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NAIFA State Conference

  • 14 Sep 2020
  • 17 Sep 2020
  • 4 sessions
  • 14 Sep 2020, 9:00 AM 12:00 PM (PDT)
  • 15 Sep 2020, 9:00 AM 12:00 PM (PDT)
  • 16 Sep 2020, 9:00 AM 12:00 PM (PDT)
  • 17 Sep 2020, 9:00 AM 12:00 PM (PDT)

Registration


Registration is Closed


Join us for 4 days of exciting speakers

9am to Noon

(Via ZOOM)


12 hours of Oregon CE

5 hours of Washington CE


Tim Clairmont Candace Jennings
CFP, MSFS   LUTCF, CPRIA
Founder/CEO Clear Financial Partners  President, Private Client Risk Advisor 
"Events & Community Building  "The Overlooked Gap in  
Being Emotionally Intelligent"  Financial Advice" 
1 hr OR CE 1 hr OR CE, 1 hr WA CE
 
Rick Hayes Jim Pittman 
CLU, ChFC, MSFS, AEP  CLU, ChFC, CFP, AEP, RHU, LUTCF 
CVP Advance Life Sales Officer  CFBS, CLTC 
Pacific & West Central Agencies  Insurance Consulting Services, Inc. 
New York Life  "Working Smarter - Not Harder 
"Retain Key Employees & Leverage  to Reach Your Goals" 
the Balance Sheet"  1 hr OR CE,  1 hr WA CE 
1 hr OR CE, 1 hr WA CE   
   
R. J. Kelly  Ryan Pinney 
ChFC, CLU, IAR, CAP, MSFS, AEP, CEPA  LACP 
Founder & Chief Visionary Office Vice President of Sales & Marketing 
 Wealth Legacy Group Pinney Insurance 
"Becoming the Mayor of Your  "The Innovator's Edge - Insurance 
Financial Town"  Sales in the 21st Century" 
1 hr OR CE  1 hr OR CE 
   
Greg Bell  Lauren Olander 
Keynote Speaker  Central Oregon & Willamette Valley 
"Don't Farm Alone -   Ronald McDonald House Charities 
How to Grow Better Relationships
for Better Results"   Samantha MacBeth
1 hr OR CE  Estate & Trust Attorney 
  Schwabe, Williamson & Wyatt 
Carolyn McNairy 

"Planned Giving Meets  

CFCI Estate Planning" 
Compliance Services Vice President -TASC
1 hr OR CE 
President/Founder of C & J  
Consulting & Administration  Paul Dougherty 
"ERISA Compliance 101"   LUTCF, FSS, HIA 
1 hr OR CE, 1 hr WA CE  

State Farm Insurance 


NAIFA National Officer 
Paul Kingsman  
"Federal Legislative Update 
National Director of 
and Outlook" 
Practice Management 
1 hr OR CE 
Ash Brokerage  
"Say It So It Sticks!  John Wheeler 
The Right Words to Say to    CFP, CLU, ChFC, CRPC, LUTCF 
Anybody, Anywhere, Anytime"   NAIFA National Trustee 
1 hr OR CE 
Executive Vice President 

Water Tower Financial Partners LLC 

"Fast & Furious Sales Ideas & Concepts" 

1 hr OR CE, 1 hr WA CE 

 
   
   

NAIFA Members - $75.00

Non-Members - $125.00

Members will also receive a copy of Greg Bell's book

"Watering the Bamboo - Unleashing the Potential of Teams and Individuals"

A limited number of copies are available for anyone to purchase  - $20.00


State Conference Speakers

              

 


Our Sponsors:

      

               

                       


      


      


Address: 7420 SW Garden Home RD - Portland, OR 97223 ● Email: execdirector@naifaoregon.org

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