National Association of Insurance and Financial Advisors

NAIFA - Utah

Day on the Hill February 26, 2018

Day on the Hill - February 26, 2018. 1:30 - 4 pm in the Copper Room in the State Capitol. We will have CE and legislative updates presented by our Lobbyist Mike Sonntag, as well as Jim Dunnigan and Commissioner Kiser. Then from 4-6 pm we will be having a catered dinner in the Rotunda with our legislators. Please invite your legislators by going to http://senate.utah.gov and entering your zip code.


RSVP to exec@naifautah.org by February 16th. Costs for the event are covered with sponsorship from our Local Associations and Legacy Insurance and Financial Services as well as a few private donors.

RSVP

2018 NAIFA Congressional Conference May 22-23, 2018

Dates and Location

  • May 22-23, 2018
  • Marriott Renaissance DC Downtown
    999 9th St NW, Washington, DC 20001

In the past five years, almost four thousand NAIFA members from every corner of the country came to Washington, D.C., and visited Capitol Hill to meet with lawmakers and advise them on how their decisions affect agents, brokers, and their clients.

NAIFA's annual Congressional Conference establishes and cultivates relationships with lawmakers, to share the expertise of NAIFA members from all 50 states, and educate them on the value that NAIFA members bring to their clients and the solutions they provide for 75 million American families.


More information

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Performance + Purpose 2018 Annual ConferenceSeptember 13 - 16, 2018

NAIFA Performance + Purpose is a new kind of meeting. It is your meeting. More than ever before you can customize your sessions from programming targeted to advanced advisors, young advisors and everyone in between. You will learn from the experts and be the expert with Braindates, a new peer-to-peer learning system. And you will have more fun than you have ever had at a NAIFA meeting.

NAIFA Performance + Purpose 2018 will take place September 13 - 16, 2018 in San Antonio, Texas at the Henry B. Gonzalez Convention Center. The official conference hotel is the Grand Hyatt San Antonio. Hotel information will be posted in the coming weeks.

NAIFA is excited to introduce new partnerships with Society of Financial Service Professionals (FSP) and GAMA International!

FSP is collaborating with NAIFA to deliver a new advanced markets educational track at Performance + Purpose 2018. Experienced advisors have asked NAIFA for more quality programming for advisors in advanced practices. FSP is helping NAIFA meet that demand.

GAMA International will host a P+P workshop on how advisors – who aspire to become managers and CEOs – can best position themselves to reach that level of management. This new workshop is just part of the larger NAIFA – GAMA International collaboration.

NAIFA’s 2018 Performance + Purpose will be an inspirational and unforgettable event for all attendees!

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Grant Taggart SymposiumSeptember 19–20, 2018

Dates, Time and Location

  • September 19-20, 2018
    8:30 a.m.–5:00 p.m.
  • BYU Conference Center
    730 E. University Parkway Provo, Utah

Benefits

  • Industry leading main platform speakers
  • Largest gathering of financial advisors in the intermountain states
  • Dozens of business-building ideas and strategies from national and local presenters
  • Up to 9 classroom hours of continuing education credit

More information

Register

Calendar of Events

Date Event Time Location Speakers CE? Contact
2018
March 6SFSP & NAIFA Joint Meeting11:30 amJoseph Smith Memorial BuildingTBAChelsea Nelson exec@naifautah.org
April 10NAIFA-Utah Elections, Delegate Council & Membership Meeting11:30 amTBDRyan Pinney & Shawn Reyas1 LAHChelsea Nelson exec@naifautah.org
May 22-23Congressional ConferenceVoting: 8 amWashington, D.C.Various National & Congress meetingswww.Naifa.org
September 14-16NAIFA National Conference9 am-6 pm each daySan Antonio, TXVarious Nationalwww.Naifa.org
September 19-20Grant Taggart Symposium8 am-4 pm both daysBYU, UTVarious9-12 hrswww.granttaggart.com
September 19Annual Leadership Conference5:00 pmTBANAIFA State LeadersChelsea Nelson exec@naifautah.org

NAIFA-UTAH MONTHLY LOCAL CALENDAR OF EVENTS 2018

NAIFA-Utah members are invited to attend any local meeting to enjoy comradery, and gain CE credits; there may be a cost for attending a meeting outside of your local.

