National Association of Insurance and Financial Advisors

 

Upcoming events

    • 14 Sep 2016
    • 11 Dec 2024
    • 99 sessions
    • Teleconference

    Get a Live Legislative & Health Update Right at Your Desk: Join the Leg/Health Calls.

    Committee calls are currently  scheduled for the second Wednesday of the month from 9am to 10am. Click here for instructions on how to add each meeting to your calendar. 

    No reservations needed.  Call In Information: (1) 503-210-2091, Conference Bridge 2, Passcode: 6931.

    Health Chair and NAIFA Oregon President-Elect Lisa Lettenmaier and Lobbyist Roger Beyer will host the next Health and Legislative Committee Joint Call. 

    • 29 Jun 2017
    • 8:30 AM - 12:30 PM
    • Home Builders Association Bldg 15555 SW Bangy Road #100 Lake Oswego, OR 97035

    Preventing, Identifying and Reporting Financial Exploitation of the Elderly


    June is Senior Safe month here at the Division of Financial Regulation. As such, we are focusing our energy towards efforts to protect Oregon's seniors from fraud and financial abuse through education, outreach and consumer advocacy.

    On Thursday June 29 we will be hosting a unique training event at our office in Lake Oswego. While this training is originally designed for investment brokers and financial advisors, it may be of great value to you.

    The free training will be lead by DFR staff as well as representatives for Oregon's Department of Justice, Oregon Department of Health and Human Services, and the Federal Trade Commission. Its focus is on Preventing, Identifying and Reporting Financial Exploitation of the Elderly.

    We have less than 60 seats left and have chosen to open up enrollment of this class to the public and would invite you and anyone you think would benefit from it to sign up.

    You can find more information on this class and enroll here: https://dcbs_dfr_seniorsafe.eventbrite.com 
    Feel free to contact me if you have any questions.

    Sincerely,

    Kevin Jeffries
    Kevin.P.Jeffries@oregon.gov
    Consumer Liaison, Division of Financial Regulation
    Oregon Dept. of Consumer and Business Services
    Office: 503.947.7238
    Cell: 503.991.9083


