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DTSTART;TZID=America/Phoenix:20200421T090000
DTEND;TZID=America/Phoenix:20200421T121500
DTSTAMP:20260403T150634
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/
ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2020/03/kush-in-close-up-photography-3676962.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20200404T110000
DTEND;TZID=America/Phoenix:20200404T150000
DTSTAMP:20260403T150634
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
ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2020/02/dish-food-recipe-fast-food-hamburger-sandwich-1417470-pxhere.com_.jpg
ORGANIZER;CN="NAIFA-Arizona":MAILTO:naifa-az@azis.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20200320T140000
DTEND;TZID=America/Phoenix:20200320T160000
DTSTAMP:20260403T150634
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:20260403T150634
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
ATTACH;FMTTYPE=image/png:https://naifa-az.org/wp-content/uploads/2019/11/naifa33a.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20200116T110000
DTEND;TZID=America/Phoenix:20200116T130000
DTSTAMP:20260403T150634
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/
ATTACH;FMTTYPE=image/png:https://naifa-az.org/wp-content/uploads/2019/11/naifa2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20200116T080000
DTEND;TZID=America/Phoenix:20200116T170000
DTSTAMP:20260403T150634
CREATED:20190904T231826Z
LAST-MODIFIED:20190904T232408Z
UID:1865-1579161600-1579194000@naifa-az.org
SUMMARY:2020 Capitol Hill Day
DESCRIPTION:2020 Capitol Hill Day\nThursday\, January 16\, 2020\nLegislative Appointments set up for those who\nregister – held throughout the day.\nRegistrants will be advised on their scheduled\nappointments (time and legislator).\nLunch outside at Capitol in Rose Garden\nfrom 11:00 a.m. – 1:30 p.m. Open to legislators\, staff\,\nand NAIFA registered members.\nSponsored by IFAPAC-Arizona and NAIFA-Arizona.\nTo confirm attendance\, please e-mail your intention to attend to\nnaifa-az@azis.com\nDownload PDF brochure: NAIFA 2020 Capitol Hill Day flyer \n 
URL:https://naifa-az.org/event/2020-capitol-hill-day/
ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2019/09/capitolDay2.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20191212T173000
DTEND;TZID=America/Phoenix:20191212T203000
DTSTAMP:20260403T150634
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
ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2019/11/naifa9998.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20191108T080000
DTEND;TZID=America/Phoenix:20191108T120000
DTSTAMP:20260403T150635
CREATED:20191006T123437Z
LAST-MODIFIED:20191006T123437Z
UID:1888-1573200000-1573214400@naifa-az.org
SUMMARY:Social Security! - 4 CE Hours
DESCRIPTION:No registration fee for ‘current’\nNAIFA-Arizona Members!\nNon Member fee: $40.00\nNote: no refunds for ‘No show’\, paid registrants.\nMembers & Non Members MUST register \nOur gift to you – the NAIFA-Arizona Member\nFour Hours Continuing Education Credit \n“Social Security!”\nPresented by: Robin C. Mueller\, LUTCF\nRobin will provide comprehensive information on the newest websites\, updates and recent law changes. Time will be spent on retirement choices\, break-even ages and the points that one should consider before choosing to receive benefits. FICA\, the earnings limitation and modified AGI will be reviewed/discussed\, as well as how one qualifies for benefits. The course will conclude with the future of Social Security. \nNovember 8\, 2019\n8:00 a.m. – Noon\nPlan to arrive at 7:30 a.m. to sign in/register\nMeeting being held at:MassMutual\, 11001 North Black Canyon Highway\, Phoenix 85029 (East Frontage Road\, North of Peoria Road/South of Cactus Road) \nImportant note: This course w as presented on April 10\, 2015. Remember you may only use the same course\ncredits once in a license renew al cycle. \nDownload Flyer: Social Security Continuing Education Event 1119
URL:https://naifa-az.org/event/social-security-4-ce-hours/
LOCATION:MassMutual\, Grand Canyon\, 11001 North Black Canyon Highway\, Phoenix\, AZ\, 85029\, United States
ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2019/08/naifahead.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20191009T070000
DTEND;TZID=America/Phoenix:20191011T100000
DTSTAMP:20260403T150635
CREATED:20190814T195140Z
LAST-MODIFIED:20190814T195214Z
UID:1851-1570604400-1570788000@naifa-az.org
SUMMARY:CIC Personal Lines Institute - 16 CE Credits
