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Coming up, November 17!

Create influential business relationships and a post-election Legislative Update at...



NAIFA membership is meant to support our industry and collaborate, educate, and motivate our members. With this in mind, our November's speaker's background and topic will be a great fit as we make our way through a universally busy 4th quarter. Despite it being hectic - building relationships will remain essential to growth and success.

Influence with Integrity: Connecting with everyone from Kids to Clients.
Michael Clifton will present ideas on creating influential connections to produce immediate business results.

Post-Election Legislative Update
Our state lobbyist, Mel Sorensen, will provide a legislative update through the lens of the VERY recent and divisive election season!

REGISTER ONLINE TODAY

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

CORE EVENTS

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.
  • November 17 - Legislative & LTCAM Event
  • January 19 - 
  • March 16 - Jumbo CE Day (goes to 4pm, est.)
  • May 18 - DIAM Event

SOCIAL & SPECIAL EVENTS

Third Thursday, every other month, August through June. Starts at 4:30pm. Location varies, generally on the Eastside.
  • October 20 - Poker Night
  • December 8 - Holiday Social @ Ricardo's in Factoria
  • February 16 - Trivia Night
  • April 20 - TBA
  • June 15 - Mini Golf


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
  • Jennifer Korten, CPA, Kubo Korten, PLLC
    • Treasurer
  • 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