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January CORE Event

Networking in the New Year

Thursday, January 15, 2014  |  Seattle Yacht Club | 7:30am to 9:00 am

*** NOW WITH ONE (1) HOUR OF WAOIC APPROVED CE CREDIT ***

Join your colleagues to start off the new year right, with your NAIFA friends!  Directly resulting from member feedback, we return to a shorter, more frequent style of events.  These will have a predictable schedule and steady location.  Our first event of 2015 will feature a brief presentation on Effective Networking from our newest local board member, Stephen Good.  Following will be a one-hour CE presentation from long-time NAIFA supporter, Bob Merz, on settling complex estates and the importance adequate life insurance plays in doing so.  (WAOIC Approved CE Course #611537)
  • WHEN:
    • January 15, 2015, 7:30am to 9:00am
    • Registration/Breakfast available at 7am
    • Program to begin promptly at 7:30am, please be on time.
  • WHERE:
    • Seattle Yacht Club
    • 1807 E. Hamlin Street, Seattle, WA 98112
  • COST:
    • $15 Members (any NAIFA local, WAHU, or SFSP)
    • $25 Non-Members
    • No charge for first-time guests who attend with a member

MORE DETAILS HERE  |  REGISTER ONLINE NOW

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

Upcoming Events

Save-These-Dates

For these 2014-15 events.  Check back later for information on these and other upcoming events.  Times and locations may be tentative.
  • February 19, 4:30pm to 6:30pm 
    • NAIFA Social: Trivia Night
    • TBA 
  • March 19, 7:30am to 11:30am 
    • Million Dollar Idea Day
    • Seattle Yacht Club
  • April 16, 4:30pm to 6:30pm 
    • NAIFA Social: Poker Tournament 
    • Wilde Rover (Kirkland) 
  • May 21, 7:30am to 9:00am
    • CORE Event, Annual Meeting, & Social
    • Seattle Yacht Club


News & Announcements

Board Welcomes New Director

Thursday, October 9, 2014

 

At today's regular board meeting the NAIFA Seattle/Eastside Board of Directors appointed Stephen Good, LUTCF, CFBS, CLTC to Director, Position 3.  Stephen recently move to the Seattle area from Arizona, taking the role of Managing Director with MassMutual Financial Group downtown.  He is a Past President of NAIFA Miami and has served on the board of three different state associations, including NAIFA Florida and NAIFA North Carolina.  Please join us in welcoming Stephen to our great state!  
See the Leadership page for contact information.


New Leadership Elected

Tuesday, May 20, 2014

 

During the annual meeting, members present at the NAIFA Washington State Convention elected a the Board of Directors for the coming year.  These officers and their board officially take office on July 1, 2014.  Congratulations ladies & gentlemen!

  • Michael C. Staeb, Staeb Brokerage
    • President
  • Alexander Collins, CFP, ChFC, Sound Financial Group
    • President-Elect
  • John B. Nichols, Nichols CO
    • Secretary/Treasurer Pro-Tempore
    • Immediate Past President
  • Scott Fowler, dibroker
    • National Committeeperson
See the Leadership page for full details on your NAIFA Seattle/Eastside Board of Directors.



Welcome to our newest members!

Dana Campion
Ohio National

Mark Bergeron
Adviser Source

Gary Franke
Achieve Alpha Insurance

Andrew Skullerud
New York Life

Belen Castellano
New York Life

Kenneth Jenson
Adams Insurance Agency

Anthony Gian
MetLife

Robert Stankey
MetLife