DESCRIPTION:CIC Personal Lines Institute\nOctober 9-11\, 2019\nEmbassy Suites/ASU – Tempe\, Arizona \nCertified Insurance Counselor’s \nPersonal Lines Institute \nApproved for 16 Hours of CE Credit \nREGISTER ONLINE HERE \nREGISTER USING A PDF \nAgenda \n\n\n\nWednesday\, October 9th \n7:00 a.m. – 8:15 a.m. \nRegistration & Opening Comments \n8:15 a.m. – 12:15 p.m. \nPersonal Residential Coverages \n12:15 p.m. -1:15 p.m. Lunch \n(on own) \n1:15 p.m. – 5:15 p.m. \nPersonal Residential Coverages (Concluded) \n5:15 p.m. – 5:30 p.m. \nPersonal Lines Exam Briefing (Optional) \nThursday\, October 10th \n8:00 a.m. – 12:00 a.m. \nPersonal Automobile Coverages \n12:00 p.m. – 1:00 p.m. Lunch \n(on own) \n1:00 p.m. – 3:00 p.m. \nPersonal Automobile Coverages \n(Concluded)\n  \n3:00 p.m. – 5:00 p.m. \nPersonal Umbrella/Excess Coverages \nFriday\, October 11th \n8:00 a.m. – 10:00 a.m. \nPersonal Lines Exam (Optional) \nFaculty: \nJerry Kennedy\, CIC \nFoisy & Kennedy \nGrand Coulee\, Washington \nScott Treen\, CIC \nTreen Insurance\nService Agency\, Inc. \nJefferson\, Ohio \nEducation Consultant:  \nLynne Lovell\, CIC\, CRM\, CPCU\, CLU\, ChFC\, ARM\, RHU\, AFSB\, AINS\, CRI\, MLIS \nDesert Hills\, Arizona \nEducation Director: \nRay Garcia\, CIC\, CISR \nIIABAZ \nPhoenix\, Arizona\n\n\n\nREGISTER ONLINE HERE \nREGISTER USING A PDF \nLOCATION:\nEmbassy Suites by Hilton – ASU Tempe \n4400 South Rural Road\, \nTempe\, AZ 85282 \nReservations: \n(480) 897-7444 \nTo book your stay at the hotel\, click here to reserve the $134 per night discounted rate before September 10\, 2019. \n  Class Registration Cost: $405
URL:https://naifa-az.org/event/cic-personal-lines-institute-ce-credits/
LOCATION:Embassy Suites/ASU Tempe\, 4400 South Rural Road\, Tempe\, AZ\, 85282\, United States
ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2019/08/CIC.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20190926T150000
DTEND;TZID=America/Phoenix:20190926T190000
DTSTAMP:20260403T150635
CREATED:20190826T225813Z
LAST-MODIFIED:20190826T225813Z
UID:1856-1569510000-1569524400@naifa-az.org
SUMMARY:Naifa Arizona General Membership Meeting
DESCRIPTION:September 26\, 2019\n‘Main Event’ Venue\, 8545 S. Emerald Drive\, Tempe\, AZ 85284\n2:30 p.m Registration/Program 3:00-5:30 p.m./Bowling 6:00-7:00 p.m. \nOne Hour CE Credit:\n‘Reverse Mortgage Part of a Comprehensive Financial Plan‘ – this session\, presented by Stephen J. Resch\, will provide a basic understanding of how a reverse mortgage can turn home equity into liquidity\, converting what would otherwise be a dormant asset class into a key component within a comprehensive financial plan. \n‘Invent’ Your Way to Greater Sales!\nWith more than 35 years experience in the Marketing-Driven Toy/Game Industry\, Michael Caffrey has learned that Engaging Products\, with Innovative Marketing Programs and a ‘dash of Luck’ are always keys to success. Those same lessons are being put into practice as he builds his Financial Services Center. \nScott Nasca\, LUTCF\, Member of the Million Dollar Round Table\, will share ideas on How to Excel. \nJane Ceasor – “Pride in Promises”\, will share sales ideas\, relating to your story\, your ‘why’ and the magic of insurance \nDon’t worry—after a program that will keep you excited about your business\, we hope you will stay for some Bowling Fun! Teams will be created mixing Young Advisors with Experienced Advisors – where you can network\, share and enjoy each other’s company. See all details on registration form.Note: Meeting Program requires no fee; however\, after program bowling is $20.00 – CASH only (includes shoes & lane fees); remaining to support and cheer your team on\, without bowling\, is $10.00 – CASH only. Both Fees (will be collected day of event) and both include pizza and beverage. Additional food and drink purchases would be ‘personal’. Dress is casual. \nMake your reservation now! \nClick here to Register\n  \nStephen J. Resch\, VP Retirement Strategies\, Finance of America Reverse\nAs VP of Retirement Strategies at Finance of America Reverse\, Steve leads the education and training programs for financial professionals about the role of home equity and reverse mortgages within a comprehensive financial plan. Steve’s career in financial services spans over 30 years\, first as a fixed income analyst\, and for the past 25 years as a partner in a wealth management firm. Throughout his career\, he has incorporated strategies to protect and grow client assets by managing risks. \nWhen introduced to reverse mortgages in the early 2000’s\, Steve realized that these were not just loans\, but rather an opportunity to add home equity to the financial planning process\, providing further safeguards for his clients to ensure their financial longevity. Since that time he has helped hundreds of financial advisors do the same for their clients. \nSteve is a subject expert source and a frequent speaker at both national and regional professional conferences and has been quoted in Kiplinger’s Personal Finance\, The Street.com\, and other publications. \n  \n  \nMike Caffrey\nBio – Michael was raised in Tucson AZ.  He was recruited by Duncan Toys as their youngest Touring Yo-Yo Professional at 18.  Michael created Yo-Yo Crazes in Cities from San Francisco to NYC and more than a dozen cities in-between.  