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DTSTART;TZID=America/Phoenix:20210511T100000
DTEND;TZID=America/Phoenix:20210511T103000
DTSTAMP:20260403T134352
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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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20210420T100000
DTEND;TZID=America/Phoenix:20210420T110000
DTSTAMP:20260403T134352
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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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20210330T100000
DTEND;TZID=America/Phoenix:20210330T110000
DTSTAMP:20260403T134352
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/
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20210210T100000
DTEND;TZID=America/Phoenix:20210210T110000
DTSTAMP:20260403T134352
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/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20210114T140000
DTEND;TZID=America/Phoenix:20210114T150000
DTSTAMP:20260403T134352
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/
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ORGANIZER;CN="NAIFA-Arizona":MAILTO:naifa-az@azis.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20201217T090000
DTEND;TZID=America/Phoenix:20201217T100000
DTSTAMP:20260403T134352
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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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20201117T090000
DTEND;TZID=America/Phoenix:20201117T103000
DTSTAMP:20260403T134352
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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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20201022T090000
DTEND;TZID=America/Phoenix:20201022T104500
DTSTAMP:20260403T134352
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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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20200910T130000
DTEND;TZID=America/Phoenix:20200910T140000
DTSTAMP:20260403T134352
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:20260403T134352
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/
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20200421T090000
DTEND;TZID=America/Phoenix:20200421T121500
DTSTAMP:20260403T134352
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:20260403T134352
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:20260403T134352
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:20260403T134352
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:20260403T134352
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:20260403T134352
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/
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20191212T173000
DTEND;TZID=America/Phoenix:20191212T203000
DTSTAMP:20260403T134352
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:20260403T134352
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
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20191009T070000
DTEND;TZID=America/Phoenix:20191011T100000
DTSTAMP:20260403T134352
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
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20190926T150000
DTEND;TZID=America/Phoenix:20190926T190000
DTSTAMP:20260403T134352
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
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20190911T090000
DTEND;TZID=America/Phoenix:20190914T120000
DTSTAMP:20260403T134352
CREATED:20190730T165626Z
LAST-MODIFIED:20190730T165626Z
UID:1838-1568192400-1568462400@naifa-az.org
SUMMARY:P + P Convention in Orlando FL
DESCRIPTION:NAIFA PERFORMANCE + PURPOSE CONVENTION\nREGISTER AND MORE INFORMATION \n\n\n\n\nBig Ideas Workshops\n\n\n\n\n\n\n\nThe Big Ideas Workshop series features dynamic speakers that will address the audience from both the mainstage and then in deeper dive sessions. Asking you to change your frame of reference\, Big Ideas Workshop speakers are selected for their knowledge & ability to incite your curiosity and desire to perform at the next level.\n\n\n\n\n\n\n\nHotel Information\n\n\n\n\n\n\n\n\n\n\n\nWalt Disney World Dolphin Resort \nPerformance + Purpose 2019 will take place at the Walt Disney World Dolphin Resort. Located in the heart of the most magical place on earth\, the Dolphin Resort provides an extraordinary backdrop for this important conference as well as a launching point for an exciting Disney visit.  Beautiful tropical landscaping\, tranquil waterways and classic art and architecture work together to create a stunning landmark in the midst of one of the most spectacular places on earth. In the shadow of Disney’s Epcot\, the Dolphin hosts fine restaurants like Shula’s Steak House and Todd English’s bluezoo\, the Mandara Spa\, five heated pools (not to mention whirlpools\, fountains and waterfalls)\, and access to Disney’s three championship golf courses. \nNAIFA has arranged a special Performance + Purpose conference hotel rate at the Walt Disney World Dolphin Resort. Click here to make your reservation at the special NAIFA rate. \nREGISTER AND MORE INFORMATION
