the state of the Cannabis Business\, now and beyond. \nDate: January 14\, 2021\nTime: 2:00 p.m. – 3:00 p.m. (Arizona time)\nCost: No Registration Fee\nPresenter: Janet E. Jackim \nBest Lawyers in America Honoree\, Janet brings Fortune 500 business practices and legal skills to private companies\, with a cutting-edge emphasis on Arizona legal cannabis industry. \nClick the following link to register: https://zoom.us/webinar/register/8716079724658/WN_O9e5bTYcSqGwXHbwW8K0VQ  \nDOWNLOAD PDF Brochure: January Cannabis Webinar Brochure  \nMs. Jackim is a Partner in the Zuber Lawler & Del Duca\, LLP law firm. She serves on the Board of Directors of the Arizona Cannabis Chamber of Commerce; on the Legal Committee of the National Organization for the Reform of Marijuana Laws (NORML); as Secretary of the Arizona Cannabis Bar Association; and\, until recently\, was a Co-Chair of the Meritas Cannabis Practice Steering Committee of North America\, working with law firm affiliates across the United States. Janet is a frequent speaker for the Chamber\, the Marijuana Industry Trade Association\, the Arizona and Cannabis Bar Association\, Global Go and the Benzings news platform. She can be reached at jjackim@zuberlawler.com or 480.513.9288 (cell). Presently\, she is conducting numerous M&A transactions across the country\, facilitating the consolidation of the US cannabis industry. She has repeatedly been feted for her leadership in this industry\, including having been awarded the Arizona 2020 Leader of the Year Award in Law by the Arizona Capitol Times. \n \nZuber Lawler Law & Del Duca LLP: “A global leader in traditional and emerging industries\, including cannabis\, cryptocurrencies\, e-sports and intellectual property rights.” Zuber Lawler & Del Duca LLP\, 2390 E. Camelback road #318\, Phoenix\, Arizona 85016
URL:https://naifa-az.org/event/cannabis-hemp-marijuana-and-the-insurance-industry-one-hour-ce-webinar/
ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2020/03/kush-in-close-up-photography-3676962.jpg
ORGANIZER;CN="NAIFA-Arizona":MAILTO:naifa-az@azis.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20201217T090000
DTEND;TZID=America/Phoenix:20201217T100000
DTSTAMP:20260403T103744
CREATED:20201202T230419Z
LAST-MODIFIED:20201202T230459Z
UID:2078-1608195600-1608199200@naifa-az.org
SUMMARY:Closely Held Business Transfer and Exit Strategies
DESCRIPTION:One Hour Continuing Education Webinar\nSponsored by Westpac Wealth Partners and Guardian\nNAIFA-Arizona is pleased to be able to offer this program\, at no cost\, to its members. \nDecember 17\, 2020\n9:00 a.m. – 10:00 a.m. (Arizona time) \nClick this link to register:\nhttps://zoom.us/webinar/register/WN_huvS6hJOTT2oPf8VSlY0bw \nTopic: “Closely Held Business Transfer and Exit Strategies”\nDo you have business owner clients who are considering options for exiting the business? Do they have family members as potential candidates for their succession plan? Do they have key employees they are considering as their successors? What are their best options? Learn ways closely held business owners can either sell their interest to a co-owner\, or transfer the business to a family member during life or at death; and\, various planning techniques and tax funding implications\, as the business may be the most valuable asset of your clients. Case studies will be used to illustrate. \nCourse Presenter:\n \nJessica Ciccarelli\, CLU\, ChFC \nAlso featuring Guest speaker:\nVincent M. D’Addona\, MSFS\, CLU\, ChFC\,\nCExP\, RICP\, CEPA\, AEP (Distinguished) \n  \nDownload PDF brochure: Download Here.