Later\, while enrolled in the Univ. of AZ’s Business Program\, he invented and patented the world’s first “Smart Yo-Yo” (containing a centrifugal clutch) it is referred to as “The Brain.”  When Toy-Agents couldn’t place the item with a Manufacturer\, Michael founded Yomega Corp. in 1985.  Yomega quickly became the largest Yo-Yo Manufacturer in the World. \nMichael has also worked with some of the biggest Game Companies.  As a Product Manager for Milton Bradley\, he launched two or three new TV-promoted games every year\, but it was while working as Sr. VP of Marketing for “ScreenLife” that Michael helped launched the game “Scene It?” in 2003 and by 2005 – it became “Toy Industry – Game of the Year”. \nMichael retired from the Toy/Game Industry while he was in his late-forties\, but after a few years\, boredom set in.  He launched a successful career in the Insurance/Financial Industry.  AFLAC provided Michael an opportunity to meet business owners all over Southern AZ.  He topped the lists for “New Groups Opened in 2014\, 2015 and 2016.”  Most recently\, he joined forces with MassMutual where he acts as a Financial Advisor – who can throw a Spin Top\, a Frisbee or a Yo-Yo! \nSynopsis of Presentation – “Invent” Your Way to Greater Sales! \nWith more than 35 years’ experience in the Marketing-Driven Toy/Game Industry – Michael Caffrey has learned that Engaging Products\, with Innovative Marketing Programs and a “dash of Luck” are always keys to success. \nThose same lessons are being put into practice as he builds his Financial Services Career with MassMutual and AFLAC. \n  \nScott Nasca\nScott has been a financial representative with COUNTRY Financial® for over 30 years. He continues to work with his clients to help them prepare for their future\, including insurance and financial services. He prides himself on working hard to provide the best possible service to his clients. Being able to help people is a central part of his life and he is happy that can be of service to not only his clients but also his community. He enjoys meeting new people and building one-on-one relationships. Open and honest discussions are an easy way for his clients and Scott to connect and ultimately\, help them secure their financial security goals. \nHe is the past president of NAIFA- Tucson (2001-2002)\, a current member of the Million Dollar Round Table (MDRT)\, is the current president of Portable Practical Educational Preparation (PPEP) foundation board. He is active in his community by sponsoring events like Leaps for Lives Annual Showcase\, Southern Arizona Law Enforcement Foundation Back to School Safety & Health Fair\, and the Humane Society of Southern Arizona Puttin’ on the Dog Gala. \n  \nJane Ceasor\nJane Ceasor is a third-generation Arizonan celebrating her 37th year in the financial services industry and the family company\, CEASOR INSURANCE CONSULTANTS INC\, is celebrating 61 years…founded as an Agency in Scottsdale in 1958 by Jane’s father\, Henry. \nJane and the family company has helped numbers of families\, businesses and retirees in Arizona and nationwide\, to create legacies and to protect millions of dollars in assets through Life Insurance\, Annuities and Long Term Care planning.  Her dedication to this career\, to her relationships with her clients and to the promises kept by our industry are hallmarks of Jane’s practice and were instilled at a very young age.   NAIFA membership is greatly valued by Jane – even more so\, after these many years of her career as a continual and enriching enhancement.  She speaks to many groups and associations as well as teaches courses for Rio Salado College and Grand Learning. \nJane is active in the community and has served on the Board of BENEVILLA \n(formerly INTERFAITH SERVICES)\, was a founding member of the ARIZONA \nLONG TERM CARE FORUM\, and is presently serving on the Board of SUN HEALTH FOUNDATION. \nShe lives in the foothills of the desert and avidly enjoys hiking\, biking\, tennis\, golf\, travel\, cooking\, art\, wine\, life with her partner…family\, friends and German Shepherd\, Frida. \nNon-profit passions include Southwest Center for HIV/AIDS\, Parkinson’s Disease Foundation\, Teen Lifeline\, International Cancer Advocacy Network and others. \nClick here to Register\nNo Show Policy: Because this event includes food minimums\, a ‘no show’ fee will be assessed to those who register to remain after the educational program either to bowl ($20.00) or to stay and ‘cheer’ ($10.00)\, but who do not do so. \n‘By registering for\, or attending or participating in\, this program\, you grant NAIFA and NAIFA-Arizona permission to use your likeness in photographs and video taken at the event in NAIFA and NAIFA-Arizona publications\, websites\, social media\, and other materials\, without payment\, royalty\, acknowledgment\, or other consideration.’