    • 07 Sep 2017
    • 10 Sep 2017
    • Orlando Florida

    National Naifa Conference.  Register at Naifa.org

Past events

09 Jun 2017 NAIFA State Board Meeting
09 Jun 2017 Alzheimer's Association Reason to Hope: NAIFA Oregon Invite
30 Mar 2017 2017 NAIFA Day on the Hill
29 Mar 2017 2017 State Conference & Day on the Hill Registration
29 Mar 2017 Sponsor Registration | 2017 State Conference & Day on the Hill
03 Feb 2017 Winterfest 2017
18 Nov 2016 NAIFA State Board Meeting
14 Oct 2016 NAIFA State Board Meeting
30 Sep 2016 NAIFA State Board Meeting
21 Sep 2016 NAIFA Salem Quarterly Meeting - Annuities & QLACs
19 Aug 2016 NAIFA State Board Meeting
11 Jul 2016 PDXNW: 3rd Annual Golf Scramble
15 Jun 2016 NAIFA Salem Quarterly Meeting
10 Jun 2016 NAIFA State Board Meeting
09 Jun 2016 Governmental Affairs Teleconference Meeting
08 Jun 2016 NAIFA Oregon Governmental Affairs/ Health Committee Teleconference Meeting
02 Jun 2016 PDX/NW Monthly Meeting: Annual Meeting & LTC 4-Hour CE Refresher
20 May 2016 Washington Attendee Registration | 2016 OR-WA Joint State Conference
20 May 2016 Oregon Attendee Registration | 2016 OR-WA Joint State Conference
20 May 2016 Sponsor Registration | 2016 OR-WA Joint State Conference
20 May 2016 NAIFA State Board Meeting
11 May 2016 NAIFA Oregon Governmental Affairs/ Health Committee Teleconference Meeting
05 May 2016 4th Annual Belgian Beer Tasting with MBAs & FPA
20 Apr 2016 NAIFA Salem Quarterly Meeting
15 Apr 2016 NAIFA State Board Meeting
13 Apr 2016 NAIFA Oregon Governmental Affairs/ Health Committee Teleconference Meeting
07 Apr 2016 PDXNW Monthly Meeting:Understanding the Health Insurance Market Place
15 Mar 2016 Umpqua March Meeting
11 Mar 2016 NAIFA State Board Meeting
09 Mar 2016 NAIFA Oregon Governmental Affairs/ Health Committee Teleconference Meeting
03 Mar 2016 PDXNW Monthly Meeting:“Pitfalls of Tax Planning and How to Help your Clients Avoid Them” with David Bixel
16 Feb 2016 Umpqua February Meeting
10 Feb 2016 NAIFA State Board Meeting
10 Feb 2016 NAIFA Oregon Day on the Hill 2016
05 Feb 2016 PDXNW Monthly Meeting: Winterfest
19 Jan 2016 NAIFA Umpqua January Meeting
15 Jan 2016 NAIFA State Board Meeting
13 Jan 2016 Governmental Affairs Teleconference Meeting
13 Jan 2016 NAIFA Oregon Health Committee Teleconference Meeting
07 Jan 2016 PDXNW Monthly Meeting:“Risk Management Trust Planning” with Allen Trust
15 Dec 2015 NAIFA Umpqua December Meeting
11 Dec 2015 NAIFA State Board Meeting
13 Nov 2015 NAIFA State Board Meeting
10 Nov 2015 NAIFA Salem Board Meeting
05 Nov 2015 PDXNW Monthly Meeting:“Take your Practice to the next level” with Tim Clairmont
03 Nov 2015 NAIFA Salem YAT Mixer
16 Oct 2015 NAIFA State Board Meeting
03 Oct 2015 2015 NAIFA Annual Meeting
01 Oct 2015 PDXNW Monthly Meeting: “Law and Ethics” with John Lenz – the best way to get your 6hr requirement!
24 Sep 2015 Fall Education Day 2015
03 Sep 2015 PDXNW Monthly Meeting: “Accepting Success through a Lens of Change; How to increase your Retirement Plan Business by being Creative and Less ReaCtive” with Joe Burt
19 Aug 2015 4th Annual “Casino Night”
30 Jul 2015 Quarterly National Committeepersons Conference Call
17 Jul 2015 NAIFA State Board Meeting
15 Jul 2015 Umpqua Meeting
02 Jul 2015 PDXNW Golf Scramble
27 Jun 2015 Data Update Due
19 Jun 2015 NAIFA State Board Meeting
17 Jun 2015 NAIFA Salem Quarterly Meeting Engaging Millennials for the Financial Services Industry
13 Jun 2015 Managers Membership Award deadline
11 Jun 2015 SW Oregon Monthly Meeting
21 May 2015 NAIFA State Board Meeting
20 May 2015 Lane County Monthly Breakfast: ETHICS (3 Hours CE) - Sponsored by John Lenz
20 May 2015 NAIFA Oregon Career Conference