URL:https://naifa-az.org/event/closely-held-business-transfer-and-exit-strategies/
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20201117T090000
DTEND;TZID=America/Phoenix:20201117T103000
DTSTAMP:20260403T103744
CREATED:20201106T193313Z
LAST-MODIFIED:20201106T193459Z
UID:2072-1605603600-1605609000@naifa-az.org
SUMMARY:Seeing the Trees in the Forest: Opportunities to Assist Your Clients with Disability Income Protection
DESCRIPTION:NAIFA-Arizona is pleased to offer to its members this WEBINAR:\nOne Hour Continuing Education Webinar\n“Seeing the Trees in the Forest: Opportunities to Assist Your Clients with Disability Income Protection”\nLike the trees in the forest\, disability income opportunities abound – however\, how do you recognize them?\nIn this webinar\, you will learn: \n\nInternal workings of individual disability income protection – including student loan protection\nGroup disability – how to assist business owner clients\nBusiness uses of disability coverage (overhead\, loan\, key person\, retirement security\, disability buy/sell)\n\nDate: November 17\, 2020\nTime: 9:00 a.m. (Arizona time)\nPlease register prior to 11/13/2020\nRegister in advance for this webinar by clicking on this link: https://us02web.zoom.us/webinar/register/WN_hJCReqHNS8aK98vgP_zbsQ \nAfter registering\, you will receive a confirmation email containing information about joining the webinar. Please register by November 13\, 2020. \nBart Spencer\, Presenter\n \nWhen many people in the industry think of disability income protection\, one of the first names that comes up is Bart Spencer\, “The DI Nut”. He is the Director of Disability and Long Term Care Insurance at Allegis Advisor Group\, South Jordan Utah. He got his start in disability protection in 1992 and in 2007 dedicated his full-time focus to disability insurance. \nTo Download Brochure: NAIFA Arizona CE Disability Webinar PDF
URL:https://naifa-az.org/event/seeing-the-trees-in-the-forest-opportunities-to-assist-your-clients-with-disability-income-protection/
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20201022T090000
DTEND;TZID=America/Phoenix:20201022T104500
DTSTAMP:20260403T103744
CREATED:20200918T204727Z
LAST-MODIFIED:20200918T204727Z
UID:2065-1603357200-1603363500@naifa-az.org
SUMMARY:Life Care Planning for Families Who Have Children With Special Needs
DESCRIPTION:This Program is for NAIFA-Arizona Members:\nYou have an opportunity to learn how to make a difference in the lives of your clients\nby attending this ‘Special’ Webinar Program. (Includes One Hour Arizona CE Credit) \nDate: October 22\, 2020\nTime: 9:00 a.m. – 10:45 a.m.\nMust Register no later than October 16\, 2020 \nNote: Must Register with NAIFA-Arizona by clicking registration button below in\norder to receive CE credit. You will then receive another link which you will need\nto click onto to register for the actual program. Upon second registration\, you will\nreceive\, from speaker Karen Starbowski\, a confirmation & the Meeting Access\nLink unique to you to use\, to join on the actual date of the program. \nPanel of three will address:\nWhat happens to Parents when they don’t plan.\nSpecial Needs Trusts & Guardianship.\nHow to create a Life Care Plan. \n \nKaren Starbowski\, CLU\, ChSNC\, Special Care Planner – Karen’s mission is to help\nfamilies plan for the future of their dependents with special needs by providing education and\nfinancial solutions\, which can help maintain a lifetime of quality care. As a Special Care Planner\,\nshe assists with the development of valuable strategies to accommodate the diverse concerns of\nspecial needs families. \nJon Meyers – Jon is Executive Director of The Arc of Arizona. Jon’s background in the non\nprofit sector spans nearly 30 years and ranges from the arts and education to social services. Prior\nto joining The Arc\, he held development and executive positions with\, among others\, The\nLeukemia & Lymphoma Society\, Arizona State University/ASU Foundation\, Thunderbird School\nof Global Management and Ronald McDonald House Charities. \nEmily B. Kile\, Esq. – Emily is Past President of the Arizona Chapter and a member of the\nAcademy of Special Needs Planners and the Special Needs Alliance. Her practice is focused on\nestate planning and related matters\, including Medicaid\, VA and long term care planning\, special\nneeds planning\, guardianship and conservatorship issues and estate settlement/probate. \nProgram Sponsor:  \n \nNAIFA-Arizona would like to invite you to participate in its Community Service Program by your consideration of making a donation\, by check\, payable to\nFristPlace. Please send to NAIFAArizona\, P. O. Box 4728\, Scottsdale\, AZ 85261. Thank you\, in advance\, for your generous support.\n“First Place AZ” develops new residential models that maximize independence\, community integration\, personal enrichment and quality of life for individuals with autism and other neuro-disversities. \n  \nClick here to REGISTER
URL:https://naifa-az.org/event/life-care-planning-for-families-who-have-children-with-special-needs/
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20200910T130000
DTEND;TZID=America/Phoenix:20200910T140000
DTSTAMP:20260403T103744
CREATED:20200822T000608Z
LAST-MODIFIED:20200822T000714Z
UID:2060-1599742800-1599746400@naifa-az.org
SUMMARY:Ethics Lessons for Financial Professionals
DESCRIPTION:We are pleased to offer\, complimentary to our members\, this one hour virtual opportunity on ‘Ethics’ – which qualifies for one hour Arizona Continuing Education Credit. \nDate: September 10\, 2020\nTime: 1:00 p.m. – 2:00 p.m. (Arizona time)\nTopic: ‘Ethics Lessons for Financial Professionals’ \nEthics is a crucial part of being a financial advisor. It is one thing to understand the terms and laws\, but this course teaches\, through actual powerful case\nstudies\, the impacts and consequences of unethical behavior. \nPresenter: Bart Spencer \nBart is the director of disability and long term care insurance at Allegis Advisor Group\, South Jordan\, Utah. He has spoken to many industry groups\, including NAIFA\, Utah Health Underwriters and FPA; as well as company events for Ameritas and the International DI Society. \nRegister in advance for this webinar:\nhttps://us02web.zoom.us/webinar/register/WN_q7-Tr4HDRf23nqe4mtt6yg \nAfter registering\, you will receive a confirmation email containing information about joining the webinar.
