Financial Planning Solutions Utilizing Home Equity

Finance of America

Home equity could be a strategic component of a comprehensive retirement plan. The reverse mortgage may help complete the longevity planning puzzle. This course for financial professionals will give you a basic understanding of a reverse mortgage including the features, available products, and eligibility requirements. We will also examine strategies that utilize a reverse mortgage […]

Financial Planning Solutions Utilizing Home Equity

Home equity could be a strategic component of a comprehensive retirement plan. The reverse mortgage may help complete the longevity planning puzzle. This course for financial professionals will give you a basic understanding of a reverse mortgage including the features, available products, and eligibility requirements. We will also examine strategies that utilize a reverse mortgage […]

NAIFA Live! The Gotchas & Trap Doors of Life Insurance

Speaker:  Robert Cohen Date:  6/20/2019 - Minneapolis Event location:  Ewald Conference Center Event time:  2:00p – 4:00p CENTRAL TIME REGISTER FOR NAIFA LIVE HERE Course Title:  The Gotchas & Trap Doors of Life Insurance Course Duration:  1 Hour Course Description:   This course will provide attendees with the foundation of some of the variable within life […]

Arizona Agent Education Workshop

Phoenix Airport Marriott 1101 N. 44th Street, Phoenix, AZ

Please attend NCCI’s free Agent Education Workshop in Arizona and earn three Continuing Education credits. NCCI is your window to workers compensation. Please join us for this free event.  Date and Time                               Location Thursday, June 13, 2019 8:30 a.m. to noon Check-in and continental breakfast will be available from 8:00 a.m. to 8:30 a.m. Arizona Agent Education Workshop Phoenix Airport […]

NAIFA-Arizona ‘Summer Event’

Portales Corporate Center 4800 N. Scottsdale Road, Floor G2 Amphitheater, Scottsdale, AZ, United States

Learning is your Professional Fitness! Stay Fit: NAIFA-Arizona invites you to attend its 'Summer Event' - June 19, 2019 Please join your colleagues for this special 'Summer' program! Spend the morning earning one-hour Continuing Education on the history of Long Term Care Insurance. Gain insight into how to be successful while dealing with the unexpected. And, hear an Arizona legislative […]

NAIFA Live! Cracking the Retirement Income Code

Cracking the Retirement Income Code Thursday, July 18, 2019 8:45 - 9:15 a.m.: Tech Check in from Watch Party Sites 9:15 a.m.: Live Broadcast and CE Review 9:20-10:10 a.m.: Curtis Cloke presentation part I 10:10-10:20 a.m.: Break 10:20-11:10 a.m.: Curtis Cloke presentation part II 11:10-11:30: Q&A and Discussion at Watch Party Sites By: Curtis Cloke 2 […]

TWO INTERESTING PLANNING TOPICS – qualifies for two Arizona CE credits

Attend Onsite or Virtually! Thursday, August 8, 2019 Join 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. David will provide insight into a couple of common themes and questions presented to insurance […]

P + P Convention in Orlando FL

NAIFA PERFORMANCE + PURPOSE CONVENTION REGISTER AND MORE INFORMATION Big Ideas Workshops The 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 […]

Naifa Arizona General Membership Meeting

Main Event 8545 S. Emerald Drive, Tempe, AZ, United States

September 26, 2019 'Main Event' Venue, 8545 S. Emerald Drive, Tempe, AZ 85284 2:30 p.m Registration/Program 3:00-5:30 p.m./Bowling 6:00-7:00 p.m. One Hour CE Credit: '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 […]