NAIFA-AZ Association Representing Licensed Insurance Agents

Earn the Certified Home Equity Advisor – CHEA Credential – 4/16/26
2026-04-16 09:00 - 13:00 (America/Phoenix)
Earn the Certified Home Equity Advisor (CHEA) Credential 8-HOUR CE PROGRAM FOR FINANCIAL & INSURANCE PROFESSIONALS
LIVE & VIRTUAL CLASS DATES – ARIZONA MARKET
APRIL 14 & APRIL 16 9:00 AM – 1:00 PM MST (Two 4-Hour Sessions)
IN-PERSON LOCATION: Great American Title Company Desert Ridge Branch Desert Ridge Corporate Center 20860 N Tatum Blvd, Suite 190, Phoenix, AZ 85050
REGISTER HERE
Expand your retirement planning expertise with the CHEA credential — an advanced CE program focused on the ethical integration of housing wealth into retirement strategies for clients age 55+. Developed in collaboration with NAIFA (National Association of Insurance and Financial Advisors), this program equips you to more fully serve your older clients with confidence.
WHAT YOU’LL GAIN

8 hours of approved Insurance and/or CFP® CE credit
Training in reverse mortgage and housing wealth strategies
CHEA digital credential
Client education tools and scenario support resources

WHO SHOULD ATTEND: NAIFA members in good standing. (NAIFA membership required)
COURSE FEE: $200
NOT A NAIFA MEMBER YET? JOIN HERE: belong.naifa.org/join
REGISTER HERE
WE LOOK FORWARD TO SEEING YOU THERE!

Rob Kanyur Branch Manager, NMLS 204420 Office: (602) 361-1587 Cell: 602-361-1587 robk@fairwaymc.com www.RobKanyur.com 11811 N. Tatum Blvd, Suite 2700, Phoenix, AZ 85028

Copyright©2026 Fairway Independent Mortgage Corporation doing business as Fairway Home Mortgage. NMLS#2289. 4750 S. Biltmore Lane, Madison, WI 53718, 1-866-912-4800. www.fairway.com. All rights reserved. This is not an offer to enter into an agreement. Not all customers will qualify. Information, rates and programs are subject to change without notice. All products are subject to credit and property approval. Other restrictions and limitations may apply. Equal Housing Opportunity. Fairway Home Mortgage is not affiliated with any government agencies. Materials are not from HUD or FHA. AZ License #BK-0904162. Licensed by the Department of Financial Protection and Innovation under the California Residential Mortgage Lending Act, License No 41DBO-78367. Licensed by the Department of Financial Protection and Innovation under the California Financing Law, NMLS #2289. Loans made or arranged pursuant to a California Residential Mortgage Lending Act License. R260079 | 03/19/2026

The Power of Unity - Spring Program 2026
2026-05-28 09:00 - 11:30
The Power of Unity. It doesn’t matter where you are, how long in the industry, what your focus is – gathering, sharing and learning is the Power of Success.
Join us:
May 28, 2026 – 9:00 a.m. Registration –
Program 9:30 a.m. – 11:30 a.m. – No Fee
Location: 2929 N. Central Avenue – Suite #1400
Simplicity Group.
Keynote Speaker and Power Panel.
Register: https://lp.constantcontactpages.com/ev/reg/8b6cn5q
Wendy L. Feldman, CLU, ChFC,
CASL – Keynote
Wendy is a third generation New York Life agent, following in the footsteps of her Grandfather Ben, Father Richard and Uncle Marvin. She became an agent in 1986; owns and operates her own firm, The Feldman Agency, with offices both in Arizona and Ohio. As a Member of MDRT, Wendy is passionate about sharing her personal qualities of leadership and organizational capabilities…powerful attributes to professional success.
POWER PANEL: Barry McBride, CLU, AEP will moderate this panel with ‘rapid fire questions’ regarding the industry, their profession, their elevator speech, and sales ideas for success. Serious fun!

Scott Mounger, CLU, ChFC, CASL,
RICP, CIF
OSTB Wealth Strategies
NAIFA-Arizona Board of Directors 2026

James E. Lutz, LUTCF, FICF, CLTC
Knights of Columbus
NAIFA-Arizona Board of Directors 2026

D. Michael (Mike) Ford
Simplicity Group
NAIFA-Arizona Board of Directors 2026
NAIFA-Arizona Government Relations Chair

Click link below to register.
Call 480.661.6393 with Questions.
https://lp.constantcontactpages.com/ev/reg/8b6cn5q

Empowering Advisors: Leveraging Life Settlements to Enhance Client Portfolios
2026-06-18 11:00 - 12:00
Thursday, June 18, 2026
11:00 a.m. – Noon Arizona time
No Registration Fee
We hope you will take the time to join us!
Click on the following link to register:
https://www.eventcreate.com/e/abacuslifejune18