URL:https://naifa-az.org/event/ethics-lessons-for-financial-professionals/
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20200624T100000
DTEND;TZID=America/Phoenix:20200624T110000
DTSTAMP:20260403T103744
CREATED:20200601T192110Z
LAST-MODIFIED:20200601T192322Z
UID:2018-1592992800-1592996400@naifa-az.org
SUMMARY:Safeguarding Income and Retirement - One Hour Free CE Opportunity
DESCRIPTION:One Hour FREE CE Opportunity!\nThis webinar presented for NAIFA-Arizona by Ohio National Financial Services \nPresenter: Dana J. Campion\, RHU\nDana has been in disability insurance brokerage and wholesaling since 1995. He was awarded his Registered Health Underwriter (RHU) designation in 2001. He has taught numerous Continuing Education courses and served as a LUTC moderator for NAIFA. \nWebinar Event:\nJune 24\, 2020\n10:00 a.m. – 11:00 a.m. \nTopic: ‘Safeguarding Income and Retirement’\nThis course focuses on Disability Insurance. In it\, you will learn:\n– Why offer Income Protection\n– Student Debt concerns\n– Safeguarding Retirement\n– Finding the Right Product for your clients \nPlease note: Registration deadline is Friday\, June 19\, 2020. The registration information will provide us the information necessary to file your Arizona CE credit. Once registered\, you will receive an e-mail confirmation with the Zoom Meeting Invitation link. Roll Call will be taken on the Zoom meeting. \nREGISTER HERE  \nDownload Brochure here: Continuing Education Opportunity [PDF]
URL:https://naifa-az.org/event/safeguarding-income-and-retirement-one-hour-free-ce-opportunity/
ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2020/06/naifa-ce.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20200421T090000
DTEND;TZID=America/Phoenix:20200421T121500
DTSTAMP:20260403T103744
CREATED:20200318T234307Z
LAST-MODIFIED:20200326T222045Z
UID:2003-1587459600-1587471300@naifa-az.org
SUMMARY:CANCELLED: Cannabis Educational Event: Facts\, Effects\, Hazards & the Insurance Industry
DESCRIPTION:CANCELLED: Spring Program April 21\, 2020 2 Hours CE\n“Cannabis Educational Event: Facts\, Effects\, Hazards & the Insurance Industry”\n9:00 a.m. Registration – Program 9:45 a.m.-12:15 p.m.\n16751 E. Glenbrook Boulevard\, Fountain Hills\, AZ 85268 \nJanet E. Jackim\nBest Lawyers in America honoree\, Janet brings Fortune 500 business practices and legal skills to private companies\, with a cutting-edge emphasis on Arizona’s legal cannabis industry. \nPresentation (one hour CE credit): \n“What is this stuff? Cannabis\, Marijuana\, Hemp\, THC\, CBD;”\nLearn:\nWhat the laws authorize and what the laws punish re: Cannabis. If I sell insurance/investment products to Cannabis businesses\, will I go to jail? So\, you want to do business with Cannabis businesses…what are potential liabilities? Who are these Cannabis Businesses & the Best Practices for doing business with them. Plus\, the ‘state of the Cannabis Business in 2020 and beyond. \nRead more about Janet Jackim here. \n  \nDanielle Hernandez\nIn the insurance industry over 16 years\, for the past 4 years\, Danielle has provided insurance consulting for local\, national and publicly traded REITS within the Cannabis Sector. \nBreakout Session for P/C Agents (one hour CE credit): \n“Basics of Insurance Coverage for the Cannabis Industry”\nLearn: the Current State of Use; an overview of policies; general liability – what will it cover; product liability – what will it cover; worker’s compensation; cyber liability; errors and omissions. \n\nTad Mihalopoulos\, ARPC\nTad is an Accredited Retirement Plan Consultant. He started in the retirement industry over 20 years ago. His focus is on constructing and maintaining optimally designed retirement plans by wholesaling for both record keepers and Third Party Administrators. \nBreakout Session for L/H Agents (one hour CE credit) \n“Retirement Planning for the Cannabis Industry”.\nLearn: Corporate structure of the Cannabis Industry. Why offer a Retirement Plan to Cannabis Companies? How do you offer a 401(k) Plan to the Cannabis & CBD industry and what is needed. Legitimacy. Healthcare offerings. Corporate tax savings. \n  \nNAIFA-Arizona Members – No Fee Non-Members: $40 Fee\nMembers and Non-Members Must Register\nCANCELLED\nREGISTER HERE \n  \nDOWNLOAD THIS AS A PDF BROCHURE.