URL:https://naifa-az.org/event/p-p-convention-in-orlando-fl/
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20190808T083000
DTEND;TZID=America/Chicago:20190808T113000
DTSTAMP:20260403T134352
CREATED:20190730T162857Z
LAST-MODIFIED:20190730T164307Z
UID:1831-1565253000-1565263800@naifa-az.org
SUMMARY:TWO INTERESTING PLANNING TOPICS - qualifies for two Arizona CE credits
DESCRIPTION:Attend Onsite or Virtually!\n\n\n\n\n\n\n\n\nThursday\, August 8\, 2019\nJoin us for the August NAIFA Live event featuring David Hultstrom\, president of Financial Architects\, a registered investment advisory firm that provides personal financial planning and wealth management services for private clients. \nDavid will provide insight into a couple of common themes and questions presented to insurance and financial service professionals.  This event is hosted by NAIFA – Nebraska. \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nREGISTER HERE\n\n\n\nSchedule: All Times are Central\n\n\n\n8:30-9:00 a.m.\nRegistration\, networking\, tech check-in for Watch Party sites\n\n\n9:00-9:05 a.m.\nLive Broadcast Begins; CE Review\n\n\n9:05-9:55 a.m.\nDavid Hultstrom Presentation Part I\n\n\n9:55-10:05 a.m.\nBreak\n\n\n10:05-10:55 a.m.\nDavid Hultstrom Presentation Part II\n\n\n10:55-11:15 a.m.\nQ&A and Discussion at Watch Party Sites\n\n\n\nREGISTER HERE
URL:https://naifa-az.org/event/two-interesting-planning-topics/
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20190731T120000
DTEND;TZID=America/Phoenix:20190731T130000
DTSTAMP:20260403T134352
CREATED:20190726T193408Z
LAST-MODIFIED:20190726T194413Z
UID:1825-1564574400-1564578000@naifa-az.org
SUMMARY:Ethics for Insurance and Financial Professionals: Questions for Consideration and Discussion - CE Event
DESCRIPTION:Ethics for Insurance and Financial Professionals: Questions for Consideration and Discussion. Great news! This webinar is approved as 1 hour of continuing education CE in Arizona. \nREGISTER HERE
URL:https://naifa-az.org/event/ethics-for-insurance-and-financial-professionals-questions-for-consideration-and-discussion-ce-event/
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20190718T084500
DTEND;TZID=America/Phoenix:20190718T233000
DTSTAMP:20260403T134352
CREATED:20190610T232606Z
LAST-MODIFIED:20190726T191552Z
UID:1734-1563439500-1563492600@naifa-az.org
SUMMARY:NAIFA Live! Cracking the Retirement Income Code
DESCRIPTION:Cracking the Retirement Income Code \nThursday\, July 18\, 2019\n8:45 – 9:15 a.m.: Tech Check in from Watch Party Sites \n9:15 a.m.: Live Broadcast and CE Review \n9:20-10:10 a.m.: Curtis Cloke presentation part I \n10:10-10:20 \n a.m.: Break \n10:20-11:10 a.m.: Curtis Cloke presentation part II \n11:10-11:30: Q&A and Discussion at Watch Party Sites \nBy: Curtis Cloke\n2 CECs \nREGISTER HERE \nAGENDA \nIntroduction to Course \n(5 mins.) A. Goals \n\nNew ways to secure retirement income in retirement\nClient Education – outline retirement fears and risks\nProduct Allocation to income allocation before asset allocation\nDiscuss three basic retirement income methods\nDiscovery of the Household Balance Sheet\nFraming comparable solutions\n\n  \nKey Elements of the Process \n(15 mins.)  A. Know Your Client – Getting to the Heart of the Matter \n\nWhere are you from\, and what was it like growing up\nWhat did you learn about money growing up\nWhat is the hardest lesson you’ve had regarding money?\nWhat is the best experience you’ve had regarding money?\nWhat would you do with your time if no one paid you?\nQuestions\n\n  \nFoundational Realities\, Fears and Risks \n(10 mins.) A. Math and Science: Nominal vs. Real Returns \n\nU.S. expenditures for major entitlements since 1971\nBaseline projections for 2014-2024\nReal Real Returns\nDALBAR Study 2015\n\n  \nFive Fears of Retirees \n(5 mins.)  A. Outliving your money \n\nControl of your money\nInflation\nLegacy\nInvestment mistake\n\n  \nFive Financial Risks – Taking \n(15 mins.) A. Longevity Risk \n\nHealth care risks and medical inflation\nInflation\nSequence of Returns Risk\nMarket Volatility\n\n  \n(10 mins.)        