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X-WR-CALDESC:Events for NAIFA-AZ Association Representing Licensed Insurance Agents
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DTSTART:20230101T000000
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20240607T080000
DTEND;TZID=America/Phoenix:20240607T170000
DTSTAMP:20260413T010405
CREATED:20240607T173810Z
LAST-MODIFIED:20240607T174148Z
UID:2832-1717747200-1717779600@naifa-az.org
SUMMARY:Revenues are Vanity\, Profit is Sanity\, and Cash Flow is King - Virtual Program
DESCRIPTION:Revenues are Vanity\, Profit is Sanity\, and Cash Flow is King – Virtual Program\nPlease Join us for this virtual program:\nThursday\, July 18\, 2024 at 7:00 a.m. (Arizona time) \nto hear Guest Speaker Larry Tyler \nThis program is complimentary. Must register to attend. \nProgram is joint with NAIFA-Michigan and does not carry CE credit. \n“Revenues are Vanity\, Profit is Sanity\, and Cash Flow is King” \nMany 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? \nAccounting 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. \nLarry 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. \nClick the following link to register: https://us02web.zoom.us/meeting/register/tZYufuGvrzosGtVDf7VBlEg6mR9m4h4k-r-Q#/registration \nLarry Tyler “The Loan Whisperer” \nLarry’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\ntheir 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. \nAuthor: ‘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”. \nDownload a PDF brochure for this event: July Virtual Webinar 2024
URL:https://naifa-az.org/event/revenues-are-vanity-profit-is-sanity-and-cash-flow-is-king-virtual-program/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20240829T090000
DTEND;TZID=America/Phoenix:20240829T100000
DTSTAMP:20260413T010405
CREATED:20240730T214739Z
LAST-MODIFIED:20240806T000414Z
UID:2846-1724922000-1724925600@naifa-az.org
SUMMARY:Life Settlements - One Hour Arizona CE Credit
DESCRIPTION:One Hour Arizona CE Credit\n“Life Settlements”\n\nLearn why agents and clients should consider Life Settlements.\nLearn Who and What qualifies.\nLearn the Fair Market Value (FMV) of Life Settlements.\nLearn how simplified underwriting is used.\nLearn from Case Studies.\n\n  \nClick this link to Register: \nWebinar Registration – Zoom \nDaniel Brown\nDan 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. \nOutside of work\, Dan has been happily married for seven years and enjoys spending time with his one-year-old son. \n  \n  \n  \nREGISTER
URL:https://naifa-az.org/event/life-settlements-one-hour-arizona-ce-credit/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20240919T080000
DTEND;TZID=America/Phoenix:20240921T170000
DTSTAMP:20260413T010405
CREATED:20240723T195132Z
LAST-MODIFIED:20240723T195132Z
UID:2843-1726732800-1726938000@naifa-az.org
SUMMARY:Apex Is NAIFA's Race to the Top!