URL:https://naifa-az.org/event/cannabis-educational-event-facts-effects-hazards-the-insurance-industry/
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20200404T110000
DTEND;TZID=America/Phoenix:20200404T150000
DTSTAMP:20260403T103744
CREATED:20200227T234300Z
LAST-MODIFIED:20200325T200933Z
UID:1976-1585998000-1586012400@naifa-az.org
SUMMARY:CANCELLED: Celebrating the Outdoors with Your Colleagues & Families
DESCRIPTION:Sorry\, this is now Cancelled due to current conditions.\nJoin us for a fun-filled day of Softball\, Bocce Ball\, Corn Hole & Picnic \nApril 4\, 2020 \n11:00 a.m. – 3:00 p.m. \nDesert Breeze Park – Acacia Pavilion \n660 North Desert Breeze Blvd E\, Chandler\, Arizona \nOpen to all members and member’s families! No registration fee – but must register! \nEvent sponsored by NAIFA-Arizona \nMAKE YOUR RESERVATION NOW!\n 
URL:https://naifa-az.org/event/celebrating-the-outdoors-with-your-colleagues-families/
LOCATION:Desert Breeze Park\, 660 N Desert Breeze Blvd E\, Chandler\, AZ\, United States
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ORGANIZER;CN="NAIFA-Arizona":MAILTO:naifa-az@azis.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20200320T140000
DTEND;TZID=America/Phoenix:20200320T160000
DTSTAMP:20260403T103744
CREATED:20200122T211847Z
LAST-MODIFIED:20200122T211847Z
UID:1919-1584712800-1584720000@naifa-az.org
SUMMARY:Enhance your Influence & Success and See Where It Takes You!
DESCRIPTION:Never Forget Another Name…Or Anything Else For That Matter!\nAttend the next NAIFA-Arizona Program\, and learn from:\nSean O’Neil \n“Memory Dynamics” \nMarch 12\, 2020 \n2:00 p.m. – 4:00 p.m. \nOctane Raceway \nThe Pavilions at Talking Stick Shopping Center \n9119 E. Taking Stick way\, Scottsdale 85250 \nFree to NAIFA-Arizona Members \nNon Members: $40.00 – No refunds for ‘no shows’ \nMembers and Non-Members Must Register to Attend \nREGISTER HERE \nSean O’Neil is the President of Remember Media and is also the Founder and CEO of Memory Dynamics. Sean is one of the most sought after presenters in the country. He is regarded as one of America’s most entertaining and motivating speakers on the topic of developing an instant-recall memory. Combining humor and entertainment along with immediately-applicable ‘how-to’ information\, Sean equips attendees with both the skills and confidence to skyrocket memory power to the next level and multiply recall ability exponentially. Learn this and use the ability to help you and your clients! For more information about Sean\, see attached file. \n“By registering for\, or attending or participating in this program\, you grant NAIFA and NAIFA-Arizona permission to use your likeness in photographs and video taken at the event in NAIFA and NAIFA-Arizona publications\, websites\, social media\, and other materials\, without payment\, royalty\, acknowledgment or other consideration.” \nWHO IS Sean O’Neil?
