National Association of Insurance and Financial Advisors


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Upcoming events

    • 08 Aug 2018
    • 11 Dec 2024
    • 74 sessions
    • Teleconference

    Get a Live Legislative Update Right at Your Desk: Join the Legislative 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 3, Passcode: 3512.

    NAIA Grassroots Chair David Willis and Lobbyist Roger Beyer will host the next  Legislative Committee Joint Call. 

    • 16 Jul 2019
    • 17 Dec 2019
    • 5 sessions

     

    • 17 Sep 2019
    • 8:00 AM - 2:00 PM
    • Roseburg Country Club 5051 Garden Valley Rd Roseburg, OR 97471
    Register

      


    2019 Law & Ethics CE Seminar

     with  John Lenz

     

       

    Tuesday, September 17, 2019

    Roseburg Country Club

    5051 Garden Valley Rd

    Roseburg, OR  97471 


     Agenda:   7:30am - 8:00am      Check in

                    8:00am - 11:00am    Law & lunch 

                   11:00 am - 2:00 pm   Ethics & lunch

    Lunch will be provided



    • 25 Sep 2019
    • 11:30 AM - 2:00 PM
    • Along Came Trudy 1488 18th St Springfield, OR 97477
    Register

    September Meeting 

    Wednesday, September 25th

    lunch provided


    Insurance Legislative and Regulatory Issues 2019-2020:  

    What is and will be coming


    Noon - 1pm:

    Discussion moderated by Roger Beyer - former Oregon legislator and current lobbyist for NAIFA.           Numerous topics to be discussed including:

                                                 Universal Health Care in Oregon

                                                 Funding of Family Leave Act

                                                 Bad Faith Insurance Laws

           Senator Lee Beyer - District 6

                     Joint Committee on Transportation - Co Chair

                     Join Interim Committee on Ways and Means Subcommittee on

                           Human Services - Co chair

           Representative John Lively -  District 12

                   House Interim Committee on Economic  Development - Chair

           Senator Floyd Prozanski - District 4

                   Senate Special Committee on Conduct - Chair

                   Senate Interim Committee on Judiciary - Chair

           Senator James Manning - District 7

                    Joint Interim Committee on Ways and Means Subcommittee on

                           Public Safety - Co Chair

                  Universal Health Care Task Force


            Representative Nancy Nathanson - District 13

                  Joint Ways and Means - Co Chair



    1:00 pm - 2:00pm 

            State of Oregon Insurance Commissioner Andrew Stolfi 

                  Discussion of your concerns, regulations and review the

                  departments goal to promote a healthy, vibrant competitive

                  and innovative insurance market




    Where:   Along Came Trudy    1488 18th St      Springfield, OR  97477


    Cost:  $15.00 which includes lunch at 11:30

      


    NAIFA - The National Association of Insurance and Financial Advisors

    protects and promotes the critical role of insurance in a sound financial

    plan and the essential role provided by our professional agents and advisors.




         

                    


     

                                                       

                

    • 02 Oct 2019
    • 9:00 AM - 10:00 AM

     Dial in #503-210-2091  Bridge 3   Conference Code #3512

    • 03 Oct 2019
    • 1:00 PM - 5:00 PM
    • 2150 Country Dr S Salem, OR 97302

      

    Executive Board & Affiliate Chair Meeting  

     

    • 10 Oct 2019
    • 12:00 PM - 1:30 PM
    • Ciccarelli's Restaurant 2076 Sherman Ave North Bend, OR
    Register

    Monthly Meeting


    An Immigrant's Journey

    with 

    Mai-Han Shultz

    incoming NAIFA Oregon President 


    Thursday, October 10, 2019

    12:00 pm - 1:30 pm

     

    No Charge - Members 

    $25 - Non-Members

    (waived if interested in joining NAIFA)

    1 hour CE -  General

    Ciccarelli's Restaurant

    2076 Sherman Ave

    North Bend, OR



    • 06 Nov 2019
    • 9:00 AM - 10:00 AM

     Dial in #503-210-2091  Bridge 3   Conference Code #3512

    • 04 Dec 2019
    • 9:00 AM - 10:00 AM

     Dial in #503-210-2091  Bridge 3   Conference Code #3512

    • 13 Feb 2020
    • 9:00 AM - 12:30 PM
    • 350 Winter St NE (Labor & Industries bldg) rm #260 Salem, OR

     

     

    NAIFA Day on the Hill

    Thursday, February 13, 2020 

     