Break \n  \nTaking Other Key Risks Off the Table \n(10 mins.)   B. Stages of Life and Risk \n\nThe retirement red zone – 10 years before and after retirement\nTraditional investment mix\nGuaranteed life protection\nAligning risks with product allocation\nAnnuities\nCash/bonds/alternatives\nEquities\nInsurance – life\, LTC and liability\n\n  \nGuaranteed Lifetime Income Products \n(15 mins.)  A. Guaranteed Lifetime Withdrawal Benefit Rider (GLWB) \n\nSingle Premium Immediate Annuity (SPIA)\nDeferred Income Annuity\nComparison GLWB/DIA\nIncome Annuity Benefits\nAdditional security during retirement\nDependable and predictable income\nProtection against inflation\nPortfolio diversification\n\n  \nThree Retirement Income Strategies \n(10 mins.)    A. Systematic Withdrawal Income Plan (SWIP) \n\nBuckets/Laddered/Progressive Time Segments of Money\nRetirement Income Floor/Guaranteed Income Solutions\n\n  \nRetirement Strategy \n(10 mins.)  A. Making the Impossible Possible \n\nBuy Income and Invest the Rest\nMaximize tax efficiency\nBracket-bump Roth conversions\nSocial Security optimization\nMinimize fee-drag\nInflation-adjusted lifetime income\nDivide and Conquer\nDefensive plus Offensive\nPromised Based vs Risked Based Income assets\nGrowth assets\nLegacy assets\n\n  \nAdvanced Strategies Case Study: \n(15 mins.) A. Goals and Objectives \n\nThe 4 L’s of Retirement\nKey Core Measurements\nRecommendations\nPros and Cons\n\n  \nREGISTER HERE
URL:https://naifa-az.org/event/naifa-live-cracking-the-retirement-income-code/
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20190619T084500
DTEND;TZID=America/Phoenix:20190619T084500
DTSTAMP:20260403T134352
CREATED:20190610T224742Z
LAST-MODIFIED:20190610T230248Z
UID:1718-1560933900-1560933900@naifa-az.org
SUMMARY:NAIFA-Arizona 'Summer Event'
DESCRIPTION:Learning is your Professional Fitness!\nStay Fit: NAIFA-Arizona invites you to attend its ‘Summer Event’ –\nJune 19\, 2019 \nPlease join your colleagues for this special ‘Summer’ program! \nSpend the morning earning one-hour Continuing Education on the history of Long Term Care Insurance. \nGain insight into how to be successful while dealing with the unexpected. \nAnd\, hear an Arizona legislative update. \nPortales Corporate Center\, 4800 N. Scottsdale Road\, Floor G2\, Scottsdale\, AZ \n8:45 a.m. – 9:30 a.m. Registration – NO FEE – But must Register \n9:30 a.m. – 10:30 a.m. CE Program – David P. Chittenden \n10:45 a.m. – 11:45 a.m. – Wendy Feldman \nREGISTER TODAY \nDavid P. Chittenden\, CLU\, ChFC\, LTCP\nwww.thechittendens.com \nOne Hour CE Credit:\n“Long Term Care Insurance – The Newest Reality” \n‘This course will educate you on the history of Long Term Care Insurance in the United States and bring you up to date on the current situation of the market place. It will also review the many different product types that deliver Long Term Care benefits and how Partnership legislation has impacted the use of Long Term Care in the middle market.’ \n  \nWendy Feldman\, CLU\, ChFC\, CASL\, CLTC\nwww.thefeldmanagency.com \n“How to Work Successfully in Perfect Chaos” \nWendy Feldman will speak about her family background\, getting started in the business\, and becoming successful. Being a Mayor\, a mother and managing an ever-evolving business is not for the fainthearted. While daily chaos ensues\, there MUST be a way to get things accomplished. Find out how!! \nREGISTER TODAY \n  \n  \nMore about David P. Chittenden\, CLU\, ChFC\, LTCP \nDavid has been in the life and health insurance brokerage business in Arizona since 1974. \nHe started working part-time for his father\, George Chittenden\, while attending NAU in Flagstaff\, Arizona.  Upon graduation from NAU in 1978\, with a BS in Mathematics\, David joined the family business full time. \nDavid has expertise in business life insurance plan design\, disability insurance\, critical illness insurance\, annuities\, and long term care insurance. For the past several years\, David has concentrated on the need for Long Term Care Insurance and the ever-changing solutions to this problem. \nHe is a qualified instructor for the LTCP designation and also proctors Continuing Education courses for NAIC Partnership LTC Certification. David and his wife\, Vicki\, are blessed with four married daughters and eight grandchildren that all live in the Valley of the sun! \n  \nMore about Wendy Feldman\, CLU®\, ChFC®\, CASL®\, CLTC \nWendy Feldman is a third generation New York Life agent\, following in the footsteps of her Grandfather Ben\, Father Richard\, and Uncle Marvin. While the other Feldman’s