DESCRIPTION:September 19-21\, 2024 | Arizona Biltmore | Phoenix\, AZ\nApex Is NAIFA’s Race to the Top!\nApex 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\nlevel 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\nUnited 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\nsuccess 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. \nMember Registration Fee: $800.00\nNon Member Registration Fee: $1\,000.00 \nREGISTER: https://apex.naifa.org/registration?hsCtaTracking=e9f81ac6-de29-4ff8-80b4-6f79a1bac8ad%7C0a412b14-dfdc-479b-8d48-59dccc43f0c9\nOr\, go to the NAIFA National website at www.naifa.org
URL:https://naifa-az.org/event/apex-is-naifas-race-to-the-top/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20241010T090000
DTEND;TZID=America/Phoenix:20241010T130000
DTSTAMP:20260413T010405
CREATED:20240914T170727Z
LAST-MODIFIED:20240914T184827Z
UID:2871-1728550800-1728565200@naifa-az.org
SUMMARY:Certainty in Times of Uncertainty - Tom Hegna\, CLU\, ChFC\, CASL
DESCRIPTION: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\nTom Hegna\npresents: \n“Certainty in Times of Uncertainty”\nThis 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. \nTom will also touch on how to utilize AI and address generational differences. \nThis presentation qualifies for One Hour Arizona CE Credit – but sales ideas will not be overlooked in time with Tom! \nDate:\nThursday\, October 10\, 2024\nTime: 9:00 a.m. Registration\n9:30 a.m. – 10:30 a.m. Tom Hegna\n10:40 a.m. – 11:15 a.m. Sales Ideas Panel\n11:30 a.m. – Sponsored Lunch \nLocation:\n1550 E. Missouri (Pioneer Title)\nPhoenix\, Arizona 85014 \nRegister Here\nRegistration Fee: $40.00 \nThis program is a fundraiser for IFAPACArizona. \nYour 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. \nRegister Here\nMore About Tom:\nAn 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\npump you up\, make you laugh and inspire you to solve complex financial problems with ideas and stories. \n  \nDownload the PDF for this event IFAPAC-Arizona Administration Fundraiser.PDF
URL:https://naifa-az.org/event/certainty-in-times-of-uncertainty-tom-hegna-clu-chfc-casl/
LOCATION:1550 E. Missouri (Pioneer Title) Phoenix\, Arizona 85014\, 1550 E. Missouri\, Phoenix\, AZ\, 85014
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20241119T090000
DTEND;TZID=America/Phoenix:20241119T113000
DTSTAMP:20260413T010405
CREATED:20241015T174513Z
LAST-MODIFIED:20241015T203117Z
UID:2884-1732006800-1732015800@naifa-az.org
SUMMARY:Succession Planning & The Forgotten Art of Loyalty - No fee In Person Event for NAIFA-Arizona members
DESCRIPTION:No fee for NAIFA-Arizona members to attend this event – but must register to attend. Space limited.\nDate: November 19\, 2024\nTime: 9:00 a.m. – Registration – 9:30 Program – 11:30 Luncheon\nLocation: 6263 N. Scottsdale Road #140\, Scottsdale\, Arizona 85250 \n‘Amenity Center’ – enter through the building’s courtyard.\nLuncheon Included – Sponsored by MassMutual \nJoe Scheid will present:\n“What is Succession Planning?”\nWhy 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) \nJim Lutz will present:\n“The Forgotten Art of Loyalty and Why It Is Needed More Than Ever”\nThe 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’. \n  \n \nJoe W. Scheid\, AIF\, CEPA\, CFBS\, CLTC\nNearly 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. \n  \n  \n \nJim Lutz\, LUTCF\, FICF\, CLTC\nJim 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. \n  \n  \nRegister for this exciting Program! \nClick here to Register \nYour 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
URL:https://naifa-az.org/event/succession-planning-the-forgotten-art-of-loyalty-no-fee-in-person-event-for-naifa-arizona-members/
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20241201T080000
DTEND;TZID=America/Phoenix:20241231T170000
DTSTAMP:20260413T010405
CREATED:20241015T174829Z
LAST-MODIFIED:20241015T174829Z
UID:2892-1733040000-1735664400@naifa-az.org
SUMMARY:No Meetings This Month. Wishing you Happy Holidays!
DESCRIPTION:No Meetings This Month. Wishing you Happy Holidays!