Past events

12 Sep 2019 1 hour of CE in North Bend, OR
11 Sep 2019 NAIFA Performance + Purpose
04 Sep 2019 Calling all NAIFA PDX/NW members - Let's do Lunch!
04 Sep 2019 NAIFA Oregon Membership Committee Meeting
21 Aug 2019 LAST CHANCE to register for 4 hours of CE in Hood River
15 Aug 2019 Come and join NAIFA Oregon at Gilgamesh Brewing
07 Aug 2019 NAIFA Oregon Membership Committee Meeting
03 Jul 2019 NAIFA Oregon Membership Committee Meeting
20 Jun 2019 LAST CHANCE to Join NAIFA Oregon for a Social Event
19 Jun 2019 LAST CHANCE TO REGISTER FOR ETHICS CLASS
18 Jun 2019 Long Term Care Class in Roseburg
18 Jun 2019 NAIFA Executive Board Meeting
11 Jun 2019 Don't let an advertisement advise your client! Register NOW June 11th CE Event "Home Equity: A Retirement Income & Insurance Funding Alternative"
05 Jun 2019 NAIFA Oregon Membership Committee Meeting
23 May 2019 1 hour CE in North Bend, OR
21 May 2019 NAIFA Board Meeting
10 May 2019 PLEASE READ: Sponsor Opportunities for State Conference AND MORE presented by NAIFA Oregon
10 May 2019 State Conference presented by NAIFA Oregon
09 May 2019 NAIFA Oregon Strategy Meeting
01 May 2019 NAIFA Oregon Membership Committee Meeting
01 May 2019 NAIFA Oregon Convention conference call
18 Apr 2019 State LTCi Refresher Course presented by NAIFA Oregon - PDX/NW
17 Apr 2019 NAIFA April Meeting
16 Apr 2019 NAIFA Board Meeting
11 Apr 2019 2 hours of CE
11 Apr 2019 NAIFA Oregon Convention Committee Meeting
03 Apr 2019 NAIFA Oregon Membership Committee Meeting
19 Mar 2019 NAIFA Board Meeting
14 Mar 2019 Day on the Hill 2019
13 Mar 2019 NAIFA Oregon Membership Committee Meeting
01 Mar 2019 Sponsorship Opportunities - Winterfest 2019
01 Mar 2019 Winterfest 2019
20 Feb 2019 NAIFA February Meeting
19 Feb 2019 NAIFA Board Meeting
14 Feb 2019 Lunch with 1 hour CE
06 Feb 2019 NAIFA Oregon Membership Committee Meeting
31 Jan 2019 FREE!! NAIFA Panel Breakfast
24 Jan 2019 Law and Ethics CE
22 Jan 2019 2019 State Convention Committee Meeting
22 Jan 2019 NAIFA Board Meeting
16 Jan 2019 NAIFA Oregon Membership Committee Meeting
11 Jan 2019 2019 State Convention committee meeting
18 Dec 2018 NAIFA Board Meeting
20 Nov 2018 NAIFA Board Meeting
07 Nov 2018 NAIFA Oregon Membership Committee Meeting
23 Oct 2018 NAIFA Board Meeting
18 Oct 2018 FREE!! NAIFA Portland/NW CE Breakfast and Game Show presented by Servpro Gresham
10 Oct 2018 NAIFA Oregon Membership Committee Meeting
21 Sep 2018 NAIFA Portland/NW Oregon 2018 Annual Sales Congress
20 Sep 2018 Continuing Education Opportunity - OregonSaves
20 Sep 2018 State Board Meeting
13 Sep 2018 NAIFA National Convention
05 Sep 2018 Membership Committee Conference Call
20 Jun 2018 NAIFA Lane June Meeting
14 Jun 2018 SW Oregon Monthly Meeting
13 Jun 2018 Health & Leg Call
16 May 2018 NAIFA Lane May Meeting
11 May 2018 Sponsor Registration | 2018 State Conference
11 May 2018 NAIFA OR State Conference 2018
11 May 2018 Delegate Council 2018
18 Apr 2018 NAIFA Lane April Meeting
12 Apr 2018 SW Oregon Monthly Meeting
21 Mar 2018 NAIFA Lane March Meeting
08 Mar 2018 SW Oregon Monthly Meeting
21 Feb 2018 NAIFA Lane County February Meeting
09 Feb 2018 SW Oregon Monthly Meeting
07 Feb 2018 Day on the Hill 2018
02 Feb 2018 NAIFA Portland/NW Oregon 2018 Annual Winterfest
25 Jan 2018 Bi-Monthly State Conference Planning Meeting
17 Jan 2018 NAIFA Lane County January Meeting
11 Jan 2018 SW Oregon Monthly Meeting
28 Dec 2017 Portland/NW Monthly Meeting
26 Dec 2017 Umpqua Monthly Meeting
14 Dec 2017 SW Oregon Monthly Meeting
11 Dec 2017 December Membership Call
07 Sep 2017 NAIFA Performance + Purpose Conference
29 Jun 2017 Free Training by the Oregon Division of Financial Regulation (DFR)
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: 7420 SW Garden Home RD - Portland, OR 97223 ● Email: execdirector@naifaoregon.org

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