Long Term Care... 1 Hour Arizona Continuing Education Credit Event
2024-04-24 09:00 - 10:00 (America/Phoenix)
Long Term Care… by Jamie Thornton, CLTC
1 Hour Arizona Continuing Education Credit for NAIFA-Arizona Members
No Registration Fee – Register in advance using link below
Webinar – April 24, 2024 – 9:00 a.m. – 10:00 a.m. Arizona Time
REGISTER
Jamie Thornton, CLTC
Jamie began working in the insurance industry in 2016. She strives to build the confidence agents need, arming them with education in implementing
long term care strategies within their business.
“Understanding Long Term Care” This presentation will demystify the often complex topic of long term care insurance. Course delves into the financial aspect, explores eye-opening statistics on costs associated with long term care. It explains what long term care insurance is, how it functions and the benefits it offers. Eligibility and coverage discussed, as well as alternatives.
Register Today by clicking on this link (confirmation e-mail will come from Simplicity Group): https://event.on24.com/wcc/r/4535767/2B3E2509314A18B2BC35A01A3ECF81DE
Download the PDF brochure: Spring CE Webinar Understanding Long Term Care2

Ethics In Insurance - Three Hours CE Credit
2024-06-05 09:00 - 12:00
Three Hours CE Credit on Ethics!
We are pleased to inform you of an opportunity to receive three hours of Continuing Education Credit on Ethics sponsored by Safelite.
Course and CE credits are available to all NAIFA-Arizona members.
Wednesday, June 5, 2024
9:00 a.m. – 12:00 p.m. (Noon)
Complimentary – No Registration Fee – Must Register Using Contact Below
“Ethics In Insurance”
This course will review the financial and personal impact of business ethics. The repercussions of ethical and unethical decisions and the business impacts of such decisions will be reviewed. Additional discussion will be centered on generational ethics and their direct impact on the insurance industry. Finally, the course will explore ethical concerns in the auto glass industry and the importance of seeking out ethical partnerships for your agency.
To register, simply e-mail: george.spelius@safelite.com. Please provide your First and Last Name, your NPN Number, and your State. After that, a link to the webinar will be emailed to you.
Download PDF brochure here: June CE Webinar 2024

Revenues are Vanity, Profit is Sanity, and Cash Flow is King - Virtual Program
2024-06-07 08:00 - 17:00
Revenues are Vanity, Profit is Sanity, and Cash Flow is King – Virtual Program
Please Join us for this virtual program:
Thursday, July 18, 2024 at 7:00 a.m. (Arizona time)
to hear Guest Speaker Larry Tyler
This program is complimentary. Must register to attend.
Program is joint with NAIFA-Michigan and does not carry CE credit.
“Revenues are Vanity, Profit is Sanity, and Cash Flow is King”
Many businesses are managed by revenues and profit. Neither revenue nor profit are bad or negative. They are important for businesses to sustain. But are they what is important to manage the internal operations of a business?
Accounting professionals primarily use generally accepted accounting principles (GAAP) to help owners manage their business. GAAP is good as it is standard for external reporting of business results so there is some level of consistency in reporting for investors, leaders and stockholders.
Larry will present the case for using cash accounting to manage the internal operations of a business. He will provide some practical tools to help manage your business and possibly help you assist your client’s business to be more effective operationally and increase profits and cash flow.
Click the following link to register: https://us02web.zoom.us/meeting/register/tZYufuGvrzosGtVDf7VBlEg6mR9m4h4k-r-Q#/registration
Larry Tyler “The Loan Whisperer”
Larry’s vision is to support, encourage, guide and engage entrepreneurs to build up the economic engines of their businesses through simple, practical, easy-to-use tools enabling them to understand and interpret
their cash flow and numbers so that the accounting function becomes a strategic asset resulting in a healthy business with greater operational effectiveness, profitability, and cash flow.
Author: ‘Hidden Messages in Cash Flow – What your Cash Flow Might Say If It Could Speak”; “Eliminating Debt God’s Way”; “Cash Flow and Profitability Tools Bible”; “Romancing the Loan – 14 Principles for Opening Your Lender’s Vault”.
Download a PDF brochure for this event: July Virtual Webinar 2024

Life Settlements - One Hour Arizona CE Credit
2024-08-29 09:00 - 10:00
One Hour Arizona CE Credit
“Life Settlements”

Learn why agents and clients should consider Life Settlements.
Learn Who and What qualifies.
Learn the Fair Market Value (FMV) of Life Settlements.
Learn how simplified underwriting is used.
Learn from Case Studies.