20 May 2015 Sponsor Registration - 2015 Career Conference
08 May 2015 NAIFA Quality Award deadline
07 May 2015 PDXNW Monthly Meeting: Social Event Sponsored by YAT
30 Apr 2015 Deadline for YAT Leader of The Year Nominations
17 Apr 2015 NAIFA State Board Meeting
15 Apr 2015 Lane County Monthly Breakfast: David Crosley and Debbie Foote
09 Apr 2015 SW Oregon Monthly Meeting
02 Apr 2015 PDXNW Monthly Meeting: Captive Insurance Companies
26 Mar 2015 Quarterly National Committeepersons Conference Call
18 Mar 2015 Lane County Monthly Breakfast: Laurie Cali , Insurance Commissioner - Sponsored by Marie Due
12 Mar 2015 SW Oregon Monthly Meeting
11 Mar 2015 NAIFA State Board Meeting
11 Mar 2015 2015 NAIFA Oregon Day on the Hill
05 Mar 2015 PDXNW Monthly Meeting: Sales Training by Sandler Systems
18 Feb 2015 Lane County Monthly Breakfast: Scott Corey - Sponsored by Scott Corey
13 Feb 2015 NAIFA State Board Meeting
12 Feb 2015 SW Oregon Monthly Meeting
06 Feb 2015 PDXNW Winterfest 2015 “Achieving Success in Any Economy”
21 Jan 2015 Lane County Monthly Breakfast: Mary Fipps - Sponsored by Mary Fipps
20 Jan 2015 NAIFA Salem Quarterly Meeting
16 Jan 2015 NAIFA State Board Meeting
08 Jan 2015 SW Oregon Monthly Meeting
08 Jan 2015 PDXNW Monthly Meeting: Non-Qualified Deferred Compensation
27 Dec 2014 Last day to receive IFAPAC credit card/check contributions at NAIFA National
20 Dec 2014 Last day to receive IFAPAC bank draft contributions at NAIFA National
19 Dec 2014 Last day to MAIL IFAPAC contributions to PO Box
17 Dec 2014 Lane County Monthly Breakfast: Claiming Strategies for Boomer Benefits: Social Security Made Clear
12 Dec 2014 NAIFA State Board Meeting
11 Dec 2014 PDXNW Monthly Meeting: Social Event Sponsored by YAT
11 Dec 2014 SW Oregon Monthly Meeting
26 Nov 2014 2014 IFAPAC Fundraising Plans Due
20 Nov 2014 Quarterly National Committeepersons Conference Call
19 Nov 2014 Lane County Monthly Breakfast: Tim Berry, Palo Alto Software - Sponsored by Colonial
17 Nov 2014 IRS Forms DUE
14 Nov 2014 NAIFA State Board Meeting
13 Nov 2014 SW Oregon Monthly Meeting
06 Nov 2014 PDXNW Monthly Meeting: Estate Planning
30 Oct 2014 IFAPAC Administrative Fund Contribution deadline.
22 Oct 2014 Lane County Monthly Breakfast: Roger Beyer, Legislative Liaison - Sponsored by APPS
17 Oct 2014 NAIFA State Board Meeting
09 Oct 2014 SW Oregon Monthly Meeting
02 Oct 2014 PDXNW Monthly Meeting: Law & Ethics
19 Sep 2014 NAIFA State Board Meeting
18 Sep 2014 SW Oregon Monthly Meeting
17 Sep 2014 NAIFA Salem Quarterly Meeting with LIAM-Focused Training
16 Sep 2014 Lane County Monthly Meeting: "Purposes and Functions of the Federal Reserve" with Special Guest Steven Fisher, Federal Reserve Bank of San Francisco
11 Sep 2014 PDXNW Monthly Meeting: Casino Night Sponsored by YAT
07 Sep 2014 NAIFA OR Delegates social event
06 Sep 2014 2014 NAIFA Annual Meeting
21 Aug 2014 State National Committeeperson conference call with NAIFA National Secretary
20 Aug 2014 Rogue Valley Monthly Meeting
07 Aug 2014 PDXNW Monthly Meeting: Develop an Effective Business Plan
06 Aug 2014 Advance Registration deadline for 2014 NAIFA Annual Meeting
15 Jul 2014 Association Budget deadline
11 Jul 2014 NAIFA State Board Meeting
08 Jul 2014 Early Registration deadline for 2014 NAIFA Annual Meeting
07 Jul 2014 Jack E. Bobo Award of Excellence & C. Carney Smith Award Applications DUE
01 Jul 2014 Start of Membership Year
30 Jun 2014 Officer & Chair Reporting DUE
20 Jun 2014 NAIFA State Board Meeting
19 Jun 2014 Lane County Monthly Meeting
18 Jun 2014 Salem Quarterly Meeting

Address: PO Box 2881, Salem, OR 97308 ● Phone: 503-371-7457 ● Fax: 503-585-8547 ● Email: Office@naifaoregon.org

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