URL:https://naifa-az.org/event/naifa-arizona-general-membership-meeting/
LOCATION:Main Event\, 8545 S. Emerald Drive\, Tempe\, AZ\, 85284\, United States
ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2019/08/naifahead.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20190911T090000
DTEND;TZID=America/Phoenix:20190914T120000
DTSTAMP:20260403T150635
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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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20190808T083000
DTEND;TZID=America/Chicago:20190808T113000
DTSTAMP:20260403T150635
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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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20190731T120000
DTEND;TZID=America/Phoenix:20190731T130000
DTSTAMP:20260403T150635
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:20260403T150635
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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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20190619T084500
DTEND;TZID=America/Phoenix:20190619T084500
DTSTAMP:20260403T150635
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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BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20190613T080000
DTEND;TZID=America/Phoenix:20190613T120000
DTSTAMP:20260403T150635
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:20260403T150635
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:20260403T150635
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/
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20190502T100000
DTEND;TZID=America/Phoenix:20190502T120000
DTSTAMP:20260403T150635
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
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20190424T140000
DTEND;TZID=America/Phoenix:20190424T160000
DTSTAMP:20260403T150635
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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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20190412T080000
DTEND;TZID=America/Phoenix:20190412T120000
DTSTAMP:20260403T150635
CREATED:20190302T003450Z
LAST-MODIFIED:20190330T181531Z
UID:1660-1555056000-1555070400@naifa-az.org
SUMMARY:NAIFA-Arizona 'Spring Event'
DESCRIPTION:April 12\, 2019\n8:00 a.m. – Noon \nFeaturing Lincoln Kennedy -former Oakland Raider – now insurance agent\, living in Arizona!\nFeaturing Marilyn Paoli Lewis\, CLU\, ChFC\, CFP\, CASL\nFeaturing Albert R. Kingan\, JD\, LL.M\, CLU\, ChFC \n‘Spring Event’ will also feature two additional speakers\, with one hour CE credit. Registration & Additional details coming soon! Stay tuned.. \n11001 North Black Canyon Highway\, Phoenix \nNo charge to NAIFA-Arizona members. \n  \nLincoln Kennedy Bio\n@Lkennedy72 Twitter \nFootball Career \nLincoln was an All-American football player at the University of Washington where he became the most decorated offensive lineman in UW’s football history. He was named to the Husky Hall of Fame in 2007 and just recently named to the National Football Foundation College Hall of Fame in 2015. Lincoln was drafted by the Atlanta Falcons (93-95) in the 1993 NFL Draft #9 overall. He then had a successful pro career that spanned 12 years where he was named All-Pro twice and went to the Pro-Bowl 3 times. Most of his playing years were with the Oakland Raiders (96-2004). \nProfessional Advancement \nSince retiring from the NFL\, he’s been a broadcaster. In 2004- April 2005 he worked for the NFL Network alongside Rich Eisen and the network lead show Total Access. After leaving the NFL Network he began working with Fox Sports Radio where he has been hosting shows and covering various sporting events\, from football games to NASCAR events. Currently\, he is on a nationally syndicated show with co-host Anthony Gargano. He and his (sometimes various) partners talk about the latest topics from all sports. He is currently providing color commentary and studio analysis for college football with Pac-12 Network and Oakland Raiders football games with The Oakland Raiders Radio Network. Lincoln has also been on TV shows like Arliss (HBO 2000)\, Two and a Half Men (CBS 2005) and has done a guest appearance in the movie The Marine. Lincoln has also hosted and been an MC for various charity events including Fred Biletnikoff’s Foundations dinners and events. Lincoln still travels around the country today giving motivational speeches to businesses and children. \nIn 2018\, Lincoln partnered with Gateway Financial Advisors\, Inc. and Gateway Insurance Group\, Inc. a national\, independent financial firm with a focus on insurance and investments.  This was a natural transition for Lincoln because he is also a licensed insurance producer and former insurance agent.  Lincoln’s interest in the financial industry developed as he witnessed many of his NFL colleagues\, and other professional athletes\, struggling to get approved for coverage like life insurance due to their athletic physique\, or injury history\, not conforming to the underwriting guidelines insurance companies use.  Lincoln knew there had to be a solution for these individuals and was passionate about helping his connections.  Because Gateway is independent\, Lincoln can refer business to agents who are licensed in many different states\, with many different carriers; this opens a new world of possibilities and solutions for Lincoln’s connections.  Lincoln understands the importance of insurance and fiscal responsibility and is a great advocate and center of influence for Gateway. \nPersonal History \nLincoln earned a Bachelor of Arts degree with a minor in Communications from the University of Washington.  