May 18th Core Event                      

Thursday, May 18, 2017
7:30am - 9:30pm

Seattle Yacht Club
1801 East Hamlin Street
Seattle, WA


Please call Jenna Olson at (206) 228-9351 with any questions or to register and make a payment over the phone.

Lon Davidson (1941-2017)
It is with a heavy heart that we inform you of the passing of our friend, colleague, long-time NAIFA member, and Past President of NAIFA Seattle/Eastside, Lon Davidson.

A celebration of Lon’s life will be held at 2:00pm on Friday, January 27, 2017, at the Ballard Bay Club (6413 Seaview Avenue NW, Seattle, 98107). In lieu of flowers, memorial donations may be made to Fred Hutch Cancer Research Center (1100 Fairview Ave N, Seattle, WA 98109, www.fredhutch.org, 206-667-4399).

Upcoming Events


For these 2016-2017 events.  Check back later for information on these and other upcoming events.  Times and locations may be tentative.


Third Thursday, every other month, September through May. Starts at 7:30am (breakfast/registration starts at 7:00am) and ends at 9am or 9:30am. All CORE events held at The Seattle Yacht Club.
  • May 18 - DIAM Event


Third Thursday, every other month, August through June. Starts at 4:30pm. Location varies, generally on the Eastside.
  • April 20 - TBA
  • June 15 - Mini Golf
  • State Convention at Lake Chelan May 24-26

News & Announcements

DOL Guidance On Fiduciary Rule Does Little To Clarify Ambiguities

Tuesday, November 1, 2016

The Department of Labor (DOL) issued new fiduciary rule guidance in the form of 34 frequently-asked questions, which focus primarily on the best interest contract exemption, grandfather issues, and some compensation issues. 

This is the first in a series of three FAQs the DOL has said it will issue. The current FAQ explains that new money can be invested to an established portfolio without negating the DOL rule’s grandfather clause, and that selling an asset will not negate the grandfather provision unless there is an advisor makes a recommendation to purchase a new asset that would result in new compensation.

Otherwise, however, the FAQ lacks significant clarity or simply restates what is in the rule and its preamble.  NAIFA hopes that future guidance from DOL will address remaining ambiguities.

New Leadership Elected

Thursday, May 19, 2016

During the annual meeting, members present elected the new Board of Directors for the coming year.  These officers and their board officially take office on July 1, 2016.  Congratulations ladies & gentlemen!
  • Alexander Collins, CFP, ChFC, Sound Financial Group
    • President
  • Lisa Kruckeberg, Principal Financial Group
    • President-Elect
  • Jody Lentz, MassMutual Financial Group
    • Secretary
  • Scott Fowler, dibroker
    • National Committeeperson
  • Michael C. Staeb, Washington Brokerage
    • Immediate Past President
The event also saw the election, reelection, or continuing term of board members John B. Nichols, Ryan Jewell, Gary Franke, Ted Butler, and Scarlett Kendrick.  See the Leadership page for full details on your NAIFA Seattle/Eastside Board of Directors.

Welcome to our newest members!

Daniel Burris | Security Benefit Life Ins
Sebastian Kanczugowski | Pacific Capital Resource Group
Michael Myers | Retirement Funding Solutions
Quynh-Anh Thi Nguyen | MassMutual Financial Group
Mike Boroughs, CPA
Marcus P. Burdyshaw | Guardian
Joy Beal | Retirement Funding Solutions
Charles W. Oliver | MassMutual Financial Group
Jose Gueco | Shelgren Financial Group