URL:https://naifa-az.org/event/no-meetings-this-month-wishing-you-happy-holidays/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20250121T090000
DTEND;TZID=America/Phoenix:20250121T100000
DTSTAMP:20260413T010405
CREATED:20241205T061434Z
LAST-MODIFIED:20241205T061833Z
UID:2897-1737450000-1737453600@naifa-az.org
SUMMARY:Safeguarding Against AI Cyber Threats
DESCRIPTION:Webinar – Qualifies for One Hour Arizona CE Credit\nNo fee for NAIFA-Arizona Members – But must Register\nJOIN US – Click the Link to:  Register \nThis 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. \nTom 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”. \nRegister today – Stay Cyber Fit \nREGISTER TODAY\nDownload the brochure here: January 2025 NAIFA Arizona CE Webinar
URL:https://naifa-az.org/event/safeguarding-against-ai-cyber-threats/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20250226T113000
DTEND;TZID=America/Phoenix:20250226T123000
DTSTAMP:20260413T010405
CREATED:20250213T043704Z
LAST-MODIFIED:20250213T043937Z
UID:2915-1740569400-1740573000@naifa-az.org
SUMMARY:Learn How to Efficiently Buy and Sell Financial Practices
DESCRIPTION:M & A Summit\nOPPORTUNITY OF A LIFETIME\nLearn How to Efficiently Buy and Sell Financial Practices\nFebruary 26\, 2025\n11:30 AM \nin Scottsdale\, AZ \nThis 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. \nA confirmation e-mail will provide the location address:\nhttps://joingateway.com/mergers-acquisitionssummit-events/ \nREGISTER\n  \nDownload PDF flyer: Gateway Financial Partners Program
URL:https://naifa-az.org/event/learn-how-to-efficiently-buy-and-sell-financial-practices/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20250227T130000
DTEND;TZID=America/Phoenix:20250227T140000
DTSTAMP:20260413T010405
CREATED:20250205T042716Z
LAST-MODIFIED:20250205T044450Z
UID:2906-1740661200-1740664800@naifa-az.org
SUMMARY:Winning With Life and Annuities
DESCRIPTION:Featuring Special Guest Presenter: Van Mueller\, LUTCF\nProgram Title: Winning With Life and Annuities\nWebinar: Thursday\, February 27\, 2025 – 1:00 p.m. Arizona Time \nREGISTER NOW\nWhile there is no formal CE credit for this program – you will still LEARN and be INSPIRED. \nAn 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 \nWhat if you could dramatically increase your life and annuity production by learning just six or eight questions? What if simplicity rather than complexity\ncould 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\nwith just a small amount of practice? \nJoin Van – he is excited to share this Top of the Table information with you. \nREGISTER HERE \nVan 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. \nDownload the event brochure PDF: NAIFA Arizona February 2025 Webinar \n 
URL:https://naifa-az.org/event/winning-with-life-and-annuities/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20250320T090000
DTEND;TZID=America/Phoenix:20250320T113000
DTSTAMP:20260413T010405
CREATED:20250302T041332Z
LAST-MODIFIED:20250302T041332Z
UID:2923-1742461200-1742470200@naifa-az.org
SUMMARY:Unlock Your Tax Strategies and Keep More of Your Money
DESCRIPTION:Webinar Details: \nThursday\, March 20\, 2025 \nNo Registration Fee \n9:00 a.m. – 11:30 a.m. Arizona Time \n(Please log in 10 minutes prior to the meeting start time. Seminar begins on time)\nREGISTER \nHere’s some of what you will learn: \n\nHow to Power Boost & Optimize your tax deductions\nChanges to your vehicle deductions\nHow to deduct your home office…simplified & safe\nHow to deduct all of your Family’s Medical – even dental – as a business expense\nHow to optimize the New and Improved food and beverage deductions\nWhy New Law always reinforces the need to claim all business tax deductions\nUnderstand your tax professional’s role\n\nProgram Sponsored by Bradford Tax Solutions \nClick this link to Register:\nhttps://us02web.zoom.us/meeting/register/WUbKg2-KRXS5hoQiBScW9g#/registration \nInstructor: 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! \nDownload the event brochure PDF NAIFA-Arizona March Webinar