Lincoln has always wanted to be a visible and consistent contributor to his community. He has\, and always will\, value the community’s well-being and growth. He is the current president of Arizona’s Chapter of Former NFL Players and also serves on the Executive Board for the Boys & Girls Clubs of the East Valley where he has chaired the marketing division. He is currently working on several other projects he hopes will bring the community closer and provides ways for them to better themselves. \nGrowing up in San Diego\, Lincoln and his family moved to Phoenix in 2006. Lincoln has two sons Tavon and Tye and is currently raising his niece\, Kali. Lincoln thoroughly enjoys spending time with his family. Along with raising his boys he enjoys listening to jazz\, smoking cigars and enjoying life. He now enjoys being an entrepreneur owning a cigar business where he has created his own blend of cigars. The name of the company is El-K Cigars. \n \nMarilyn Paoli Lewis INFO\nBUSINESS ACCOMPLISHMENTS STATE FARM:  \n\nState Farm Insurance Agent since 1982\nThirty 37 time Ambassador Travel\, State Farm\nLifetime Member State Farm President’s Club\nState Farm Legion of Honor\, Crystal Excellence\, Chairman’s Circle\nState Farm Regional Vice President’s Club – 25 years\n\nBUSINESS ACCOMPLISHMENTS INDUSTRY: \n\nChartered Life Underwriter (CLU) 1990\nChartered Financial Consultant (ChFC) 1995\nCertified Financial Planner (CFP) 2002 (relinquished per State Farm request)\nChartered Advisor for Senior Living (CASL) 2005\nFeatured speaker for various Life Underwriters Associations and State\nFarm training schools\nNational Association of Life Underwriters- Northern Nevada Chapter President 2006-2007\, Board of Directors 1989-91 and 2004-2010 Secretary/Treasurer 1989-90; 2007-2011 Nevada state Board of Directors. State President 2012-2013.\nNational Quality Award – 25 times; National Multiline Sales Award –25 times\n\n\nMillion Dollar Round Table 2013\n\nCOMMUNITY AND SOCIAL ACTIVITIES\n\nCapital City Circles Board of Directors 2007- present\nMember Soroptimist International of Carson City-Past President\nChamber of Commerce\, Member since 1982\nMember Carson\, Douglas\, Lyon\, Tahoe Board of Realtors since 1982\n\nGENERAL INFORMATION  \n\nTwo daughters: Lisa and Juliana. Four stepchildren: Cheryl\, Barry\, Julie\, and Jennifer. Twelve Grandchildren. Four Great Grandchildren and one on the way\nCarson City resident since 1972\nBS in Managerial Science\, University of Nevada Reno – December 1981\nAA –Western Nevada Community College\nLove to play with grandkids\, ski and ride my bike. Try to golf.\n\n  \nAlbert R. Kingan Bio\nAssistant Vice President\, Estate and Business Planning \nMassMutual \nAl has been with MassMutual for 26 years. \nBefore joining MassMutual\, Al spent almost seven years in the Tax Department of Coopers & Lybrand (now PriceWaterhouseCoopers) in Springfield\, Massachusetts.  During his time at C&L\, Al obtained an LL.M from Boston University\, and passed the Massachusetts CPA exam. \nAl is admitted to practice law in Massachusetts and Pennsylvania.  He is a member of the Central Phoenix Estate Planning Council and the Society of Financial Service Professionals of Greater Phoenix.  Prior to relocating to Phoenix\, Arizona in early 2014\, Al was the President of the Hampden County Massachusetts Estate Planning Council and a Member and Past President of the Western Massachusetts Society of Financial Service Professionals. \nA native of Western Pennsylvania\, Al received his undergraduate degree from Waynesburg College in 1983 and graduated from the University of Pittsburgh School of Law in 1986. \nAl is a frequent author in the MassMutual Advanced Underwriter and other company publications; he has written for industry publications by the American Association of Life Underwriters\, and Estate Planning magazine and the Journal of the Society of Financial Service Professionals.
URL:https://naifa-az.org/event/naifa-arizona-spring-event/
LOCATION:MassMutual\, Grand Canyon\, 11001 North Black Canyon Highway\, Phoenix\, AZ\, 85029\, United States
ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2019/03/s-l1600.jpg
ORGANIZER;CN="NAIFA-Arizona":MAILTO:naifa-az@azis.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20190329T143000
DTEND;TZID=America/Phoenix:20190329T160000
DTSTAMP:20260403T150635
CREATED:20190222T211819Z
LAST-MODIFIED:20190222T212115Z
UID:1634-1553869800-1553875200@naifa-az.org
SUMMARY:Building a World Class Team for Life - Presenter Judy Aguilar-Woertz
DESCRIPTION:Knowledge is Power \nWe are excited to offer you this program! Most life insurance sales\, in the multiline agency\, is done by the agent AND the licensed staff – so having systems in place is usually what drives that production! \n“Building a World Class Team for Life” – Presenter: Judy Aguilar-Woertz\, ChFC\, LUTCF\, RICP \nMarch 29\, 2019 \nCost: FREE \nWhen: 2:30 p.m. – 4:00 p.m. \nWhere: 7175 E. 31st Place\, Yuma 85365 – Yuma County Farm Bureau Conference Room \nThere is limited seating so register now! Download a brochure. \nBIO – JUDY AGUILAR-WOERTZ \nAgency career began in Albuquerque\, New Mexico in October\, 1978. Relocated to Arizona in 1982 and purchased a new office at Warner & Priest. She has built a quality multi-line\, multi-product agency over the years achieving Crystal Excellence designation in 2014. \nJudy has both Chartered Financial Consultant and Retirement Income Certified Profession designations. She has also received the Chartered Advisor for Senior Living designation. \nAs an agent she has received the following awards: • Chairman’s Circle Award\, several years • Mutual Funds Leaders – 2012 • President’s Club in Bank in 2005 & 2012 • 35 time Life Traveler • NAIFA National Sales Achievement Award & National Quality Award • Crystal Excellence in 2014 \nJudy has over 8100 products and policies in book of business and currently 5 full time employees.