URL:https://naifa-az.org/event/enhance-your-influence-success-and-see-where-it-takes-you/
LOCATION:The Pavilions at Talking Stick Shopping Center\, 9119 E. Taking Stick way\, Scottsdale\, AZ\, 85250\, United States
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20200121T071500
DTEND;TZID=America/Phoenix:20200121T133000
DTSTAMP:20260403T103744
CREATED:20191126T231320Z
LAST-MODIFIED:20191126T231811Z
UID:1904-1579590900-1579613400@naifa-az.org
SUMMARY:Tucson Build Day
DESCRIPTION:Engaging opportunity within your Tucson community\nWe are so glad to have you as an active member of our community. We’re currently looking for volunteers for the upcoming ‘Habitat Build Day’. To make this a success\, we need your help. Note: we have space for 10 volunteers to help in this important project! \nTucson Build Day\nDate: Saturday\, January 21\, 2020\nAvailable Times: 7:15 a.m. – 1:30 p.m.\nLocation: Minto Court (Stone/Yavapai) 132 E. Yavapai\, Tucson\, AZ 85705 \nSignup to volunteer\nThank you for all you do to make our community a better place! \nPlease review volunteer packet.\nDownload a PDF brochure: Tucson – Habitat Build Day Brochure  \n 
URL:https://naifa-az.org/event/tucson-build-day/
LOCATION:Minto Court (Stone/Yavapai)\, 132 E. Yavapai\, Tucson\, AZ\, 85705\, United States
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20200116T110000
DTEND;TZID=America/Phoenix:20200116T130000
DTSTAMP:20260403T103744
CREATED:20191122T191530Z
LAST-MODIFIED:20191122T192322Z
UID:1898-1579172400-1579179600@naifa-az.org
SUMMARY:Annual Capitol Hill Day
DESCRIPTION:‘Annual Capitol Hill Day’\nSponsored by IFAPAC-Arizona\nThursday\, January 16\, 2020\nLuncheon outside at the Capitol in the Rose Garden\n11:30 a.m. – 1:00 p.m. \nLegislative Appointments will be set up for those who register to attend – appointments will be held throughout the day. \nNote: appointments may be earlier or later than luncheon time\, due to availability of Legislator. You will be advised of your scheduled appointment(s) – Time & Legislator – in advance. \nPlease Join us for this important annual event. Lunch is on us: no registration fee\, but all must register! \nREGISTER\nWhen registering\, please be certain to enter your District Number so you will be matched up with your District Legislator\, for assigned appointment! Thank\nyou. \nDon’t know your Arizona Legislative District? \nClick below: \nDistrict Locator\nDownload Brochure: Capitol Hill Day Brochure \n  \n 
URL:https://naifa-az.org/event/annual-capitol-hill-day/
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20200116T080000
DTEND;TZID=America/Phoenix:20200116T170000
DTSTAMP:20260403T103744
CREATED:20190904T231826Z
LAST-MODIFIED:20190904T232408Z
UID:1865-1579161600-1579194000@naifa-az.org
SUMMARY:2020 Capitol Hill Day
DESCRIPTION:2020 Capitol Hill Day\nThursday\, January 16\, 2020\nLegislative Appointments set up for those who\nregister – held throughout the day.\nRegistrants will be advised on their scheduled\nappointments (time and legislator).\nLunch outside at Capitol in Rose Garden\nfrom 11:00 a.m. – 1:30 p.m. Open to legislators\, staff\,\nand NAIFA registered members.\nSponsored by IFAPAC-Arizona and NAIFA-Arizona.\nTo confirm attendance\, please e-mail your intention to attend to\nnaifa-az@azis.com\nDownload PDF brochure: NAIFA 2020 Capitol Hill Day flyer \n 
URL:https://naifa-az.org/event/2020-capitol-hill-day/
ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2019/09/capitolDay2.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20191212T173000
DTEND;TZID=America/Phoenix:20191212T203000
DTSTAMP:20260403T103744
CREATED:20191126T233725Z
LAST-MODIFIED:20191126T234122Z
UID:1910-1576171800-1576182600@naifa-az.org
SUMMARY:Join SFSP Greater Phoenix & NAIFA-Arizona
DESCRIPTION:SFSP Greater Phoenix & NAIFA-Arizona members are invited to a holiday mixer on \nThursday\, December 12\, 2019\n5:30 p.m. Wine & Appetizers\nSunstreet Mortgage Real Estate Lounge\n4234 N Craftsman Ct\nScottsdale\, AZ 85251\nReception followed by a stroll through Scottsdazzle’s Gold Palette Artwalk \nEvent also includes a “Toy Drive”. Please bring a toy for children ages 5-8\, either unwrapped or in a gift bag. \nRSVP required by December 9\, 2019. for questions contact: Toni Gonzales at 480.415.7979 Click ‘Register’ for complete details \nREGISTER