URL:https://naifa-az.org/event/unlock-your-tax-strategies-and-keep-more-of-your-money/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20250502T180000
DTEND;TZID=America/Phoenix:20250502T200000
DTSTAMP:20260413T010405
CREATED:20250325T044909Z
LAST-MODIFIED:20250325T045850Z
UID:2931-1746208800-1746216000@naifa-az.org
SUMMARY:Leadership Appreciation
DESCRIPTION:Please join us for this opportunity to visit with the Past & the Present! \nLeadership Appreciation\nMay 2\, 2025\n6:00 p.m. – 8:00 p.m.\nAppetizers & Drinks Provided\nGenerously sponsored by Julie Jakubek at her home: 3646 N. 52nd Place\, Phoenix\, AZ 85018 \nThe dress is casual. \nInvited are: Past State Presidents\, Current Board Members\, Spouses and Guests \nPlease RSVP by e-mail to: naifa-az@azis.com \nThank you for your service to NAIFA-Arizona \nWe would love to see you! \nSee the invitation brochure: Leadership Appreciation Event
URL:https://naifa-az.org/event/leadership-appreciation/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20250605T090000
DTEND;TZID=America/Phoenix:20250605T130000
DTSTAMP:20260413T010405
CREATED:20250503T060309Z
LAST-MODIFIED:20250503T061255Z
UID:3009-1749114000-1749128400@naifa-az.org
SUMMARY:Deferred Compensation Arrangements and Lessons from the Gridiron
DESCRIPTION:June 5\, 2025 In Person Program\n9:00 a.m. – 1:00 p.m. – Luncheon Included\nLocation: McBride Motorcycle Museum\n16751 E. Glenbrook Boulevard\, Fountain Hills\, Arizona\nNo Fee for NAIFA-Arizona Members and may bring a guest!\nREGISTER \nHello Summer! With the weather finally getting warmer\, it’s time for some hot ideas! \nYouth on Their Own\nAt 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. \nWilliam Cassidy\, CLU\, ChFC\,LUTCF\, CLTC \n  \nA new season means a new CE opportunity!”Deferred Compensation Arrangements”\n1 Hour Arizona CE Credit \nDeferred 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. \nBill 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. \n  \n  \nRich Griffith\n“Lessons from the Gridiron” \nTopic: Having the heart of a servant leader. Leading a team or business from your strengths. \nDuring 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\nChief Development Officer with Global Action. \nHe 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. \n  \nRegister
URL:https://naifa-az.org/event/deferred-compensation-arrangements-and-lessons-from-the-gridiron/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20251106T090000
DTEND;TZID=America/Phoenix:20251106T123000
DTSTAMP:20260413T010405
CREATED:20250926T051920Z
LAST-MODIFIED:20250926T053734Z
UID:3018-1762419600-1762432200@naifa-az.org
SUMMARY:Join us and Enjoy this Educational Opportunity
DESCRIPTION: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. \nNovember 6\, 2025\n9:00 a.m. – 9:30 a.m. Registration\n9:30 a.m. – 12:30 p.m. Program and Lunch\nJunior Achievement\n636 W. Southern Avenue\, Tempe 8282 \nProgram includes an MDRT Panel with:\nGerald Wiebers\, LACP; Amber Stitt\, ChFC\,\nCLTC\, CLU and Barry McBride\, CLU\, AEP.\nLuncheon also included as well as a tour of Junior Achievement facility. \nNo fee to attend – members encouraged to register a colleague\nDue to cost of lunch – registered ‘no shows’ may be invoiced \nREGISTER\n  \n Benjamin Lavin\n“Tax Law/Planning Updates/OBBBA‘\nEstate 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. \n  \n  \nDaniel Timothy Schmaltz\, CFP\, BFA\, CKA\, CEPA\n“Life Insurance Funding Strategies”\n1 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\nfinance lecturer at Grand Canyon University and ASU. \n  \n  \nREGISTER\n  \nDownload registration brochure NAIFA Arizona Fall Program
