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X-WR-CALNAME:NAIFA-AZ Association Representing Licensed Insurance Agents
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X-WR-CALDESC:Events for NAIFA-AZ Association Representing Licensed Insurance Agents
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TZID:America/Phoenix
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DTSTART:20210101T000000
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DTSTART;TZID=America/Phoenix:20220609T130000
DTEND;TZID=America/Phoenix:20220609T170000
DTSTAMP:20260429T082417
CREATED:20220523T205701Z
LAST-MODIFIED:20220523T210921Z
UID:2419-1654779600-1654794000@naifa-az.org
SUMMARY:ADVANCED PRACTICE SYMPOSIUM - Scottsdale\, AZ
DESCRIPTION:June 9th\, 2022 | 1-5 pm\nThe Scott Resort & Spa | Scottsdale\, Arizona\nAbout\nJune 9th\, 2022 | 1-5 pm\nThe Scott Resort & Spa | Scottsdale\, Arizona \nLearn more & register:\ntheapcenter.org \nFeatured Speakers\n \nMark Massey (Vice President\, SMA Services\, Inc.) is one of the most experienced retirement-planning representatives in the country with more than 30 years in the financial and insurance industry. Prior to accepting this position\, Massey served as the National Vice President of Retirement Plans for United Wealth Advisors Group\, LLC. \n \nSteve Broadbent’s (Sr. Vice President – Retirement\, Fulcrum Partners) skill in analyzing and collaborating on the design\, funding\, and security of nonqualified benefit programs for publicly traded or large\, privately held corporations is always in high demand. At Fulcrum Partners\, he works attentively with each client\, carefully designing effective benefits programs to enable organizations to attract and retain key executive talent while building shareholder value. Broadbent has 23 years of targeted financial industry experience and 11 years with AT&T\, of which six were spent as Sales Vice President in Los Angeles. After 22 years of U.S. Navy service\, he retired with the rank of commander. \n \nSam Robert (Vice President – Retirement\, Fulcrum Partners)  has more than 20 years of financial services experience\, much of which has been focused exclusively on executive benefits and nonqualified deferred compensation plans. With comprehensive knowledge of creative plan design and a deep commitment to attentive client care\, Robert builds trusted\, long-term relationships with clients. \n \nAndrew Rinn JD\, CFP\, CLU\, ChFC (Vice President Advanced Markets & Competition and Case Design\, Ameritas) leads a group of credentialed individuals that specializes in placing estate-\, business-\, and retirement-planning cases. His own expertise includes wealth preservation\, estate planning\, business planning\, and executive benefits. He consults with insurance professionals and clients’ tax advisors when appropriate to facilitate sales opportunities. \nVenue:\nThe Scott Resort & Spa\n4925 North Scottsdale Road\nScottsdale\, Arizona 85251 \nCost:\n$69 for NAIFA & FSP Members\n$99 for Non-Members\n$650 per Agency\nTake an additional 20% off with code: APC20 \nSchedule\n1:00 – 1:30 pm: Registration Opens \n1:30 – 2:30 pm: How\, When\, and Why to Present a Cash Balance Plan with Mark Massey\, SMA Serrvices\, Inc. \n2:30 – 2:45 pm: Break \n2:45 – 3:45 pm: Expanding Your Business Client Opportunities with Nonqualified Benefits with Steve Broadbent & Sam Robert\, Fulcrum Partners \n3:45 – 4:00 pm: Break \n4:00 – 5:00 pm: Opportunities for Business Owners in 2022 & Beyond with Andrew Rinn\, JD\, CFP\, CLU\, ChFC\, Ameritas \n5:00 – 6:00 pm: Cocktail Reception \nRegister at:\ntheapcenter.org\nNAIFA and the Society of FSP bring together leading thought leaders in the field of advanced financial planning for a half-day of high-impact presentations and discussions on working with businesses and organizations in 2022. \nDownload the PDF brochure APC Symposia Event Flyer (Phoenix) for NAIFA with 20% off Code PDF
URL:https://naifa-az.org/event/advanced-practice-symposium-scottsdale-az/
LOCATION:The Scott Resort & Spa
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DTSTART;TZID=America/Phoenix:20220630T080000
DTEND;TZID=America/Phoenix:20220630T120000
DTSTAMP:20260429T082417
CREATED:20220531T004927Z
LAST-MODIFIED:20220531T010655Z
UID:2431-1656576000-1656590400@naifa-az.org