URL:https://naifa-az.org/event/building-a-world-class-team-for-life-presenter-judy-aguilar-woertz/
LOCATION:Yuma County Farm Bureau\, 7175 E. 31st Place\, Yuma\, AZ\, 85365\, United States
ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2019/02/knowledgeispower.jpg
ORGANIZER;CN="NAIFA-Arizona":MAILTO:naifa-az@azis.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20190320T163000
DTEND;TZID=America/Phoenix:20190320T180000
DTSTAMP:20260403T150635
CREATED:20190304T204604Z
LAST-MODIFIED:20190304T204920Z
UID:1664-1553099400-1553104800@naifa-az.org
SUMMARY:Meeting for West Valley NAIFA-Arizona Members - on Ethics. (CE Event)
DESCRIPTION:NAIFA-Arizona is excited to offer\, West Valley area members only\, this Continuing Education Opportunity! This program is on ‘Ethics’ and examines the myriad definitions of good ethics and reasons behind state-mandated ethics classes. 1 Hour CE credit. \nPresenter: Mike Ford (Bio Below) \nCost: Complimentary \nWhen: March 20\, 2019 \nTime: 4:30 p.m. – 6:00 p.m. \nWhere: 17235 N. 75th Avenue #G150 (PFG Marketing Group)\, Glendale\, AZ 85308 \nRegister: Send an email to naifa-az@azis.com. \n  \nMike Ford Bio\nMike Ford is a 40-year veteran of the financial services industry. Mike and his wife of 48 years\, Beverly\, have four children and seven grandchildren and have been Valley residents for over 32 years. \nMike began specializing his practice in the area of Deferred Annuities In 1987. He founded the PFG companies in 1995 and is the President of PFG Marketing Group\, Inc. and PFG Planning Group\, Inc. PFG Marketing Group places more than $100 million of fixed annuity premium per year through a network of independent agents and multiple insurance companies. Mike is a nationally recognized consultant and trainer to insurance professionals in his areas of expertise\, Fixed and Fixed Index Annuities. Mike formed PFG Planning Group to help personal clients plan and enjoy a worry-free retirement. \nMike is the President of The Valley Wide Chapter of SOFA (Society for Financial Awareness). SOFA is a national Non-Profit Educational Speaker’s Bureau whose mission is to wipe out financial illiteracy in America. Mike is a Past President of NAIFA-Arizona. (National Association of Insurance and Financial Advisors) and remains very active in NAIFA. \n  \n 
URL:https://naifa-az.org/event/meeting-for-west-valley-naifa-arizona-members-on-ethics-ce-event/
LOCATION:PFG Markering Group\, 17235 N. 75th Avenue #G150\, Glendale\, AZ\, 85308
ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2019/02/knowledgeispower.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20190320T100000
DTEND;TZID=America/New_York:20190320T120000
DTSTAMP:20260403T150635
CREATED:20190301T003334Z
LAST-MODIFIED:20190301T003747Z
UID:1648-1553076000-1553083200@naifa-az.org
SUMMARY:Rental Reimbursement CE Course - Webinar
DESCRIPTION:Please join us for a webinar. \nRental Reimbursement Continuing Education (CE) Webinar\nEnterprise offers a complimentary 2 credit hour CE Course on Rental Reimbursement. The course covers automotive claims statistics\, curernt client challenges\, impact on customer satisfaction and policy and endorsement language provisions. \nMarch 20\, 2019   10 am EST \nSignup online: http://lindamchenry.com/rrc-landing-page/registration-form/ \nRegister one week ahead to confirm your spot!\n\nComplete the online form.\nIn order for credits to be applied in a timely manner\, please all information is complete and accurate on the registration form.\nCheck your email.\nYou will receive a reminder email with instructions about how to join the webinar.\nEnjoy the webinar!\nIf you have any questions\, please reach out to your local Enterprise contact.\n\nSponsored by: Enterprise \nCheck out Enterprise.com/agentinfo to view a video about Rental Reimbursement and find free resources for your business.