URL:https://naifa-az.org/event/join-us-and-enjoy-this-educational-opportunity/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20251204T160000
DTEND;TZID=America/Phoenix:20251204T180000
DTSTAMP:20260413T010405
CREATED:20251120T224808Z
LAST-MODIFIED:20251120T224808Z
UID:3027-1764864000-1764871200@naifa-az.org
SUMMARY:Join us as We Celebrate the Holidays With a Fun Social Event
DESCRIPTION: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. \nThursday\, December 4\, 2025 | 4:00 PM – 6:00 p.m.\n6263 N. Scottsdale Road\, Scottsdale\, Arizona 85250\nIn the Building Courtyard \n\nEvent will be hosted for beverages and light appetizers. \nHowever: 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\nwill have bid lines on it. \nRSVP\nSpecial Note: proceeds from the sale of white elephant items will go to NAIFAArizona to continue the high standards of programs and meetings. \nSpecial thanks to MassMutual/Touchstone Wealth for sponsoring & hosting this event. \nWe hope to see you there! \nRSVP HERE
URL:https://naifa-az.org/event/join-us-as-we-celebrate-the-holidays-with-a-fun-social-event/
LOCATION:MassMutual/Touchstone Wealth\, 6263 N. Scottsdale Road\, Scottsdale\, AZ\, 85250\, United States
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20260129T090000
DTEND;TZID=America/Phoenix:20260129T100000
DTSTAMP:20260413T010405
CREATED:20251219T233248Z
LAST-MODIFIED:20251219T233248Z
UID:3034-1769677200-1769680800@naifa-az.org
SUMMARY:Engaging with Women Clients - One Hour Arizona CE Credit
DESCRIPTION:As we begin the New Year – we are pleased to offer this CE Webinar sponsored by: \nBrighthouse Financial and hosted by Darin Ruiz\, CFP\n“Engaging with Women Clients”\nAccording 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. \nJanuary 29\, 2026\n9:00 a.m. – 10:00 a.m. Arizona Time\nOne Hour Arizona CE Credit – No Fee for Members\nClick following link to register:\nhttps://brighthousefinancial.zoom.us/webinar/register/WN_LZZ3IFvYQweLpIopQ0lgzw#/registration \n  \nFeatured Speaker: Andrea Santellan\nAdvanced Markets Group Consultant\, Brighthouse Financial. \nAndrea 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. \n  \nREGISTER
URL:https://naifa-az.org/event/engaging-with-women-clients-one-hour-arizona-ce-credit/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20260219T120000
DTEND;TZID=America/Phoenix:20260219T130000
DTSTAMP:20260413T010405
CREATED:20260223T042720Z
LAST-MODIFIED:20260223T043728Z
UID:3042-1771502400-1771506000@naifa-az.org
SUMMARY:"Talk So Clients Listen: The Art of Connection That Drives Your Success"
DESCRIPTION:NAIFA National LIVE Webinar: Thursday\, February 19\, 2026 12:00 p.m. – 1:00 p.m. EST \n“Talk So Clients Listen: The Art of Connection That\nDrives Your Success”\nTechnical knowledge builds credibility\, but communication builds\nconnection\, and connection drives business success. In this engaging\nwebinar\, Ellen Rogin\, CPA\, CFP\, and New York Times bestselling\nauthor\, shares how top advisors use communication as their competitive\nedge. You will discover how to build trust faster\, listen for what is really\nbeing said\, and make every conversation more meaningful and effective. \nYou will walk away with: \n\nThe one word that can instantly boost client buy-in and trust\nHow to ask questions that open deeper\, more productive conversations\nThe body language cues that make your communication more\nconfident and compelling\n\nTo register and learn more about this February LIVE\nProgram\, please check your e-mail for a notice from\nNAIFA National.