Click this link to Register:
Webinar Registration – Zoom
Daniel Brown
Dan has been a dedicated professional in the insurance industry since 2020, having transitioned to Abacus in March 2022 after a successful career in insurance sales. At Abacus, Dan specializes in managing and expanding national account relationships with some of the largest BGAs and Producer Groups in the industry. Based in Florida, Dan holds a life insurance license and graduated from the University of South Florida in 2010.
Outside of work, Dan has been happily married for seven years and enjoys spending time with his one-year-old son.

REGISTER

Apex Is NAIFA's Race to the Top!
2024-09-19 08:00 - 2024-09-21 17:00
September 19-21, 2024 | Arizona Biltmore | Phoenix, AZ
Apex Is NAIFA’s Race to the Top!
Apex focuses on growing your business, encouraging leadership skills, and developing your personal brand. It appeals to a wide range of professionals and helps you reach your highest
level of success. The NLC optimizes how we work together as NAIFA leaders to bring us continued success as the number one association for financial services professionals in the
United States. NLC and the associated Belong Awards Gala inspire and recognize servant leaders who are called to serve a greater purpose and understand that they are working for the
success of something bigger than themselves. Be the first to get in. Attendance at Apex is limited. Click on the link below for registration and more data on the event.
Member Registration Fee: $800.00
Non Member Registration Fee: $1,000.00
REGISTER: https://apex.naifa.org/registration?hsCtaTracking=e9f81ac6-de29-4ff8-80b4-6f79a1bac8ad%7C0a412b14-dfdc-479b-8d48-59dccc43f0c9
Or, go to the NAIFA National website at www.naifa.org

Certainty in Times of Uncertainty - Tom Hegna, CLU, ChFC, CASL
2024-10-10 09:00 - 13:00 | 1550 E. Missouri (Pioneer Title) Phoenix, Arizona 85014, 1550 E. Missouri, Phoenix, AZ, 85014
IFAPAC-Arizona is honored to offer you the opportunity to meet and hear Tom Hegna, CLU, ChFC, CASL – Author, Speaker and Economist – A Power Hour
Tom Hegna
presents:
“Certainty in Times of Uncertainty”
This presentation will review the Current Economy, the US Debt Clock, and Mortality Credits. You will learn how to educate prospects/clients in preparing an optimal portfolio: Building, Protecting, Distributing. You will learn the importance of asking ‘powerful’ questions; and how to understand the objections of clients.
Tom will also touch on how to utilize AI and address generational differences.
This presentation qualifies for One Hour Arizona CE Credit – but sales ideas will not be overlooked in time with Tom!
Date:
Thursday, October 10, 2024
Time: 9:00 a.m. Registration
9:30 a.m. – 10:30 a.m. Tom Hegna
10:40 a.m. – 11:15 a.m. Sales Ideas Panel
11:30 a.m. – Sponsored Lunch
Location:
1550 E. Missouri (Pioneer Title)
Phoenix, Arizona 85014
Register Here
Registration Fee: $40.00
This program is a fundraiser for IFAPACArizona.
Your registration fee will help support political action activity in Arizona and is separate from IFAPAC National contributions. Contributions are not tax deductible as charitable contributions for Federal Income Tax purposes. However, they may be tax deductible under other provisions of the Internal Revenue Code.
Register Here
More About Tom:
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 and is the author of five industry books! He will
pump you up, make you laugh and inspire you to solve complex financial problems with ideas and stories.

Download the PDF for this event IFAPAC-Arizona Administration Fundraiser.PDF

Succession Planning & The Forgotten Art of Loyalty - No fee In Person Event for NAIFA-Arizona members
2024-11-19 09:00 - 11:30
No fee for NAIFA-Arizona members to attend this event – but must register to attend. Space limited.
Date: November 19, 2024
Time: 9:00 a.m. – Registration – 9:30 Program – 11:30 Luncheon
Location: 6263 N. Scottsdale Road #140, Scottsdale, Arizona 85250
‘Amenity Center’ – enter through the building’s courtyard.
Luncheon Included – Sponsored by MassMutual
Joe Scheid will present:
“What is Succession Planning?”
Why is Succession Planning Important? He will cover General Economic Statistics, Business Transition Statistics, Generational Differences, Certified Valuations vs Opinions of Value and provide tools in Succession Planning. (1 Hour CE Credit)
Jim Lutz will present:
“The Forgotten Art of Loyalty and Why It Is Needed More Than Ever”
The success of any organization is built on a foundation of creating a team. The basis for any team in the athletic arena, or in any office setting, is Loyalty. Jim will offer an overview of how to help understand and create loyalty for your ‘team’.

