may 2015 2015 ev newsletter .pdfmay 20, 2015 naifa-scottsdale presents van mueller (see details...

Meeting Location: Shalimar Country Club

2031 E. Golf Ave., Tempe, AZ 85282

7:15 AM—Registration

7:30—9:00 AM—Program

RSVP to [email protected] or call 602-317-4438

PROGRAM—Panel, Sharing SALES IDEAS!

Annuities—Donna Kohlhase

Referrals/Marketing—Joe Morris

Life Insurance—Dustin Brutton

Disability Income—Dale Chittenden

Long Term Care—Paul Sabol

Practice Management—Judy Aguilar-Woertz

Naifa-East Valley Meeting—Thurs, May 14, 2015

EAST VALLEY NEWS

MAY 2015

NAIFA-EAST VALLEY

M. G. Peterson Consulting, PLC, CPAs

Hoopes, Adams & Alexander, PLC

T & S Body & Glass Works

THANK YOU TO OUR SPONSORS!

EMSI-Arizona—Kevin Jensen

The Chittendens

Client Focus LLC

May 20, 2015

Naifa-Scottsdale

Presents Van Mueller

(see details below & Pg 2

CALENDAR OF EVENTS

EAST VEAST VALLEY NEWS— MAY, 2015

May 14, 2015

Breakfast Meeting -

7:15 am Shalimar Country Club

2032 E. Golf Ave., Tempe

Program Panel

Presentation ―SALES IDEAS

May 29, 2015

State Poker Party Event

(see details, Pg 4)

NAIFA - JOIN YOUR PROFESSION

ORGANIZATION TODAY

(Click on the link to join)

https://member.naifa.org/Services/NAIFA/Join/NAIFA/Thank_You.aspx?

hkey=2edf96d3-1b68-449b-b2ea-25af48f4fcca

Van Mueller Event: This event is in high demand. Your seat is only reserved with your payment. So don’t miss out and purchase your ticket today. Both current members and non-NAIFA Scottsdale members are re-quired to reserve for the luncheon too. ***Members - no charge for luncheon, just $20 for the after luncheon program. ***Non-NAIFA

Scottsdale members and guests, luncheon is $30 and after lunch program is $20. ***Registrations are not accepted without payment! Register now at www.naifascottsdale.org and click on the link Van Mueller luncheon special event!

DO YOU NEED

ERRORS &

OMMISIONS

INSURANCE?

Check out the great deal offered by NAIFA/CalSurance by clicking on the link below!

www.naifaeo.com

https://member.naifa.org/Services/NAIFA/Join/NAIFA/Thank_You.aspx?hkey=2edf96d3-1b68-449b-b2ea-25af48f4fcca

https://member.naifa.org/Services/NAIFA/Join/NAIFA/Thank_You.aspx?hkey=2edf96d3-1b68-449b-b2ea-25af48f4fcca

http://www.naifascottsdale.org


We have two months left in our year and we need YOUR help to hit our membership goal. We need 15 new members between now and June 30th. Please bring a colleague or friend to our exciting May meeting!

Thanks-

Joe Morris, Membership Chair

Welcome New Members during 2014-15!

Donald Ayers

Donald Hagberg

Pamela Johnson

Frank Margiotta

Aaron McDermid

Thomas Moore

Nathan Raso

Nicole Schaal

Undrea Smith

NAIFA-East Valley – NQA Awards - 2014-2015

Life and Annuities

Mark E. Rowley – 16 Years

Chester A. Jaehnig, FIC, MDRT – 12 Years

Jeffrey Kolzow, LUTCF, FICF, FIC – 11 Years

Joseph A. Morris, CLU, ChFC – 6 Years

Matthew Klandrud, FIC – 5 Years

Sam Kasper – 3 Years

Dustin E. Brutton, CLU – 2 Year

Mark A. Bonnett – 1 Year

Byron Hux Russell, FIC – 1 Year

Multiline

Julie Jakubek – 9 Years

Mark A. Derrico – 7 Years

Financial Advising and Investments

Wendy L. Feldman, CLU, ChFC, CASL, CLTC – 14 Years

Mark A. Derrico – 7 Years

Thomas Hubbard, CLU, ChFC, CFP – 3 Years

EAST VALLEY NEWS— MAY, 2015

OUR SPONSORS

We THANK you for your support!


Page 12 EAST VEAST VALLEY NEWS— MAY, 2015

OUR ADVERTISERS

We THANK you for your support!


Looking to help your Clients with a Mortgage?

Call Donna Kohlhase 480.396.2140

Please feel free to visit the Nationwide Mortgage Licensing System & Registry (NMLS) Consumer

Access

website to confirm State Farm Bank, F.S.B. (ID# 139716) and/or myself (ID# 0919248) are licensed

to do

business in your state. This is a free service for consumers. The website address is

www.nmlsconsumeraccess.org

http://www.nmlsconsumeraccess.org/

may 2015 2015 ev newsletter .pdfmay 20, 2015 naifa-scottsdale presents van mueller (see details...

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