stayed in Ohio\, Wendy ventured out west to attend graduate school. Wendy became a New York Life Agent on Groundhog Day\, 1986. She has since then owned and operated her own firm\, The Feldman Agency\, with offices both in Arizona and Ohio. As a financial adviser with Eagle Strategies\, she specializes in personal\, business\, estate and retirement planning\, as well as insurance and investments planning. \nWendy graduated from Ohio University with a Bachelor of Science Degree in Organizational Communication. She went on to complete her Master of Arts in Communications from Arizona State University. She then obtained her Chartered Life Underwriter (“CLU®”)\, Chartered Financial Consultant (“ChFC®”) and Chartered Advisor for Senior Living (“CASL®”) designations from Solomon S. Huebner School of The American College and also received her Certified in Long Term Care (CLTC®) designation from the Corporation for Long Term Care Certification\, Inc. \nWith a passionate desire to share her personal qualities of leadership and organizational capabilities\, Wendy actively contributes her time and energy to the betterment of her community. She has served on the Queen Creek Town Council as Council Member\, Vice Mayor\, and Mayor. Wendy was successful in keeping the heritage of Queen Creek alive while growing at a pace that would take the town from the modest 4\,000 residents when she joined the Council to the current population of over 33\,000. As Mayor of the Town of Queen Creek\, she raised the standard for all citizen leaders. Her passion was to provide opportunities for all individual citizens to get involved in civic processes\, to become more informed regarding community issues\, to commit to improving lives and to take responsibility for shaping their own community. Wendy instituted several programs that aimed to reach out to build community and forge networks between people of different backgrounds. \nIn addition\, Wendy served as Chair of the Phoenix-Mesa Gateway Airport Authority\, the Maricopa Association of Governments\, and the Queen Creek Cultural Foundation\, as well as serving on the boards of the East Valley Jewish Day School and the Sun Lakes Jewish Congregation. On a state level\, Wendy was appointed to the Arizona Power Authority. \nA 30 time council qualifier\, including 4 at Chairman’s Council\, she is a member of MDRT\, AALU\, NAIFA AND NYLPAC and has received the National Quality Award for many years. Of all the awards and recognition\, the position Wendy has received the most personal feelings of accomplishment is from her service on the New York Life Agent’s Advisory Council. She is humbled to have been elected to the position of President for 2019.  She also served as Vice-President for 2018. \nWendy\, Eric\, and daughter Sydney enjoy their dogs\, cat\, horses and mules as well as movies\, travel\, theater\, and spending time with family and friends.
URL:https://naifa-az.org/event/naifa-arizona-summer-event/
LOCATION:Portales Corporate Center\, 4800 N. Scottsdale Road\, Floor G2 Amphitheater\, Scottsdale\, AZ\, 85251\, United States
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20190613T080000
DTEND;TZID=America/Phoenix:20190613T120000
DTSTAMP:20260403T134352
CREATED:20190514T210204Z
LAST-MODIFIED:20190514T210602Z
UID:1697-1560412800-1560427200@naifa-az.org
SUMMARY:Arizona Agent Education Workshop
DESCRIPTION:Please attend NCCI’s free Agent Education Workshop in Arizona and earn three Continuing Education credits. \nNCCI is your window to workers compensation. Please join us for this free event. \n\n\n\n Date and Time\n                              Location\n\n\nThursday\, June 13\, 2019 \n8:30 a.m. to noon\nCheck-in and continental breakfast will be available from 8:00 a.m. to 8:30 a.m.\nArizona Agent Education Workshop\nPhoenix Airport Marriott\n1101 N. 44th Street\nPhoenix\, AZ 85008\n602-273-7373\n\n\n\nWe will educate agents on the following topics. \nWhat You’ll Learn: \n\nWorkers Compensation Economic Overview and Trends—Learn the role of a rating organization\, get an overview of the workers comp market\, and hear about changes in the job market from an insurability perspective.\nExperience Modifications: Understanding\, Managing\, and More—Explore the role of experience rating and the rules for modifying premium\, as well as the impact of frequency versus severity in the calculation of an experience rating modification factor. Learn about ownership changes\, the impact to experience rating calculations\, and how to improve loss experience. Discover tools designed to make your job easier.