SUMMARY:In-person 'Classroom' Program
DESCRIPTION:In-person ‘Classroom’\nProgram: June 30\, 20228:30 a.m. – Registration \n9:00 a.m. – Noon – Program\nThe Shelter Church13832 N. 32nd Street\, Phoenix\, Arizona 85032\nNo Registration Fee for NAIFA-Arizona Members\n			\n			\n				\n				\n				\n				\n			\n				\n				\n				\n				\n				\n				\n				\n				\n				\n				\n				\n			\n			\n				\n				\n				\n				\n				\n				\n				\n				\n				\n				Who Owns Your Life Insurance Policy – two hours Az CE Credit\nTodd Janower\, JD\, LLM\, CLU\, ChFC\nTodd received his B.S. degree in Business Administration from Boston University and his Law and Master’s degrees from The John Marshall Law School. He has spent nearly 12 years at Allstate Financial. Before joining Allstate\, he was a practicing attorney in Chicago specializing in Estate Planning for high net-worth individuals. Currently Director\, Advanced Sales\, MassMutual. He has been a featured speaker at numerous national and regional broker/dealer and industry meetings. \n			\n			\n				\n				\n				\n				\n				\n				\n				\n				\n				\n				Learn how to protect your client’s family through life insurance planning. This course will cover the income tax-free and grow tax efficiency benefits of life insurance\, as well as creating adverse gift\, estate\, and income tax consequences. \n			\n			\n				\n				\n				\n				\n			\n				\n				\n				\n				\n				\n				\n				\n				\n				\n				\n				\n			\n			\n				\n				\n				\n				\n				\n				\n				\n				\n				\n				Closed Doors Equal Opportunities!\nUndrea Smith\, RICPEast Valley RetirementNAIFA-Arizona President\nUndrea’s experience as an Investment Advisor\, Fiduciary\, Retirement Planning Specialist\, as well as being a licensed insurance Agent\, has given him the financial acumen to prepare every client for whatever the future holds for them. \n			\n			\n				\n				\n				\n				\n				\n				\n				\n				\n				\n				This is a candid talk about how opportunities can arise from the most unexpected places and how perceived setbacks can equal a lifetime of success and fulfillment. \n			\n			\n				\n				\n				\n				\n			\n				\n				\n				\n				\n				\n				\n				\n				\n				\n				\n				\n			\n			\n				\n				\n				\n				\n				\n				\n				\n				\n				\n				The Power of Optimism…\nAndy Dzurinko\, CLU\, ChFC\nAndy has been with American United Life Insurance Company since 1980. He was a Training Director and Regional Vice President of Agencies in the home office and came to Arizona in 1989. As an agent\, he qualified for Century Club\, Million Dollar Round Table and National Quality Awards. Andy is the Author of The Power of Optimisim\, Laugh Out Loud and Inspired. \n			\n			\n				\n				\n				\n				\n				\n				\n				\n				\n				\n				This is a candid talk about how opportunities can arise from the most unexpected places and how perceived setbacks can equal a lifetime of success and fulfillment. \n			\n			\n				\n				\n				\n				\n			\n				\n				\n				\n				\n				\n				\n				\n				\n				\n				\n				\n			\n			\n				\n				\n				\n				\n				\n				\n				\n				\n				\n				A Gift of A Lifetime\nDavid R. Kroll\, CLU\, ChFC\, LUTCFWealth Management Advisor\nDave has been a leader in the financial services industry for over 35 years. His education\, experience and management style has attracted many advisors that have become recognized leaders in both the industry and the community. Dave is a Past President of NAIFA-Arizona\, Past President of Phoenix GAMA and member of American Society of Chartered Life Underwriters and Chartered Financial Consultants. Currently\, a Registered Representative of MassMutual. \n			\n			\n				\n				\n				\n				\n				\n				\n				\n				\n				\n				Learn and be reminded of how important ‘Juvenile Life Insurance is. How it establishes savings; how a parent or grandparent can avoid being a member of the Wish-I-Had-Club”. Some topics addressed: Guaranteed Insurability; Waiver of Premium; Retirement Income Supplement. \n			\n			\n				\n				\n				\n				\n			\n				\n				\n				\n				\n				\n				\n			\n				\n				\n				\n				\n				\n				Click here to REGISTER\n			\n				\n				\n				\n				\n				Download a PDF brochure for this event: NAIFA Arizona Summer School Session
URL:https://naifa-az.org/event/in-person-classroom-program/
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