URL:https://naifa-az.org/event/talk-so-clients-listen-the-art-of-connection-that-drives-your-success/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20260326T090000
DTEND;TZID=America/Phoenix:20260326T100000
DTSTAMP:20260413T010405
CREATED:20260225T022918Z
LAST-MODIFIED:20260225T023955Z
UID:3047-1774515600-1774519200@naifa-az.org
SUMMARY:"Student Loans & Financial Advisors" - WEBINAR
DESCRIPTION:Webinar: March 26\, 2026\nTime: 9:00 a.m. – 10:00 a.m.\nPresenter: Sarah Johnston\n \nSarah Johnston\nby 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. \nSarah 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. \nClick following link to register:\nhttps://events.teams.microsoft.com/event/26255f46-ec02-4e43-bc6c-0a03829c0a2a@8c8aade5-1c41-41de-8ea3-189ee2b481b3 \nNote: your confirmation e-mail & JOIN link will come from Key Corp. \nWhile this course does not have CE credit\, you will learn important information that you can share with your clients as they congratulate their graduates! \nNAIFA-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. \nSarah 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. \nWhile this course does not have CE credit\, you will learn important information that you can share with your clients as they congratulate their graduates! \nREGISTER
URL:https://naifa-az.org/event/student-loans-financial-advisors-webinar/
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20260414T090000
DTEND;TZID=America/Phoenix:20260414T130000
DTSTAMP:20260413T010405
CREATED:20260401T052518Z
LAST-MODIFIED:20260401T053255Z
UID:3128-1776157200-1776171600@naifa-az.org
SUMMARY:Earn the Certified Home Equity Advisor - CHEA Credential - 4/14/26
DESCRIPTION:Earn the Certified Home Equity Advisor (CHEA) Credential 8-HOUR CE PROGRAM FOR FINANCIAL & INSURANCE PROFESSIONALS \nLIVE & VIRTUAL CLASS DATES – ARIZONA MARKET \nAPRIL 14 & APRIL 16 9:00 AM – 1:00 PM MST (Two 4-Hour Sessions) \nIN-PERSON LOCATION: Great American Title Company Desert Ridge Branch Desert Ridge Corporate Center 20860 N Tatum Blvd\, Suite 190\, Phoenix\, AZ 85050 \nREGISTER HERE \nExpand 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. \nWHAT YOU’LL GAIN \n\n8 hours of approved Insurance and/or CFP® CE credit\nTraining in reverse mortgage and housing wealth strategies\nCHEA digital credential\nClient education tools and scenario support resources\n\nWHO SHOULD ATTEND: NAIFA members in good standing. (NAIFA membership required) \nCOURSE FEE: $200 \nNOT A NAIFA MEMBER YET? JOIN HERE: belong.naifa.org/join \nREGISTER HERE  \nWE LOOK FORWARD TO SEEING YOU THERE! \n\nRob 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 \n\nCopyright©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
URL:https://naifa-az.org/event/earn-the-certified-home-equity-advisor-chea-credential-4-14-26/
ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2026/03/Rob-Kanyur-Flyer-2026-03-31-at-10.23.46-PM.pdf-Adobe-Acrobat-Reader-64-bit.jpeg
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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20260416T090000
DTEND;TZID=America/Phoenix:20260416T130000
DTSTAMP:20260413T010405
CREATED:20260401T052827Z
LAST-MODIFIED:20260401T053132Z
UID:3133-1776330000-1776344400@naifa-az.org
SUMMARY:Earn the Certified Home Equity Advisor – CHEA Credential – 4/16/26
DESCRIPTION:Earn the Certified Home Equity Advisor (CHEA) Credential 8-HOUR CE PROGRAM FOR FINANCIAL & INSURANCE PROFESSIONALS \nLIVE & VIRTUAL CLASS DATES – ARIZONA MARKET \nAPRIL 14 & APRIL 16 9:00 AM – 1:00 PM MST (Two 4-Hour Sessions) \nIN-PERSON LOCATION: Great American Title Company Desert Ridge Branch Desert Ridge Corporate Center 20860 N Tatum Blvd\, Suite 190\, Phoenix\, AZ 85050 \nREGISTER HERE \nExpand 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. \nWHAT YOU’LL GAIN \n\n8 hours of approved Insurance and/or CFP® CE credit\nTraining in reverse mortgage and housing wealth strategies\nCHEA digital credential\nClient education tools and scenario support resources\n\nWHO SHOULD ATTEND: NAIFA members in good standing. (NAIFA membership required) \nCOURSE FEE: $200 \nNOT A NAIFA MEMBER YET? JOIN HERE: belong.naifa.org/join \nREGISTER HERE \nWE LOOK FORWARD TO SEEING YOU THERE! \n\nRob 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 \n\nCopyright©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
URL:https://naifa-az.org/event/earn-the-certified-home-equity-advisor-chea-credential-4-16-26/
ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2026/03/Rob-Kanyur-Flyer-2026-03-31-at-10.23.46-PM.pdf-Adobe-Acrobat-Reader-64-bit.jpeg
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