Joe W. Scheid, AIF, CEPA, CFBS, CLTC
Nearly 30 years ago, Joe gravitated toward financial planning with a vision of making a meaningful difference in people’s lives. Beyond advising numerous individuals and families, he has played a pivotal role in assisting small and mid-sized business owners in achieving their financial aspirations. His core four principals: Character, Integrity, Excellence and Service. Joe believes that clients merit nothing less than his utmost dedication.

Jim Lutz, LUTCF, FICF, CLTC
Jim has an extensive background in coaching: 37 years as a swimming coach, 15 at the NCAA Division, National Champions and Junior National record holders. Recruitment and development were key items in the success. Jim has been a financial advisor for 20 years and is a Certified Life Coach. He has published seven books, conducts team building workshops and gives motivational talks.

Register for this exciting Program!
Click here to Register
Your Programs Committee would like to take this opportunity to wish you a very Happy Thanksgiving and Beautiful Holidays. Please be on the look out for the promotion on a CE webinar in January 2025

No Meetings This Month. Wishing you Happy Holidays!
2024-12-01 08:00 - 2024-12-31 17:00

Safeguarding Against AI Cyber Threats
2025-01-21 09:00 - 10:00
Webinar – Qualifies for One Hour Arizona CE Credit
No fee for NAIFA-Arizona Members – But must Register
JOIN US – Click the Link to: Register
This webinar delves into the evolving landscape of AI-driven cyber threats and the sophisticated tactics employed by malicious bots. You will gain insights into the latest defense mechanisms and strategies for protecting digital assets and personal information. This session aims to empower individuals and organizations to stay a step ahead in the ever-changing battle against cyber criminals.
Tom Kirkham, the Founder and CEO of Kirkham IronTech, offers robust cybersecurity defense systems while fostering a security-first culture through comprehensive training programs. With over 30 years of experience, he serves as a trusted cybersecurity and IT advisor nationwide. Tom, a two-time Amazon Best Seller, further underscores his expertise in his latest book, “Hack the Rich – A Cybersecurity Parable”.
Register today – Stay Cyber Fit
REGISTER TODAY
Download the brochure here: January 2025 NAIFA Arizona CE Webinar

Learn How to Efficiently Buy and Sell Financial Practices
2025-02-26 11:30 - 12:30
M & A Summit
OPPORTUNITY OF A LIFETIME
Learn How to Efficiently Buy and Sell Financial Practices
February 26, 2025
11:30 AM
in Scottsdale, AZ
This workshop is a free, in-person program we are pleased to inform you of. Gateway Financial partners with NAIFA National. May share with colleagues. Register using the following link, be sure to click on Seminar.
A confirmation e-mail will provide the location address:
https://joingateway.com/mergers-acquisitionssummit-events/
REGISTER

Download PDF flyer: Gateway Financial Partners Program

Winning With Life and Annuities
2025-02-27 13:00 - 14:00
Featuring Special Guest Presenter: Van Mueller, LUTCF
Program Title: Winning With Life and Annuities
Webinar: Thursday, February 27, 2025 – 1:00 p.m. Arizona Time
REGISTER NOW
While there is no formal CE credit for this program – you will still LEARN and be INSPIRED.
An Invitation to NAIFA-Arizona Members and Guests – Note: members can share this program with colleagues. There is no fee. Event is joint with NAIFA-Michigan
What if you could dramatically increase your life and annuity production by learning just six or eight questions? What if simplicity rather than complexity
could increase your appointments and your production? Van will share with you simple questions that will help you engage prospects and clients in conversations that will lead the customer to ask you for solutions that include insurance and annuities. What if he told you this could be accomplished
with just a small amount of practice?
Join Van – he is excited to share this Top of the Table information with you.
REGISTER HERE
Van has spoken to groups around the world, including as main platform speaker for MDRT. He is a Registered Representative with MassMutual and is celebrating 52 years as an insurance agent. He has qualified for Top of Table for the last 34 years. He has also written many articles for various publications, including ‘The Close’ for Retirement Advisor Magazine.
Download the event brochure PDF: NAIFA Arizona February 2025 Webinar

Unlock Your Tax Strategies and Keep More of Your Money
2025-03-20 09:00 - 11:30
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.