URL:https://naifa-az.org/event/join-sfsp-greater-phoenix-naifa-arizona/
LOCATION:Sunstreet Mortgage Real Estate Lounge\, 4234 N Craftsman Ct\, Scottsdale\, AZ\, 85251\, United States
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20191108T080000
DTEND;TZID=America/Phoenix:20191108T120000
DTSTAMP:20260403T103744
CREATED:20191006T123437Z
LAST-MODIFIED:20191006T123437Z
UID:1888-1573200000-1573214400@naifa-az.org
SUMMARY:Social Security! - 4 CE Hours
DESCRIPTION:No registration fee for ‘current’\nNAIFA-Arizona Members!\nNon Member fee: $40.00\nNote: no refunds for ‘No show’\, paid registrants.\nMembers & Non Members MUST register \nOur gift to you – the NAIFA-Arizona Member\nFour Hours Continuing Education Credit \n“Social Security!”\nPresented by: Robin C. Mueller\, LUTCF\nRobin will provide comprehensive information on the newest websites\, updates and recent law changes. Time will be spent on retirement choices\, break-even ages and the points that one should consider before choosing to receive benefits. FICA\, the earnings limitation and modified AGI will be reviewed/discussed\, as well as how one qualifies for benefits. The course will conclude with the future of Social Security. \nNovember 8\, 2019\n8:00 a.m. – Noon\nPlan to arrive at 7:30 a.m. to sign in/register\nMeeting being held at:MassMutual\, 11001 North Black Canyon Highway\, Phoenix 85029 (East Frontage Road\, North of Peoria Road/South of Cactus Road) \nImportant note: This course w as presented on April 10\, 2015. Remember you may only use the same course\ncredits once in a license renew al cycle. \nDownload Flyer: Social Security Continuing Education Event 1119
URL:https://naifa-az.org/event/social-security-4-ce-hours/
LOCATION:MassMutual\, Grand Canyon\, 11001 North Black Canyon Highway\, Phoenix\, AZ\, 85029\, United States
ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2019/08/naifahead.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20191009T070000
DTEND;TZID=America/Phoenix:20191011T100000
DTSTAMP:20260403T103744
CREATED:20190814T195140Z
LAST-MODIFIED:20190814T195214Z
UID:1851-1570604400-1570788000@naifa-az.org
SUMMARY:CIC Personal Lines Institute - 16 CE Credits
DESCRIPTION:CIC Personal Lines Institute\nOctober 9-11\, 2019\nEmbassy Suites/ASU – Tempe\, Arizona \nCertified Insurance Counselor’s \nPersonal Lines Institute \nApproved for 16 Hours of CE Credit \nREGISTER ONLINE HERE \nREGISTER USING A PDF \nAgenda \n\n\n\nWednesday\, October 9th \n7:00 a.m. – 8:15 a.m. \nRegistration & Opening Comments \n8:15 a.m. – 12:15 p.m. \nPersonal Residential Coverages \n12:15 p.m. -1:15 p.m. Lunch \n(on own) \n1:15 p.m. – 5:15 p.m. \nPersonal Residential Coverages (Concluded) \n5:15 p.m. – 5:30 p.m. \nPersonal Lines Exam Briefing (Optional) \nThursday\, October 10th \n8:00 a.m. – 12:00 a.m. \nPersonal Automobile Coverages \n12:00 p.m. – 1:00 p.m. Lunch \n(on own) \n1:00 p.m. – 3:00 p.m. \nPersonal Automobile Coverages \n(Concluded)\n  \n3:00 p.m. – 5:00 p.m. \nPersonal Umbrella/Excess Coverages \nFriday\, October 11th \n8:00 a.m. – 10:00 a.m. \nPersonal Lines Exam (Optional) \nFaculty: \nJerry Kennedy\, CIC \nFoisy & Kennedy \nGrand Coulee\, Washington \nScott Treen\, CIC \nTreen Insurance\nService Agency\, Inc. \nJefferson\, Ohio \nEducation Consultant:  \nLynne Lovell\, CIC\, CRM\, CPCU\, CLU\, ChFC\, ARM\, RHU\, AFSB\, AINS\, CRI\, MLIS \nDesert Hills\, Arizona \nEducation Director: \nRay Garcia\, CIC\, CISR \nIIABAZ \nPhoenix\, Arizona\n\n\n\nREGISTER ONLINE HERE \nREGISTER USING A PDF \nLOCATION:\nEmbassy Suites by Hilton – ASU Tempe \n4400 South Rural Road\, \nTempe\, AZ 85282 \nReservations: \n(480) 897-7444 \nTo book your stay at the hotel\, click here to reserve the $134 per night discounted rate before September 10\, 2019. \n  Class Registration Cost: $405
URL:https://naifa-az.org/event/cic-personal-lines-institute-ce-credits/
LOCATION:Embassy Suites/ASU Tempe\, 4400 South Rural Road\, Tempe\, AZ\, 85282\, United States
ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2019/08/CIC.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20190926T150000
DTEND;TZID=America/Phoenix:20190926T190000
DTSTAMP:20260403T103744
