Member Continuing Education

For information on Arizona Educational Opportunities:

Contact Patricia A. Chesebrough, CAE
NAIFA Arizona
P. O. Box 4728
Scottsdale, Arizona 85261

Phone: 480.661.6393
Fax: 480.661.6743
Fax on demand: 602.234.9526

   
   

 

 


April 18, 2008

Protecting Your Clients’ Business
1 Hour Credit

529 Plans & Other College Funding Programs
1 Hour Credit

Insurance Regulatory Reform
1 Hour Credit


February 26, 2008

LUTC Class – SIGN UP NOW!
 
A 13 week class on the Course, Foundations of Estate Planning, Instructor, Jeff Cappellini, Esq.  will begin on Friday, March 28th.  The class will be held at New England Financial, 5050 N. 40th St., Ste 100, Phoenix, AZ and will run each Friday from 11:00 am – 1:30 pm.  For more information, or to SIGN UP, contact Dave Kroll at 602-956-0956 or dkroll@pfc.nef.com


January 24, 2008

With the beginning of a NEW year...it’s time to learn. We are excited to offer a class.  Please call to sign up or if you have questions!!!

2008 LUTCF class  

FA 256
Essentials of Annuities

Beginning of March
Moderator:  TBA
Location:  5501 N. Swan Rd. #100

Explores the uses of various annuity products both prior to and subsequent to an individual’s retirement. Describes how to select, approach, and meet the prospect. Covers fact-finding, sales applications, and implementation of the proper annuity product within the context of a client’s overall planning objectives. Presents the characteristics of fixed, indexed, and variable deferred annuities as they apply to planning for the accumulation of wealth on a tax-favored basis during one’s working years. Discusses immediate annuities variations in the context of the income security they provide for retirees.

CE credits = 32
Tuition/Fee (NAIFA Member) = $399.00 plus shipping/handling
Additional $50 for Non-NAIFA member
8 week class with final on 9th week

Please call: Connie McAdams at 520/575.9414 Or Email : cjmcadams@comcast.net


Tuesday, October 16, 2007:

The Society of Certified Insurance Counselors through IIA are offering the following:

Nov. 5-7: Phoenix on the Dynamics of Selling – This class will count for 24 CE credits.

Dec. 5-8: Tempe on Commercial Property – This class will count for 24 CE credits.  

Contact:  info@iiabaz.com for further info.
 
Nov. 21: Scottsdale NAIFA will be presenting a 1 hour CE course - Non-Qualified Deferred Comp on at Starfire Golf Club.

Contact Jbull@aznetgate.net for further info.


NEW - FSS ADVANCE YOUR CAREER! brochure (click here for PDF version)

NEW - INVEST IN YOUR FUTURE - Professional Designations (click here for PDF version)

NEW - Financial Services Specialist Designation (FSS) flyer (click here for PDF version)

Note:You will need the free Adobe Acrobat Reader to view/print it.


For Information on LUTC Classes and other Professional Development opportunities, please contact:

NAIFA-Arizona
Diana Brettrager, CIC, LUTCF - Professional Development - diana.brettrager@countryfinancial.com

Patricia A. Cheseborugh –naifa-az@azis.com

NAIFA-Tucson
Connie McAdams – cjmcadams@comcast.net
Michael Sandoval – sandowow@comcast.net

NAIFA-Mohave
Deborah Miller – Deborah.j.miller.iyrk@statefarm.com

NAIFA-East Valley
Duston Postert – duston.postert@benfinancial.com
Kenny Ziegler – Kenny.ziegler@countryfinancial.com

NAIFA-Scottsdale
Greg Anderson – ganderson@wealthtrust.com
John O’Neal – oneal.jon@cox.net
John Turnbull – jbull@aznetgate.net

NAIFA-Yuma
Steve Meinhardt – steve@yumainsurance.com

NAIFA-West Valley
Verl Naber – nabersplace@cox.net

NAIFA-Phoenix
Brad Burr – bbur@lovitt-touche.com
Jeff Cappellini – jcappellini@msn.com