\nRiskworkstation ™— Familiarize yourself with this online tool\, which provides quick access to experience rating information and other frequently used resources for analyzing risk-specific information.\nHow to Classify and Use Appropriate Resources—Find out how to ensure that the appropriate premium is charged for workers comp coverage. Explore the classification process\, workers comp rules\, and premium pricing programs that can help agents achieve professional obligations. Discover tools and information for researching classifications and rules.\nApplying for Residual Market Workers Comp Coverage – Hear about the application submission process\, including determining employer eligibility\, prior policy debt/non-compliance\, and classification of the business.  Learn how to use the RMAPS® Online Application Service and VCAP® Service.\n\nClick here to Register Now \n  \nIf you have any questions\, please do not hesitate to contact the NCCI Customer Service Center at 800-622-4123. We look forward to seeing you at the Arizona Agent Education Workshop. \n \n\n\n\n\n 
URL:https://naifa-az.org/event/arizona-agent-education-workshop/
LOCATION:Phoenix Airport Marriott\, 1101 N. 44th Street\, Phoenix\, AZ\, 85008
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20190610T080000
DTEND;TZID=America/Phoenix:20190610T170000
DTSTAMP:20260403T134352
CREATED:20190610T231511Z
LAST-MODIFIED:20190610T231511Z
UID:1729-1560153600-1560186000@naifa-az.org
SUMMARY:NAIFA Live! The Gotchas & Trap Doors of Life Insurance
DESCRIPTION:Speaker:  Robert Cohen \nDate:  6/20/2019 – Minneapolis \nEvent location:  Ewald Conference Center \nEvent time:  2:00p – 4:00p CENTRAL TIME \nREGISTER FOR NAIFA LIVE HERE \nCourse Title:  The Gotchas & Trap Doors of Life Insurance \nCourse Duration:  1 Hour \nCourse Description:   This course will provide attendees with the foundation of some of the variable within life insurance products that Insurance Companies use to make sure they are profitable and how that comes at a huge cost to the client.  We will review the history\, beliefs and perceptions of the public and other advisors within the planning community on life insurance.    We will begin with the analysis of premium options on life insurance policies and how clients rely on the insurance company’s earnings to sustain their policies.  We will talk about the changes life insurance companies can experience and how they pass those changes on to the consumer.  We will dive deep into life insurance illustrations and show how difficult they are for consumers to understand.  While briefly talking about “Premium Financing” as a topic\, we will discuss some terms that are told to clients that could harm them\, if not completely understood.  Finally we will layout the importance of a good policy review and why that this is imperative. \nLearning Objectives: \nIncrease advisor’s knowledge and understanding of: \n\nHow difficult of a position a client is in by not understanding their life insurance.\nThe nuances that a life insurance policy has that every advisor should know.\nHow to initially structure life insurance for their client to ensure policy success.\n\nPresentation Timed outline: \n\nFlaws in the Life Insurance Industry and Products – (5 min)\nIntroduction – (5 min)\n\nBeliefs of life insurance products\, insurance advisors and their role and the risks of life insurance\nBeliefs of the importance of life insurance\n\n\nHistory of life insurance products and performance – (5 min)\nLife Insurance premiums don’t equal cost – (10 min)\n\nAnalysis of premium options\nLife Insurance Co. required earnings to sustain policies\nRisk transfer to Insurance Co. or the Policy owner?\nPremium/Risk ratio\n\n\nLife Insurance company changes to contracts – 5 min)\n\nInterest rate environments\nCost of Insurance and Mortality expenses\nInsurance Companies that get out of the life insurance business\n\n\n“Gotcha” Terms that can harm a client – (5 min.)\n\nFlexible/Adjustable Premium\nClient doesn’t need to pay all the premiums\nVariable life insurance\nSecond to Die policies\n\n\nPremium Financed Life Insurance – (5 min.)\n\nClients that fit premium financing\, how it works and why collaboration with all advisors is imperative\n\n\nLife Insurance review – (10 min)\n\nThe importance of a regular policy review for the client\nHow to conduct and service the review of a life insurance policy\n\n\nConclusion\n\n  \nREGISTER FOR NAIFA LIVE HERE
URL:https://naifa-az.org/event/naifa-live-the-gotchas-trap-doors-of-life-insurance/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20190502T150000