DATE LOCATION SPEAKER TOPIC CE?
BONNEVILLE
February 21
8:00 am
Ogden Country ClubJan HillAwards BanquetNo
February 26
8:00 pm
Copper Room/RotundaDay on the HillLegislative IssuesYes – 1 hour
March 20
7:30 am
Gardner VillageSales CaravanEthics & Life, Accident, HealthYes – 4 hours
April
CACHE VALLEY
February 8
11:30 AM
Elements RestaurantClint CarterCompliance IssuesYes – 1 hour
February 26
1:00 pm
Copper Room/RotundaDay on the HillLegislative IssuesYes – 1 hour
March 8
9 AM – 2 PM
Gardner VillageSales CaravanEthics & Life, Accident, HealthYes – 4 hours
April
CENTRAL
MEMBERS OF CENTRAL AND THEIR GUESTS – NO COST. NON-CENTRAL MEMBER: $25.00
February 15, 2018
12 Noon
LaJolla Groves Restaurant, ProvoColt & CC SampsonImportance of Life InsuranceYes – 1 hour
February 26
1:00 pm
Copper Room/RotundaDay on the HillLegislative IssuesYes – 1 hour
March 20
7:30 AM
CE @ 7:45
Ethics @ 8:45-11:45 AM
Gardner VillageSales CaravanDerek Bohne Ryan Beck & JR. JonesYes – 4 hours
April 19
12 Noon
LaJolla Groves Restaurant, ProvoMike WelkerNYA
LAKEVIEW
February 13
7:45 AM
Country InnWeston LongP&C InsNYA
February 26
1:00 pm
Copper Room/RotundaDay on the HillLegislative IssuesYes – 1 hour
March 20
7:30 AM
Gardner VillageSales CaravanEthics, & Life, Accident, HealthYes – 4 hours
February 13
7:45 AM
Country InnWeston LongP&C InsNYA
April 10
7:45 AM
Country InnMike Sonntag & Jim DunniganLegislative ReviewNYA
May 8
7:45 AM
Country InnScott WertzSettlements
June 12
6:00 PM
Lakeview Social
JulyNo Meeting
AugustNo Meeting
September 14-16San Antonio, TX NAIFA National
September 19-20BYUGrant Taggart & ALCAll issuesSFSP Provided
SALT LAKE VALLEY
SLV MEMBERS AND THEIR GUESTS: NO COST. NON-SLV MEMBER COST: $20.00
February 20
7:30 AM
Gardner VillageStephen MayfieldNew Tax Bill Effecting Estate Tax and Business Succession PlanningYes – 1 hour
February 26
1:00 pm
Copper Room/RotundaDay on the HillLegislative IssuesYes – 1 hour
March 20
7:30 AM
Gardner VillageSales CaravanEthics, & Life, Accident, HealthYes – 4 hours
April 17
7:30 AM
Gardner VillageJohn Curtis (?)
May 15
7:30 AM
Gardner VillageScott WertzLife SettlementsNYA
June 19
7:30 AM
Gardner VillageTBA
SOUTHERN – CEDAR CITY: 8:00 AM (IHOP) ST. GEORGE: 12 NOON (GOLDEN CORRAL)
February 21Hampton InnSouthern CaravanEthics, DI, SSYes – 5 hours
February 26
1:00 pm
Copper Room/RotundaDay on the HillLegislative IssuesYes – 1 hour
March
April
May 10Golf TournamentSun River Golf CourseTim Vensel

NYA – CE course outline not yet received by NAIFA, not yet submitted, not yet applied for.