URL:https://naifa-az.org/event/rental-reimbursement-ce-course-webinar/
LOCATION:Online
ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2019/02/enter.jpg
ORGANIZER;CN="NAIFA Tucson":MAILTO:naifatucson@gmail.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20190320T083000
DTEND;TZID=America/Phoenix:20190320T120000
DTSTAMP:20260403T150635
CREATED:20190301T005700Z
LAST-MODIFIED:20190301T010253Z
UID:1651-1553070600-1553083200@naifa-az.org
SUMMARY:Key Fundamentals of Flood Insurance Seminar
DESCRIPTION:Presented by the National Flood Insurance Program\nEarn 3 hours of CE Credit for Arizona Insurance Agents\nMarch 20\, 2019\nPhoenix\, AZ\nFour Points by Sheraton South Mountain\n10831 South 51st Street\nPhoenix\, AZ 85044 \nREGISTER HERE \nCourse Overview \nThe Key Fundamentals of Flood Insurance Seminar course covers the topics listed in the Federal Register notice on training and education requirements related to Section 207 of the Flood Insurance Reform Act of 2004\, otherwise known as FIRA 2004. \nParticipants will receive the latest information on reform legislation impacting the NFIP as the course reviews key elements that insurance agents need to know about the NFIP and how it works. The seminar also discusses many of the federal flood program’s general rules as well as some of its more advanced topics through the use of a case study approach. In addition\, the course includes the following topics: \n\nNFIP definition of flood\nAmount of coverage available\nA review of flood zones and flood risk\nUse of the FEMA elevation certificate\nSubsidized rating versus full-risk rating\nGrandfathered rating\nNewly Mapped procedure\nPreferred Risk Policy\nCoverages\, limitations and exclusions\nLoss settlement provisions\nAnd much more!\n\nRegistration Information \n8:30 – 9:00 am (Sign-in)\n9:00 am – 12:00 pm (Seminar) \nRegister early! This seminar is FREE to attend\, but seating is limited. \nContinuing Education \nThis is an introductory course that is approved for 3 hours of continuing education credit for insurance agents in the state of Arizona only. It meets the minimum flood insurance training requirement for the state. No exam is required to complete this course. \nFor continuing education provider and course information\, click here.
URL:https://naifa-az.org/event/key-fundamentals-of-flood-insurance-seminar/
LOCATION:Four Points by Sheraton South Mountain\, 10831 South 51st Street\, Phoenix\, AZ\, 85044\, United States
ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2019/02/natflood.jpg
ORGANIZER;CN="NAIFA-Arizona":MAILTO:naifa-az@azis.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20190308T113000
DTEND;TZID=America/Phoenix:20190308T130000
DTSTAMP:20260403T150635
CREATED:20190216T193228Z
LAST-MODIFIED:20190216T194308Z
UID:1624-1552044600-1552050000@naifa-az.org
SUMMARY:Tax Cuts & Jobs Act - Lunch & Learn
DESCRIPTION:We are excited to offer\, Tucson area members only\, this Lunch & Learn opportunity!\nAt this program\, you will learn the summary of the Tax Cuts & Jobs Act including: \n\nThe overhaul of itemized deductions and an increase of the standard deduction on individual\nreturns\nEstate Planning opportunities\nCorporate tax rate\, income recognition principles\, and allowable deduction charges\nNew Qualified Business Income Deduction for business income tax at individual rates\n\nPresenter: \nJamie Villasenor\, CPA \nCost: $17.00 Cash Only \nIncludes Lunch & Drink\nWhen: March 8\, 2019\nTime: 11:30 a.m. – 1:00 p.m. \nWhere:\nTMM Family Services\n1550 N. Country Club\nTucson 85716 \nDownload Brochure
URL:https://naifa-az.org/event/tax-cuts-jobs-act-lunch-learn/
LOCATION:TMM Family Services\, 1550 N. Country Club\, Tucson\, AZ\, 85716\, United States
ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2019/02/knowledgeispower.jpg
ORGANIZER;CN="NAIFA Tucson":MAILTO:naifatucson@gmail.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20190207T170000
DTEND;TZID=America/Phoenix:20190207T193000
DTSTAMP:20260403T150635
CREATED:20181211T184336Z
LAST-MODIFIED:20190118T185830Z
UID:1513-1549558800-1549567800@naifa-az.org
SUMMARY:NAIFA Member Event - Joe Jordan
DESCRIPTION:Phoenix Children’s Hospital and NAIFA invite you to hear keynote speaker and author Joe Jordan. \nHow do financial service professionals position themselves in the face of rapid change?\nJoe Jordan’s presentation\, A GUIDE TO THRIVING IN A CHANGING WORLD\, answers this question. He reveals a huge competitive advantage of face-to-face financial professionals and how to excel in light of all these changes. \nLocation: \nPhoenix Children’s Hospital \nSee the flyer here and click the RSVP to register. \n 