CREATED:20190826T225813Z
LAST-MODIFIED:20190826T225813Z
UID:1856-1569510000-1569524400@naifa-az.org
SUMMARY:Naifa Arizona General Membership Meeting
DESCRIPTION:September 26\, 2019\n‘Main Event’ Venue\, 8545 S. Emerald Drive\, Tempe\, AZ 85284\n2:30 p.m Registration/Program 3:00-5:30 p.m./Bowling 6:00-7:00 p.m. \nOne Hour CE Credit:\n‘Reverse Mortgage Part of a Comprehensive Financial Plan‘ – this session\, presented by Stephen J. Resch\, will provide a basic understanding of how a reverse mortgage can turn home equity into liquidity\, converting what would otherwise be a dormant asset class into a key component within a comprehensive financial plan. \n‘Invent’ Your Way to Greater Sales!\nWith more than 35 years experience in the Marketing-Driven Toy/Game Industry\, Michael Caffrey has learned that Engaging Products\, with Innovative Marketing Programs and a ‘dash of Luck’ are always keys to success. Those same lessons are being put into practice as he builds his Financial Services Center. \nScott Nasca\, LUTCF\, Member of the Million Dollar Round Table\, will share ideas on How to Excel. \nJane Ceasor – “Pride in Promises”\, will share sales ideas\, relating to your story\, your ‘why’ and the magic of insurance \nDon’t worry—after a program that will keep you excited about your business\, we hope you will stay for some Bowling Fun! Teams will be created mixing Young Advisors with Experienced Advisors – where you can network\, share and enjoy each other’s company. See all details on registration form.Note: Meeting Program requires no fee; however\, after program bowling is $20.00 – CASH only (includes shoes & lane fees); remaining to support and cheer your team on\, without bowling\, is $10.00 – CASH only. Both Fees (will be collected day of event) and both include pizza and beverage. Additional food and drink purchases would be ‘personal’. Dress is casual. \nMake your reservation now! \nClick here to Register\n  \nStephen J. Resch\, VP Retirement Strategies\, Finance of America Reverse\nAs VP of Retirement Strategies at Finance of America Reverse\, Steve leads the education and training programs for financial professionals about the role of home equity and reverse mortgages within a comprehensive financial plan. Steve’s career in financial services spans over 30 years\, first as a fixed income analyst\, and for the past 25 years as a partner in a wealth management firm. Throughout his career\, he has incorporated strategies to protect and grow client assets by managing risks. \nWhen introduced to reverse mortgages in the early 2000’s\, Steve realized that these were not just loans\, but rather an opportunity to add home equity to the financial planning process\, providing further safeguards for his clients to ensure their financial longevity. Since that time he has helped hundreds of financial advisors do the same for their clients. \nSteve is a subject expert source and a frequent speaker at both national and regional professional conferences and has been quoted in Kiplinger’s Personal Finance\, The Street.com\, and other publications. \n  \n  \nMike Caffrey\nBio – Michael was raised in Tucson AZ.  He was recruited by Duncan Toys as their youngest Touring Yo-Yo Professional at 18.  Michael created Yo-Yo Crazes in Cities from San Francisco to NYC and more than a dozen cities in-between.  Later\, while enrolled in the Univ. of AZ’s Business Program\, he invented and patented the world’s first “Smart Yo-Yo” (containing a centrifugal clutch) it is referred to as “The Brain.”  When Toy-Agents couldn’t place the item with a Manufacturer\, Michael founded Yomega Corp. in 1985.  Yomega quickly became the largest Yo-Yo Manufacturer in the World. \nMichael has also worked with some of the biggest Game Companies.  As a Product Manager for Milton Bradley\, he launched two or three new TV-promoted games every year\, but it was while working as Sr. VP of Marketing for “ScreenLife” that Michael helped launched the game “Scene It?” in 2003 and by 2005 – it became “Toy Industry – Game of the Year”. \nMichael retired from the Toy/Game Industry while he was in his late-forties\, but after a few years\, boredom set in.  He launched a successful career in the Insurance/Financial Industry.  