DTEND;TZID=America/Phoenix:20190502T170000
DTSTAMP:20260403T134352
CREATED:20190329T233619Z
LAST-MODIFIED:20190329T235400Z
UID:1677-1556809200-1556816400@naifa-az.org
SUMMARY:Financial Planning Solutions Utilizing Home Equity
DESCRIPTION:Home equity could be a strategic component of a comprehensive retirement plan.\nThe reverse mortgage may help complete the longevity planning puzzle. \nThis course for financial professionals will give you a basic understanding of a reverse mortgage including the features\, available products\, and eligibility\nrequirements. \nWe will also examine strategies that utilize a reverse mortgage as part of a comprehensive retirement plan. \nThe course is presented by Steve Resch\, Vice President of Retirement Strategies for Finance of America Reverse. Steve began his career in Financial Services over 30 years ago\, initially as a securities analyst for a Wall Street broker-dealer\, and then for 20 years as a managing partner for a Wealth Management firm. He was first introduced to reverse mortgages in the early 2000’s and was immediately drawn to the flexibility of the program to solve for cash flow\, asset protection\, and other concerns that many retirees face. In addition to utilizing the program within his practice\, Steve has trained hundreds of bankers\, mortgage brokers and financial advisors at various national and regional conferences on utilizing a reverse mortgage to help manage\, protect and enhance their clients’ wealth. \nHAPPY HOUR AFTER! \nRSVP to: \nKory Boxberger\n480.248.2916\nkboxberger@financeofamerica.com \nDownload brochure here
URL:https://naifa-az.org/event/financial-planning-solutions-utilizing-home-equity-2/
ATTACH;FMTTYPE=image/png:https://naifa-az.org/wp-content/uploads/2019/03/Image-2019-03-29-at-4.36.33-PM.png
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20190502T100000
DTEND;TZID=America/Phoenix:20190502T120000
DTSTAMP:20260403T134352
CREATED:20190329T232653Z
LAST-MODIFIED:20190329T235654Z
UID:1672-1556791200-1556798400@naifa-az.org
SUMMARY:Financial Planning Solutions Utilizing Home Equity
DESCRIPTION:Home equity could be a strategic component of a comprehensive retirement plan.\nThe reverse mortgage may help complete the longevity planning puzzle. \nThis course for financial professionals will give you a basic understanding of a reverse mortgage including the features\, available products\, and eligibility\nrequirements. We will also examine strategies that utilize a reverse mortgage as part of a comprehensive retirement plan. \nThe course is presented by Steve Resch\, Vice President of Retirement Strategies for Finance of America Reverse. Steve began his career in Financial Services over 30 years ago\, initially as a securities analyst for a Wall Street broker-dealer\, and then for 20 years as a managing partner for a Wealth Management firm. He was first introduced to reverse mortgages in the early 2000’s and was immediately drawn to the flexibility of the program to solve for cash flow\, asset protection\, and other concerns that many retirees face. In addition to utilizing the program within his practice\, Steve has trained hundreds of bankers\, mortgage brokers and financial advisors at various national and regional conferences on utilizing a reverse mortgage to help manage\, protect and enhance their clients’ wealth. \nApproved for 2 CE Credits for Certified Financial Planners (CFPs) \nLUNCH PROVIDED AFTER! \nRSVP to:\nKory Boxberger\n480.248.2916\nkboxberger@financeofamerica.com \nDownload Brochure here
URL:https://naifa-az.org/event/financial-planning-solutions-utilizing-home-equity/
LOCATION:Finance of America
ATTACH;FMTTYPE=image/png:https://naifa-az.org/wp-content/uploads/2019/03/Image-2019-03-29-at-4.23.08-PM.png
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20190424T140000
DTEND;TZID=America/Phoenix:20190424T160000
DTSTAMP:20260403T134352
CREATED:20190416T205727Z
LAST-MODIFIED:20190416T205727Z
UID:1692-1556114400-1556121600@naifa-az.org
SUMMARY:Upcoming Flood Insurance Webinars for Agents
DESCRIPTION:Key Fundamentals of Flood Insurance for Agents\nParts One and Two \nPlease register for both parts of this webinar. \nPart One: April 24 – 2:00 PM – 4:00 PM CDT – REGISTER \nPart Two: April 25 – 2:00 PM – 4:00 PM CDT – REGISTER \nInsurance agent continuing education course approval and credits vary by state.CLICK HERE for information about your state.  \nCan’t attend these sessions? Watch for more opportunities soon
URL:https://naifa-az.org/event/upcoming-flood-insurance-webinars-for-agents/
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