URL:https://naifa-az.org/event/naifa-member-event-joe-jordan/
ATTACH;FMTTYPE=image/png:https://naifa-az.org/wp-content/uploads/2018/12/jjregister.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20190123T110000
DTEND;TZID=America/Phoenix:20190123T133000
DTSTAMP:20260403T150635
CREATED:20181105T165852Z
LAST-MODIFIED:20181105T170437Z
UID:1497-1548241200-1548250200@naifa-az.org
SUMMARY:2019 Capitol Hill Day
DESCRIPTION:Legislative Appointments set up for those who register – held throughout the day. \nRegistrants will be advised on their scheduled appointments (time and legislator). \nLunch outside at Capitol in Rose Garden from 11:00 a.m. – 1:30 p.m. \nOpen to legislators\, staff\, and NAIFA registered members. \nSponsored by IFAPAC-Arizona and NAIFA-Arizona. \nTo confirm attendance\, please e-mail your intention to attend to naifa-az@azis.com. \nTo see the flyer click here. – NAIFA 2019 Capitol Hill Day Flyer PDF. \n 
URL:https://naifa-az.org/event/2019-capitol-hill-day/
LOCATION:Arizona State Capitol\, 1700 W Washington St\, Phoenix\, AZ\, 85007\, United States
ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2018/11/AZcapitolHill.jpg
ORGANIZER;CN="NAIFA-Arizona":MAILTO:naifa-az@azis.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20190115T080000
DTEND;TZID=America/Phoenix:20190115T090000
DTSTAMP:20260403T150635
CREATED:20181002T024414Z
LAST-MODIFIED:20181002T024414Z
UID:1492-1547539200-1547542800@naifa-az.org
SUMMARY:IFAPAC - Arizona Fundraiser - "The Gift of Chance" - January'19
DESCRIPTION:IFAPAC – Arizona Fundraiser – “The Gift of Chance” – January’19\nThe Gift of Chance\n\nPurchase a ticket\, with an IFAPAC contribution of $100 and have your name\nplaced in a drawing!\nThere will be several prizes. Each prize will have a value of no less than $100.\nTake a chance on a surprise gift! And\, help increase IFAPAC funds.\nIFAPAC’s goal is to help advance the legislative and regulatory interests of\nthe members of NAIFA.\nNAIFAadvocates for all the issues affecting all types of agents\, advisors\, and\ntheir clients. IFAPAC gives you 360 degrees of protection.\n\nDeadline for participation is December 27\, 2018 \nDrawing to take place January 23\, 2019\nNote: no quantity discounts. \nContributions to IFAPAC are voluntary and contributed to candidates for elective office. Contributions to IFAPAC are not deductible for federal income tax purposes.\nChecks to be made payable to: IFAPAC\nP. O. Box 4728\, Scottsdale\, AZ 85261 \n“Every man owes a part of his time and money to the business or industry in which he is engaged. No man has a moral right to withhold his support from an organization that is striving to improve conditions within his sphere.” – THEODORE ROOSEVELT \nDownload the flyer here. 
URL:https://naifa-az.org/event/ifapac-arizona-fundraiser-the-gift-of-chance-january19/
ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2018/10/ifapac.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20181215T080000
DTEND;TZID=America/Phoenix:20181215T090000
DTSTAMP:20260403T150635
CREATED:20181002T023958Z
LAST-MODIFIED:20181002T024131Z
UID:1490-1544860800-1544864400@naifa-az.org
SUMMARY:IFAPAC - Arizona Fundraiser - "The Gift of Chance" - December'18
DESCRIPTION:IFAPAC – Arizona Fundraiser – “The Gift of Chance” – December’18\nThe Gift of Chance\n\nPurchase a ticket\, with an IFAPAC contribution of $100 and have your name\nplaced in a drawing!\nThere will be several prizes. Each prize will have a value of no less than $100.\nTake a chance on a surprise gift! And\, help increase IFAPAC funds.\nIFAPAC’s goal is to help advance the legislative and regulatory interests of\nthe members of NAIFA.\nNAIFAadvocates for all the issues affecting all types of agents\, advisors\, and\ntheir clients. IFAPAC gives you 360 degrees of protection.\n\nDeadline for participation is December 27\, 2018 \nDrawing to take place January 23\, 2019\nNote: no quantity discounts. \nContributions to IFAPAC are voluntary and contributed to candidates for elective office. Contributions to IFAPAC are not deductible for federal income tax purposes.\nChecks to be made payable to: IFAPAC\nP. O. Box 4728\, Scottsdale\, AZ 85261 \n“Every man owes a part of his time and money to the business or industry in which he is engaged. No man has a moral right to withhold his support from an organization that is striving to improve conditions within his sphere.” – THEODORE ROOSEVELT \nDownload the flyer here. 
URL:https://naifa-az.org/event/ifapac-arizona-fundraiser-the-gift-of-chance-december18/
ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2018/10/ifapac.jpg
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END:VCALENDAR