AFLAC provided Michael an opportunity to meet business owners all over Southern AZ.  He topped the lists for “New Groups Opened in 2014\, 2015 and 2016.”  Most recently\, he joined forces with MassMutual where he acts as a Financial Advisor – who can throw a Spin Top\, a Frisbee or a Yo-Yo! \nSynopsis of Presentation – “Invent” Your Way to Greater Sales! \nWith more than 35 years’ experience in the Marketing-Driven Toy/Game Industry – Michael Caffrey has learned that Engaging Products\, with Innovative Marketing Programs and a “dash of Luck” are always keys to success. \nThose same lessons are being put into practice as he builds his Financial Services Career with MassMutual and AFLAC. \n  \nScott Nasca\nScott has been a financial representative with COUNTRY Financial® for over 30 years. He continues to work with his clients to help them prepare for their future\, including insurance and financial services. He prides himself on working hard to provide the best possible service to his clients. Being able to help people is a central part of his life and he is happy that can be of service to not only his clients but also his community. He enjoys meeting new people and building one-on-one relationships. Open and honest discussions are an easy way for his clients and Scott to connect and ultimately\, help them secure their financial security goals. \nHe is the past president of NAIFA- Tucson (2001-2002)\, a current member of the Million Dollar Round Table (MDRT)\, is the current president of Portable Practical Educational Preparation (PPEP) foundation board. He is active in his community by sponsoring events like Leaps for Lives Annual Showcase\, Southern Arizona Law Enforcement Foundation Back to School Safety & Health Fair\, and the Humane Society of Southern Arizona Puttin’ on the Dog Gala. \n  \nJane Ceasor\nJane Ceasor is a third-generation Arizonan celebrating her 37th year in the financial services industry and the family company\, CEASOR INSURANCE CONSULTANTS INC\, is celebrating 61 years…founded as an Agency in Scottsdale in 1958 by Jane’s father\, Henry. \nJane and the family company has helped numbers of families\, businesses and retirees in Arizona and nationwide\, to create legacies and to protect millions of dollars in assets through Life Insurance\, Annuities and Long Term Care planning.  Her dedication to this career\, to her relationships with her clients and to the promises kept by our industry are hallmarks of Jane’s practice and were instilled at a very young age.   NAIFA membership is greatly valued by Jane – even more so\, after these many years of her career as a continual and enriching enhancement.  She speaks to many groups and associations as well as teaches courses for Rio Salado College and Grand Learning. \nJane is active in the community and has served on the Board of BENEVILLA \n(formerly INTERFAITH SERVICES)\, was a founding member of the ARIZONA \nLONG TERM CARE FORUM\, and is presently serving on the Board of SUN HEALTH FOUNDATION. \nShe lives in the foothills of the desert and avidly enjoys hiking\, biking\, tennis\, golf\, travel\, cooking\, art\, wine\, life with her partner…family\, friends and German Shepherd\, Frida. \nNon-profit passions include Southwest Center for HIV/AIDS\, Parkinson’s Disease Foundation\, Teen Lifeline\, International Cancer Advocacy Network and others. \nClick here to Register\nNo Show Policy: Because this event includes food minimums\, a ‘no show’ fee will be assessed to those who register to remain after the educational program either to bowl ($20.00) or to stay and ‘cheer’ ($10.00)\, but who do not do so. \n‘By registering for\, or attending or participating in\, this program\, you grant NAIFA and NAIFA-Arizona permission to use your likeness in photographs and video taken at the event in NAIFA and NAIFA-Arizona publications\, websites\, social media\, and other materials\, without payment\, royalty\, acknowledgment\, or other consideration.’
URL:https://naifa-az.org/event/naifa-arizona-general-membership-meeting/
LOCATION:Main Event\, 8545 S. Emerald Drive\, Tempe\, AZ\, 85284\, United States
ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2019/08/naifahead.jpg
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