Ashleigh Hammad
Abacus Life Solutions
Ashleigh joined Abacus Global Management over five years ago and has played a meaningful role in the firm’s growth as a leading life settlement provider. She has cultivated strong relationships with IMOs and BGAs nationwide. She works closely with financial professionals to help them incorporate alternative planning strategies into their client conversations, that create flexibility, unlock value and support long term financial goals.
This informative session will explore how life settlements can provide additional planning opportunities and help advisors better serve their clients’ financial goals.
Program joint with NAIFA-Michigan

Proven Tax-Reduction Strategies for the Insurance and Financial Services Professional as a Businessperson
2026-07-28 09:00 - 12:00
If production is important to your business… profitability should be too.
Proven Tax-Reduction Strategies
For the Insurance and Financial Services Professional as a Businessperson. For self-employed insurance and financial services professionals who want to better understand the business strategies and operational decisions that directly impact profitability.
DATE: TUESDAY July 28, 2026
TIME: 9:00 am – 12:00 pm AZ Time
CE CREDIT: 3 Hours CE Credit CE through NAIFA-AZ
REGISTER NOW
Advanced Registration Required * Live Interactive Zoom Program * Space Limited • Not Recorded • AI Not Activated Scan or Click in This Box to Register

Practical tax-reduction strategies that help you build retained earnings, spot missed opportunities, and gain a deeper understanding of how smart planning drives long-term results.
This is not a tax preparation class. This program focuses on how business owners and independent professionals reduce taxes through informed decisions, implementation, and documentation within their business—working effectively with their tax professional.
You are in business. How you think, act, and document within your business ultimately determines your tax outcome.
WHO SHOULD ATTEND:
Any one-owner or spouse-owned business, regardless of entity; S Corp, C Corp, LLC, Statutory employee, Sole Proprietorships, 1099.
3 Hour CE Credit Continuing Education for this class is being handled exclusively through NAIFA-AZ. ➡️Camera ON Required for CE Credit
In this 180-minute interactive program, this is just some of what you will learn:
• Turning Medical Expenses into Business Deductions
• The Secrets of the Home Office Deduction
• Understand Your Elite Business Tax Status
• Vehicles: Uncovering the Tax Goldmine
• Meal and Beverages and Double Deductions
• WHY New Tax Laws reinforce the need to claim all
deductions – regardless of income!
AND SO MUCH MORE!
Every dollar you save in taxes directly increases your profitability.

Introduction to Buy-Sell + Finding Confidence When Faith and Belief Are Challenged
2026-09-24 08:00 - 17:00
Join us for this In-Person Program
Thursday, September 24, 2026
9:30 a.m. – 11:30 a.m
Registration: 8:45 a.m. – 9:30 a.m
2 Hour Az CE Credit Program “Introduction to Buy-Sell” – Daniel T. Schmaltz 11:30 a.m. – 12:15 p.m. –
1 Hour Inspirational Program “Finding Confidence When Faith and Belief Are Challenged” – Jim Lutz
Location: Touchstone Wealth – Courtyard Community Room 6263 N. Scottsdale Road, Scottsdale 85250

DANIEL TIMOTHY SCHMALTZ, CFP, BFA, CKA, CEPA …attended Arizona State University and graduated from the WP Carey School of Business with a Bachelor of Science in Finance in 2000. From 2000-2012, he was an Independent Advisor at Walker Financial and M Financial Group. From 2012-2023, he was a Field Leader for Thrivent Financial serving Arizona and New Mexico. In 2023, he joined Touchstone Wealth as a Senior Vice President.

JIM LUTZ, LUTCF, FICF, CLTC …has been involved in swimming for over 50 years. He has taught and coached swimmers from novice ‘bubble blowers’ to those competing on the international stage. He has contributed back to swimming through motivational and inspirational speeches, articles and seminars. He currently works for an insurance company, is a certified life coach, has authored 12 published books with three scheduled for the Fall of 2026.

Introduction to Buy-Sell – 2 Hours CE Credit
This course will introduce the importance of buy-sell agreements and the impact that planning and implementing these agreements can have for your clients. The foundation of any buy-sell agreement would be the understanding of the type of entity that the client has. A review of these entities and an overview of the small business landscape kicks the course into gear. A thorough exploration of what a buy-sell agreement is, and the types available help round out the journey. The course finishes up with a case study on the gifting of a business and ends with a discussion on liquidation. Come for the Knowledge – Leave with the Vision
CLICK LINK BELOW TO REGISTER – NO FEE FOR NAIFA ARIZONA MEMBERS
REGISTER

Download brochure PDF NAIFA Arizona Fall Program 2026
